A股红利低波资产受追捧

环球网2025-07-17

【环球网财经综合报道】近期，兼具高股息与低波动特性的红利低波策略在A股市场热度攀升，相关ETF规模增长迅猛，公募机构亦加速布局。业内人士分析，在A股分红机制逐步完善、中长期资金加速入市以及无风险利率下行的多重背景下，红利低波资产凭借其稳健的股息回报和较低的市场波动，吸引力显著提升，正逐渐成为投资者寻求长期稳健收益的核心权益工具之一。资金流向是策略受欢迎的直接体现。2025年以来，多只红利低波ETF...

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after","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"JPM":0.9},"content_text":"【环球网财经综合报道】近期，兼具高股息与低波动特性的红利低波策略在A股市场热度攀升，相关ETF规模增长迅猛，公募机构亦加速布局。业内人士分析，在A股分红机制逐步完善、中长期资金加速入市以及无风险利率下行的多重背景下，红利低波资产凭借其稳健的股息回报和较低的市场波动，吸引力显著提升，正逐渐成为投资者寻求长期稳健收益的核心权益工具之一。资金流向是策略受欢迎的直接体现。2025年以来，多只红利低波ETF成功发行，存量产品规模亦普遍增长。华泰柏瑞中证红利低波动ETF凭借其212.35亿元的规模，成为该赛道“领头羊”，较年初更是大增74.85亿元。紧随其后，摩根标普港股通低波红利ETF、南方标普中国A股大盘红利低波50ETF等规模也均超百亿，且年内增幅均超50亿元。华泰柏瑞基金人士指出，红利低波策略在外部不确定性增加时具备更强的防御性，而利率中枢下行更凸显了这类资产的配置价值。长城基金研究员汪立也认同，该策略能较好兼顾风险与收益，长期盈利稳定，抗波动能力强。公募机构的积极布局亦印证了红利低波资产的长期价值。易方达、华宝、平安等多家基金公司近期申报了新的红利低波ETF产品。华泰柏瑞人士认为，该策略可视为叠加低波因子的红利增强策略，有望实现相对平稳穿越市场周期。汪立则强调，其类固收属性能在利率下行周期提供稳定现金流，是资产配置中的“压舱石”，与高波动资产搭配可优化组合表现。此外，随着央国企改革深化，基本面良好、分红稳定的央国企更受关注，而红利低波指数成分股中，央国企权重占比高达七成以上，进一步强化了该策略的吸引力。市场普遍预期，在“长钱长投”的政策导向下，红利低波策略有望迎来更广阔的发展空间。（文馨）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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