On September 1, the market fluctuated narrowly throughout the day. By the close, the Shanghai Index had fallen 0.16% and the index had fallen 1.32%. The banking sector continues to be active, and many individual stocks have emerged from strong markets. Driven by this, the low-dividend ETF Huatai Berry rose 1.34% to 1.208 yuan, with a turnover rate of 4.05% and a turnover of 1,357 billion yuan, ranking first among similar target ETFs. According to the news, seven departments including the Ministry of Commerce issued “Implementation Opinions on Promoting the Expansion and Upgrading of Commodity Consumption”. The “Implementation Opinions” suggest that the total retail sales of social consumer goods will reach about 60 trillion yuan by 2030, cultivating and forming a 10 trillion dollar market for green consumption, smart consumption, and healthy consumption. At the same time, the banking sector's mid-term report card also instilled confidence into the market. According to the data, in the first half of 2026, 42 A-share listed banks achieved a total operating income of 3.14 trillion yuan, an increase of 7.4% year on year; total net profit to mother was 1.13 trillion yuan, up 3.0% year on year, the same as the growth rate in the first quarter. According to an analysis by Guojin Securities, the market may enter a state of chaos at one stage in the future, focusing on defensive thinking, and waiting for the next catalyst. The dividend style benefits from the shift of absolute beneficiaries. Dividend assets with high dividends+low volatility and stable cash flow are still the core return direction of absolute return capital. Open Source Securities, on the other hand, pointed out that in the process of overcoming congestion, rebalancing is still the most important market structure at present. Configuration suggestions: Short-term focus: small micro markets; industry rebalancing: non-ferrous, basic chemicals, new energy, agriculture, pharmaceuticals, etc.; high dividends: banks, utilities, electricity, etc. Investors can use the low-dividend ETF Huatai Berry as a base position, and investors without a stock account can also allocate it through its OTC linked fund.

On September 1, the market fluctuated narrowly throughout the day. By the close, the Shanghai Index had fallen 0.16% and the index had fallen 1.32%. The banking sector continues to be active, and many individual stocks have emerged from strong markets. Driven by this, the low-dividend ETF Huatai Berry rose 1.34% to 1.208 yuan, with a turnover rate of 4.05% and a turnover of 1,357 billion yuan, ranking first among similar target ETFs. According to the news, seven departments including the Ministry of Commerce issued “Implementation Opinions on Promoting the Expansion and Upgrading of Commodity Consumption”. The “Implementation Opinions” suggest that the total retail sales of social consumer goods will reach about 60 trillion yuan by 2030, cultivating and forming a 10 trillion dollar market for green consumption, smart consumption, and healthy consumption. At the same time, the banking sector's mid-term report card also instilled confidence into the market. According to the data, in the first half of 2026, 42 A-share listed banks achieved a total operating income of 3.14 trillion yuan, an increase of 7.4% year on year; total net profit to mother was 1.13 trillion yuan, up 3.0% year on year, the same as the growth rate in the first quarter. According to an analysis by Guojin Securities, the market may enter a state of chaos at one stage in the future, focusing on defensive thinking, and waiting for the next catalyst. The dividend style benefits from the shift of absolute beneficiaries. Dividend assets with high dividends+low volatility and stable cash flow are still the core return direction of absolute return capital. Open Source Securities, on the other hand, pointed out that in the process of overcoming congestion, rebalancing is still the most important market structure at present. Configuration suggestions: Short-term focus: small micro markets; industry rebalancing: non-ferrous, basic chemicals, new energy, agriculture, pharmaceuticals, etc.; high dividends: banks, utilities, electricity, etc. Investors can use the low-dividend ETF Huatai Berry as a base position, and investors without a stock account can also allocate it through its OTC linked fund.