高低切，憧憬“喝酒吃药”行情，食品饮料ETF天弘(159736)连续7日获资金净流入，份额创近1年新高

Group 1: ETF Performance - The Tianhong Food and Beverage ETF (159736) recorded a transaction volume of 7.8005 million yuan, with New Dairy Industry (002946) leading gains at 5.26% [3] - The Biopharmaceutical ETF (159859) experienced a trading volume of 37.8004 million yuan, with Huaxi Biological (688363) leading at 1.49% [3] - As of August 27, the Tianhong Food and Beverage ETF reached a new high with 7.110 billion shares outstanding [3] - The Tianhong Food and Beverage ETF saw a net inflow of 146 million yuan over the past week [3] - The Biopharmaceutical ETF had an average daily transaction of 155 million yuan over the past week, ranking first among comparable funds [3] - The Biopharmaceutical ETF's scale increased by 72.4188 million yuan over the past two weeks, with a weekly share increase of 5.400 million shares [3] Group 2: ETF Composition and Market Context - The Tianhong Food and Beverage ETF closely tracks the CSI Food and Beverage Index, which includes stocks from the beverage, packaged food, and meat industries, featuring major stocks like Kweichow Moutai and Yili [4] - The Biopharmaceutical ETF tracks the National Biopharmaceutical Index, covering various sectors including innovative drugs and vaccines, and is noted for its liquidity and scale [4] - The National Development and Reform Commission announced the allocation of 690 billion yuan for consumer goods replacement programs, with plans for a fourth batch of funding in October [4] Group 3: Industry Insights - The Pacific Securities report indicates that the liquor sector is at a turning point, with the SW liquor index rising by 0.83%, reflecting a focus on operational improvements and stock price recovery [5] - The report highlights that the market has recognized the short-term performance pressures on liquor companies, with concerns mainly around sales feedback and price transmission [5] - In the consumer goods sector, the report suggests monitoring companies with better-than-expected performance and operational improvements, while maintaining a long-term outlook on new channel transformations and emerging product categories [5]