食品饮料行业多只个股评级获上调，食品饮料ETF天弘（159736）成交额明显放量，板块估值仍处低位水平
2 1 Shi Ji Jing Ji Bao Dao·2025-11-25 01:29

Group 1 - The A-share market showed signs of recovery on November 24, with all three major indices closing in the green, and certain consumer stocks, such as Jingliang Holdings and Bailong Chuangyuan, performing actively [1] - The Tianhong Food and Beverage ETF (159736) experienced a significant increase in trading volume, with a total turnover of nearly 75 million yuan, indicating a notable uptick compared to previous trading days [1] - The Tianhong Agriculture ETF (512620) saw active trading on its second day of listing, achieving a turnover rate of 4.29%, ranking first among similar products [2] Group 2 - The Tianhong Food and Beverage ETF (159736) tracks the CSI Food and Beverage Index, focusing on leading stocks in high-end and mid-range liquor, as well as other segments like beverages and dairy, with top holdings including Moutai and Yili [1] - As of November 21, the Tianhong Food and Beverage ETF (159736) had a scale of 5.688 billion yuan, making it the largest food and beverage ETF in the Shenzhen market [1] - The current price-to-earnings ratio of the CSI Food and Beverage Index is 22.29, which is at the 19th percentile of the past five years, indicating that valuations remain low [1] Group 3 - Recent market trends show a clear rotation among sectors, with over 50 stocks receiving upgrades in ratings, particularly in the food and beverage sector, while more than 90 stocks were downgraded across various industries [2] - Analysts suggest focusing on structural opportunities in technology, consumption, and dividend-paying sectors amid the rapid rotation of market styles [2] - The consumer sector is showing signs of recovery, with the food and beverage sector's valuations being relatively attractive, presenting opportunities for investment [2] Group 4 - The white liquor sector is showing clearer signs of bottoming out, with market sentiment improving as CPI rebounds and consensus on inventory reduction deepens, indicating a good opportunity for low-position investments [3]