Recently, Daily Economic News and the China Enterprise Research Center of the School of Economics and Management of Tsinghua University jointly released the “TOP30 of the 2024 Chinese Wine Listed Company Brand Value List”, Guizhou Maotai, Wuliangye, Luzhou Laojiao, Yanghe, Shanxi Fenjiu occupied the listThe first five.Data show that the total brand value of the domestic wine industry TOP30 listed companies is 152.065 billion yuan, of which the top fiveThe value of “Mao Wu Lufen” exceeded 1100 billion yuan.
It is worth noting,“Mao Wu Lufen Yang” is a weight shares of the Food ETF (515710). As of the end of December 2023, the total proportion of weights accounted for over 50%.
In terms of funds, yesterday (March 21), although the foreign investment sold more than 6 billion yuan in A shares, some food ETF (515710) represented by Wuliangye was purchased by foreign investment.Wind data shows that Wuliangye bought 237 million yuan in net foreign investment yesterday,The net purchase amount ranks first in A shares.
From the perspective of the eating and drinking sector, foreign capital is also in a state of inflowing.Yesterday, the food and beverage sector received a net foreign investment of 191 million yuan.Fourth among the 30 CITIC -level industries.
Looking forward to the market outlook, Nanjing Securities stated that in terms of liquor, some liquor faucet companies carried out prices for the main force of the liquor company after the holiday. The main intention is that the price increase after the off -season is conducive to maintaining the price disk and increasing channel profits.During the spring sugar period, it is recommended to pay attention to major wine companies in spring investment, new product promotion and annual planning.
In terms of popular products, during the Spring Festival, the number of returning tourists increased, and the people’s cross -regional flow was smoother than last year. During the festival, visiting relatives and friends, travel and tourism drove dairy products, condiments, leisure snacks, functional beverages and other meta -categories.The overall situation of recovery is better.
One -click core assets of the eating and drinking sector, focusing on Food ETF (515710).According to the statistics of the CSI Index Company, Food ETF (515710) tracks the theme index of the Food and Beverages Industry of China Prescription, exceeding 60 % of the positions of high -end, sub -high -end liquor leading stocks, and nearly 40 % of the positions, dairy products, seasoning, beer and other subdivisionsThe leading stocks of the sector, the top ten weights include “Mao Wu Lufen Yang”, Yili, Haitian Weiye, Qingdao Beer, etc.
