全球铜供应遭遇冲击，矿业ETF(561330)大涨超3%，资金持续净流入

Group 1 - Freeport McMoRan's Grasberg mine in Indonesia experienced a fatal landslide, leading to a long-term disruption in global copper supply [1][3] - The incident resulted in the death of two workers, with five still missing, and production is expected to not return to pre-accident levels until 2027, with a projected 35% decrease in copper and gold output for 2026 [3] - The Grasberg mine accounts for 50% of Freeport's proven reserves and approximately 70% of its expected production before 2029, indicating a significant impact on the global copper supply chain [3] Group 2 - The copper market has been facing frequent disruptions this year, with aging production facilities and declining resource endowments being major obstacles [3] - The supply-demand balance for copper is expected to remain tight, with actual production often falling short of optimistic forecasts due to various disturbances [3] - The onset of a Federal Reserve interest rate cut cycle is anticipated to benefit metal prices, including copper, silver, gold, and other strategic metals [4] Group 3 - The mining ETF (561330) has seen a net inflow for ten consecutive days, reflecting growing interest in the mining and metals sector amid the current market conditions [1][6] - The mining ETF tracks the China Securities Index for non-ferrous metal mining companies, highlighting the value of domestic mineral resources in the context of global competition [6] - Investors are encouraged to consider various ETFs focused on non-ferrous metals, including those linked to the China Securities Index for broader exposure [6]