Cui Lei of China Southern Fund | New "National Nine Rules" Strengthening Dividend Requirements and Focusing on Pan dividend Assets

Published:

2024-04-17 09:46:04

Pao Financial APP

In the latest round of market During the adjustment, especially from April 8 to April 12, we noticed that although the overall market performance was volatile, the dividend low volatility index 50 achieved a steady rise, recording a growth of 0.06%. Behind this phenomenon is capital market Increased attention to high dividend assets, especially in the newly issued "National Nine Rules" policy list company After the dividend request.

The update of the "National Ninth Article" policy clearly raised the expectation of dividend ratio of listed companies, and strengthened investor Interest in stable return assets. This policy orientation not only improves the attractiveness of dividend shares, but also stabilizes market expectations to a certain extent, especially in the current complex economic and interest rate environment.

economic data It shows that the ISM of the United States in March manufacture The industry PMI index unexpectedly rose to 50.3, breaking through the boom and bust line, indicating the resilience of the economy. In addition, the inflation rate in the United States is still high, and the core consumer price index increased by 3.8% year on year, driving the interest rate of 10-year U.S. government bonds up to about 4.50%. This change makes value stocks, especially high dividend paying stocks, more attractive.

In China, the consumer price index rose slightly by 0.1% year-on-year in March, while the producer price index fell by 2.8% year-on-year, indicating that the economy is slowly recovering. In such an environment, investors are more inclined to those assets that provide high dividend returns and low volatility, such as stocks focused by the dividend low wave strategy.

In general, the newly revised "National Nine Rules" policy has effectively improved the market position of dividend assets and provided investors with a new way to find stable income. Such assets are expected to play a greater role in the future market, attracting more capital inflows for risk aversion and seeking stable returns.

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