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大跌后关注茅台触底信号,食品饮料ETF天弘(159736)早盘逆势上涨
Mei Ri Jing Ji Xin Wen·2025-06-18 03:08

Group 1 - The food and beverage sector has shown signs of stabilization after a period of adjustment, with notable gains in stocks such as Yanjing Beer rising over 6% and Jinzhongzi Wine and Zhujiang Beer increasing over 4% [1] - The China Securities Food and Beverage Index has experienced a cumulative decline of over 5% in the past month and over 9% in the last three months, indicating significant downward pressure in the sector [1] - Kweichow Moutai's stock price has dropped from a high of 1645 yuan in May to 1401.18 yuan, reflecting a cumulative decline of approximately 15% [1] Group 2 - The white wine sector is currently under pressure, with the price of Feitian Moutai continuing to decrease, and the price of scattered bottles falling below 2000 yuan [1] - Analysts believe that the commodity attributes of white wine are being reshaped, and companies that can adapt to fast-moving consumer goods (FMCG) operations will gain a competitive advantage [1] - Various segments within the food and beverage sector are showing signs of bottoming out, with dairy, beer, beverages, and store-type enterprises exceeding expectations in Q1 performance [1] Group 3 - The food and beverage ETF Tianhong (159736) tracks the China Securities Food and Beverage Index, which includes listed companies in the alcohol, beverage, and food industries [2] - Investors are encouraged to look for layout opportunities in the food and beverage sector [2] - Off-market investors can continue to pay attention to Tianhong's China Securities Food and Beverage ETF linked funds [3]