食品饮料

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

WLY released FY2026 Q1 earnings on April 30 After-Market (BJT), actual revenue CNY 22.84 B (forecast CNY 26.9 B), actual EPS CNY 2.0772 (forecast CNY 2.885)

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

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

SCSF released FY2026 Q1 earnings on April 29 After-Market BJT, actual revenue CNY 815.83 M, actual EPS CNY 0.353

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)

Bright Dairy released FY2026 Q1 earnings on April 29 After-Market BJT, actual revenue CNY 6.211 B, actual EPS CNY 0.05

Huatong Meat released FY2026 Q1 earnings on April 29 After-Market (BJT), actual revenue CNY 1.865 B, actual EPS CNY -0.3

SCSF released FY2025 Annual Earnings on April 29 After-Market (BJT), Actual Revenue: CNY 3.038 B (Forecast: CNY 3.371 B), Actual EPS: CNY 0.8377 (Forecast: CNY 0.933)

Kingdomway released FY2026 Q1 earnings on April 29 After-Market (BJT), actual revenue CNY 813.36 M, actual EPS CNY 0.11

QIANHE released FY2025 Annual Earnings on April 29 After-Market (BJT), actual revenue CNY 2.572 B (forecast CNY 2.749 B), actual EPS CNY 0.2612 (forecast CNY 0.3143)

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)

GOAU

The ongoing Iran war is causing significant disruptions in food supply chains, leading to increased grocery prices. Key factors include a fertilizer crisis, rising oil prices, and tariffs that have inflated costs. Farmers are facing higher input costs, which will impact food prices in the coming months. The U.S. faces a growing interest bill, complicating economic recovery efforts. Investors are advised to allocate 5% to 10% to commodities to hedge against food inflation. The divergence between commodity prices and consumer prices is expected to close soon, indicating rising costs ahead.

Dow Jones

Us Gbl GLD & Met

Your grocery bill will be the next casualty of the Iran war. These investment moves can counter food inflation.

562900

The ongoing Iran war is causing significant disruptions in food supply chains, leading to increased grocery bills. Key factors include rising fertilizer costs due to halted production and restricted exports, inflation driven by tariffs and war-related energy costs, and a looming U.S. debt crisis. Investors are advised to allocate 5% to 10% to commodities to hedge against these inflationary pressures. The divergence between commodity prices and consumer prices suggests that higher grocery costs are imminent, as farmers face increased input costs and lower yields.

E Fund CSI Modern Agriculture Theme ETF

First Trust NASDAQ Food & Beverage

Penghua CSI Animal Husbandry ETF

First Trust Indxx Global Agri

Penghua CNI Grain Industry ETF

Ping An CSI Animal Husbandry ETF

Fullgoal CSI Agriculture Theme ETF

ChinaAMC CSI Agriculture Theme ETF

China Merchants CSI Animal Husbandry ETF

Your grocery bill will be the next casualty of the Iran war. Make these investment moves now to counter food inflation.

159736

516170

515710

515170

On March 16th, the three major indices opened mixed, with the CSI Food and Beverage Index rising by 0.81%. The Tianhong Food and Beverage ETF (159736) had a trading volume of CNY 2.3022 million, with a real-time premium rate of 0.06%. Guotai Junan Securities expects a price increase wave for condiments and believes that leading companies are likely to achieve excess returns against the backdrop of recovering dining demand

腾讯新闻 - 财经

Tianhong CSI Food and Beverage ETF

Ping An CSI Food & Beverage Sub-Industry ETF

Hwabao WP CSI Food & Beverage Sub-Industry ETF

ChinaAMC CSI Food & Beverage Sub-Industry ETF

Consumer high-frequency data rebounded, the Tianhong CSI Food and Beverage ETF (159736) tracking index rose nearly 1%, institutions: a wave of price increases for condiments is coming

中证酒

512690

The private label liquor industry has rapidly developed due to low entry barriers and high profits, but it is also accompanied by issues such as unqualified production and false advertising. The new regulation "Supervision and Administration Measures for Food Entrusted Production" will be implemented in December, requiring both producers and entrusting parties to have qualifications and be filed, strengthening supervision. Despite the imminent implementation of the new regulation, the chaos in the industry has not yet disappeared, and the police have investigated multiple cases of unqualified private label liquor. The prices of private label liquor have been affected by the downward market trend and stricter regulations, and some liquor companies still cooperate with third parties for production

Penghua CSI Alcoholic Drink ETF

Private Label Liquor Examination: Chaos Finally Meets Regulatory Crackdown, New Regulations to Be Implemented Within the Year | 315 Consumer Investigation

605499

Documents show that EASTROC BEVERAGE raised HKD 10.1 billion (USD 1.3 billion) by issuing shares in Hong Kong, with the issue price set at the upper limit of the offering range. 40.9 million shares were sold at a price of HKD 248 per share. (Bloomberg)

Wallstreetcn

EASTROC BEVERAGE

Document: EASTROC BEVERAGE sets the Hong Kong issuance price at the upper limit of the range, raising HKD 10.1 billion

食品饮料(000807.SH)

Your grocery bill will be the next casualty of the Iran war. These investment moves can counter food inflation.

Your grocery bill will be the next casualty of the Iran war. Make these investment moves now to counter food inflation.

Consumer high-frequency data rebounded, the Tianhong CSI Food and Beverage ETF (159736) tracking index rose nearly 1%, institutions: a wave of price increases for condiments is coming

Private Label Liquor Examination: Chaos Finally Meets Regulatory Crackdown, New Regulations to Be Implemented Within the Year | 315 Consumer Investigation

Document: EASTROC BEVERAGE sets the Hong Kong issuance price at the upper limit of the range, raising HKD 10.1 billion