矿业ETF（561330）涨超1.8%，关注龙头更集中，【黄金+铜+稀土】占比更高的矿业ETF

Group 1 - The article highlights a positive macroeconomic and policy outlook driving a broad increase in commodity prices, with copper prices nearing $11,000 per ton on October 24 [1] - Ongoing concerns about copper supply shortages and optimistic trade prospects are supporting copper prices, particularly due to the continued suspension of production at Freeport's Grasberg copper mine since the incident on September 8, and Antofagasta's forecast of copper production in Chile being at the lower end of 660,000 to 700,000 tons for 2025 [1] - LME copper inventories have dropped to 136,350 tons, marking the lowest level since the end of July [1] Group 2 - The mining ETF (561330) tracks the non-ferrous mining index (931892), which selects securities from companies involved in the development of copper, aluminum, lead, zinc, and rare metals to reflect the overall performance of the non-ferrous metal mining industry [1] - The mining ETF (561330) has outperformed the Zhongzheng non-ferrous index by over 10%, indicating a more concentrated focus on leading companies, with a higher proportion of gold, copper, and rare earths [1]