险资“扫货”港股红利类资产热情升温！港股通红利ETF、港股通红利低波ETF标的指数股息率优势突出

Group 1 - The Hong Kong stock market showed overall recovery, with the financial sector attracting the largest net inflow of southbound funds, amounting to 3.188 billion [1][4] - Other high-dividend sectors, such as energy and public utilities, collectively received 1.6 billion in additional investments, indicating an increased market appetite for Hong Kong dividend assets [1][4] - A major insurance fund increased its holdings in a state-owned bank's H-shares, continuing the trend of insurance capital favoring Hong Kong bank stocks, which are characterized by high dividend yields and low valuations [1][5] Group 2 - In the current low interest rate environment, the high dividend characteristics of Hong Kong dividend assets are becoming more pronounced, with the dividend yields of the Hong Kong Stock Connect Dividend ETF (513530) and the low volatility ETF (520890) reaching 5.89% and 6.14% respectively, significantly higher than the 1.86% yield of the 10-year government bond [1][5] - The Hong Kong Stock Connect Dividend ETF (513530) is the first ETF in the A-share market that can invest in the CSI Hong Kong Stock Connect High Dividend Investment Index through the QDII model, while the low volatility ETF (520890) invests in Hong Kong dividend assets without QDII quota restrictions [1][5] - As one of the first ETF managers in China, Huatai-PB Fund has over 19 years of experience in managing dividend-themed index investments, with its "Dividend Family" products being well-received in the market, managing a total of 51.262 billion as of January 5, 2026 [1][5] Group 3 - The Huatai-PB Hong Kong Stock Connect Dividend ETF was established on April 8, 2022, with returns of 3.59%, 7.14%, 30.16%, and 12.94% for the years 2022, 2023, 2024, and the first half of 2025 respectively, compared to its benchmark index [2][6] - The Huatai-PB Hong Kong Stock Connect Low Volatility Dividend ETF was established on September 4, 2024, with a return of 14.10% for the first half of 2025, outperforming its benchmark index [2][6] - The "Dividend Family" includes various ETFs managed by Huatai-PB, and investors may incur a commission of up to 0.5% when subscribing or redeeming fund shares [2][6]