“十五五”时期将深化拓展央企“AI+ ”专项行动！央企红利ETF（561580）助力把握央企高质量发展红利

Group 1 - The State-owned Assets Supervision and Administration Commission (SASAC) will guide central enterprises to deepen and expand the "AI+" initiative during the 14th Five-Year Plan period, focusing on key areas such as new energy, new materials, and aerospace, while also planning for cutting-edge fields like quantum technology and 6G [1][8] - Central enterprises are expected to take on significant national technological tasks and make breakthroughs in critical areas that are currently constrained [1][8] Group 2 - The central enterprise dividend assets have shown resilience this year, attracting significant attention from investors, particularly as the end-of-year allocation window approaches [2][9] - The CSI Central Enterprise Dividend Index achieved a 10.06% increase year-to-date, outperforming other mainstream dividend indices [2][9] - The Central Enterprise Dividend ETF (561580) has seen a notable inflow of funds, with a total of 365 million yuan net inflow over 16 consecutive trading days [2][9] Group 3 - The fund size and shares of the Central Enterprise Dividend ETF reached new highs of 1.089 billion yuan and 878.9 million shares, respectively, after 11 weeks of continuous growth [3][10] - The ETF is characterized by high dividend yields and low valuations, with expectations for further enhancement in shareholder returns and quality improvements due to ongoing reforms [4][10] - The dividend yield of the CSI Central Enterprise Dividend Index has risen to 4.89%, significantly higher than the current 10-year government bond yield of 1.83%, indicating a strong appeal for long-term investors seeking yield [11][10] Group 4 - Huatai-PB Fund, a pioneer in ETF management, has over 19 years of experience in dividend-themed index investments, managing a total of 50.193 billion yuan across five dividend-focused ETFs [11][12] - The Central Enterprise Dividend ETF was established on May 18, 2023, and has shown varying performance since its inception, with returns of -5.48%, 28.20%, and 0.95% for the years 2023, 2024, and the first half of 2025, respectively [12]