KWEICHOW MOUTAI(SH:600519) Xin Lang Ji Jin·2025-10-30 11:26Group 1 - The food and beverage sector demonstrated resilience amid market corrections, with the Food ETF (515710) showing a maximum intraday increase of 0.66% before closing down 0.16% [1] - Major consumer goods stocks experienced declines, with Angel Yeast falling by 5.2%, and other companies like Jindawei and Yunnan Energy Investment dropping over 2% [1] - Conversely, some liquor stocks performed well, with Wujiafen Liquor rising by 2.59%, and other brands like Yanghe and Shanxi Fenjiu also showing significant gains [1] Group 2 - Kweichow Moutai reported a total revenue of 130.9 billion yuan for Q3 2025, reflecting a year-on-year growth of 6.3%, and a net profit of 64.63 billion yuan, up 6.2% [2][3] - The Q3 results indicated a slight revenue increase of 0.3% and a net profit growth of 0.5% compared to the previous year [2][3] - Analysts suggest that the liquor industry is showing signs of bottoming out, indicating a potential phase for investment, particularly in stable-performing high-end liquor brands [4] Group 3 - The food and beverage sector's valuation remains low, with the food ETF's underlying index PE ratio at 19.99, placing it in the 4.7% percentile of the last decade, suggesting a favorable long-term investment opportunity [3] - The food ETF (515710) primarily invests in leading high-end and mid-range liquor stocks, with approximately 60% of its portfolio allocated to these segments [5] - Investors can also consider food ETF linked funds to gain exposure to core assets in the food and beverage sector [5]