资金回流信号明确，食品饮料ETF（515170）规模超60亿

Core Insights - The food and beverage sector is experiencing significant capital inflow, with a notable rise on November 10, leading the market. The food and beverage ETF (515170) has surpassed 6 billion, indicating a strong demand from institutions to replenish low-priced consumer stocks [1] - This trend is driven by institutions' rational reallocation of assets after being cautious about high-valuation technology stocks. Amidst capital outflows from previously popular sectors, the food and beverage sector has attracted new funds due to its valuation advantages, providing strong support for the sector's valuation recovery [1] - The current food and beverage sector offers a rare "high cost-performance" option in the market, making it highly attractive for investors seeking stable returns. This valuation gap presents significant allocation appeal [1] Sector Overview - The food and beverage ETF (515170) tracks the CSI segmented food and beverage industry theme index, focusing on high-barrier and resilient segments such as liquor, beverages, dairy products, and seasoning. The top ten constituent stocks include major brands like "Moutai, Wuliangye, Luzhou Laojiao, and Yanghe," allowing investors to easily access core assets in the "food and beverage sector" [1] - Compared to the high minimum investment thresholds of its constituent stocks, which can reach tens of thousands or even hundreds of thousands, the ETF serves as a convenient tool for small capital investors to participate in sector investments [1]