11月18日，紅利風格引領A股(gu)市場(chang)估值修復。高股(gu)息指數成份股(gu)中，三鋼閩光(guang)漲(zhang)(zhang)10.14%，民生銀(yin)行漲(zhang)(zhang)9.02%，建發股(gu)份漲(zhang)(zhang)7.83%。高股(gu)息ETF（563180）市場(chang)關注度較高，跟蹤指數年初(chu)以來漲(zhang)(zhang)幅20.03%。

高股息ETF（563180）跟蹤的高息策略指數布局紅(hong)(hong)(hong)利(li)龍頭，兼顧分(fen)紅(hong)(hong)(hong)的性(xing)價(jia)比(bi)、分(fen)紅(hong)(hong)(hong)意愿(yuan)和(he)分(fen)紅(hong)(hong)(hong)能力(li)，前十大成分(fen)股權(quan)重(zhong)近60%，銀行行業權(quan)重(zhong)接近50%，銳度(du)和(he)彈性(xing)較為鮮明。

長(chang)城(cheng)證(zheng)券(quan)表示(shi)，紅(hong)(hong)(hong)利(li)筑起A股(gu)長(chang)牛(niu)新(xin)基石。新(xin)“國九(jiu)條”強化(hua)了(le)對各板塊(kuai)分(fen)(fen)(fen)紅(hong)(hong)(hong)的(de)約束標(biao)準，要求多年未分(fen)(fen)(fen)紅(hong)(hong)(hong)或(huo)分(fen)(fen)(fen)紅(hong)(hong)(hong)比例(li)偏低(di)的(de)公(gong)(gong)司(si)限制大股(gu)東減持(chi)并實施(shi)(shi)風險警(jing)示(shi)，同時鼓勵(li)分(fen)(fen)(fen)紅(hong)(hong)(hong)優(you)質公(gong)(gong)司(si)，推動(dong)提(ti)高股(gu)息率，支(zhi)持(chi)多次(ci)分(fen)(fen)(fen)紅(hong)(hong)(hong)和預分(fen)(fen)(fen)紅(hong)(hong)(hong)。政(zheng)策首次(ci)提(ti)出(chu)市(shi)值(zhi)(zhi)管(guan)理(li)概念，將其納入國企(qi)負責人考核(he)，旨在(zai)通(tong)過科學、合規的(de)方法提(ti)升(sheng)公(gong)(gong)司(si)內(nei)在(zai)價值(zhi)(zhi)和市(shi)場表現，解決市(shi)值(zhi)(zhi)低(di)迷等(deng)問題。針對長(chang)期破凈股(gu)，相關(guan)部(bu)門提(ti)出(chu)制定估值(zhi)(zhi)提(ti)升(sheng)計劃，幫助(zhu)改善市(shi)場表現，提(ti)升(sheng)投資價值(zhi)(zhi)。這些措施(shi)(shi)有(you)助(zhu)于提(ti)高A股(gu)公(gong)(gong)司(si)的(de)分(fen)(fen)(fen)紅(hong)(hong)(hong)積極(ji)性和國央企(qi)的(de)市(shi)值(zhi)(zhi)管(guan)理(li)水平，增強投資者信心。

相關產品：高(gao)股息ETF（563180）