截至2026年1月5日收盘，中证A500ETF天弘(159360)换手2.95%，成交5555.01万元。跟踪的中证A500指数(000510)强势上涨 2.14%，成分股乐普医疗(300003)上涨19.99%，蓝色光标(300058)上涨19.97%，汤姆猫(300459)上涨16.34%，中微公司(688012)， 罗博特科(300757)等个股跟涨。 拉长时间看，截至1月5日，中证A500ETF天弘(159360)近8个交易日合计"吸金"8651.13万元。 【产品亮点】 中证A500ETF天弘(159360)助力布局中国核心资产，该ETF跟踪中证A500指数，采取行业均衡配置与龙头优选双策略，融合价 值与成长属性，相比沪深300，超配电力设备新能源、电子、医药生物等新质生产力行业，具备天然的哑铃投资属性。 【相关产品】 中证A500ETF天弘(159360)，对应场外场外联接(A：022428；C：022429；Y：022966)。 【热点事件】 1、资金政策共振发力，沪指时隔34个交易日重返4000点 2026年1月5日，A股新年首个交易日迎来"开门红"，上证指数高开高走，时隔34个交易日再度站上 ...

消息面上，消费股年末补涨。据券商中国12月22日报道，在科技股集体到达短期高位后，此前缺席的消 费板块也迎来补涨行情。在一系列旨在扩大内需、提振消费的政策举措陆续出台后，过去的一周里，消 费、零售股迎来了久违的反弹，如百大集团（600865）单周涨幅高达51.59%，欢乐家（300997）涨超 40%，还有庄园牧场（002910）、上海九百（600838）等涨逾30%。其中，百大集团股价创10年来新 高；利群股份（601366）4日3涨停，上海九百连续2日涨停，中央商场（600280）、永辉超市 （601933）、茂业商业（600828）等最近几个交易日里也多次涨停。 12月22日，市场高开高走。中证食品饮料指数截至收盘微跌0.03%，成分股中，京粮控股（000505）、 红棉股份（000523）涨停。 相关ETF中，食品饮料ETF天弘（159736）走势震荡，截至收盘，成交额近2500万元。 此外，中证农业指数截至收盘涨0.69%。成分股中，罗牛山（000735）、海南橡胶（601118）涨停。 相关ETF中，农业ETF天弘（512620）截至收盘成交额超3200万元。资金流向上看，数据显示，截至12 月1 ...

消息面来看，据人民财讯，12月18日，五粮液召开"第二十九届12·18共识共建共享"大会，五粮液集团 (股份)公司党委书记、董事长曾从钦表示，五粮液将着力构建主品牌"一核两擎两驱一新"的产品体系 昨日（12月18日），A股三大指数涨跌不一。 热门ETF中，据Wind数据，食品饮料ETF天弘（159736）昨日（12月18日）获净申购达200万份，居深 市同类第一。此外，农业ETF天弘（512620）截至12月17日，已连续4日获资金净流入，累计"吸金"近 5000万元。 食品饮料ETF天弘（159736，场外C类001632）跟踪中证食品饮料指数，仓位布局高端、次高端白酒龙 头股，兼顾饮料乳品、调味、啤酒等细分板块龙头，前十权重股包括"茅五泸汾洋"、伊利、海天等。 农业ETF天弘（512620）紧密跟踪中证农业指数，覆盖养殖、农化等领域，成分股汇聚牧原股份、温氏 股份、海大集团等农业龙头企业，实现多元化布局，还配置了场外联接基金（A类010769，C类 010770）。 此外，据央视新闻，记者从中国科学院青藏高原研究所获悉，该所古生态与人类适应团队联合全球数十 家科研机构，破解了大麦种子休眠的关键机制，为应对 ...

截至2025年12月18日 13:26，食品饮料ETF天弘(159736)成交1379.93万元。跟踪的中证食品饮料指数(930653)震荡向上，击冲四 连阳，成分股方面涨跌互现，来伊份(603777)领涨10.01%，新诺威(300765)上涨8.10%，良品铺子(603719)上涨4.48%。 拉长时间看，截至12月17日，食品饮料ETF天弘(159736)近10个交易日内，合计"吸金"4281.83万元。 农业ETF天弘(512620)跟踪的中证农业主题指数(000949)成分股方面涨跌互现，扬农化工(600486)领涨3.89%，星湖科技(600866) 上涨1.93%，利尔化学(002258)上涨1.85%。 截至12月17日，农业ETF天弘(512620)近1周规模增长5554.35万元，近1周份额增长5000.00万份，实现显著增长。 从资金净流入方面来看，农业ETF天弘(512620)近4天获得连续资金净流入，最高单日获得3061.73万元净流入，合计"吸 金"4941.20万元。 【产品亮点】 一键配置"吃喝板块"核心资产，食品饮料ETF天弘(159736)备受关注。据统计，其跟踪指数约6成 ...

截至2025年12月16日收盘，食品饮料ETF天弘(159736)成交1722.62万元。跟踪的中证食品饮料指数(930653)下跌0.11%。成分股 方面涨跌互现，欢乐家(300997)领涨10.74%，黑芝麻(000716)上涨10.05%，京粮控股(000505)上涨7.57%。 截至12月16日，食品饮料ETF天弘(159736)近5个交易日内有3日资金净流入，合计"吸金"2761.75万元。 【相关产品】 农业ETF天弘(512620)成交289.40万元。跟踪的中证农业主题指数(000949)下跌0.28%。成分股方面涨跌互现，生物股份(600201) 领涨7.47%，亚钾国际(000893)上涨3.29%，仙坛股份(002746)上涨0.50%。 截至12月16日，农业ETF天弘(512620)近1周规模增长4098.44万元，近1周份额增长4000.00万份，实现显著增长。 从资金净流入方面来看，农业ETF天弘(512620)近3天获得连续资金净流入，最高单日获得3061.73万元净流入，合计"吸 金"4246.30万元。 【产品亮点】 食品饮料ETF天弘(159736)紧密跟踪中证食品饮料指 ...

Core Insights - The food and beverage ETF Tianhong (159736) has seen significant trading activity, with a total transaction volume of 26.84 million yuan as of December 15, 2025, and a 0.87% increase in the tracked CSI Food and Beverage Index [1] - The agricultural ETF Tianhong (512620) recorded a turnover of 6.55% and a transaction volume of 21.58 million yuan, with the CSI Agricultural Theme Index rising by 0.67% [1] Group 1: Food and Beverage Sector - The food and beverage ETF Tianhong (159736) has experienced a net inflow of funds for four consecutive days, totaling 42.82 million yuan, with a peak single-day inflow of 19.36 million yuan [1][2] - Key stocks in the food and beverage ETF include leading brands in high-end and mid-range liquor, as well as beverages, dairy, and condiments, with top ten weighted stocks including Moutai, Wuliangye, and Yili [2] - The performance of constituent stocks such as Huanlejia (300997) and Yiyuan Health (605388) has been notable, with increases of 19.98% and 10.04% respectively [1] Group 2: Agricultural Sector - The agricultural ETF Tianhong (512620) has also seen a net inflow of 42.82 million yuan over the past five trading days, indicating strong investor interest [2] - The agricultural ETF tracks the CSI Agricultural Index, selecting 50 stocks with a focus on livestock (41.9%) and agricultural chemicals (17.7%), featuring leading companies like Muyuan and Haida [2] - The agricultural sector is diversifying its portfolio to mitigate cyclical risks, showcasing a strategic approach to investment [2] Group 3: Market Trends and Insights - A recent article emphasizes the importance of expanding domestic demand as a strategic move for economic stability and security, highlighting the need for sustained economic growth [4] - Research breakthroughs in barley seed dormancy mechanisms may provide new pathways for sustainable agricultural systems, addressing future food security challenges [5] - Analysts from China Galaxy Securities note a slight pullback in the food and beverage index due to seasonal sales fluctuations, but maintain a positive outlook for new consumption trends and potential recovery in traditional consumption [6]

基金公告显示，天弘中证农业主题交易型开放式指数证券投资基金（场内简称：农业ETF天弘，基金代 码：512620）于今日（11月21日）正式上市！ 全链龙头：农业ETF天弘(512620)跟踪中证农业指数，精选50只标的，覆盖养殖（41.9%）、农化 （17.7%）等领域，汇聚牧原、海大等龙头，多元布局分散周期风险。 估值洼地：当前指数市盈率（TTM）剔除负值处近十年10%分位数以下，叠加猪价回升、机构资金流入， 有望迎估值修复与业绩增长。（数据来源：Wind，截至2025.10.16） 【相关产品】 农业ETF天弘(512620)，对应场外联接基金（A：010769；C：010770）。 【热点事件】 1、国家调研部署粮食购销储备工作 11月16日至18日，国家发展改革委相关领导带队赴湖北武汉、宜昌等地，加强粮食购销和储备管理开展调 研。调研中指出，要加强粮食市场监测，发挥储备吞吐调节作用，精准落实调控措施，推动粮食价格保持 在合理水平。要坚持市场和政府协同发力，统筹抓好市场化收购和政策性收储，多措并举畅通农民售粮渠 道，切实守住农民"种粮卖得出"的底线。 2、重要会议高质量推进全国冬春农田水利及高标准农田建 ...

Group 1 - The A-share market showed a strong rebound on November 19, with the ChiNext Index rising over 1.00%, the Shanghai Composite Index increasing by 0.47%, and the Shenzhen Component Index up by 0.46% [1] - The agricultural sector was notably active, with the China Securities Agricultural Index increasing by 0.40% [1] Group 2 - The Tianhong Agricultural ETF (512620) is set to be listed on November 21, tracking the China Securities Agricultural Index and covering sectors such as breeding and agricultural chemicals, with leading stocks including Muyuan Foods, Wens Foodstuff Group, and Haida Group [2] - The Ministry of Agriculture and Rural Affairs reported that over 80% of winter wheat has been sown nationwide, with significant progress in key provinces such as Henan (nearly 80%), Anhui (over 80%), and Shandong (nearly 90%) [2] - According to Guosheng Securities, the overall allocation in the agriculture, forestry, animal husbandry, and fishery sectors is currently low, below the standard allocation ratio, indicating potential investment opportunities [2] Group 3 - Kaisheng Securities noted that the previous overselling of live pigs, combined with a seasonal increase in consumption, may lead to a temporary strengthening of pig prices [3] - The supply side is expected to contract due to the overselling of live pigs in October and a reduction in breeding stock earlier in the year, while demand may increase due to a cold wave warning issued by the Central Meteorological Observatory on November 15 [3]

Group 1 - The Agricultural ETF Tianhong (subscription code: 512623) has officially launched, providing an efficient and convenient tool for investors to allocate resources in the agricultural sector [1] - The ETF is policy-backed, benefiting from the foundational role of agriculture in the national economy, with policies such as the 2025 Central Document No. 1 and the "Accelerating the Construction of a Strong Agricultural Country Plan" set to be implemented, ensuring a full-chain dividend [1] - The ETF tracks the CSI Agricultural Index, selecting 50 stocks across various fields, including breeding (42.3%) and agrochemicals (17.5%), featuring leading companies like Muyuan and Haida, which helps to diversify cyclical risks [1] Group 2 - The current index price-to-earnings ratio (TTM) is below the 10th percentile of the past decade, indicating a valuation trough, combined with rising pig prices and institutional capital inflow, suggesting potential for valuation recovery and earnings growth [3] - The president of the China Animal Husbandry Association stated that high-quality development in the pig farming industry does not exclude competition, emphasizing the need for innovation, cost reduction, and quality maintenance while controlling production capacity [3] - According to Guojin Securities, the average national pig price in Q3 2025 was 13.79 yuan/kg, down 29.05% year-on-year, with some companies facing losses due to falling prices, leading to an expected industry capacity reduction [3]