YONGXING MATERIALS(SZ:002756) Xin Lang Ji Jin·2025-10-30 05:26Group 1 - The core viewpoint of the news is that the recent influx of over 8.2 billion yuan into the non-ferrous metal sector is driven by global monetary easing from the Federal Reserve, which is expected to boost metal prices [1][5] - The non-ferrous metal sector has seen significant investment activity, ranking first among 31 Shenwan primary industries in terms of capital inflow [1] - The leading ETF in the non-ferrous metal sector, the Non-Ferrous Metal Leaders ETF (159876), has shown a strong performance, rising over 1.4% during intraday trading, with a trading volume exceeding 45 million yuan [1][6] Group 2 - In terms of specific stocks, lithium industry leaders have led the gains, with Yongxing Materials hitting the daily limit, and Tianqi Lithium rising over 6% [3] - Other notable performers include Northern Rare Earth and Luoyang Molybdenum, both rising over 4%, while Zijin Mining increased by more than 1% [3] - The complete lithium product supply system in China has been highlighted, showcasing the country's competitive advantage in the lithium battery industry [5] Group 3 - The Non-Ferrous Metal Leaders ETF (159876) has a current scale of 537 million yuan, making it the largest among three similar products [8] - The ETF tracks a diversified index, with significant weightings in copper (27.6%), gold (14.5%), aluminum (13.1%), rare earths (10.4%), and lithium (8.4%), which helps mitigate risks associated with investing in a single metal [6]