吃喝板块逆市收红，食品ETF（515710）终结五连阴！政策持续发力，机构：底部配置区间或现

Group 1 - The food and beverage sector showed a rebound on September 19, with the Food ETF (515710) initially dropping nearly 1% but closing up 0.32%, ending a five-day losing streak [1] - Key stocks in the sector, particularly in the liquor category, saw significant gains, with Bai Run Co. rising over 2% and several others like Shede Liquor and Jiu Gui Liquor increasing by more than 1% [1] - The State Council introduced policies aimed at expanding service consumption, focusing on enhancing supply and stimulating demand, which could positively impact the food and beverage sector [1][3] Group 2 - The Ministry of Culture and Tourism announced a three-year action plan to boost cultural and tourism consumption, including over 330 million yuan in subsidies during the consumption month [3] - Analysts suggest that the liquor industry is in a bottoming phase, with signs of recovery expected during the upcoming festive seasons, indicating a potential for improved sales and market conditions [3][5] - The current valuation of the food and beverage sector is at a low point, with the Food ETF's underlying index PE ratio at 20.72, suggesting a favorable time for investment [3][5] Group 3 - Looking ahead, the liquor sector is experiencing pressure from policy changes and demand challenges, but there are signs of recovery as the industry approaches peak consumption seasons [4][5] - The Food ETF (515710) is positioned to track high-end liquor stocks and other beverage leaders, making it a strategic investment option for those looking to capitalize on the sector's recovery [5][6]