港股分红潮涌！港股通红利ETF（513530）股息优势持续凸显

Core Viewpoint - Recent market conditions have led to increased risk aversion, with a focus on high dividend stocks in the Hong Kong market, driven by hawkish comments from Federal Reserve officials, profit-taking in tech stocks, and concerns over AI sector valuations [1] Group 1: Dividend Trends - Since 2025, 963 Hong Kong-listed companies have implemented cash dividends totaling HKD 12,561 billion, with high dividend stocks accounting for approximately 42% of total cash dividends [1] - The Hong Kong Stock Connect high dividend ETFs have shown attractive dividend yields of 5.54% and 5.72%, significantly higher than the 1.81% yield of 10-year government bonds [2][3] Group 2: Fund Inflows and Performance - The Hong Kong Stock Connect Dividend ETF (513530) has seen continuous net inflows for 14 trading days, accumulating HKD 551 million, with its fund size reaching a new high of HKD 2,751 million [2][3] - The performance of the Hong Kong Stock Connect Dividend ETFs has outperformed several mainstream indices, with one-year cumulative returns of 37.39% and 41.97%, surpassing the performance of A-share dividend indices [4] Group 3: Institutional Demand - The demand for high dividend assets is expected to increase significantly as insurance companies switch to new accounting standards in 2026, with projected allocations reaching HKD 250-500 billion annually by 2027 [3][4] Group 4: Fund Management and Strategy - The Hong Kong Stock Connect Dividend ETF (513530) is the first ETF in the A-share market to invest in the high dividend index through the QDII model, aiming to reduce dividend tax costs for long-term holders [4][5] - The fund manager, Huatai-PB, has over 18 years of experience in index investment and has developed a comprehensive range of dividend-themed ETFs [6]