Core Viewpoint - The commencement of the Yarlung Tsangpo River downstream hydropower project, with a total investment of approximately 1.2 trillion yuan, is expected to stimulate overall demand recovery and drive up metal prices [1] Group 1: Industry Insights - The hydropower project is anticipated to enhance demand for tungsten, particularly in the production of cutting tools and wear-resistant tools, with medium to long-term tungsten terminal demand expected to show steady growth [1] - The Nonferrous Metals 60 ETF (159881) tracks the CSI Nonferrous Metals Index (930708), which selects representative companies from the nonferrous metals industry in the Shanghai and Shenzhen markets, covering precious metals and industrial metals [1] - The CSI Nonferrous Metals Index reflects the overall performance of the nonferrous metals industry in the Chinese A-share market, exhibiting strong cyclicality and commodity attributes [1] Group 2: Investment Options - Investors without stock accounts may consider the Guotai CSI Nonferrous Metals ETF Initiated Link C (013219) and Guotai CSI Nonferrous Metals ETF Initiated Link A (013218) [1]
有色60ETF(159881)涨超1.1%,工业金属价格承压与需求预期改善并存
Mei Ri Jing Ji Xin Wen·2025-08-11 06:42