2025年12月PPI环比改善，工程机械ETF富国（516250）涨近3%！

Core Viewpoint - The National Bureau of Statistics released the PPI data for December 2025, showing a month-on-month increase of 0.2%, marking three consecutive months of growth, which positively impacted cyclical sectors like engineering machinery [1] Group 1: Market Performance - The engineering machinery ETF, FuGuo (516250), saw an intraday increase of 2.91% and closed with a gain of 2.33%. Since its listing on December 22, 2025, it has accumulated a total increase of 5.72% over 13 trading days [1] - Key constituent stocks such as HeZhuang Intelligent, Weichai Power, Hainan Huatie, Sany Heavy Industry, and XCMG all performed strongly, with gains exceeding 3% [1] Group 2: Future Outlook - Research institutions predict a gradual recovery in PPI during the first half of 2026. Historically, when PPI transitions from negative to positive, cyclical sectors like non-ferrous metals, real estate, building materials, and machinery tend to benefit [1] - The engineering machinery ETF FuGuo (516250) closely tracks the CSI Engineering Machinery Theme Index, with 78% of its constituent stocks classified under mechanical equipment according to Shenwan's primary industry classification, focusing on complete engineering machinery and core component enterprises, making it a high-purity choice for investing in the machinery sector [1]