现金流ETF800

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现金流ETF800(516460)涨超1.6%,动力煤进口连续第五个月同比下降
Xin Lang Cai Jing· 2025-07-22 06:13
截至2025年7月22日 13:50,中证800自由现金流指数(932368)强势上涨1.93%,成分股海螺水泥(600585) 上涨8.18%,丽珠集团(000513)上涨7.62%,陕西煤业(601225)上涨7.06%,神火股份(000933),洛阳钼业 (603993)等个股跟涨。现金流ETF800(516460)上涨1.66%, 冲击3连涨。最新价报1.1元。 消息面上,海关总署最新数据显示,2025年6月份,中国进口动力煤(非炼焦煤)2392.9万吨,同比下 降31.11%,连续第五个月同比下降,创28个月以来新低,环比下降16.49%。 大同证券指出,当前动力煤市场呈现"旺季需求主导、供给结构性收紧"的特征,受全国多地持续高温影 响,价格在高温驱动下稳步上涨,迎峰度夏期间,预计短期煤价仍有上涨空间、维持偏强震荡。炼焦煤 方面,在暴雨天气影响下,煤矿产量恢复缓慢,"反内卷"政策和下游阶段性补库需求,以及焦炭首轮提 涨下,炼焦煤价格仍有继续上涨的可能。建议继续关注现金流充裕、分红高的优质煤炭标的。 现金流ETF800紧密跟踪中证800自由现金流指数,中证800自由现金流指数从中证800指数样本中选取 ...
现金流ETF800(516460)盘中上涨,机构:中国权益资产正迎来年度级别牛市
Xin Lang Cai Jing· 2025-05-28 03:09
Group 1 - The core viewpoint is that the Chinese equity market is expected to enter a bull market starting from Q4 2025, driven by synchronized economic and policy cycles among major global economies, with a shift in market style towards core assets after four years of small-cap rotations [1][2] - The China Securities Index 800 Free Cash Flow Index has shown a positive performance, with a 0.90% increase, and notable gains in constituent stocks such as Debon Logistics (up 9.98%) and Lao Feng Xiang (up 7.35%) [1] - The introduction of policies to support listed companies in attracting institutional investors with over 5% holdings and establishing long-term cash dividend policies is expected to enhance corporate governance and attract long-term capital [1] Group 2 - Analysts believe that the decline in risk-free interest rates will be a key driver for the rise of the Chinese stock market in 2025, leading to a broad-based increase in valuations for both A and H shares, particularly benefiting blue-chip stocks [2] - The Cash Flow 800 ETF primarily consists of large-cap blue-chip stocks, focusing on high dividend yields, stable cash flows, and profitability [3] - As of April 30, 2025, the top ten weighted stocks in the China Securities Index 800 Free Cash Flow Index accounted for 69.54% of the index, highlighting the concentration of cash flow-generating companies [3]