--- title: "Geopolitical games strengthen the demand for bottom warehouse allocation, and dividend-type assets quietly gain attention again" type: "News" locale: "en" url: "https://longbridge.com/en/news/278585738.md" description: "Since the beginning of this month, global geopolitical risks have intensified, and investors' demand for high-dividend assets has significantly increased. Geopolitical conflicts and fluctuations in oil prices affect risk appetite, making dividend assets a choice for defensive investments. Starting from mid-March 2026, A-share listed companies will enter the annual report disclosure period, and the announcement of annual dividend plans will further enhance the attention on dividend assets. Recently, the Huatai-PB CSI Dividend Low Volatility ETF (512890) and the Huatai-PB Dividend ETF (510880) have been actively traded, attracting a large inflow of funds and becoming ideal choices for medium to long-term investments" datetime: "2026-03-10T05:24:13.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/278585738.md) - [en](https://longbridge.com/en/news/278585738.md) - [zh-HK](https://longbridge.com/zh-HK/news/278585738.md) --- # Geopolitical games strengthen the demand for bottom warehouse allocation, and dividend-type assets quietly gain attention again Since the beginning of this month, in the face of multiple outbreaks of global geopolitical risks and escalating conflicts, investors have shown a significant increase in demand for high-dividend assets with defensive value in a volatile environment. On one hand, geopolitical conflicts and the transmission of oil prices may continue to disturb capital risk appetite and liquidity expectations, making dividend assets with a high proportion of energy cyclical sectors likely to serve as ballast for portfolios; on the other hand, starting from mid to late March 2026, A-share listed companies will gradually enter the annual report performance disclosure period, and the annual dividend plans or proposals disclosed alongside are expected to further enhance the attention on dividend assets. From the perspective of capital trends, with the recent warming of the dividend style, benchmark dividend-themed ETFs such as Huatai-PB Dividend Low Volatility ETF (512890) and Huatai-PB Dividend ETF (510880) have seen active trading and increased attention. Wind data shows that the two products had a single-day trading volume of RMB 1.39 billion and RMB 676 million yesterday (March 9), representing a week-on-week increase of 102% and 69%, respectively. Among them, the market's first dividend low volatility themed ETF—Huatai-PB Dividend Low Volatility ETF (512890)—has attracted over RMB 3.419 billion in net inflows since the beginning of the year, with the latest scale reaching RMB 30.566 billion, setting a historical high. At the same time, the strengthening of dividend regulatory policies and the improvement of the "long money long investment" mechanism also lay a solid foundation for the continuation of the dividend style, making it a more ideal bottom warehouse allocation option for more medium- to long-term funds. Driven by Huatai-PB Dividend Low Volatility ETF (512890) and Huatai-PB Dividend ETF (510880), as of March 9, 2026, the Huatai-PB "Dividend Family Bucket" series of five ETFs has become a dividend strategy investment ecosystem with a total scale of RMB 52.036 billion, accounting for over one-quarter of the total scale of dividend-themed ETFs in the entire market, and has earned a total of RMB 9.879 billion in fund profits for its holders. Among them, Huatai-PB Dividend ETF (510880) is the first dividend index fund in A-shares, having distributed a total of RMB 5.18 billion in dividends over its 19-year history; Huatai-PB Dividend Low Volatility ETF (512890) is the first and currently the only dividend low volatility themed ETF in the A-share market with over RMB 30 billion; Huatai-PB Central State-Owned Enterprise Dividend ETF (561580) is the first "Central State-Owned Enterprise + Dividend" dual-themed ETF in A-shares; Huatai-PB Hong Kong Stock Connect Dividend ETF (513530) and Huatai-PB Hong Kong Stock Connect Dividend Low Volatility ETF (520890) focus on high-dividend assets in the Hong Kong stock market, with the former adopting the QDII model, having certain advantages in Hong Kong stock dividend tax, and the latter incorporating a low volatility factor, highlighting its defensive attributes in the more volatile Hong Kong stock market. It is worth mentioning that as the Huatai-PB "Dividend Family Bucket" becomes a popular choice for investors to allocate dividend assets, the off-market connecting fund Huatai-PB Dividend Low Volatility ETF Connect Y (022951) of Huatai-PB Dividend Low Volatility ETF (512890) is also favored by individual pension investors By the end of 2025, the product fund size reached 448 million yuan, becoming the first product in the index fund Y share to exceed 400 million yuan in size. The fund size has also ranked among the top of all "Index Y" for five consecutive quarters (from December 31, 2024, to December 31, 2025), with an increase of 886.43% compared to the end of 2024. Additionally, it is one of the few products among all index Y shares with more than 20,000 account holders during the same period. Risk Warning: Funds carry risks, and investments should be made cautiously. The fund management company does not guarantee that this fund will definitely make a profit, nor does it guarantee a minimum return. Past performance of the fund cannot predict future returns. The market has risks, and investments should be made cautiously, with risks borne by the investor. Investors should carefully read the "Fund Contract" and "Prospectus" and other legal documents of the fund before investing, fully understand the risk-return characteristics of the fund products, and make independent decisions regarding fund investments based on their own risk tolerance, investment horizon, and investment objectives, after understanding the product situation and listening to the suitability opinions of the sales institution ### Related Stocks - [510880.CN](https://longbridge.com/en/quote/510880.CN.md) - [512890.CN](https://longbridge.com/en/quote/512890.CN.md) ## Related News & Research - [Universal Digital Inc. 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