"15th Five-Year Plan" period policy support is expected to continue increasing! Central Enterprise Dividend ETF Huatai-Berger (@561580@) monthly net inflows rank among the top of its category

On March 5, 2025, a spokesperson from the State-owned Assets Supervision and Administration Commission stated at the Fourth Session of the 14th National People’s Congress that “requirements should be made to formulate and implement further deepening reform plans for state-owned assets and enterprises, promote the optimization and restructuring of the layout of the state-owned economy… strengthen, improve, and expand state-owned enterprises and state-owned capital.” This positive policy tone is expected to further enhance the competitiveness of central state-owned enterprises, driving active trading and increased attention from funds on related ETFs focusing on high-dividend central SOEs.

Among them, the market’s first central enterprise dividend-themed ETF — the Central SOE Dividend ETF by Huatai-PineBridge (561580) — achieved net fund inflows on 7 days out of 10 trading days from March 1 to March 13, 2026. It is the only product in the same period among all market central SOE dividend ETFs to have accumulated over 80 million yuan in inflows, helping it reach a latest scale of 1.401 billion yuan and a share of 10.65 billion units after five consecutive months of positive monthly growth, both hitting record highs.

Since the implementation of the three-year reform action plan for state-owned enterprises, significant progress has been made in deepening reforms of central and local SOEs. Not only during the 14th Five-Year Plan period did the total assets of central enterprises continuously reach new heights of 70 trillion, 80 trillion, and 90 trillion yuan, but in 2025, the annual revenue from investments in strategic emerging industries exceeded 1.2 trillion yuan, forming five industries with a scale of over one trillion yuan.

Meanwhile, the recent investment atmosphere favoring “HALO assets” has also boosted the popularity of the Huatai-PineBridge Central SOE Dividend ETF (561580), which has a high proportion of typical HALO assets such as transportation (20.67%), petroleum and petrochemicals (9.57%), construction and decoration (8.70%), and coal (8.49%). This has helped the Central SOE Dividend Index demonstrate strong resilience amid relatively volatile market conditions. Over the past year, the index has risen by 17.75%, outperforming some mainstream A-share dividend indices such as the CSI Dividend Index (10.99%) and the Low-Volatility Dividend 100 Index (7.89%), highlighting the benefits of long-term allocation.

The Huatai-PineBridge Central SOE Dividend ETF (561580) is produced by Huatai-PineBridge Fund, one of the first ETF managers in China. The company has extensive layout in dividend strategy index investment, forming a diversified strategy with a total scale of 52.642 billion yuan, known as the Huatai-PineBridge “Dividend Family.”

Specifically, the Huatai-PineBridge Dividend ETF (510880) is the first dividend-themed index fund in A-shares, with a total dividend payout of 5.18 billion yuan over 19 years; the Low-Volatility Dividend ETF (512890) is the first and currently the only market-wide dividend low-volatility ETF with assets exceeding 20 billion yuan, and its linked fund Y-shares are among popular choices in personal pension index products; the Huatai-PineBridge Central SOE Dividend ETF (561580) is the first “central SOE + dividend” dual-theme ETF in A-shares; the Hong Kong Stock Connect Dividend ETF (513530) and the Hong Kong Stock Connect Low-Volatility Dividend ETF (520890) focus on high-dividend assets in Hong Kong stocks. The former adopts a QDII model, offering certain advantages in Hong Kong dividend tax, while the latter incorporates a low-volatility factor, providing stronger defensive attributes in the more volatile Hong Kong market.

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