国企红利ETF(159515)盘中涨0.18%，机构：2026投资双主线围绕科技与红利

Group 1 - The core viewpoint of the news highlights the performance of the China State-Owned Enterprises Dividend Index, which has shown a slight increase, with specific stocks like Huayang Co., Ltd. and Western Mining experiencing notable gains [1] - The China State-Owned Enterprises Dividend ETF (159515) has seen a recent increase of 0.18%, with an average daily trading volume of 2.8974 million yuan over the past month [1] - The Federal Open Market Committee (FOMC) of the Federal Reserve announced a 25 basis point interest rate cut, lowering the target range to 3.50%-3.75%, aligning with market expectations [1] Group 2 - Since the beginning of 2025, China's economy has demonstrated two unexpected strengths: resilient exports and a robust capital market, supported by external factors like the Fed's easing cycle and proactive domestic policies [2] - The Central Political Bureau meeting in December reaffirmed the implementation of a moderately loose monetary policy, opening up space for further reserve requirement ratio cuts and interest rate reductions [2] - The ongoing structural transition in China's economy is expected to lead to a focus on technology and dividend stocks in the A-share market for 2026, with technology being a long-term strategic direction [2] Group 3 - As of November 28, 2025, the top ten weighted stocks in the China State-Owned Enterprises Dividend Index include COSCO Shipping Holdings, Jizhong Energy, and Shanxi Coal International, collectively accounting for 16.99% of the index [3] - The performance of individual stocks within the index varies, with notable movements such as COSCO Shipping Holdings increasing by 0.40% and Jizhong Energy decreasing by 0.18% [4]