吃喝板块今日（8月25日）全天猛攻，反映吃喝板块整体走势的食品ETF（515710）几乎全天单边上 行，盘中场内价格最高涨幅达到3.48%，截至收盘，涨3.32%。 展望后市，华泰证券指出，白酒板块估值和情绪均处于低位，当前基本面整体企稳，行业中秋旺季将 至；同时政府对提振内需关注度持续提升，促消费政策持续落地，为板块起到托底作用。而绝对受益角 度，酒企更加重视投资者利益维护，多家公司落地长期分红规划和中期分红规划公告，经过前期股价调 整，从股息率角度看，当下利率环境下长期配置价值高。 展望来看，前期调整中头部酒企均以长期健康发展为主，基本面筑底企稳，叠加促消费政策托底，行业 正逐步进入良性修复阶段，建议关注强基本面龙头。 一键配置吃喝板块核心资产，重点关注食品ETF（515710）。根据中证指数公司统计，食品ETF （515710）跟踪中证细分食品饮料产业主题指数，约6成仓位布局高端、次高端白酒龙头股，近4成仓位 兼顾饮料乳品、调味、啤酒等细分板块龙头股，前十权重股包括"茅五泸汾洋"、伊利股份、海天味业 等。场外投资者亦可通过食品ETF联接基金（A类012548/C类012549）对吃喝板块核心资产进行布局 ...

Group 1 - Dongfeng Motor has undergone frequent personnel adjustments recently, involving key sectors such as the parts division, R&D institute, and Dongfeng Liuzhou Motor Co., Ltd. [2] - On July 28, Dongfeng's parts division announced Wang Jing as the new deputy general manager, while the R&D institute appointed Chen Tao as deputy director to fill a vacancy created by the establishment of Yipai Technology in June [2] - Dongfeng Liuzhou held a meeting to complete personnel changes in its party, union, and management levels, with Liu Xiaoping appointed as party secretary and other key positions filled [2] Group 2 - The personnel adjustments at Dongfeng this year reflect three main characteristics: acceleration of technical talent promotion, strategic alignment across divisions, and a clear trend towards youthfulness in leadership [5] - The R&D institute, established in November 2023 with an investment of 520 million yuan, focuses on technology planning and R&D for the entire group, aiming for integrated development across passenger vehicles, commercial vehicles, and parts [5] - Dongfeng Liuzhou has shown steady performance, with commercial vehicle sales up 24.3% year-on-year in the first half of 2025, and a 41% increase in overall sales of new energy vehicles [6] Group 3 - Yipai Technology aims to integrate resources across the entire value chain to advance the development of independent passenger vehicles, with products under three major brands [6] - Dongfeng Motor Group aims to achieve a sales target of 1.88 million units in the second half of the year, with a total annual goal of 3 million units, expecting 30% of sales to come from independent new energy vehicles [6] - The recent personnel changes and strategic restructuring are seen as essential organizational support for the company's transformation efforts [6]