免税龙头中国中免总市值重返1700亿元，食品饮料ETF天弘（159736）上周五成交额近1800万元，机构：海南封关创造了潜在消费增量空间

Group 1 - The food and beverage sector showed strong performance, with the China Securities Food and Beverage Index rising by 1.15% by the end of trading on December 19 [1] - The Tianhong Food and Beverage ETF (159736) experienced a trading volume of nearly 18 million yuan, with a premium/discount rate of 0.11% [1] - The agriculture sector also performed well, with the China Securities Agriculture Index increasing by 1.26% [1] Group 2 - The Tianhong Agriculture ETF (512620) has seen a net inflow of over 62 million yuan over five consecutive trading days, leading in net inflow days among similar products [1] - The Tianhong Food and Beverage ETF focuses on high-end and mid-range liquor leaders, as well as leading companies in beverages, dairy, seasonings, and beer [1] - The Tianhong Agriculture ETF covers sectors such as breeding and agricultural chemicals, including leading companies like Muyuan Foods and Wens Foodstuffs [1] Group 3 - Customs data revealed that China imported 560,000 tons of corn and corn flour in November, a year-on-year increase of 87.5%, and 250,000 tons of wheat and wheat flour, a year-on-year increase of 278.6% [2] - Citic Securities highlighted the potential for increased consumption due to the optimization of the offshore duty-free policy and the upcoming closure of Hainan, suggesting a focus on high-end consumption sectors [2] - Dongfang Securities noted that the white liquor industry is entering an "L-shaped bottom," with leading companies strengthening their "quasi-bond asset" attributes, indicating favorable stock price positions [2]