对标世界一流企业！央企价值创造或带动相关标的走红！“头牌”近一月日均成交额高达2.85亿元！

Core Viewpoint - The State-owned Assets Supervision and Administration Commission (SASAC) held a meeting to promote the value creation action of state-owned enterprises (SOEs), emphasizing the importance of functional value and outlining future work directions [1] Group 1: Value Creation Action - The meeting highlighted the need for central and local SOEs to focus on functional value across four areas: strategic security, industry leadership, national economy and people's livelihood, and comprehensive promotion [1] - The deepening of the value creation action is expected to enhance the core competitiveness and accelerate the industrial upgrading of central enterprises, leading to systematic improvements in profitability and dividend capacity [1] Group 2: Market Analysis - Market analysts believe that the ongoing value creation action will lay a long-term growth foundation for related enterprises, with expectations for valuation increases and strong dividend returns under the policy direction of improving SOE performance [1] - Currently, Hong Kong-listed central enterprises are characterized by low valuations and high dividend yields, making them attractive investment options with policy support and sustainable cash return value [1] Group 3: Performance Data - As of December 3, the dividend yield of the CSI Hong Kong Stock Connect Central Enterprise Dividend Index over the past year is 6.40%, surpassing the 10-year government bond yield of 4.55% [1] - The Hong Kong Stock Connect Central Enterprise Dividend ETF (513910), which tracks this index, has seen significant trading activity, with an average daily trading volume of 285 million yuan over the past month, making it the leading investment vehicle in this sector [1]