Group 1 - The Tianhong Food and Beverage ETF (159736) experienced a fluctuating trading session on October 14, with a rise of 0.28% and a trading volume exceeding 7.8 million yuan, alongside a net subscription of 2 million shares [1][3] - Over the past 10 trading days, the Tianhong Food and Beverage ETF has seen net inflows of funds on 9 occasions, accumulating over 150 million yuan [3] - The ETF closely tracks the CSI Food and Beverage Index, which selects stocks from the beverage, packaged food, and meat industries, and also includes off-market connecting funds [3] Group 2 - Recent reports indicate that the price of Feitian Moutai (loose bottle) increased by 5 yuan to 1,765 yuan per bottle, while the original Moutai price rose by 15 yuan to 1,795 yuan per bottle [4] - During the recent holiday period, overall sales of white liquor declined by 20%-30%, aligning with market expectations, although top brands like Moutai and Wuliangye performed relatively well [4] - National Sea Securities suggests that recent policy measures may improve macroeconomic expectations and enhance both valuation and performance in the food and beverage sector, which currently has low valuations [4]

消息面上，据报道，9月25日，2025年全国国庆文化和旅游消费月主场活动在四川省成都市举办，正式 启动国庆文旅消费月，于9月下旬至10月下旬开展系列文旅消费活动，激发假日消费活力，满足人民美 好生活需要。 9月19日，2025年海口国庆中秋双节促消费活动新闻发布会举办。据悉，海口市将发放1000万元的旅游 消费券，单人"机票+酒店"最高可省1800元。 9月15日，酒鬼酒在投资者关系活动记录表中称，公司与胖东来合作的联名产品"酒鬼·自由爱"上市以来 获得了消费者的广泛认可，目前该产品正按照合作计划进行发货。 据21世纪经济报道9月12日报道，正当市场和行业关注旺季白酒消费能否如期回暖时，茅台再次向外界 释放积极信号。"从此次对三地市场调研情况和各方反馈数据来看，随着传统双节临近，8月环比6、7月 份，市场终端动销有所回暖，8月底以来至今终端动销环比增长显著，市场态势有望进一步向好。"这是 茅台管理层过去两周在全国多地调研后得出的判断。 国海证券表示，政策密集出台，有望扭转宏观经济预期并促进食品饮料板块估值和业绩双提升，目前板 块估值仍然较低，基于此我们维持食品饮料行业"推荐"评级。 9月25日，食品饮料ETF ...