科技+红利哑铃配置策略
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长城基金:红利资产配置价值有望进一步凸显
Xin Lang Ji Jin· 2025-08-22 08:12
Group 1 - Longcheng Fund's two products have recently implemented dividends, with both the Longcheng CSI Hong Kong Stock Connect High Dividend Index QDII and Longcheng CSI Dividend Low Volatility 100 Link Fund distributing 0.03 yuan per ten shares [1] - The dividend distribution dates for both funds are set, with the record date on August 25, ex-dividend date on August 22, and cash dividend payment date on August 26 for the first fund, and August 25 for the second fund [1] - The "technology + dividend" allocation strategy has gained popularity this year, with 87.5% of the 256 dividend indices in the A-share market showing an increase as of August 20 [1] Group 2 - The capital market's "cash return" ecosystem is rapidly taking shape, with a significant increase in listed companies' dividend payouts, totaling over 72 billion yuan in the first half of the year [2] - Regulatory guidance is expected to enhance the sustainability of dividend policies among listed companies, fostering a positive market ecosystem where companies actively distribute dividends and investors recognize returns [2] - The increasing dividend efforts from listed companies, combined with continuous capital inflow, are anticipated to provide broader development opportunities for dividend assets, highlighting their long-term allocation value [2]