食品主题基金时隔四年再度新发

Group 1 - The consumer sector is showing signs of recovery under the policy direction of expanding domestic demand, with public funds increasing their investments in this area [1][2][4] - Several leading fund companies, including GF Fund, Penghua Fund, and Huaxia Fund, have launched new food-themed funds for the first time in four years, indicating renewed interest in the consumer sector [2][3] - The tourism and airline sectors have performed well recently, with a notable net inflow of over 680 million yuan into the tourism ETF managed by Fortune Fund, approaching historical highs [4][5] Group 2 - Fund managers are increasingly focusing on the consumer sector, with some actively increasing their positions in stocks related to service consumption, such as airlines and tourism [4][6] - The recovery momentum in consumer spending has been evident since the fourth quarter, with improvements in CPI and prices in service consumption and food sectors [5][6] - Experts suggest that expanding domestic demand will be a key task for the upcoming year, with potential structural changes in consumption that could enhance consumer spending [6][7] Group 3 - The current valuations of many segments within the consumer sector are at historically low levels, which may benefit from policy support and lead to performance improvements for companies [6][7] - Seasonal factors, such as the upcoming New Year and Spring Festival, are expected to boost consumer spending, particularly in service-oriented sectors [7]