有色ETF基金(159880)涨2.29%，中美谈判达成框架，稀土永磁强势爆发

Group 1 - The core viewpoint of the news highlights the positive performance of the non-ferrous ETF fund and its associated index, driven by strong gains in key component stocks, particularly in the rare earth sector [1] - As of June 11, the non-ferrous ETF fund (159880.SZ) rose by 2.29%, while the associated index, Guozheng Non-Ferrous (399395.SZ), increased by 2.10% [1] - Key component stocks such as Zijin Mining, Northern Rare Earth, and Huayou Cobalt experienced significant price increases, with Northern Rare Earth rising by 4.74% and Huayou Cobalt by 3.39% [1] Group 2 - The recent comments from China's Vice Minister of Commerce, Li Chenggang, regarding the US-China trade negotiations have positively influenced the rare earth permanent magnet sector, leading to a strong market response [1] - The implementation of China's export controls on heavy rare earths, which account for 80% of global supply, combined with transportation disruptions due to a recent earthquake in Myanmar, has resulted in overseas companies aggressively purchasing inventory, causing some prices to increase by over 200% in a month [1] - This news has boosted the performance of related stocks in the rare earth permanent magnet industry, contributing to the overall rise of the non-ferrous ETF fund [1]