盘中获净申购6200万份，食品饮料ETF天弘（159736）涨超1.5%，机构：提振内需的大方向明确

Group 1 - A-shares indices rebounded in the afternoon on August 20, with strong performance in consumer-related sectors [1] - Pop Mart's stock price surged over 10%, surpassing 300 HKD, reaching a new historical high [1] - The Tianhong Food and Beverage ETF (159736) rose by 1.52%, with a trading volume exceeding 78 million CNY, and saw a net subscription of 62 million units [1] Group 2 - Citic Securities noted a certain recovery in domestic demand in the first half of the year, with significant potential for consumer spending growth, especially in the context of uncertain exports [2] - Huolong Securities highlighted that consumer demand is still in a slow recovery phase, recommending attention to resilient and stable-performing food and beverage industry leaders [2] - Founder Securities indicated that the liquor sector is at a valuation bottom, with high safety margins, and is expected to see valuation reconstruction and gradual performance recovery [2]