红利国企ETF（510720）涨超1.4%，红利资产配置逻辑凸显

Group 1 - The core viewpoint of the article emphasizes 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, which will help align the profit growth rate of large-scale industrial enterprises with the growth rate of industrial added value [1] - High dividend assets are highlighted for their robust cash flow and dividend advantages, making them particularly attractive in the context of a weak economic recovery [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-paying quality companies from the market, covering industries such as banking, coal, and transportation, with a focus on traditional high-dividend sectors [1] - The index employs a strict assessment of constituent stocks' dividend yields and sustainability, utilizing 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 and has achieved continuous dividends for 21 months since its listing [1]