Group 1 - The core viewpoint is that high dividend strategies remain sustainable, with institutional funds continuously increasing their positions in dividend assets, indicating that dividend strategies will not be absent in the current bull market [1] - The "anti-involution" policy is expected to alleviate the "increased revenue without increased profit" dilemma in certain industries, pushing the profit growth rate of large-scale industrial enterprises closer to the growth rate of industrial added value [1] - High dividend assets are attractive in the context of a weak economic recovery due to their stable cash flow and dividend advantages, with sectors such as home appliances, banking, gas, publishing, cement, and telecommunications being highlighted for attention [1] Group 2 - The Dividend State-Owned Enterprise ETF (510720) tracks the State-Owned Dividend Index (000151), which selects high-dividend capable and stable dividend record enterprises from the market, covering industries like banking, coal, and transportation, focusing on traditional high dividend areas [1] - The index employs strict assessments of constituent stocks' dividend yields and sustainability, using a cross-industry diversification strategy to effectively control investment risks and reflect the overall market performance of high dividend companies [1] - According to the fund announcement, the Dividend State-Owned Enterprise ETF has been able to evaluate dividends monthly, achieving continuous dividends for 20 months since its listing [1]
红利国企ETF(510720)近20日净流入超8.2亿元,低利率环境凸显配置价值
Mei Ri Jing Ji Xin Wen·2025-12-24 07:34