Group 1 - The core viewpoint emphasizes the importance of strengthening the agricultural foundation and maintaining reasonable prices for grain and important agricultural products, as highlighted in the Central Political Bureau meeting on July 30 [1] - The Grain ETF (159698.SZ) rose by 1.39%, with its associated index, the National Grain Index (399365.SZ), increasing by 1.41%. Key constituent stocks such as Beidahuang, Longping High-Tech, and others showed significant gains [1] - The policy direction reinforces the strategic positioning of food security, creating positive expectations for the grain industry chain and providing fundamental support for related constituent stocks [1] Group 2 - The food and beverage index is highly concentrated, with the liquor sector accounting for over 50% in most indices. The performance of the China Securities Liquor and China Securities White Liquor indices is particularly notable, with high annualized returns [1] - The National Food Index has its top five constituent stocks limited to a combined weight of 60%, primarily featuring leading liquor brands like Kweichow Moutai and Wuliangye, along with dairy companies like Yili [1] - The pet food sector in China shows a growth rate exceeding 60% for dry baked grain products, with a CR5 brand concentration of nearly 60%, indicating an upgrade in consumer demand for deep-processed grain products [1]