食品饮料ETF天弘（159736）今日获净申购2000万份、近6日持续获资金净流入，机构：食品饮料板块有望迎来复苏

Core Viewpoint - The A-share market showed a positive trend with the three major indices rising, particularly in the food and beverage sector, which is experiencing increased investment interest and potential recovery [1][2]. Group 1: Market Performance - On September 24, the A-share market opened lower but closed higher, with the food and beverage ETF Tianhong (159736) rising by 0.28% and achieving a trading volume exceeding 12 million yuan [1]. - The food and beverage ETF Tianhong (159736) recorded a net subscription of 20 million units, with a total net inflow of over 140 million yuan in the past six days [2]. Group 2: Sector Analysis - The 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 companies like Kweichow Moutai and Yili [2]. - Among 21 listed liquor companies, only six reported positive revenue growth, indicating a trend of modest growth in the sector, with expectations for a potential rebound during the upcoming Mid-Autumn and National Day holidays [2]. - The food and beverage sector is currently experiencing a valuation bottoming out, with the Shenwan primary food and beverage index PE (TTM) at 21.9X as of September 19, 2025 [3]. Group 3: Policy Impact - Recent policies from multiple government departments aim to boost service consumption, which may positively impact the food and beverage sector by increasing credit support and enhancing consumption scenarios [3]. - The macroeconomic policy focus on boosting consumption is expected to facilitate a recovery in the food and beverage sector, particularly in the liquor segment, which has faced demand pressure since the second quarter [3].