Group 1 - The State-owned Assets Supervision and Administration Commission (SASAC) is advancing the preparation of the "14th Five-Year Plan" for central enterprises, emphasizing the importance of strengthening and optimizing state-owned enterprises and capital [1] - SASAC Director Zhang Yuzhuo highlighted the need to focus on enhancing the "five values," planning major projects, and promoting high-quality development of central enterprises to achieve effective qualitative improvement and reasonable quantitative growth [1] Group 2 - In the first eleven months, the old-for-new consumption policy in China has driven sales exceeding 2.5 trillion yuan, benefiting over 360 million people [2] - The old-for-new program includes over 11.2 million vehicles, more than 12.84 million home appliances, over 9.015 million digital products, and over 1.291 million electric bicycles [2] Group 3 - The Ministry of Natural Resources will promote breakthroughs in deep-sea exploration and development [3]

中证港股通央企红利指数从港股通范围内，选取中央企业实际控制的分红水平稳定且股息率较高的50只 上市公司股票进行打包；截至12月2日，该指数近1年股息率是5.77%，高于同期10年期国债收益率 3.92%；港股央企红利ETF（513910）是跟踪该指数规模最大的投资标的。 市场分析认为，随着国资委明确"十五五"期间以"做强做优做大国有资本"为核心目标，推动央企提升核 心竞争力并加快产业升级，央企的盈利稳健性与分红能力有望获得系统性增强。这一战略定调为相关企 业奠定了长期增长基础。目前，港股央企普遍具有估值较低、股息率较高的特点，在央企业绩改善与强 化股东回报的政策导向下，估值提升和股息长虹或可期待。在当前宏观环境下，这类资产已成为具备政 策护城河与持续现金回报配置价值的优质选择。 近日，国务院国资委召开中央企业"十五五"规划编制专题座谈会，强调要深入学习贯彻中央精神，科学 谋划央企未来五年发展。国资委相关负责人指出，要把握做强做优做大国有资本的目标，着力推动央企 不断增强核心功能、提升核心竞争力，实现质的有效提升和量的合理增长，加快现代化产业体系和更多 世界一流企业。 ...