有色60ETF（159881）盘中下探，供需紧平衡或支撑行业独立走势，把握回调机遇

Core Viewpoint - The non-ferrous metals sector is entering a new cycle driven by a tight supply-demand balance, supported by global monetary easing, enhanced resource strategic positioning, and the resonance of old and new industrial transformations [1] Group 1: Industry Overview - The non-ferrous metals industry is characterized by a relatively independent performance due to structural supply-demand contradictions and the overlapping demands of old and new industries [1] - Industrial metals, particularly copper, are gaining attention due to improved supply-demand dynamics [1] - In the small metals sector, strategic resources like lithium and rare earths are experiencing sustained demand growth in the context of the energy transition [1] - Gold maintains its allocation value as a safe-haven asset amid geopolitical uncertainties [1] Group 2: ETF and Index Information - The Non-Ferrous 60 ETF (159881) tracks the CSI Non-Ferrous Index (930708), which selects 60 listed companies involved in the entire non-ferrous metal industry chain from the Shanghai and Shenzhen markets [1] - The index has a high weight distribution in sub-sectors such as gold, rare earths, and lithium, while also maintaining good industry diversification [1] - The index comprehensively reflects the overall performance of listed companies in China's non-ferrous metals industry [1]