Xin Lang Ji Jin·2025-07-18 05:42Group 1 - The food and beverage sector is performing well, with leading liquor stocks showing significant gains, such as Luzhou Laojiao rising over 3% and Yanghe Co. increasing over 2% [1] - The Food ETF (515710) reached a maximum intraday price increase of 1.16%, closing up 0.83% [1][3] - A report from Brand Finance revealed that six Chinese liquor brands made it to the top ten of the world's most valuable liquor brands, with Moutai, Wuliangye, Luzhou Laojiao, and Fenjiu ranking among the top four [1] Group 2 - The current valuation of the food and beverage sector is favorable, with the food ETF's price-to-earnings ratio at 20.01, which is at a low point compared to the past decade [3] - The food and beverage sector is expected to see improved demand as national economic stimulus policies take effect, leading to a potential recovery in the sector's overall performance [4] - By 2025, revenue growth for food and beverage listed companies is anticipated to remain in single digits, slightly above the industry average, with a friendly cost environment supporting profit margins [4][5] Group 3 - The Food ETF (515710) tracks the CSI segmented food and beverage industry theme index, with approximately 60% of its holdings in high-end and mid-range liquor stocks [5] - The top ten weighted stocks in the ETF include leading brands such as Moutai, Wuliangye, Luzhou Laojiao, and Yili [5]