时隔四年,食品主题基金再度新发
Mei Ri Jing Ji Xin Wen·2025-12-25 04:01

Core Viewpoint - The food and beverage sector is experiencing a continuous adjustment period, leading to the re-launch of food-themed funds, specifically the issuance of the Huaxia Food ETF, which tracks the CSI All Food Index, excluding liquor to focus on essential consumer goods [1] Industry Overview - The Huaxia Food ETF (code: 159151) is currently being issued from December 22 to December 26, 2025, and is distinct from the food and beverage ETF launched in 2020, as it emphasizes essential consumer products [1] - The index composition includes significant weightings in seasoning and fermentation products (25.39%), dairy products (17.57%), meat products (10.04%), snacks (6.60%), and pre-processed foods (5.69%), with Yili Co. being the largest weighted stock [1] Revenue and Profit Growth - For the first three quarters of 2025, the food industry, excluding liquor, has shown a gradual stabilization in revenue and profit growth, with snacks, soft drinks, and seasoning products leading in revenue growth rates of 31.1%, 10.8%, and 3.8% respectively [1] - The overall food and beverage sector is projected to recover systematically in 2026 after a five-year adjustment period from 2021 to 2025, as emphasized by authoritative media and high-level statements on the importance of domestic demand [2]