KWEICHOW MOUTAI(SH:600519) Sou Hu Cai Jing·2026-01-14 03:16Group 1 - The food and beverage sector experienced a positive trend on January 14, with the Huabao Food and Beverage ETF (515710) rising by 0.51% during trading [1] - Notable gains were observed in several stocks, including XinNuoWei, which surged over 4%, and ShuiJingFang and YangYuan beverages, both increasing by over 3% [1] - The overall valuation of the food and beverage sector is currently at a historical low, with the food index's price-to-earnings ratio at 20.23, indicating a favorable long-term investment opportunity [3][4] Group 2 - Kweichow Moutai announced a new market-oriented operational plan, restructuring its product lineup to enhance market competitiveness [3] - The operational model will shift to a multi-channel approach, including self-sale, distribution, consignment, and online retail, aiming for a more dynamic pricing mechanism [3] - Analysts suggest that this transformation is crucial for Moutai to address supply-demand mismatches and channel issues, emphasizing the essence of the product [3] Group 3 - The white liquor industry is expected to reach a turning point, with potential opportunities for capital market investments as the Spring Festival approaches [4] - The Huabao Food and Beverage ETF is recommended for investors looking to gain exposure to core assets in the food and beverage sector, with significant allocations to leading high-end liquor stocks [4]