How to capitalize on the mid-year earnings theme? When will the tech-driven market rotation end? Strategies from ten leading brokerages

Summary of the latest strategic views from the top ten securities firms, along with an overview of their recommended sectors.

cls.cnJul 12 19:29

Broad-based ETFs retreat, reshuffling the rankings of non-money market ETFs, with Huaxia and E Fund leading the pack—separated by just RMB 10 billion.

① Broad-based ETFs have shrunk by more than 60%, there are no longer any ETFs with assets under management exceeding RMB 100 billion, and broad-based ETFs now hold fewer spots among the top ten largest ETFs; ② Several sector- and theme-focused ETFs and bond ETFs have newly entered the top ten; ③ Twenty-one ETF providers reported growth in assets under management, driven primarily by bond ETFs and sector- or theme-focused ETFs.

cls.cnJul 2 11:49

ETF H1 Bull and Bear Rankings Are Here! The Most Divergent Bull Market!

Beneath the glossy surface of the index reaching a new high lie nearly 4,000 individual stocks trading in the red.

Gelonghui FinanceJun 30 18:56

Rights registration today! ChinaAMC CSI Dividend ETF (515080) recorded net inflows of RMB 400 million for two consecutive days, with assets under management reaching a new high.

Gelonghui, June 17 | According to Wind data, as of the latest update, 3,765 A-share listed companies have announced cash dividend plans for 2025, with a total dividend payout of RMB 2.52 trillion, up 3.32% from the previous year. The dividend payout ratio reached 46.79%, and over 2,500 companies reported dividend payout ratios exceeding 30%. Supported by the implementation of the new "National Nine Articles" policy, A-share dividends are exhibiting a new pattern characterized by expanded total payouts, accelerated frequency, and optimized structure. Amid this wave of dividend distributions, ETF products are also actively returning value to unitholders. Today (June 17), the CSI Dividend ETF China Merchants (515080) officially launched its 20

Gelonghui FinanceJun 17 09:26

Maintaining its quarterly dividend distribution schedule! ChinaAMC CSI Dividend ETF (515080) announces its 17th dividend since listing.

Gelonghui, June 15 — On June 15, 2026, China Merchants Fund announced that its ChinaAMC CSI Dividend ETF (515080) will initiate its 17th dividend distribution since listing, marking the second such distribution in 2026. According to the announcement, the ETF intends to distribute RMB 0.20 per every 10 fund units. The record date for entitlement is June 17 (this Wednesday), ex-dividend date is June 18, and the cash dividend will be paid on June 24. Following this distribution, the cumulative dividend of the ChinaAMC CSI Dividend ETF since its listing will reach RMB 4.20 per every 10 fund units, maintaining its quarterly dividend evaluation schedule initiated in 2024.

Gelonghui FinanceJun 15 09:29

Fund Insights | Capture the Tech Bull Market, Anchor Your Portfolio with Dividend-Focused Funds

If investors hold a technology sector fund as a sharp 'spear' and a dividend-focused fund as a solid 'shield' during a bull market, they can achieve a balanced strategy of offense and defense, remaining steady and secure.

lanjinger.comJun 15 09:15