On May 23, the broader market fell as a whole, and the theme index of China C Sec for the food and beverage industry fell 1.19%. In terms of component stocks, the new dairy industry led a 3.79%, Shunxin Agriculture fell 3.75%, and Kingdawei fell 3.72%.Food and beverage ETF (515170) fell 1.40%, the turnover of the market reached 53.91 million yuan, and the turnover rate was 1.77%.However, in the context of the continuous increase in real estate policies and the gradual recovery of the macroeconomics, despite the regulation of the index, funds are still increasing against the trend.
From the perspective of net inflow of funds, the food and beverage ETF has obtained the net inflow of continuous funds in the past three days, with a maximum net inflow of 45.33 million yuan in a single day. In the past 5 days, the total “gold absorption” was 101.3 million yuan, with a daily net inflow of 20.26 million yuan.
Data show that lever funds are continuously layout.The ETF of the Food and Beverages has been bought for a leveraged funds for 3 consecutive days.
In terms of scale, the food and beverage ETF has increased by 39.18 million yuan in the past one week. On May 22, a new high since this year, achieving a significant growth.
Huachuang Securities believes that short -term preferably determine, the mid -line layout space.Although the industry’s demand is generally plain, after the valuation is fully fell, the value space of the leading enterprise has appeared, and it is recommended that the mid -line layout.In the short -term rhythm, in May, the concentrated categories of festivals such as liquor started to enter the off -season. The core of business needs are undertaken by the core, and beer and beverages are entered into the summer season with more catalysts.
If an investor wants to lay out a super -declined rebound section on the left, he may continue to pay attention to the food and beverage ETF (515170) and its connection funds (Class A: 013125 C: 013126) one -click to pack the food and beverage industry with high quality leading stocks., Wuliangye, Yili Co., Ltd., Qingdao Beer and other 50 subdivided food indexes, which are less than 70 yuan in hand, can take a low threshold to share the food and beverage leading dividends.
