内容导读：Today(April30)Slotsgarden$100nodepositbonusDuringthepullbackofthemarket,theeatinganddrinkingplatestoodupt...……
Today (April 30)Slotsgarden$100nodepositbonusDuring the pullback of the market, the eating and drinking plate stood up to protect the plate. The mid-market price increase of food ETF (515710), which reflects the overall trend of the plate, once reached 1. 5%.Slotsgarden$100nodepositbonus.5%, then fell back and closed slightly higher by 0%.Slotsgarden$100nodepositbonus.3%, earn a bonus against the market and win three Lianyang of the Japanese line.
In terms of constituent stocks, Jindawei soared 5.93%, Chongqing Beer, Dongpeng Beverage and Tsing Tao Beer rose more than 3%, and some liquor leaders such as Gujing Gong Liquor and Shanxi Fen Liquor rose more than 1%. In terms of decline, Qianhe flavor industry closed down 8.4%, this world margin closed down 3.51%, dragging down the trend of the plate.
At present, multiple positive factors boost, the food and beverage sector market is expected to continue.
1. All kinds of funds continue to increase.
Recently, the main capital and foreign investment have greatly increased the size of the chemical sector. In terms of main funds, Wind data show that today, the food and beverage sector received a net inflow of 393 million yuan, with the net inflow in the forefront of 30 CITIC first-tier industries.
On the foreign side, Wind data show that by the close of trading yesterday, Beijing had bought a net 2.496 billion yuan of food and beverage sector in nearly a week, ranking first among 30 Citic first-tier industries.
2. The quarterly data of constituent stocks are gratifying.
Data show that as of today's close, the subdivision of the food index 50 constituent stocks have announced the first quarterly report of 2024. Of the 50 constituent stocks, 34 achieved year-on-year growth in operating income and return net profit, of which 27 achieved double-digit growth, while Yunnan's return net profit increased by more than 94% year-on-year.
Zhongtai Securities said that the annual food and beverage quarterly report shows the resilience of plate demand. The high-quality enterprises in the plate have both quarterly report and annual performance stability, and are ushering in performance catalysis. The stock prices of some liquor enterprises perform well after the performance announcement, which also confirms the long-term demand resilience of high-quality food and beverage companies.
3. The plate is still at a low valuation.
At present, the valuation of the food and beverage sector is still low. Wind data show that as of yesterday's close, the price-to-earnings ratio of the sub-food index was 23.8 times earnings, which is at the low level of 11.94 per cent in nearly 10 years, with a medium-and long-term cost-effective allocation.
Ping an Securities said that wine companies performed well and got off to a good start in the first quarter, suggesting to focus on high-end spirits with strong demand, sub-high-end spirits benefiting from the pick-up in business demand, and leading liquor companies in Jiangsu and Anhui provinces with relatively strong economy. In terms of Volkswagen, the annual reports of most sectors are in line with expectations, among which the snack food sector benefits from the expansion of downstream snack channels, and the annual report performance is better; soft drinks and beer benefit from the downward trend of raw material costs and the high-end trend continues, the long-term margin is good.
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 30th, 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. The investment of the fund is risky, and the past performance of the fund does not represent its future performance.Slotsgarden$100nodepositbonusThe performance of his fund does not constitute a guarantee of the performance of the fund, so the fund should be cautious in its investment.