ChinaAMC CSI Food & Beverage Sub-Industry ETF

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

Dongpeng Beverage Sees Revenue Growth But Stock Plummets

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

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

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

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)

LZLJ released FY2025 Q4 earnings on April 28 (BJT), actual revenue CNY 2.604 B (forecast CNY 3.994 B), actual EPS CNY 0.0464 (forecast CNY 0.9655)

LZLJ released FY2025 annual earnings on April 28 (BJT), actual revenue CNY 25.73 B (forecast CNY 28.09 B), actual EPS CNY 7.36 (forecast CNY 8.0818)

WLY released FY2025 earnings on April 28 After-Market (BJT), actual revenue CNY 40.53 B (forecast CNY 76.06 B), actual EPS CNY 2.3068 (forecast CNY 6.722)

WLY released FY2025 Q4 earnings on April 28 After-Market (BJT), actual revenue CNY -20.42 B (forecast CNY 12.04 B), actual EPS CNY -3.2344 (forecast CNY 1.0444)

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)

LZLJ released FY2026 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 8.025 B (forecast CNY 7.949 B), actual EPS CNY 2.52 (forecast CNY 2.78)

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)

Yanghe released FY2025 earnings on April 27 During-Market (BJT), actual revenue CNY 19.21 B (forecast CNY 20.15 B), actual EPS CNY 1.4644 (forecast CNY 2.4192)

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YUM China Holdings, Inc. and The Carlyle Group intend to acquire the restaurant business under Jardine Matheson, primarily operating KFC and Pizza Hut in the Hong Kong, Macau, and Taiwan regions. The business is valued at approximately $400 million, operating around 1,000 stores, with an annual EBITDA of about $35 million to $40 million. Non-binding bids will close this week, with other bidders including Uni-President Enterprises and several private equity firms

BambooWorks

YUM CHINA

First Trust NASDAQ Food & Beverage

Hwabao WP CSI Food & Beverage Sub-Industry ETF

Tianhong CSI Food and Beverage ETF

China Merchants Guozheng Food and Beverage ETF

YUM China

Carlyle

McDonald's

Yum! Brands

Brief News: YUM CHINA plans to acquire the operator of KFC and Pizza Hut in Hong Kong, Macau, and Taiwan

01876

512690

U.S. beer sales have declined sharply, dropping 6.3% year-over-year, as rising gas prices pressure consumer spending. Convenience stores, particularly in high-fuel-cost states like California, are experiencing the most significant downturn, with volumes down 9%. Analysts note a negative correlation between gas prices and beer sales, indicating broader consumer spending challenges. While some brands like Michelob Ultra remain stable, others like Bud Light and Boston Beer are struggling. Overall, the beer market is facing intensified pressures as consumer sentiment hits a record low, with gas prices being a primary concern.

CNBC

BUD APAC

Boston Beer

Anheuser-Busch InBev NV

Penghua CSI Alcoholic Drink ETF

Invesco Leisure & ENT ETF

VG Consumer Stap

AdvisorShares Restaurant ETF

Invesco Food & Beverage ETF

AdvisorShares Vice - ETF

SPDR FD Consumer Staples

iShares US Consumer Staples ETF

NIQ Global Intelligence

AllianceBernstein

Seven & I Holdings Co., Ltd.

Seven & i Holdings Co., Ltd.

Shell

Exxon Mobil

Molson Coors Beverage

Molson Coors Beverage Co-B

Constellation Brands

Shell PLC

Beer demand stumbles as gas prices surge, data show

Agthia Group PJSC reported a 12.5% increase in net profit for Q1 2026, reaching AED 96.9 million. Net revenue rose 3.3% to AED 1.3 billion, and EBITDA grew 4.1% to AED 193.3 million. The results reflect strong execution in core segments and progress in transformation projects. Key growth drivers included Water & Food, with a notable 22.5% increase in e-commerce revenue, now 7.2% of total revenue. The Group's leadership emphasized resilience and strategic focus in navigating a complex operating environment.

Zawya

Agthia Group reports 12.5% net profit growth

Hany Arram, Country Manager of Bel Egypt, highlighted the company's 28-year presence in Egypt during the 9th edition of "The Marketers League." He emphasized innovation as a growth driver, with new products like white cheese and Turkish labneh. The "Brighter Future" initiative aims to employ 1,500 youth from care institutions. Arram noted the importance of supporting local suppliers and launched the "Inaya" program for health insurance. The company focuses on positive nutrition and competitive pricing, ensuring accessibility to quality products despite economic challenges.

VanEck Agribusiness ETF

ZAWYA: Hany Arram during his participation in the 9th edition of “The Marketers League” at the Grand Egyptian Museum

161725

Gosset, the oldest Champagne house, presents the Célébris Rosé 2009, a unique prestige rosé that defies typical flavor profiles. Sourced from 99% external grapes, the wine reflects a commitment to quality and tradition, with a focus on flavor over production targets. The 2009 vintage, marked by warmth, showcases a blend of 70% Chardonnay and 30% Pinot Noir, crafted to be dry and elegant. Gosset's decision to release this wine exclusively as a rosé highlights its dedication to representing its distinctive style.

FiNews

China Merchants CSI Liquor Index Fund-A

Jauch's Selection: A Rosé Built for the Table

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CIADY

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CLSA's report indicates that raw milk prices in China are set to rebound in the second half of 2026 due to easing overcapacity and stabilizing demand. MENGNIU DAIRY is highlighted as a key beneficiary due to its strong control over upstream resources and high exposure to liquid milk. The report maintains a High-Conviction Outperform rating for MENGNIU with a target price of HKD21.1, while also favoring YILI for its diversified business and dividend payout.

AASTOCKS News

MENGNIU DAIRY

Mengniu Dairy

YILI

CLSA: MENGNIU DAIRY  Main Beneficiary of Raw Milk Price Rebound

Tanmiah Food Company reported an 8.0% year-on-year revenue growth in Q1 2026, reaching SAR 731.2 million, driven by increases in Agribusiness and Restaurant Operations. Despite this growth, profitability declined due to higher input costs and lower revenues in certain segments, with EBITDA falling 5.9% to SAR 88.5 million. The company is focused on optimizing operations and enhancing cost competitiveness while navigating a challenging market environment. CEO Zulfiqar Hamadani emphasized the importance of disciplined execution and strategic priorities to improve profitability and support food security in the Kingdom.

ZAWYA: Tanmiah delivers 8.0% revenue growth in Q1 2026

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Guotai Haitong analyst maintained a Buy rating on Uni-President China Holdings yesterday and set a price target of HK$10.99.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks The word on The Street in general, suggests a Strong Buy analyst consensus rating for Uni-President China Holdings with a HK$9.87 average price target.

Tip Ranks

U-PRESID CHINA

GTHT

Guotai Haitong

T. Rowe Price Intl Equity Research ETF

Uni-President China Holdings (UNPSF) Receives a Buy from Guotai Haitong

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Yesterday, China Want Want's stock price closed flat, demonstrating its resilience in maintaining a defensive line amid a short-term volatile market. As a leader in consumer goods, its products still possess trend parameters against the backdrop of a gradually reopening market post-pandemic: although currently neutral, they will exhibit more robust characteristics. From a fundamental perspective, demand in the food industry is steadily increasing, and within the first quarter, the company achieved relatively stable revenue growth through product upgrades and channel optimization, providing a protective umbrella for investors. Caution is needed in the market, especially with the increasing uncertainty surrounding global economic growth, while continuously monitoring the momentum on the fundamentals. 

In terms of technical analysis, the stock price is currently in a support range near the 20-day moving average. Due to the friction of overall market sentiment, trading volume has also stabilized, providing some leeway for bulls to maneuver. Currently, the momentum for short-term profit chasing is not strong, but under conditions of unexpected shocks in the future, it can serve as a balancing point for market hedging strategies, especially for those allocating long-term investment portfolios. The trend outlook is relatively neutral, and whether performance exceeds expectations will affect the strength of subsequent buying. Even in a stable environment, it is necessary to closely evaluate market news and control position risks; reasonable allocation of positions is the best strategy. This article only provides technical analysis and market information for reference and does not constitute any investment advice. The market carries uncertainties, and investors should make independent decisions based on their own circumstances

Technical Forecast

WANT WANT CHINA

Pre-market trend | WANT WANT CHINA (0151.HK) 5/7 sideways consolidation, is there a new opportunity in a stable pattern?

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Five of the seven beer companies listed in mainland China reported increased gross profit margins in Q1, driven by a shift towards high-end products. The combined net profit for these companies reached CNY2.6 billion (USD390 million), a 6.1% year-on-year increase. Notably, Tsingtao Brewery's net profit rose 5.2% to CNY1.8 billion, while Yanjing Brewery saw a 60.2% surge to CNY265 million. Despite these gains, beer production in China has declined for two consecutive years, prompting companies to focus on off-premises sales and product upgrades.

ChinaAMC CSI Food & Beverage Sub-Industry ETF(515170.SH)

Brief News: YUM CHINA plans to acquire the operator of KFC and Pizza Hut in Hong Kong, Macau, and Taiwan

Beer demand stumbles as gas prices surge, data show

Agthia Group reports 12.5% net profit growth

ZAWYA: Hany Arram during his participation in the 9th edition of “The Marketers League” at the Grand Egyptian Museum

Jauch's Selection: A Rosé Built for the Table