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成交额高居同类榜首!港股央企红利ETF(513910)成资金“避风港”
Mei Ri Jing Ji Xin Wen· 2025-11-28 07:23
建设银行:每股派现0.1858元,除净日2025年12月3日,派息日2026年1月26日。 上述两家银行同为中证港股通央企红利指数的核心成分股,其"低波、高息、央企"的多重标签凸显出稀 缺的配置价值。 在近期震荡市场中,港股高股息资产成为资金关注的焦点。其中,港股央企红利ETF(513910)表现尤 为抢眼,单日成交额达5.34亿元,高居同类ETF榜首,显示市场对其的追捧热度。 另外,资金动向方面,近一周南向资金持续流入,H股银行为首的红利板块以显著优势成为吸金主力, 这也为以银行为核心权重的红利策略提供了坚实支撑。 数据显示, 11月27日港股市场共有25家公司发布预案,创当月新高。分红季密集启幕,港股央企红利 的核心成分股派息在即。多只高股息指数核心成分股已公布预案: 中国银行:每股派现0.1094元,除净日2025年12月2日,派息日2026年1月23日。 截至11月27日,中证港股通央企红利指数(931233.CSI) 近一年股息率高达5.66%,显著超越10年期国 债收益率,安全边际与收益吸引力突出。该指数精选50只港股通范围内的央企高股息股票,是资金防守 反击的优质工具。作为跟踪该指数的规模最大、 ...
融通基金蔡志伟:“央企+红利”迎来配置机会
Group 1 - The core viewpoint is that dividend assets are gaining popularity in a low-interest-rate environment, with the launch of the Rongtong CSI Chengtong Central Enterprise Dividend ETF Fund, which raised 983 million yuan [1] - The long-term investment value of dividend assets has been validated in the A-share market, and the dividend strategy is considered to have a relatively high cost-performance ratio under the current economic conditions [1][2] - The new "National Nine Articles" policy strengthens the regulation of cash dividends for listed companies, indicating a shift towards greater emphasis on shareholder returns in the A-share market [1][2] Group 2 - The CSI Chengtong Central Enterprise Dividend Index has shown a cumulative return of 95.97% and an annualized return of 8.59% from December 30, 2016, to May 30, 2025, outperforming other indices [1] - Central enterprises are identified as a crucial pillar of the national economy and are significant contributors to dividends, with a total dividend payout of approximately 1.25 trillion yuan from the index constituents over the past three years [2][3] - The index's dynamic price-to-earnings ratio is 11.4 times, and the price-to-book ratio is 1.08 times, both at their lowest levels in the past decade, indicating substantial potential for valuation recovery [2]