喜迎政策“大礼包”！白酒、大众品携手上攻，食品ETF（515710）尾盘拉升！中秋消费爆点已定？

Group 1 - The food and beverage sector experienced a rebound on September 11, with the Food ETF (515710) closing up 0.62% after fluctuating at lower levels throughout the day [1] - Notable performances were seen in liquor and consumer goods, with stocks like JiuGuiJiu rising by 5.5%, BaiRun shares increasing by 4.52%, and SheDeJiuYe up by 2.37% [1] - The recent announcement of consumption-boosting policies in Shaoxing, including subsidies for banquet consumption, is expected to stimulate demand in the liquor sector [1][3] Group 2 - According to Xiangcai Securities, the banquet setting is a primary consumption scenario for liquor, and the new policy is likely to revive banquet consumption, leading to a gradual recovery in liquor demand [3] - The current valuation of the food and beverage sector is seen as an attractive investment opportunity, with the Food ETF's underlying index PE ratio at 21.44, which is at a low point historically [3] - Dongxing Securities anticipates that various local consumption stimulus policies will invigorate domestic consumption during the Mid-Autumn Festival and National Day, particularly benefiting the restaurant industry [4] Group 3 - The Food ETF (515710) tracks the CSI segmented food and beverage industry index, with approximately 60% of its holdings in leading high-end and mid-range liquor stocks, and nearly 40% in beverages, dairy, and other segments [5] - The top ten weighted stocks in the ETF include major brands like Moutai, Yili, and Haitian Flavoring, indicating a strong focus on established market leaders [5] - The Consumer Leader ETF (516130) is also highlighted as a way to invest in high-quality consumer sector leaders, including large-cap stocks like Kweichow Moutai and Gree Electric [5]