消费股的寒冬!A股2025年冷门板块一览
Ge Long Hui·2025-12-31 08:27

Group 1 - The core viewpoint of the articles highlights the significant decline in various sectors, particularly in consumer stocks such as liquor, which faced a drop due to weak demand and performance issues, alongside a shift of market funds towards high-growth technology sectors like AI and robotics [1] - The top ten sectors with the largest annual declines include: new stocks down 12.28%, MLOps down 0.69%, rental and sales rights down 9.99%, liquor down 8.94%, in vitro diagnostics down 8.88%, super brands down 7.48%, REITs down 7.34%, under-screen photography down 4.19%, seasoning down 3.22%, and electronic paper down 3.16% [1] - Liquor companies reported a decline in both revenue and profit in their third-quarter reports, with high inventory levels and price adjustments contributing to the downturn, particularly affecting regional and mid-to-high-end liquor brands [1] Group 2 - The Food and Beverage ETF (product code: 515170) has seen a recent decline of 1.43% over the past five days, with a price-to-earnings ratio of 19.87 times and a net redemption of 22.44 million yuan [2] - The Gaming ETF (product code: 159869) experienced a slight decrease of 0.06% in the last five days, with a higher price-to-earnings ratio of 37.03 times and a net subscription of 93.08 million yuan [2] - The Cloud Computing 50 ETF (product code: 516630) reported a 2.32% increase over the past five days, with a price-to-earnings ratio of 96.11 times and a net redemption of 1.62 million yuan [3]