CPI与PPI数据释放积极信号，港股消费ETF（513230）现涨超2%

Group 1 - The Hong Kong stock market opened higher on November 10, with the consumer sector showing strong performance, particularly the Hong Kong Consumer ETF (513230) which rose over 2% [1] - Key stocks within the ETF, such as Pop Mart and Great Wall Motors, led gains of over 7%, while other companies like Samsonite, Gu Ming, and BYD also saw increases of over 4% [1] - The National Bureau of Statistics released October inflation data, indicating a 0.2% month-on-month and year-on-year increase in the Consumer Price Index (CPI), with the core CPI rising 1.2% year-on-year, marking the sixth consecutive month of growth [1] Group 2 - Huajin Securities noted that the October inflation data reflects a continued improvement in both core CPI and Producer Price Index (PPI), with the PPI showing a 0.1% month-on-month increase, the first rise this year [1] - The report highlighted that the recovery in service consumption, rising gold prices, and higher food prices contributed to the positive CPI trend, while the narrowing decline in PPI was attributed to the "anti-involution" trend [1] - The necessity of expanding domestic demand to solidify the domestic supply-demand cycle has become more prominent, with expectations for greater fiscal expansion by the central government in 2026 to boost consumption and effective investment [1] Group 3 - The Hong Kong Consumer ETF (513230) tracks the CSI Hong Kong Stock Connect Consumer Theme Index, encompassing a wide range of consumer sectors, including leading new consumption brands and internet e-commerce giants [2] - The ETF includes major players such as Pop Mart, Lao Pu Gold, and Miniso, as well as tech and e-commerce leaders like Tencent, Kuaishou, Alibaba, and Xiaomi, highlighting its strong technology and consumer attributes [2]