食品饮料ETF（515170）涨超1%，中报密集落地，关注绩优龙头

Group 1 - The Shanghai Composite Index has recently broken through significant resistance levels of 3674 and 3700, with trading volume exceeding 2 trillion yuan [1] - The traditional consumer sector has begun a rebound, with the Food and Beverage ETF (515170) rising over 1% in early trading, led by strong performance from stocks like Guizhou Moutai [1] - Guizhou Moutai's H1 2025 results showed revenue and net profit attributable to shareholders of 39.65 billion yuan and 18.56 billion yuan, reflecting increases of 7.3% and 5.3% respectively, indicating a solid foundation for achieving annual targets [1] Group 2 - The liquor industry is currently undergoing a destocking cycle, facing multiple pressures from pricing, demand, and policy, prompting companies to take proactive measures in channels, organization, and sales [1] - Moutai's pricing has stabilized, and Q2 performance expectations have been largely priced in, suggesting that the sector's cost-effectiveness continues to be attractive for investors [1] - The Food and Beverage ETF tracks the CSI sub-index for the food and beverage industry, focusing on high-barrier sectors like liquor and beverages, providing a convenient investment tool for smaller investors [2]