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吃喝板块加速寻底,食品ETF(515710)跌2.43%!布局机会或至?
Xin Lang Ji Jin·2025-07-31 06:55

Group 1 - The food and beverage sector experienced a decline, with the Food ETF (515710) dropping by 2.43% as of the report time [1][2] - Key stocks in the sector, such as Shanxi Fenjiu, Luzhou Laojiao, and Yanjinpuzi, fell over 3%, while Gujinggongjiu and Wuliangye dropped more than 2% [1] - The current valuation of the food and beverage sector is at a low point, with the Food ETF's price-to-earnings ratio at 20.35, which is in the 5.48% percentile of the last decade, indicating a potential opportunity for mid to long-term investment [1][3] Group 2 - According to Fangzheng Securities, consumer spending has gradually increased this year, but market recovery requires observation. The low price-to-earnings ratio in the food and beverage sector is seen as a positive sign for future growth [3] - CITIC Construction pointed out that important meetings emphasized boosting consumption to drive economic growth, with a focus on sectors like liquor, low-alcohol beverages, snacks, and dairy products [3] - The Food ETF (515710) tracks the CSI segmented food and beverage industry index, with approximately 60% of its holdings in leading high-end and mid-range liquor stocks, and nearly 40% in beverage, dairy, seasoning, and beer stocks [3]