Food ETF rose against the market trend, while actively managed equity funds significantly reduced their holdings in the food and beverage sector in Q2 2026.

Food stocks rose against the market trend, with Yiming Food hitting its daily trading limit. Pinow Foods, Yanjin Puzi, Huangshanghuang, CSPC Innovation, Yizhi Konjac, New Hope Dairy, Three Squirrels, Anji Food, and Ganyuan Food all gained more than 3%, driving up food-focused ETFs including GF Food ETF, E Fund Food ETF, Qianhai Open-end Food ETF, ChinaAMC Food ETF, Huaxia Food ETF, Ping An Fund Food ETF, and Fullgoal Food ETF. These food ETFs track the CSI All Share Food Index, a rare A-share market index exclusively focused on leading mass-market food companies and excluding baijiu (Chinese spirits) stocks. The index covers sector leaders in dairy products, condiments, meat products, and pre-processed foods.

Gelonghui FinanceJul 28 11:08

Driven by favorable policy tailwinds and earnings catalysts, the Food ETF Huaxia (159151) surged over 1.8%, while the Agriculture ETF Huaxia (516810) recorded a real-time trading volume exceeding 80 million yuan, ranking first among similar products.

Gelonghui, April 29 | Today, the agriculture and food sectors rose in tandem. Ximei Food, Yanjin Shop, and Anjing Food hit the daily trading limit, driving the Food ETF Huaxia (159151) up by 1.86%, and the Agriculture ETF Huaxia (516810) up by 1.66%. The latest turnover reached 82.04 million yuan, ranking first among similar products. The strong performance of these sectors was driven by both policy guidance and corporate earnings. ① The Politburo meeting set the tone for stabilizing agricultural product prices: On April 28, the Politburo meeting emphasized the need to focus on agricultural production and stabilize prices of agricultural products such as pork. This provided clear policy support for the agriculture sector. Analysis pointed out that

Gelonghui FinanceApr 29 10:34

Repeated geopolitical conflicts and strong earnings performance have driven gains in the Food ETF Huaxia (159151), which rose 2%, while the Agriculture ETF Huaxia (516810) attracted 1.39 billion yuan over the past 20 days.

Gelonghui, March 27 | Today, the food and agriculture sectors rose in tandem, driven by inflation expectations and geopolitical tensions. The Food ETF Huaxia (159151) increased by 2.15%, while the Agriculture ETF Huaxia (516810) rose by 1.76%, attracting inflows for two consecutive days with a cumulative net inflow of 139 million yuan over the past 20 days. The performance of the agriculture and food sectors today was mainly driven by the following factors: ① Although Trump stated that the attack on Iran's energy facilities would be delayed by ten days, markets remain cautious about potential escalation of conflicts over the weekend. About 20% of global oil transportation and one-third of fertilizer shipments have been disrupted, leading to a nitrogen fertilizer supply crisis that has driven up planting costs. Recently...

Gelonghui FinanceMar 27 10:12

ETF Midday Review | A-Share Market Slightly Down, Agricultural Sector Leading Gains, Bean Meal ETF Up 4%

Gelonghui, March 13 | The three major indices of the A-share market slightly declined in the morning session. As of the midday break, the Shanghai Composite Index fell by 0.22%, the Shenzhen Component Index dropped by 0.17%, the ChiNext Index edged down by 0.03%, and the Beijing Stock Exchange 50 Index decreased by 0.1%. The total trading volume of the Shanghai, Shenzhen, and Beijing markets reached 1.5167 trillion yuan in the morning session, representing a decrease of 90.4 billion yuan compared to the previous day. Over 2,900 stocks across the market showed gains. Sectors such as stablecoins, cloud computing, computing power leasing, cybersecurity, AI applications, smart grids, CPO, and humanoid robot concept stocks were sluggish; lithium battery, wind power, and phosphorus chemical themes performed actively, while real estate and consumer staples strengthened. Regarding ETFs, today's agricultural products, infrastructure, and new energy vehicle sectors...

Gelonghui FinanceMar 13 11:41

The food sector rose, with the Penghua Food ETF, E Fund Food ETF, Huaxia Food ETF, and GF Securities Food ETF all posting gains.

The food sector rose, with Anji Food and Tianwei Food gaining over 9%, and Qianhe Flavor Industry rising more than 6%, driving up the Penghua Food ETF, EFund Food ETF, Huaxia Food ETF, and GF Fund Food ETF. The Food ETF tracks the CSI All-Share Food Index, which excludes any liquor or beer stocks. Compared to other food indices, it overweights dairy, condiments, and leading meat product companies (Yili Group, Haitian, Shuanghui Development), all of which are essential consumer 'food' stocks with stronger resilience as basic needs. The major constituent stocks are Haitian, Yili Group, Shuanghui Development, Angel Yeast, COFCO Sugar Industry, Anwell Foods, Golden Dragon Fish, and Synutra International.

Gelonghui FinanceFeb 5 11:03