Group 1 - The core viewpoint of the article highlights the performance of the Huabao Nonferrous ETF (159876), which opened with a gain of 2.07% at 1.135 yuan on February 9 [1] - Major holdings of the Huabao Nonferrous ETF include Zijin Mining, which rose by 3.50%, Luoyang Molybdenum by 2.14%, Northern Rare Earth by 2.97%, and others, indicating a positive trend in the nonferrous metals sector [1] - The Huabao Nonferrous ETF has a performance benchmark of the CSI Nonferrous Metals Index return, managed by Huabao Fund Management Co., with a return of 122.52% since its establishment on March 12, 2021, and a recent one-month return of 4.76% [1]

Core Viewpoint - Luoyang Molybdenum Co., Ltd. is experiencing a significant increase in gold production and is strategically expanding its operations in the precious metals sector, while also maintaining a strong position in various metal markets [2][3]. Group 1: Company Overview - Luoyang Molybdenum Co., Ltd. is primarily engaged in the mining, selection, smelting, and deep processing of precious metals such as molybdenum, tungsten, and gold, and has a comprehensive integrated industrial chain [2][7]. - The company is one of the top five molybdenum producers globally and the largest tungsten producer, as well as the second-largest cobalt and niobium producer, and a leading copper producer [2][3]. - The company is also the second-largest producer of phosphate fertilizer in Brazil, with a complete phosphate industry chain [3][7]. Group 2: Production and Financial Performance - The company holds an 80% stake in the NPM copper-gold mine in Australia, with gold production guidance for 2023 set to increase by 56% to 69% compared to 2022, reaching between 25,000 to 27,000 ounces [2]. - For the first nine months of 2025, Luoyang Molybdenum achieved a revenue of 145.49 billion yuan, a decrease of 5.99% year-on-year, while net profit attributable to shareholders increased by 72.61% to 14.28 billion yuan [8]. - The company has distributed a total of 21.56 billion yuan in dividends since its A-share listing, with 10.58 billion yuan distributed in the last three years [8]. Group 3: Market Activity and Stock Performance - On February 9, Luoyang Molybdenum's stock rose by 1.96%, with a trading volume of 4.236 billion yuan and a market capitalization of 479.66 billion yuan [1]. - The stock has seen a net outflow of 117 million yuan from major investors, indicating a reduction in holdings over the past three days [4][5]. - The average trading cost of the stock is 18.69 yuan, with the current price approaching a resistance level of 22.70 yuan, suggesting potential for upward movement if this level is surpassed [6].

Group 1 - The core viewpoint of the article highlights the performance of the non-ferrous metal mining ETF, which opened with a gain of 1.94% at 2.254 yuan on February 9 [1] - Major holdings in the non-ferrous metal mining ETF include Zijin Mining, which rose by 3.50%, Luoyang Molybdenum by 2.14%, Northern Rare Earth by 2.97%, and others showing positive gains [1] - The ETF's performance benchmark is the CSI Non-Ferrous Metals Mining Theme Index return, managed by China Merchants Fund Management Co., with a return of 121.32% since its establishment on June 21, 2023, and a 5.62% return over the past month [1]

Group 1 - The core viewpoint of the article highlights the performance of the Silverhua ETF (159871), which opened with a gain of 1.39% at 1.097 yuan on February 9 [1] - Major holdings in the Silverhua ETF include Zijin Mining, which rose by 3.50%, Luoyang Molybdenum by 2.14%, Northern Rare Earth by 2.97%, and others, indicating a positive trend in the sector [1] - The performance benchmark for the Silverhua ETF is the CSI Nonferrous Metals Index return, managed by Silverhua Fund Management Co., with a return of 116.82% since its inception on March 10, 2021, and a 4.72% return over the past month [1]

Group 1 - Copper prices continue to rise, with domestic commodity futures opening with Shanghai copper up over 2%. Last week, LME metal futures closed higher, with LME copper rising by $91 to $12,994 per ton and LME aluminum rising by $58 to $3,085 per ton [1] - According to Huayuan Securities, in the medium to long term, insufficient capital expenditure in copper mining and frequent supply-side disruptions may shift the copper supply-demand balance from tight equilibrium to shortage. Additionally, the profit cycle for copper smelting is expected to bottom out amid a "de-involution" backdrop, and with the Federal Reserve entering a rate-cutting cycle, copper prices are likely to break upward [1] - In the context of copper prices reaching historical highs, the process of "aluminum replacing copper" in the air conditioning and home appliance sectors may accelerate. Furthermore, the policy of replacing old consumer goods with new ones is expected to continue until 2026, which may lead to an increase in demand for electrolytic aluminum [1] Group 2 - As of January 30, 2026, the top ten weighted stocks in the CSI Industrial Nonferrous Metals Theme Index (H11059) include Luoyang Molybdenum, Northern Rare Earth, China Aluminum, and others, collectively accounting for 55.71% of the index [2]

国家知识产权局信息显示，洛阳栾川钼业集团钨业有限公司取得一项名为"一种从碱浸钨渣中高效回收 钨的方法"的专利，授权公告号CN121046660B，申请日期为2025年10月。 天眼查资料显示，洛阳栾川钼业集团钨业有限公司，成立于2007年，位于洛阳市，是一家以从事有色金 属冶炼和压延加工业为主的企业。企业注册资本30000万人民币。通过天眼查大数据分析，洛阳栾川钼 业集团钨业有限公司参与招投标项目18次，专利信息54条，此外企业还拥有行政许可43个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 作者：情报员 ...

Group 1 - The core viewpoint of the article highlights a significant decline in the performance of the non-ferrous metal mining ETF, with a drop of 3.81% on February 6, 2023, closing at 2.120 yuan [1] - Major holdings within the non-ferrous mining ETF experienced notable declines, including Zijin Mining down 5.07%, Luoyang Molybdenum down 5.28%, and Northern Rare Earth down 2.71% [1] - The ETF's performance benchmark is the CSI Non-Ferrous Metals Mining Theme Index, managed by China Merchants Fund Management Co., with a return of 120.70% since its inception on June 21, 2023, and a monthly return of 9.84% [1]

Core Viewpoint - The rare metals sector shows positive momentum, with significant inflows into ETFs and optimistic forecasts for future demand driven by high-tech industries and geopolitical factors [1][2]. Group 1: Market Performance - As of February 6, 2026, the CSI Rare Metals Theme Index (930632) increased by 0.67%, with notable gains from stocks such as Zhangyuan Tungsten Industry (+7.10%) and Northern Rare Earth (+4.07%) [1]. - The Rare Metals ETF (561800) also saw a rise of 0.56% [1]. - The top ten weighted stocks in the CSI Rare Metals Theme Index account for 59.71% of the index, with companies like Luoyang Molybdenum and Northern Rare Earth leading the list [1]. Group 2: Fund Inflows - As of February 5, 2026, the Rare Metals ETF experienced a net inflow of 4.832 million yuan, with a total of 21.017 million yuan net inflow over the past ten trading days [1]. - Six out of the last ten trading days recorded net inflows, indicating strong investor interest [1]. Group 3: Future Outlook - The fund manager of the Huafu Rare Metals ETF remains optimistic about the sector, citing three main reasons: 1. Rare metals are crucial for high-tech industries and are increasingly controlled by nations amid rising geopolitical tensions [1]. 2. The downstream demand for rare metals remains robust, particularly in sectors like new energy vehicles and wind power [1]. 3. Recent price increases across various rare metal segments and positive earnings forecasts from key companies support a strong fundamental outlook [1]. Group 4: Investment Tool - The Rare Metals ETF (561800) tracks the CS Rare Metals Index, which has a high lithium content of 30%-40%, making it an excellent investment tool for market participants looking to gain exposure to the rare metals industry [2].

Group 1 - The core point of the article highlights the significant decline in the performance of the Penghua Nonferrous ETF (159880), which opened down by 5.31% at 2.070 yuan on February 6 [1] - Major holdings within the Penghua Nonferrous ETF experienced notable drops, including Zijin Mining down 5.07%, Luoyang Molybdenum down 5.28%, and Northern Rare Earth down 2.71% [1] - The performance benchmark for the Penghua Nonferrous ETF is the National Index of Nonferrous Metals Industry, managed by Penghua Fund Management Co., Ltd., with a return of 118.31% since its inception on March 8, 2021, and a recent one-month return of 9.33% [1]

Core Viewpoint - The article discusses the performance of the Silver Hua ETF (159871) and its major holdings, highlighting a significant decline in share prices on February 6, 2023 [1] Group 1: ETF Performance - The Silver Hua ETF (159871) opened down by 4.35%, priced at 2.067 yuan [1] - Since its inception on March 10, 2021, the fund has achieved a return of 116.34%, with a one-month return of 8.68% [1] Group 2: Major Holdings Performance - Major holdings in the ETF experienced notable declines, including: - Zijin Mining down by 5.07% - Luoyang Molybdenum down by 5.28% - Northern Rare Earth down by 2.71% - Huayou Cobalt down by 3.31% - China Aluminum down by 3.64% - Ganfeng Lithium down by 3.04% - Shandong Gold down by 3.97% - Yun Aluminum down by 1.78% - Zhongjin Gold down by 6.08% - Zhongmin Resources down by 1.79% [1]