Controlled supply news spurred a surge in the price of Feitian Maotai, with the wine ETF, food ETF, and food and beverage ETF rebounding.

The worst-performing sector rebounded. Shares of Kweichow Maotai and Wuliangye Yibin rose today, driving a rebound in the alcohol ETF and food & beverage ETF. The food & beverage ETF tracks the CSI Food Index, which includes leading companies across various sub-sectors such as baijiu, dairy, soft drinks, condiments, and snack foods. Its constituent stocks include Kweichow Maotai, Luzhou Laojiao, Haitian, Yili Group, Dophin Drink, and Angel Yeast. Year-to-date, the CSI 300 Index has risen by 16.82%, while the food and beverage sector has declined by 8.05%, ranking last among the Shenwan first-level industries. Over a longer time horizon, since its peak in February 2021, the food and beverage sector has cumulatively fallen.

Gelonghui FinanceDec 15 16:27

Liquor ETFs and food & beverage ETFs rose, while active equity funds continued to reduce their holdings in the food and beverage sector during the third quarter.

The three major indices of China's A-share market collectively declined in the morning session. As of the midday break, the Shanghai Composite Index fell by 0.63% to 3,961.62 points, the Shenzhen Component Index dropped by 0.62%, and the ChiNext Index declined by 1.49%, while the Beijing Stock Exchange 50 Index rose by 3.43%. The trading volume of the Shanghai, Shenzhen, and Beijing markets reached RMB 1.5792 trillion in the half-day session, an increase of RMB 20 billion compared to the previous day, with more than 3,800 individual stocks rising across the entire market. Shares in the food and beverage sector increased, with gains observed in the Liquor ETF, Food and Beverage ETF Fund, Tianhong Food and Beverage ETF, Food and Beverage ETF, Food ETF, Consumption 30 ETF, among others. The Food and Beverage ETF tracks a sub-sector food index, focusing on...

Gelonghui FinanceOct 31 11:43

ETF Midday Review | Liquor stocks have led gains for two consecutive days; strong sectors are experiencing a pullback, with the Liquor ETF rising by 2.53%, the Hang Seng Healthcare ETF declining by nearly 5%, and the Cloud 50 ETF falling by 3%.

Gelonghui, August 20 | The three major A-share indices closed lower collectively. As of the midday break, the Shanghai Composite Index fell by 0.05%, the Shenzhen Component Index declined by 0.66%, and the ChiNext Index dropped by 1.71%. The Beijing Stock Exchange 50 Index decreased by 0.39%. The total transaction volume in the Shanghai, Shenzhen, and Beijing markets reached 1.535 trillion yuan, a decrease of 143 billion yuan compared to the previous day. Over 3,400 stocks in the entire market saw declines. In terms of sectors, liquor, small metals, tourism, and hotel concepts rose, while Huawei's Pangu and the film and television theater sector adjusted. In the ETF market, the liquor sector led gains for the second consecutive day, with the Penghua Fund Liquor ETF rising by 2.53%, and the Yinhua Fund Food ETF and Food and Beverage ETF also experienced increases.

Gelonghui FinanceAug 20 11:43

The Penghua CSI Alcoholic Drink ETF, food ETF, and food and beverage ETF have risen, with the Penghua CSI Alcoholic Drink ETF attracting over 2 billion yuan since June, defying the trend.

With liquor stocks rising, Gansu Huangtai Wine-Marketing Industry reached its daily limit, Anhui Golden Seed Winery and Anhui Yingjia Distillery both rose over 5%, and the Penghua CSI Alcoholic Drink ETF increased by more than 2.3%. The Yinhua Food ETF, Huaan Food & Beverage ETFs, CSI SWS Food & Beverage ETF Tianhong, and China Merchants Food & Beverage ETF, together with the Huaxia Food & Beverage ETF, all rose over 1%. This month, the Penghua CSI Alcoholic Drink ETF, Food ETF, and Food & Beverage ETF fell over 5%, leading to some funds buying at the bottom. Among these, the Penghua CSI Alcoholic Drink ETF attracted 2.083 billion yuan despite the market downturn. According to a research report by China International Capital Corporation, the current demand for liquor has reached a historical low, indicating limited downside risk. The relatively loose policies provide a foundation for a recovery in consumption, and it is expected that.

Gelonghui FinanceJun 20 13:31

The food and beverage Sector plunged! Liquor and beer led the decline, with the Food ETF (515710) dropping over 2%! Institutions: liquor may have reached the bottom Range for positioning.

On June 13, Gelonghui reported that the A-share food and beverage Sector continued to decline. The food ETF (515710), which reflects the overall trend of the Sector, fell sharply after opening, with intraday prices dropping over 2%. In terms of constituent stocks, liquor stocks such as Wuliangye Yibin and Beijing Yanjing Brewery saw significant declines. By the time of publication, Beijing Yanjing Brewery fell over 6%, Luzhou Laojiao and Guangzhou Zhujiang Brewery each dropped over 3%, while several stocks including Wuliangye Yibin and Jiangsu Yanghe Brewery Joint-Stock fell over 2%. The food and beverage Sector, represented by liquor, has been in continuous decline recently, but Institutions remain optimistic about the future of the Sector. Guosen pointed out that the current position of liquor may be entering a bottoming Range, and there may be a reason for cautious optimism.

Gelonghui FinanceJun 13 11:21

The CSI SWS Food & Beverage ETF and the Food ETF surged on Friday, as Institutions in Europe plan to increase investments in China's consumer stocks.

The sentiment in the A-share market has clearly improved, with a sudden surge in the Consumer Sector on Friday. The Dairy Product Sector rose by 10.98%, the Three-child Policy increased by 8.6%, alcohol rose by 5.46%, and Kweichow Moutai increased nearly 6% surpassing the 1,600 yuan threshold, which is considered a strong signal of recovery in the Consumer Sector by the market. Driven by the soaring individual consumer stocks, the Huatai-PB Food & Beverage ETF, Huabao Food ETF,招商食品饮料ETF, Huaxia Food & Beverage ETF, Yinhua Food ETF, and Tianhong Diet ETF increased by 6.60%, 5.45%, 5.39%, 5.09%, 5.08%, and 5.02% respectively. The huge rise on Friday.

Gelonghui FinanceMar 16 14:36