“家里有矿，涨超有色”矿业ETF（561330）回调近4%，盘中持续溢价，资金或借回调抢筹

Group 1 - Freeport McMoRan's Grasberg mine in Indonesia has experienced a landslide, leading to a complete production halt [1] - Grasberg is the world's second-largest copper mine, with an expected copper output of approximately 816,000 tons in 2024 [1] - Freeport anticipates that it will take until 2027 to restore production levels to pre-accident figures, with a projected 35% decrease in copper-gold output for 2026 compared to previous expectations [1] Group 2 - The suspension of operations at the Grasberg mine has raised concerns about the copper supply chain, resulting in a 3.27% increase in LME copper prices, the highest level since June 2024 [1] - The current macroeconomic environment, characterized by a potential interest rate cut by the Federal Reserve, may support a rise in copper prices as the domestic industrial metal demand season approaches [1] - The mining ETF (561330) tracks the non-ferrous metal index (931892), which includes companies involved in the development of copper, aluminum, lead, zinc, and rare metals [1] Group 3 - As of October 9, 2025, the mining ETF (561330) has outperformed the CSI non-ferrous index by over 10%, indicating a concentration in leading companies with a higher proportion of gold, copper, and rare earths [1]