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再分化！煤炭、银行大幅跑赢 该买红利资产了？_我的网站

A |     　　A股在8月24日分化明显，贵金属、煤炭、保险、银行等板块涨幅靠前，湖南白银、上海能源、大有能源、美锦能源等个股涨停。也让红利策略的“再平衡价值”再次成为市场讨论的焦点。    Actor Akshay Oberoi has officially confirmed his involvement in Shah Rukh Khan’s much-anticipated magnum opus King, directed by Siddharth Anand. The film, which marks a collaboration between Shah Rukh Khan and his daughter Suhana Khan, has already become one of the most buzzed-about projects in Bollywood. This marks Akshay’s third collaboration with director Siddharth Anand post Fighter and their OTT series, Flesh.          Expressing his excitement, the actor said, "It’s a dream come true, my checklist is complete now that I’ve got the chance to work in a King Khan film and share screen space with him. Growing up, Shah Rukh Khan has been one of my biggest inspirations not just as an actor, but as someone who redefined charisma and hard work in Indian cinema. To be a part of a film that stars him feels surreal. I’ve admired his discipline, his energy, and his generosity as a performer for years, and to finally experience that in person is something I’ll always cherish. Also, Sid and Mamta are like family to me now in this industry and when Siddharth called me to be part of this magnum opus, I had to jump in and immediately said yes. My association with them is truly special. I’m soaking in every moment and learning as much as I can from him on set."     With King, Akshay joins a stellar ensemble in what promises to be one of the biggest cinematic events of the year.     Meanwhile, Shah Rukh Khan's look from the film was released on this birthday this month. Apart from his much talked about salt-and-pepper look, fans were particularly impressed by the production' scale. Reportedly, the filmmakers are working hard to ensure King is produced on a lavish scale, aiming to provide viewers with the experience of a truly global action film.          According to a report in Bollywood Hungama, the production cost of King is approximately Rs 350 crores, positioning it as one of the most expensive action films to be coming from an Indian production.     The film also stars Abhishek Bachchan, Deepika Padukone, Rani Mukerji, Abhay Verma, Raghav Juyal, Jaideep Ahlawat, Arshad Warsi, and Saurabh Shukla among others.       Also Read: Actor Ram Pothineni Praises His Andhra King Taluka Director。　　2026年下半年以来，随着科技板块的持续回调，市场风险偏好回落，部分资金从热门成长资产流向防御性的高股息资产。以中证红利指数为例，该指数7月以来上涨12.56%，而同期沪深300指数下跌8.36%，创业板指下跌20.97%，科创50指数下跌27.43%。

B | 　　具体看行业板块，这样的分化也十分明显。东方财富Choice数据显示，7月以来，煤炭是涨幅最大的行业，上涨了22.29%。大有能源、平煤股份、兰花科创是煤炭板块涨幅前三个股，7月以来分别上涨38%、37.06%和36.7%。

C | 石油石化、银行、农林牧渔等板块，7月以来也涨幅靠前。　　相反，7月以来电子、建筑材料（受电子布概念大跌拖累）、通信成为跌幅最大的三个行业，分别下跌了30.4%、26.33%和26.15%。

D | 　　中信证券研报表示，2026年上半年中证红利指数一度回撤超15%，下半年大概率会出现估值修复上行行情。当下股息率与十年期国债利率差值达3.5%左右，红利资产已进入“击球区”。　　中金公司则表示，低利率+债市波动率下降背景下，险资、银行理财等中长线资金配置权益动力增强，红利资产“替债”属性凸显。红利风格分母端支持因素已反映较充分，分子端稳定性（分红力度、分红预期）将成为未来选股重点逻辑。　　需要指出的是，虽然红利资产近期表现优异，但在不少机构看来，2026年A股风格或更趋于均衡，而不是“非此即彼”的选择。有投资人士表示，即使当下红利风格确定性较大，但仍偏向结构性及阶段性机会。至于红利能不能走远，也得看相关行业基本面的边际变化。（文章来源：东方财富研究中心）。

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Published on:20:38:35