漲幅1.48%!全市場獨家場內產品·香港銀行LOF(501025)連續20日“吸金”,險資舉牌銀行H股再掀高潮
今日港A股科技股震盪回落,銀行、電力等防禦板塊走高,香港銀行LOF(501025)上漲1.48%,年內漲幅高達11.42%。消息面上,繼1月10日舉牌招行H股後,平安人壽於3月6日又斥資超3億港元增持718.25萬股招商銀行H股,增持完成後,平安人壽佔該行H股總數突破9%。平安人壽今年已經舉牌三家銀行H股:農行H股、郵儲銀行H股、招行H股。另據港交所披露數據,2月14日,平安集團買入1.33億工商銀行H股後,持股比例升至18.08%。險資舉牌銀行H股與近期長債利率持續上行、非標等高收益項目縮減下“資產荒”有關,而銀行股業績穩定、分紅好、市值大、流動性好,且H股估值相對較低,股息率相對A股較高,符合險資在低利率、資產荒及新會計準則下的資產配置需求。中證香港銀行、中證紅利、港股通紅利低波的近一年股息率分別是8.47%、6.41%、7.8%,年內漲跌幅分別是,9.9%、-3.88%、2.24%,中證香港銀行指數具備顯著優勢。作爲全市場獨家跟蹤中證香港銀行的香港銀行LOF(501025),兼具場內和場外交易的特點,場內可T+0 交易。同時,AC份額合計規模實現快速飆漲,從2024年Q3的1.69億元到Q4飆增27倍至40.82億元。香港銀行LOF(501025)近20個交易日迎來資金連續20日淨申購,淨流率高達65.61%。
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