截至2025年10月16日 13:06，恒生港股通高股息率指数上涨0.45%，成分股中煤能源上涨5.71%，东方海外国际上涨2.52%，中远海控上涨2.49%，兖矿能源上 涨2.19%，中国宏桥上涨2.08%。港股红利ETF博时(513690)上涨0.64%， 冲击3连涨。最新价报1.09元。拉长时间看，截至2025年10月15日，港股红利ETF博 时近1周累计上涨1.97%。 流动性方面，港股红利ETF博时盘中换手2.78%，成交1.54亿元。拉长时间看，截至10月15日，港股红利ETF博时近1周日均成交2.64亿元。 流动性方面，大盘成长ETF盘中换手9.79%，成交151.82万元。拉长时间看，截至10月15日，大盘成长ETF近1年日均成交793.43万元。 【事件/资讯】 1、2025年10月15日，国家统计局公布了2025年9月份的通胀数据：9月份居民消费价格同比-0.3%，环比+0.1%；工业生产者出厂价格同比-2.3%，环比持平。 2、2025年10月15日，央行公布2025年9月金融统计数据：9月，社融新增3.5万亿，人民币贷款新增1.3万亿；9月末，社融规模存量同比增长8.7%，M2同比增 ...

Core Insights - The high dividend strategy is currently viewed as a balanced choice in the Hong Kong stock market environment, with a shift from foreign capital dominance to a more domestic-centric investment logic [1] - High dividend-paying stocks, particularly quality state-owned enterprises, are seen as deep value assets that support the steady increase of market valuation [1] Group 1 - The Hong Kong Dividend ETF (159331) tracks the Hong Kong Stock Connect High Dividend Index (930914), which selects 30 securities with continuous dividends, good liquidity, and outstanding dividend yields from the Stock Connect range [1] - The index focuses on traditional high-dividend sectors such as finance, energy, and industrials, reflecting the overall performance characteristics of the high dividend, low valuation segment of the Hong Kong market [1] Group 2 - Since September 2024, the Hong Kong Dividend ETF (159331) has distributed dividends for 13 consecutive months, highlighting its consistent performance [2]

Group 1 - The core viewpoint is that high-dividend strategies are currently a balanced choice in the Hong Kong stock market, with a shift from foreign capital dominance to a more domestic-centric investment logic [1] - The trend of wealth reallocation in China and the increasing influence of southbound capital are driving this transition, making high-dividend assets, particularly quality state-owned enterprises, attractive for their stable earnings and substantial dividends [1] - High-dividend stocks are seen as a "shield" and "ballast" that support the steady rise of market valuation, providing stable cash flow returns and demonstrating strong defensive attributes during market volatility [1] Group 2 - The Hong Kong Dividend ETF (159331) tracks the Hong Kong Stock Connect High Dividend Index (930914), which selects 30 securities with continuous dividends, good liquidity, and high dividend yields from the Stock Connect range [1] - This index focuses on traditional high-dividend sectors such as finance, energy, and industrials, reflecting the overall performance characteristics of the high-dividend, low-valuation segment of the Hong Kong market [1] - Since September 2024, the Hong Kong Dividend ETF (159331) has distributed dividends for 13 consecutive months, highlighting its consistent performance [2]