29 stocks have a dividend yield of over 4%, and institutions still have a positive outlook on the long-term allocation of value stocks.

In the current market environment, the value sector and the growth sector present distinct styles and trends. The former mainly refers to traditional industry leaders such as banks, coal, and liquor, characterized by low valuations and stable dividends, but relatively slow earnings growth. The latter focuses on high-growth technology stocks such as artificial intelligence and semiconductors with high elasticity and valuations. Market analysis points out that the continued weakness of the value sector in recent days is mainly constrained by two core factors: severe rotation in market styles and differences in macroeconomic expectations. Although the overall macroeconomic situation is in a recovery channel, there are still differing views on the strength of the recovery of traditional consumer demands like liquor, coupled with the deep adjustment in the real estate industry, resulting in a shift in risk preference for related industry chain assets. However, some institutions still see long-term value in the value sector for investment. In this market situation, stable high dividend yields have become the core valuation anchor and safety margin for the value sector. Currently, individual stocks in the value sector have high dividend yields. According to Securities TimesData Bao statistics, among the A-share market-cap stocks of over 100 billion RMB in the value sector, 29 stocks have seen their stock prices drop this year with static dividend yields exceeding 4%. Among them, Gree Electric Appliances has outstanding dividend yield performance, exceeding 7%; China COSCO Shipping, Luzhou Laojiao, Huaxia Bank, and other value stocks have dividend yields exceeding 6%.