两大白酒巨头合计派发中期红利约400亿元,消费ETF嘉实(512600)聚焦消费复苏行情
Xin Lang Cai Jing·2025-12-12 03:45

Group 1 - The liquor industry experienced a surge, with the major consumption index rising by 0.35% and key stocks like Gujing Gongjiu and Meihua Biotech increasing by over 1% [1] - The National Retail Innovation Development Conference highlighted the retail sector's crucial role in boosting consumption and expanding domestic demand, which is essential for economic recovery [1] - Major liquor companies, Kweichow Moutai and Wuliangye, announced interim dividend distributions totaling approximately 40 billion yuan, with payments scheduled for December 18 and 19 [1] Group 2 - As of November 28, 2025, the top ten stocks in the major consumption index accounted for 68.82% of the index, with liquor being the largest sector, representing over 39% of the index weight [2] - The consumption ETF managed by Harvest (512600) tracks the major consumption index, which includes leading companies across various sectors, emphasizing the importance of liquor in the consumer market [2] Group 3 - Investors can also consider the consumption ETF linked fund (009180) to capitalize on the consumption recovery trend [3]

两大白酒巨头合计派发中期红利约400亿元,消费ETF嘉实(512600)聚焦消费复苏行情 - Reportify