国庆中秋假期消费亮点纷呈，食品饮料ETF天弘（159736）连续11日“吸金”累计超2.1亿元，盘中获净申购200万份

Group 1 - The consumer sector experienced fluctuations, with the Tianhong Food and Beverage ETF (159736) declining over 1.5%, while stocks like Yangyuan Beverage rose over 9% [1] - The Tianhong Food and Beverage ETF has seen a net inflow of over 210 million yuan over 11 consecutive trading days, with a net subscription of 2 million units during the trading session [1] - The ETF closely tracks the CSI Food and Beverage Index, which selects stocks from the beverage, packaged food, and meat industries [1] Group 2 - During the National Day and Mid-Autumn Festival holiday, key retail and catering enterprises reported a 2.7% year-on-year increase in sales [2] - Foot traffic and sales in monitored pedestrian streets increased by 8.8% and 6.0% respectively during the holiday period [2] - Sales of green organic food surged by 27.9%, while smart home products and domestic fashion clothing saw increases of 14.3% and 14.1% respectively [2] Group 3 - As the impact of second-quarter liquor consumption policies diminishes, the demand for liquor and catering supply chains is entering a recovery phase [3] - Positive signals are expected from the supply side, including a consensus among liquor-producing regions to slow production [3] - The fourth quarter is anticipated to show improvement in key indicators such as the price of Feitian Moutai, driven by macro policy changes and low expectations in the capital market [3]