Xin Lang Ji Jin·2025-09-15 06:11Group 1 - The core viewpoint of the article highlights the recent performance and investment trends in the non-ferrous metals sector, particularly focusing on the Non-Ferrous Metal Leader ETF (159876) which has seen significant net subscriptions and capital inflow [1][2] - The Non-Ferrous Metal Leader ETF (159876) has attracted a total of 33.6 million yuan in the last five days and 163 million yuan over the past 20 days, reaching a historical high of 263 million yuan as of September 12 [1] - The anticipated interest rate cut by the Federal Reserve is expected to boost non-ferrous metal prices due to increased demand for physical assets, a weaker dollar making metals cheaper, and lower borrowing costs for companies [1][2] Group 2 - The macroeconomic environment is favorable for metal prices due to the Federal Reserve's easing policies and domestic initiatives aimed at optimizing production factors and improving profitability [2][3] - The strategic metals such as rare earths, tungsten, and antimony are expected to benefit from global geopolitical dynamics, while lithium, cobalt, and aluminum are influenced by domestic "anti-involution" policies [3] - The supply-demand balance for industrial metals like copper and aluminum remains tight, driven by demand from emerging industries and limited supply increases [3] Group 3 - In terms of individual stock performance, leading companies in the lithium sector, such as Ganfeng Lithium and Tianqi Lithium, have seen significant gains, while some companies in the non-ferrous sector have experienced declines [4]