港股红利策略的底仓配置价值持续强化

Core Viewpoint - The Hong Kong stock market is experiencing a surge in popularity for dividend-themed ETFs, driven by attractive dividend yields and a strong performance of dividend-paying stocks [1][2][3] Group 1: Market Performance - As of November 7, the total scale of Hong Kong dividend-themed ETFs has exceeded 67.812 billion, with an increase of 11.738 billion since October [1] - The Hong Kong stock market has seen a comprehensive increase in dividend levels, with 713 companies declaring dividends totaling 812.7 billion HKD, a year-on-year growth of 31.35% [2] - The Hong Kong dividend indices, such as the Hong Kong Stock Connect High Dividend (CNY) Index and the Hang Seng High Dividend Low Volatility Index, have shown significant long-term performance, with five-year cumulative gains of 42.64% and 43.17%, respectively, outperforming the Hang Seng Index's decline of 28.40% [3] Group 2: Investment Opportunities - Investors can utilize Hong Kong dividend ETFs (513530) and low volatility dividend ETFs (520890) for index-based investment, focusing on high liquidity and continuous dividend payments [3] - The Hong Kong Stock Connect Low Volatility Dividend ETF has achieved a return of 14.10% in the first half of 2025, compared to its benchmark's return of 11.88% [3] - The Hong Kong Stock Connect Dividend ETF has shown returns of 3.59%, 7.14%, 30.16%, and 15.91% from its inception in 2022 to the first half of 2025, outperforming its benchmark in the same periods [4]