食品饮料仍处于估值低位，资金持续抢筹

Group 1 - The growth style has been leading the market since June 2025, with the food and beverage sector showing a widening gap compared to the overall market represented by the Wind All A index, indicating a high probability of a catch-up rally for the food and beverage sector [1] - The ETF linked to food and beverage has seen accelerated accumulation, with data showing strong bottom-fishing intentions from some funds through ETFs. The food and beverage ETF (515170) ranks first in scale and has good liquidity, having received over 300 million in subscriptions in the past five days [1] - On September 1, the food and beverage ETF (515170) experienced fluctuations, with leading stocks such as Lianhua Holdings (600186), Jiu Gui Jiu (000799), Xin Nuo Wei (300765), and Jin Da Wei (002626) showing strong performance. Lianhua Holdings reported a revenue of 1.621 billion yuan for H1, a year-on-year increase of 32.68%, and a net profit attributable to shareholders of 161 million yuan, up 60.01% year-on-year [1]