白酒淡季控速不改全年业绩确定性，主要消费ETF(159672)早盘一度涨超2%，冲击4连涨

新浪财经08-08

截至2024年8月8日 11:21，中证主要消费指数(000932)强势上涨2.16%，成分股今世缘上涨6.90%，安井食品上涨5.38%，山西汾酒上涨4.91%，古井贡酒，新诺威等个股跟涨。主要消费ETF(159672)上涨2.07%，冲击4连涨。最新价报0.74元。从估值层面来看，主要消费ETF跟踪的中证主要消费指数最新市盈率（PE-TTM）仅22.68倍，处于近1年...

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The main consumer ETF (159672) once rose by more than 2% in early trading, hitting 4 consecutive gains","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159672":1,"159928":1,"510150":1,"600519":0.9},"content_text":"截至2024年8月8日 11:21，中证主要消费指数(000932)强势上涨2.16%，成分股 今世缘 上涨6.90%， 安井食品 上涨5.38%， 山西汾酒 上涨4.91%， 古井贡酒 ， 新诺威 等个股跟涨。主要消费ETF(159672)上涨2.07%，冲击4连涨。最新价报0.74元。从估值层面来看，主要消费ETF跟踪的中证主要消费指数最新市盈率（PE-TTM）仅22.68倍，处于近1年1.93%的分位，即估值低于近1年98.07%以上的时间，处于历史低位。消息面上，根据Wind所显示的披露日期来看，2024年 贵州茅台 的中报发布时间为8月9日。从行业层面来看，近期中国酒业协会理事长宋书玉指出2024年上半年，全国 白酒 产业在产量、销售收入和实现利润方面均实现了同比增长，分别达到3%、11%和15%。浙商证券 表示：白酒24Q2表现平稳，淡季控速不改全年业绩确定性，茅台或已迎批价&估值底部区间，我们对于白酒板块未来维持增长仍保持乐观，看好具备穿越周期能力的头部酒企投资机会：①推荐稳增长、全年仍存业绩/分红超预期可能的高端酒；②推荐区域酒中产品、市场势能向上具备业绩α的标的。主要消费ETF紧密跟踪中证主要消费指数，为反映 中证800 指数样本中不同行业公司证券的整体表现，为投资者提供分析工具，将中证800指数样本按中证行业分类分为11个一级行业与35个二级行业，再以进入各一、二级行业的全部证券作为样本编制指数，形成中证800行业指数。数据显示，截至2024年7月31日，中证主要消费指数(000932)前十大权重股分别为 伊利股份 (600887)、 五粮液 (000858)、贵州茅台(600519)、 牧原股份 (002714)、 温氏股份 (300498)、 泸州老窖 (000568)、山西汾酒(600809)、 海天味业 (603288)、 洋河股份 (002304)、 海大集团 (002311)，前十大权重股合计占比69.05%。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2457585358"}