Sou Hu Cai Jing·2026-01-12 02:33Group 1 - The food and beverage sector is experiencing an upward trend, with the Huabao Food and Beverage ETF (515710) showing a price increase of 0.34% as of the report time [1] - Major liquor stocks such as Shanxi Fenjiu, Luzhou Laojiao, and Gujing Gongjiu have surged over 2%, while Wuliangye and Yanghe have increased by more than 1% [1] - Kweichow Moutai has implemented a strategy to stabilize the market by directly reaching consumers through its iMoutai platform, which has gained over 2.7 million new users [1] Group 2 - Guizhou Moutai's recent dealer communication emphasized three principles: preventing speculation, adapting supply and demand, and stabilizing the market [2] - The current valuation of the food and beverage sector is at a historical low, with the PE ratio of the Huabao ETF at 20.16, indicating a favorable entry point for investors [2] - The white liquor industry is expected to reach a turning point as major companies like Moutai and Wuliangye implement market strategies ahead of the Spring Festival [3] Group 3 - The iMoutai platform's launch of the full range of Moutai products is expected to stabilize prices and improve market management [3] - The Huabao Food and Beverage ETF primarily invests in leading high-end and mid-range liquor stocks, with significant allocations to brands like Moutai, Wuliangye, and Luzhou Laojiao [3] - Investors can also consider the Huabao Food and Beverage ETF linked fund for exposure to core assets in the food and beverage sector [3]