消费政策暖风频吹，食品饮料ETF天弘（159736）10月以来累计"吸金”近2亿元，机构：白酒板块进入布局区间

Group 1 - The three major indices opened higher collectively, while the food and beverage sector experienced a slight pullback, with the Tianhong Food and Beverage ETF (159736) declining by 0.14% [1] - The Tianhong Food and Beverage ETF has shown significant capital inflow, with a net inflow exceeding 180 million yuan since October, indicating strong investor interest [1] - The ETF tracks the CSI Food and Beverage Index, focusing on leading stocks in high-end and mid-range liquor, as well as key players in beverages, dairy, condiments, and beer [1] Group 2 - The National Bureau of Statistics reported that the Consumer Price Index (CPI) rose by 0.2% year-on-year in October, reversing a previous decline, while the Producer Price Index (PPI) saw a year-on-year decrease of 2.1%, with a narrowing decline for the third consecutive month [2] - Huajin Securities noted that the improvement in core CPI and PPI indicates a positive trend, emphasizing the need to strengthen domestic demand amid uncertainties from global supply chain restructuring [2] - Open Source Securities suggested that liquor manufacturers are managing inventory levels to support long-term health, and the current white liquor sector is entering a favorable investment phase [2]