Group 1 - A-shares showed a positive trend with the agriculture, forestry, animal husbandry, and fishery sectors leading the gains, while the leading consumption ETF (159928) rose by 0.49% with a trading volume exceeding 150 million yuan, indicating high trading activity [1][3] - During the Dragon Boat Festival holiday, the Ministry of Transport reported an estimated total of 657 million cross-regional trips, averaging 219 million trips per day, reflecting a year-on-year increase of 3.0% [1] Group 2 - Major stocks within the consumption ETF (159928) exhibited mixed performance, with stocks like Muyuan Foods and Wens Foodstuffs rising over 4%, while Shanxi Fenjiu and Kweichow Moutai saw declines of over 2% and 1% respectively [3] - The liquor sector is currently in a bottoming phase, with leading companies focusing on brand strengthening and strategic upgrades to expand market share, despite facing emotional impacts from recent regulations [4] - The beer sector is expected to improve as the peak season approaches, with April production figures showing a 4.8% year-on-year increase, indicating a recovery in demand [5] Group 3 - The snack food sector is experiencing high growth, particularly in the konjac category, which is favored for its health attributes and taste, driving rapid industry growth [6] - The dairy sector is anticipated to see improved demand due to favorable policies, with upstream supply dynamics gradually stabilizing, which may lead to a recovery in milk prices [7] - The consumption ETF (159928) is currently valued at a price-to-earnings ratio of 19.61, placing it in the bottom 25% of its valuation range over the past decade, highlighting its cost-effectiveness [7][9]