ChinaAMC SSE Consumer Staples ETF Initiating Fund

East Dragon Beverage Plans to Spend Nearly 100 Million Yuan to Repurchase 709,151 A-Shares

Tsingtao Brewery Launches Promotions for the World Cup

Dongpeng Beverage Sees Revenue Growth But Stock Plummets

Eastjoy Beverage has not yet repurchased shares in A-share market

CITIC Securities and DBS Reiterate Buy Rating for Tsingtao Brewery with Target Price

President of Eastmate Beverage Answers Investors' Questions on Growth Strategies and Market Prospects

Tsingtao Beer Reports Q1 2026 Net Profit Growth Amid Revenue Decline

Eastjoy Beverage's net profit grew by 28.31% in Q1 2026

Morgan Stanley Downgrades Tsingtao Beer's Earnings Forecast and Raises Target Price

EASTROC BEVERAGE released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue CNY 5.888 B (forecast CNY 6 B), actual EPS CNY 2.3563 (forecast CNY 2.2831)

YILI released FY2025 Annual Earnings on April 29 After-Market (BJT), actual revenue CNY 115.93 B (forecast CNY 117.34 B), actual EPS CNY 1.83 (forecast CNY 1.746)

SHANXI FEN WINE released FY2026 Q1 earnings on April 29 After-Market (BJT), actual revenue CNY 14.92 B (forecast CNY 15.85 B), actual EPS CNY 4.41 (forecast CNY 4.2)

YILI released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue CNY 34.82 B (forecast CNY 34.37 B), actual EPS CNY 0.85 (forecast CNY 0.835)

YILI released FY2025 Q4 earnings on April 29 After-Market (BJT), actual revenue CNY 25.37 B (forecast CNY 26.4 B), actual EPS CNY 0.1801 (forecast CNY 0.1389)

King’s Luck released FY2025 Q4 earnings on April 28 After-Market (BJT), actual revenue CNY 1.3 B (forecast CNY 1.295 B), actual EPS CNY 0.0438 (forecast CNY 0.2)

King’s Luck released FY2025 annual earnings on April 28 After-Market BJT, actual revenue CNY 10.18 B (forecast CNY 10.16 B), actual EPS CNY 2.0883 (forecast CNY 2.1614)

King’s Luck released FY2026 Q1 earnings on April 28 Pre-Market (BJT), actual revenue CNY 4.322 B (forecast CNY 4.589 B), actual EPS CNY 1.1108 (forecast CNY 1.09)

Tsingtao Brewery's Net Profit Increased by 5.23% in Q1

Angel Yeast released FY2026 Q1 earnings on April 27 Pre-Market (BJT), actual revenue CNY 4.534 B (forecast CNY 4.194 B), actual EPS CNY 0.48 (forecast CNY 0.6)

Cofco Sugar released FY2026 Q1 earnings on April 27 After-Market (BJT), actual revenue CNY 4.3 B, actual EPS CNY 0.101

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CHIQ

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On March 30th, the domestic demand sector, such as food and textiles, rose against the market trend. Institutions recommend paying attention to the consumer industry, believing that 2026 will be a key turning point. Renowned analyst Mu Yiling pointed out that the negative impact of real estate on consumption will weaken, and consumption will enter a stage of independent development. At the same time, the increase in foreign exchange settlement by export enterprises will enhance domestic money supply, supporting corporate profits and consumption recovery. Currently, the domestic demand sector has policy support and low valuations, and it is recommended to pay attention to related ETFs

腾讯新闻 - 财经

ChinaAMC CSI Food & Beverage Sub-Industry ETF

Harvest CSI Consumer Staples ETF

China Merchants Guozheng Food and Beverage ETF

Penghua CNI HK Connect Consumer ETF

Ping An CSI Food & Beverage Sub-Industry ETF

Hwabao WP CSI Staples Leading Leader ETF

ChinaAMC CSI HK Connect Consumption Theme ETF

Global X China Consumer

Penghua CSI HK Stock Connect Consumer Thematic ETF

China Merchants SSE Consumer 80 ETF

China Universal CSI Consumer Staples ETF

Hwabao WP CSI Food & Beverage Sub-Industry ETF

GX CN CONSUME

The food, textile, and other domestic demand sectors are performing well against the market trend! Institutions: Consumption is a sector that cannot be ignored in 2026

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On March 16, the National Bureau of Statistics announced that the total retail sales of consumer goods in China for January-February amounted to 8.6079 trillion yuan, a year-on-year increase of 2.8%. Among them, retail sales of consumer goods excluding automobiles grew by 3.7%. The market reacted positively to the consumer sector, with the food and beverage sector performing outstandingly. Although local two sessions have lowered the target for retail sales growth, policies still support a demand-driven strategy. The current consumer market is at a turning point of recovery intertwined with policies, and investors may focus on low-level recovery opportunities, suggesting regular investment in related ETFs

ICBCCS CSI Consumer Top ETF

Yinhua CSI Food & Beverage Sub-Industry Theme ETF

Tianhong CSI Food and Beverage ETF

ICBCCS CSI Online Consumption Theme ETF

E Fund CSI Consumption 50 ETF

How to interpret the recovery of domestic social retail in January and February?

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Today, the A-shares fluctuated lower, but the consumer sector rose against the trend, with the consumer ETF up 0.26%, marking four consecutive days of gains, and a net subscription of 18 million shares throughout the day. Adisseo surged over 7%, while YKA rose over 3%. Institutions generally believe that 2026 will be a key year for the turning point in the consumer industry, and consumer investment allocation will become a focus

Adisseo

Adisseo surged over 7%, with consumer goods becoming a safe-haven sector! The consumer ETF recorded four consecutive days of gains against the market trend, with a net subscription of 18 million shares throughout the day! Institutions: 2026 will be a key year for establishing the turning point of consumer prosperity

DRAG

MCHI

The Guangzhou Municipal Bureau of Commerce announced that it will issue 50 million yuan in dining consumption vouchers before and after the Spring Festival, with subsidies of up to 15%. This move aims to promote consumption and ensure a festive experience for citizens and tourists. The government will collaborate with financial institutions and platform companies to launch more commercial vouchers to support the local economy and enhance the festive atmosphere

AASTOCKS

Invesco Golden Dragon China

Roundhill China Dragons ETF

iShares MSCI China

Guangzhou issues 50 million yuan dining consumption vouchers, with subsidies up to 15%

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Dongguan has introduced nine measures to promote economic growth, including a consumption promotion plan of 150 million yuan. Specific measures include: 80 million yuan for new car purchase subsidies (up to 5,000 yuan per vehicle), 50 million yuan for new home appliance and electronic product purchase subsidies, 10 million yuan for Spring Festival consumption red envelopes, and 8 million yuan for dining consumption vouchers

Guotai CSI All Share Household Appliances ETF

Guotai CSI 800 Automobile and Parts ETF

Dongguan will issue new subsidies of 80 million and 50 million RMB for the purchase of automobiles and home appliances, respectively

ChinaAMC SSE Consumer Staples ETF Initiating Fund(510630.SH)

The food, textile, and other domestic demand sectors are performing well against the market trend! Institutions: Consumption is a sector that cannot be ignored in 2026

How to interpret the recovery of domestic social retail in January and February?

Guangzhou issues 50 million yuan dining consumption vouchers, with subsidies up to 15%

Dongguan will issue new subsidies of 80 million and 50 million RMB for the purchase of automobiles and home appliances, respectively