食品板块上涨，安记食品、天味食品涨超9%，千禾味业涨超6%，带动食品ETF鹏华、食品ETF易方 达、食品ETF华夏、食品ETF广发上涨。 | 代码 名称 | 涨跌幅 ▼ | 估算规模 | | --- | --- | --- | | 560130 食品ETF胴华 | 1.41% | 1.28亿 | | 560160 食品ETF易方达 | 1.32% | 2.22亿 | | 159151 食品ETF华夏 | 1.11% | 1.16亿 | | 563850 食品ETF广发 | 1.07% | 9977.25万 | 消息面上，商务部等9单位关于印发《2026"乐购新春"春节特别活动方案》的通知。结合开展中华美食 荟、老字号嘉年华活动，组织餐饮名店、老字号餐饮企业、地方特色小吃等，推出年夜饭套餐、新春团 圆宴，推出美食增值服务，如现场表演、免费小吃、幸运抽奖等。鼓励各地发布美食地图，结合本地实 际在步行街、公园、社区等设置年味美食市集，举办美食大赛、厨艺比拼、晒晒我家的团圆饭等活动， 结合各类美食活动推广节日热销商品，吸引更多群众一起"寻味中国年"。 从公募基金持仓看，公募基金食饮板块减配，超配比例持平。4Q2025 ...

Market Overview - The A-share market experienced a significant decline, with the Shanghai Composite Index dropping by 2.45%, the Shenzhen Component Index falling by 3.41%, and the ChiNext Index decreasing by 4.02% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.9657 trillion [1] Sector Performance - The media sector showed resilience, with specific ETFs such as Media ETF (159805) and Media ETF (512980) leading the gains [2] - Conversely, rare metals and new energy-related ETFs faced notable declines, with the top 10 ETFs in this category experiencing drops of up to 7.55% [3] Economic Outlook - According to Zheshang Securities, 2026 is expected to be a year of strong economic performance in China, with a focus on technological self-reliance and new productivity cultivation [2] - Shenwan Hongyuan anticipates that the "15th Five-Year Plan" period will be a critical time for comprehensive reform, with nominal GDP recovery expected to improve corporate profitability [2] Lithium Battery Sector - Dongwu Securities predicts that the lithium battery sector will exceed expectations in Q4, with a projected growth rate of 25-30% for 2026 [4] - The sector is expected to see a 10-20% increase in production in Q4, with a year-on-year growth of 30% [4] ETF Activity - The Silver Hua Daily ETF (511880) recorded the highest trading volume at 21.2 billion, followed by other ETFs such as Short-term Bond ETF (511360) and Huabao Tianyi ETF (511990) [5] - The turnover rate for the Korean Semiconductor ETF (513310) was the highest at 108% [5] Upcoming ETF Launches - Two new ETFs are set to launch next week, including the Food ETF (563850), which tracks the CSI All Food Index, and the Bosera Industrial Software ETF (159108), focusing on industrial digital transformation [6][7] - The E Fund Hang Seng Automotive ETF (159121) will also launch, targeting the recovery of the Hong Kong automotive sector and opportunities in new energy vehicles [7]