bassfishing| After receiving public offerings and adding positions, the eating and drinking sector has become a "hot cake" again! Food ETF (515710) won three consecutive positive days on the daily line!

After the sharp rise against the market in the past two daysBassfishingToday (April 24)BassfishingFood ETF (515710), which reflects the overall trend of the plate, fell at the start of trading, and the price fell to-0 at one point.Bassfishing.77%, and then gradually rebounded. By the close, the floor price was up 0%.Bassfishing.15%, Sanlianyang on the Japanese line.

In terms of constituent stocks, food ETF (515710) heavyweights rose and fell mixed. Wuliangye closed up 1.33%, Luzhou laojiao, Shanxi Fenjiu, Guizhou Moutai and so on also received a small red. In terms of decline, Haitian flavor industry closed down 0.68%, Yanghe shares closed down 0.4%, and Gujing tribute wine closed down 0.15%.

In terms of funds, recently, the eating and drinking plate was bought crazily by the main funds. According to Wind data, as of the close, the net inflow of major funds into the food and beverage sector in the past 5 days was as high as 4.601 billion yuan, ranking second among 30 Citic first-tier industries.

Foreign capital has also poured into the eating and drinking sector. Wind data show that yesterday (April 23), the food and beverage sector received a net purchase of 587 million yuan from northward funds, ranking second in the industry.

The hot food ETF (515710) also ushered in a large amount of capital return. Wind data show that yesterday (April 23), food ETF (515710) suddenly showed a net application of 51.76 million yuan.

On the news side, recently, public funds reported intensively in the first quarter of 2024. Guangfa Securities said that according to the fund's first quarterly report, the total market value of shares held by food and beverage funds reached 383.71 billion yuan in the first quarter of 2024, an increase of 2.93% over the fourth quarter of 2023.

At present, the valuation of the eating and drinking plate is still low and the margin of safety is prominent. Wind data show that as of the close, the price-to-earnings ratio of the sub-food index is 24.61 times, which is at the low level of 16.05% in the past 10 years, and the medium-and long-term performance-to-price ratio is prominent.

Looking forward to the future, Xiangcai Securities said that the macro consumer environment is gradually getting warmer, the report side is performing well, and consumption performance is expected to remain good during the May Day period. In the near future, we will focus on the performance realization and the growth market brought about by catalytic factors, and pay attention to the main logic of consumption upgrading brought about by income improvement in the medium and long term. Under the trend of obvious concentration and differentiation in the liquor industry, it is suggested to pay attention to high-end and regional leading enterprises. Popular snacks, soft drinks, beer and so on maintain a relatively high demeanor, profit performance marginal improvement, the overall consumption recovery trend is clear.

One-click allocation of food and drink plate core assets, focusing on food ETF (515710). According to the statistics of China Securities Index Company, Food ETF (515710) tracks the theme index of the subdivision of food and beverage industry in CSI. More than 60% of the positions are high-end and sub-high-end liquor leading stocks, while nearly 40% of positions take into account beverage and dairy products, seasoning, beer and other segment leading stocks. The top 10 heavyweights include "Maowulu Fenyang", Yili shares, Haitian flavor industry, Tsing Tao Beer and so on.

The pictures and data in this article come from Shanghai and Shenzhen Stock Exchange, Warburg Fund, Wind, Snowball, etc., as of April 24, 2024. Risk hint: food ETF (515710) passively tracks the sub-theme index of the food and beverage industry of China Securities Exchange. The index is published on April 11, 2012.12, and the composition of the index stocks is adjusted in time according to the rules of the index. In this paper, the index stocks are only displayed, and the individual stocks are not described as any form of investment advice, nor do they represent the position information and trading trends of any fund under the manager. The risk level of the fund assessed by the fund manager is R3-medium risk, which is suitable for investors with appropriateness rating C3 (balanced type) or above. Any information that appears in this article (including but not limited to individual stocks, comments, forecasts, charts, indicators, theories, any form of expression, etc.) is for reference only and the investor is responsible for any discretionary investment behavior. In addition, any point of view, analysis and forecast in this article does not constitute any form of investment advice to the reader, nor is it liable for direct or indirect losses arising from the use of the contents of this article. Fund investment is risky, the past performance of the fund does not represent its future performance, and the performance of other funds managed by fund managers does not constitute a guarantee of fund performance, so fund investment should be cautious.