（转自：ETF万亿指数）

近期，2024年年度分红派息步入实施高峰季，多家公司合计派发现金分红总额占2024年归母净利润的半数及以上，截至目前，合计派现金额已接近8000亿元。这一现象折射出三大趋势：

1、政策引导：证监会强化分红监管，央企、国企成为分红主力（占比超 60%）；

2、资金避险：不确定性加剧，高股息资产成为 “防御盾”；

3、估值修复：港股央企、金融股等板块估值仍然不高，分红再投资性价比凸显。

在此背景下，港股央企红利ETF（513910）、港股通金融ETF（513190）、自由现金流ETF（159201）凭借 “高股息 + 低估值 + 现金流稳定” 的三重优势，成为捕捉分红红利的核心工具。

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