有色ETF基金(159880)涨超2.4%，八部门印发有色金属行业稳增长方案

Core Viewpoint - The non-ferrous metal industry is expected to experience steady growth, with an average annual increase of around 5% in value added from 2025 to 2026, driven by positive economic performance and advancements in resource development and production capabilities [1][2]. Group 1: Industry Performance - The non-ferrous metal industry index (399395) rose by 2.62%, with significant gains in individual stocks such as Vanadium Titanium Co., Ltd. (000629) up 10.00%, Ganfeng Lithium (002460) up 5.64%, and Xinyi Silver Tin (000426) up 5.63% [1]. - The industry is projected to see an average annual growth of 1.5% in the production of ten major non-ferrous metals, with copper, aluminum, and lithium showing positive developments in domestic resource exploitation [1]. Group 2: Market Trends - Copper supply disruptions may lead to a shift from a tight balance to a shortage, potentially initiating an upward price cycle for copper [2]. - The aluminum market is currently in a peak demand season, with expectations for a destocking cycle that could support high aluminum prices [2]. - The lithium market is also experiencing increased demand, with carbonate lithium entering a destocking phase, suggesting a potential price recovery [2]. Group 3: ETF and Index Information - The non-ferrous ETF fund (159880) closely tracks the non-ferrous metal industry index, which includes 50 prominent securities reflecting the overall performance of listed companies in the non-ferrous metal sector [2]. - As of August 29, 2025, the top ten weighted stocks in the non-ferrous metal industry index accounted for 50.35% of the total index, with companies like Zijin Mining (601899) and Northern Rare Earth (600111) among the leaders [2].