有色金属概念股走强，矿业、有色相关ETF涨约4%

Group 1 - The core viewpoint is that non-ferrous metal stocks have strengthened, with notable increases in Tianqi Lithium, Huayou Cobalt, and others, indicating a positive market trend for the sector [1] - Mining and non-ferrous related ETFs have risen approximately 4%, reflecting the overall bullish sentiment in the market [1][2] - Analysts forecast that copper and cobalt prices will continue to rise due to supply tightness, while lithium prices are expected to benefit from unexpected increases in energy storage demand [2] Group 2 - Specific ETFs such as the Mining ETF and Non-Ferrous Metal ETFs have shown significant price increases, with the Mining ETF rising by 4.14% and the Non-Ferrous Metal ETF by 3.95% [2] - The overall investment enthusiasm for non-ferrous metals and other bulk commodities is likely to persist due to loose liquidity and countries strengthening their resource acquisition efforts [2]