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上调,并将在2026年继续执行。随着央企集团收益上交压力显著加大,政策效应有望逐级传导,或抬升央企控股上市公司的分红比例。  对于后续市场走势,华宝证券在最新研报中指出,A 股受冲击最大的阶段已过。不过,随着业绩披露密集期来临,需警惕4 月下旬小微盘股和业绩不佳板块带来的波动风险,且当前分化过于极致,不利于行情持续。从季节性规律看,高股息方向或是中期价值较高的选择。后续市场大概率延续“高股息+高景

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