高息红利策略攻守兼备，港股红利ETF博时(513690)冲击3连涨，9月重要数据全面解读
Sou Hu Cai Jing·2025-10-16 05:21

Market Performance - The Hang Seng High Dividend Yield Index increased by 0.45%, with notable gains from China Coal Energy (+5.71%) and Orient Overseas International (+2.52%) [3] - The Hong Kong Dividend ETF (513690) rose by 0.64%, marking a three-day consecutive increase, with a latest price of 1.09 CNY [3] - The CSI Dividend Index fell by 0.01%, with Shannxi Coal and Chemical Industries leading the gainers at +2.98% [5] - The Hong Kong Dividend ETF (515890) increased by 0.34%, with a latest price of 1.48 CNY [5] - The Large Cap Growth ETF (159203) rose by 0.61%, with a latest price of 1.32 CNY [5] Liquidity and Trading Volume - The Hong Kong Dividend ETF (513690) had a turnover rate of 2.78% and a trading volume of 154 million CNY [3] - The Large Cap Growth ETF had a turnover rate of 9.79% and a trading volume of 1.5182 million CNY [7] - The Hong Kong Dividend ETF (515890) recorded a trading volume of 11.5241 million CNY [5] Economic Indicators - In September 2025, the Consumer Price Index (CPI) decreased by 0.3% year-on-year, while the Producer Price Index (PPI) fell by 2.3% [8] - New social financing in September was 3.5 trillion CNY, with a year-on-year growth rate of 8.7% [8] - M2 growth rate decreased to 8.4%, while M1 growth rate increased to 7.2% [9] Investment Insights - High dividend strategies are viewed as a balanced approach in the current Hong Kong market environment, with a shift from offshore to onshore market dynamics [9] - The fourth quarter of 2025 may present a key opportunity for bottom-fishing in dividend stocks, as pessimistic expectations may have been fully priced in [9] - The Hong Kong Dividend ETF closely tracks the Hang Seng High Dividend Yield Index, which reflects the performance of high dividend securities available through the Hong Kong Stock Connect [13] Fund Performance - The latest size of the Hong Kong Dividend ETF (513690) reached 5.451 billion CNY, with a record high of 5.044 billion shares [11][12] - The fund has seen continuous net inflows over the past four days, totaling 80.9743 million CNY [12]