10月PPI降幅继续收窄，新材料ETF指数基金(516890)涨超1.0%冲击4连涨

Group 1 - October inflation data shows both PPI and CPI exceeded market expectations, with CPI year-on-year at 0.2% (previous value -0.3%), higher than the consensus expectation of -0.1%, marking a near 9-month high [1] - PPI year-on-year at -2.1% (previous value -2.3%), also above the consensus expectation of -2.2%, with a narrowing decline for three consecutive months [1] Group 2 - Reasons for PPI improvement include ongoing capacity management in key industries, leading to a narrowing of price declines year-on-year. Increased safety regulation and winter storage demand have contributed to a 1.2 percentage point narrowing in coal mining and washing industry price declines [2] - The construction of a modern industrial system and the orderly release of consumption potential have driven price increases in related industries. Prices for non-ferrous metal smelting and rolling industries rose by 6.8% year-on-year, while prices for electronic materials and microwave communication equipment increased by 2.3% and 1.8%, respectively [2] - The New Materials ETF index fund closely tracks the CSI New Materials Theme Index, focusing on lithium battery materials, photovoltaic materials, and electronic materials, benefiting from improvements in related sectors, with intraday gains exceeding 1.0% [2] Group 3 - The CSI New Materials Theme Index selects 50 listed companies involved in advanced steel, non-ferrous metals, chemicals, and other new materials, reflecting the overall performance of new materials theme stocks. As of October 31, 2025, the top ten weighted stocks account for 51.99% of the index [3]