Food ETF Penghua rises over 1.4%, continuous catalysts in the consumer sector

GateUser-bd883c58 · 2026-03-28T09:50:46+00:00

From March 22 to 23, the China Development Forum was held, with many guests discussing "New Trends and Opportunities in Consumption Growth." Guotai Haitong Securities pointed out that at this stage, the cost advantages of mass products are weakening, and attention is focused on leading companies in niche segments with price transmission capabilities, especially in the snack and dairy sectors. The food index rose significantly, with several component stocks performing outstandingly.

GateUser-bd883c58

2026-03-28 09:50:46

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On the news front, on March 22 and 23, the China Development Forum 2026 Annual Meeting was held, bringing together guests from government, financial institutions, multinational corporations, and academia to engage in in-depth discussions on topics such as “New Trends and New Opportunities in Consumer Growth.”

Guotai Junan Securities pointed out that the marginal cost dividend for consumer goods is currently weakening, and under the expectation of price increases, attention should be focused on leading companies in segments that have price transmission capabilities; among them, the snack sector should prioritize companies that have the logic of expanding new categories and penetrating new channels. At the same time, the dairy sector is experiencing a “double hit” expectation from the raw milk cycle and the beef cattle cycle, with both upstream pastures and downstream brands expected to benefit from an improved supply-demand structure.

As of 14:32 on March 24, 2026, the CSI All-Share Food Index (H30192) surged by 1.89%, with constituent stocks such as Lotus Holdings rising by 10.08%, Huangshanghuang rising by 6.52%, Huangshi Group rising by 6.28%, and stocks like Shengda Biology and Jiaoda Onlly also following suit. The Food ETF Penghua (560130) rose by 1.43%, with the latest price reported at 0.92 yuan.

The Food ETF Penghua closely tracks the CSI All-Share Food Index to reflect the overall performance of securities from companies in different industries within the CSI All-Share Index sample, providing investors with analytical tools. The CSI All-Share Index sample is classified into 11 first-level industries, 35 second-level industries, over 90 third-level industries, and more than 200 fourth-level industries, with all securities entering each first, second, third, and fourth-level industry used as samples to compile the index, forming the CSI All-Share Industry Index.

Data shows that as of February 27, 2026, the top ten weighted stocks in the CSI All-Share Food Index (H30192) are Hai Tian Wei Ye, Yili Shares, Shuanghui Development, Angel Yeast, Anjijing Food, Golden Dragon Fish, COFCO Sugar, New Hope Liuhe, Tongchen Beijian, and Zhongju Gaoxin, with the top ten weighted stocks accounting for a total of 48.72%.

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