有色60ETF（159881）盘中涨近2.0%，供需格局改善预期提振板块表现

Group 1 - The core viewpoint is that the non-ferrous metal industry is expected to optimize its supply-demand structure due to the "anti-involution" policy, which will lead to the elimination of outdated production capacity and improve the efficiency of resource, smelting, and demand linkages [1] - The demand side remains optimistic for long-term growth in sectors such as new energy, which will boost the medium to long-term demand growth for non-ferrous metals [1] - The Ministry of Industry and Information Technology has proposed a work plan to stabilize growth in the non-ferrous metal industry, promoting structural adjustments, optimizing supply, eliminating backward production capacity, and encouraging green low-carbon technological innovation [1] Group 2 - The industrial metal sector is expected to see improved industry dynamics through capacity optimization and demand stimulation, which may lead to stabilization and recovery of metal prices, enhancing the profitability of companies with high-quality production capacity [1] - The non-ferrous 60 ETF (159881) tracks the CSI Non-Ferrous Metals Index (930708), which reflects the overall performance of the non-ferrous metal industry in the Chinese A-share market, covering various metal resources such as copper, aluminum, and lead-zinc [1]