价值ETF (159263) 涨1.08%，资金持续净流入，高股息+低估值优势持续显现

Group 1 - The core viewpoint of the articles highlights the strong performance of consumer stocks, particularly Luzhou Laojiao, which rose over 8%, contributing to a 1.08% increase in the value ETF (159263) and a cumulative gain of over 10% in October, outperforming the CSI Dividend Index by approximately 4% [1] - The Ministry of Finance released a report on November 7, indicating that it will continue to implement measures to boost consumption, which is a positive signal for the market [1] - The National Bureau of Statistics reported a 0.2% month-on-month and year-on-year increase in the Consumer Price Index (CPI) for October, with the core CPI (excluding food and energy) rising by 1.2%, marking the sixth consecutive month of growth [1] Group 2 - The current market trend is attributed to a combination of economic recovery expectations and dividend premium, rather than merely a "high cut low" market [1] - The non-manufacturing PMI in China has crossed the threshold, benefiting traditional value sectors such as home appliances and banking due to recovering demand [1] - Amid global volatility, concerns over "paper profits" have increased, leading to a preference for value stocks characterized by high dividends and low valuations, which enhance risk resilience [1] Group 3 - The Guozheng Value 100 Index, as a benchmark for value stocks, employs a selection system based on "high dividends + high free cash flow + low PE," achieving an annualized return of over 17.5% since 2013, with a current dividend yield of 4.9%, compared to 4.3% for the CSI Dividend Index [1] - There has been a continuous net inflow of funds into value ETFs, with a net inflow of 24.2 million yuan over the past 20 days, indicating strong investor interest [2] - Value ETFs (159263, including connection A/C: 025497 / 025498) serve as a core tool for investors to allocate "high dividend + low valuation" assets [2]