Batch of liquor stocks, Food ETF (515710) fell 1.76%of continuous premium transactions

On August 18th, the A -share white wine sector was batch backup. As of the afternoon closing, Yanghe, alcoholic wine, Lao Baiqian wine, Luzhou Laojiao fell more than 3%to lead the liquor stocks, Guizhou Maotai fell 1.80%, Wuliangye fell 2.17%, Shanxi Fenjiu, Jinshiyuan, and Gujing Gongjiu fell more than 2%; beer, dairy, and condiments also recovered simultaneously.

In terms of ETF, affected by the recovery of the above -mentioned weight industry sector, the Food ETF (515710) closed at 1.76%in lunch, and the premium transaction status continued to show on the venue. As of the afternoon closing premium rate of 0.13%, it reflected that the buying market fell into the market.

Public information shows that the PE valuation of the CSI subdivided food index is currently 36 times the interval, and it was adjusted to about 34 times in mid -May, and then rebounded quickly.

Data show that the total retail sales of social consumer goods in July reached 3587 billion yuan, an increase of 2.7 % year -on -year.

The double festival is approaching, and the Mid -Autumn Festival and National Day, as the peak consumption season of liquor and moon cakes, are regarded as an important node for observation of consumption replenishment. Everbright Securities stated that in the short term, it will find related investment opportunities around the promotion of double -fired liquor and leisure food sector. Guohai Securities Xue Yuhu believes that the current market is similar to the end of April this year. The Mid -Autumn Festival is lower than expected. The competition in the peak season has intensified. Opportunities for side layout.

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