食品饮料ETF天弘（159736）两日“吸金”超5000万元，机构：2026年食品饮料有望实现基本面估值双成长

Group 1 - The core viewpoint indicates that the food and beverage sector is experiencing fluctuations, with the China Securities Food and Beverage Index dropping by 1.23% on November 14, and the Tianhong Food and Beverage ETF (159736) declining by 1.35% on the same day, with a trading volume exceeding 360 million yuan [1] - Notable stocks include Yuegui Co., which hit the daily limit, and Ketaobiotechnology and Jinhui Industrial, both rising over 3% [1] - The Tianhong Food and Beverage ETF has seen a net inflow of over 50 million yuan over two consecutive days, indicating positive investor sentiment [1] Group 2 - According to Zhongyin Securities, sub-sectors within food and beverage are expected to recover, with the liquor sector showing signs of improvement and resilience in the performance of leading companies in the mass consumer goods segment [2] - Dongxing Securities suggests that the sector is transitioning from a "low probability" to a "high probability" phase, with the potential for a rebound in 2026 depending on macroeconomic conditions [2] - The investment logic is shifting from "meeting demand" to "creating demand," with a focus on innovative companies within the consumer sector [1][2]