ETF盘中资讯|吃喝板块加速寻底，食品ETF（515710）跌2.43%！布局机会或至？

Core Viewpoint - The food and beverage sector is experiencing a decline, with the Food ETF (515710) down by 2.43% as of the latest report, indicating a potential opportunity for investment as valuations are at a low point [1][3]. Group 1: Market Performance - The Food ETF (515710) has seen a price drop of 2.43%, with significant declines in constituent stocks such as Shanxi Fenjiu, Luzhou Laojiao, and Yanjinpuzi, all falling over 3% [1][2]. - The overall valuation of the food and beverage sector is currently low, with the price-to-earnings ratio of the Food ETF at 20.35, which is at the 5.48% percentile of the last decade, suggesting a favorable long-term investment opportunity [1][3]. Group 2: Consumer Trends and Economic Policy - There is a gradual release of consumer spending this year, but market recovery requires further observation. The current low price-to-earnings ratio in the food and beverage sector is noted [3]. - Important meetings have emphasized the need to boost domestic demand, which is expected to catalyze positive movement in the sector. The government has introduced a "Special Action Plan to Boost Consumption" with 30 key tasks aimed at reviving consumer spending, particularly in segments like liquor, snacks, and dairy products [3]. Group 3: Investment Opportunities - The Food ETF (515710) tracks the CSI Sub-Index for the food and beverage industry, with approximately 60% of its portfolio allocated to leading high-end and mid-range liquor stocks, and nearly 40% to beverage, dairy, seasoning, and beer leaders [3]. - Investors can also consider the Food ETF linked funds (Class A 012548/Class C 012549) for exposure to core assets in the food and beverage sector [3].