恒生央企ETF(513170)涨超1%，石油石化领涨市场

Group 1 - The oil and petrochemical sectors are leading the market, with Hong Kong's central enterprise dividend assets gaining attention due to rising regional tensions and resource competition [1] - Guojin Securities indicates that resource-related dividends will benefit from both overseas power shortages and the synchronization of global manufacturing investment and interest rate cuts [1] - The recovery of gold suggests that the impact of the "WASH" shock is subsiding, but the rebound of the US dollar may continue, potentially suppressing liquidity in the Hong Kong market [1] Group 2 - As of February 4, 2026, the Hang Seng Central Enterprise ETF (513170) rose by 1.20%, with the latest price at 1.6 yuan [2] - The Hang Seng Central Enterprise ETF closely tracks the Hang Seng China Central Enterprise Index, which reflects the overall performance of Hong Kong-listed companies with mainland central enterprises as the largest shareholders [2] - The Hang Seng China Central Enterprise Index has a balanced industry distribution, with nearly 40% in finance, around 20% in energy (including the "three barrels of oil" and coal), and about 10% in operators [2] - The top ten weighted stocks in the Hang Seng China Central Enterprise Index account for 65.99%, with major companies including China National Offshore Oil, SMIC, and major banks [2]