TF Securities(SH:601162) 智通财经网·2025-05-14 00:10Group 1: Core Insights - The report from Tianfeng Securities indicates a positive performance in the liquor sector during the May Day banquet scene, with companies generally seeking stability in 2025, suggesting potential valuation recovery opportunities from upcoming consumer stimulus policies [1][4] - The beer and beverage sectors saw better-than-expected travel data during the May Day holiday, with notable growth in Q1 for companies like Uni-President, driving market performance [1][5] - The health supplement sector showed significant gains, with a focus on three major investment opportunities in a potential cyclical recovery [1][6] Group 2: Market Performance Review - The food and beverage sector and the CSI 300 index experienced increases of +1.76% and +1.92% respectively during the week of May 2 to May 9, with health supplements (+5.09%) and baked goods (+4.25%) leading the gains [3] - The liquor sector outperformed the overall food and beverage market and the CSI 300 index, with a weekly increase of +2.34%, attributed to the easing of performance pressure following Q1 earnings reports [4] Group 3: Sector Recommendations - Recommended stocks in the liquor sector include leading companies with strong alpha and beta benefits, such as Shanxi Fenjiu, Guizhou Moutai, and Luzhou Laojiao [1][4] - In the consumer goods sector, the report highlights opportunities in snack foods, dairy products, and companies with overseas expansion potential, such as Yili and Anqi Yeast [2][6]