值得一提的是，食品饮料ETF天弘(159736)盘中再获资金逆市布局，截至目前，该基金净申购份额已达800万份。 | | 食品饮料ETF天弘 159736 | देन | | --- | --- | --- | | | 通 融 ノ Q + | | | 实时申购赎回信息 | 申购 | 赎回 | | 笔数 | 4 | 0 | | 金额 | 0 | 0 | | 份额 | 800万 | 0 | 拉长时间看，截至10月27日，食品饮料ETF天弘(159736)最新份额达78.60亿份，创近1年新高。 从资金净流入方面来看，食品饮料ETF天弘(159736)近9天获得连续资金净流入，合计"吸金"1.17亿元。 【产品亮点】 食品饮料ETF天弘(159736)是全市场最大的食品饮料类ETF，该指数覆盖酒、饮料、食品三大刚需赛道，成分股以贵州茅台、五粮液、伊利股份等行业龙头 为主，相比纯白酒指数兼顾酒、奶、调味品等多元消费场景，抗单一行业波动能力更强，适合长期布局消费升级。 【相关产品】 截至2025年10月28日14:28，食品饮料ETF天弘(159736)调整蓄势，成交1426.42万元。跟踪指数成分股方面涨跌互现，华统 ...

Core Viewpoint - The report from CITIC Securities indicates that the performance of the autumn liquor and food fair in 2025 meets expectations, with the industry actively embracing consumer demand and expanding market opportunities [1] Industry Outlook - CITIC Securities predicts that the industry's fundamental bottom may appear in the third quarter of 2025, with the third quarter of this year expected to be the most challenging period for industry sales, pricing, and market confidence [1] - The second half of this year is anticipated to be the most pressured period for the financial performance of listed liquor companies, but a gradual recovery trend is expected thereafter, presenting a favorable opportunity for bottom-fishing in the liquor industry [1] Beer Market Insights - The beer sector is expected to have a lower comparative base in the second half of the year, with stable pre-holiday inventory stocking [1] - However, due to increased competition intensity and the impact of alcohol restrictions, there is an expectation of certain pressures on the financial reports in the third quarter [1]