Xin Lang Ji Jin·2025-11-18 03:05Group 1 - The core viewpoint of the articles indicates a healthy correction in the non-ferrous metals sector, with the Non-Ferrous Metal Leader ETF (159876) experiencing a slight decline, suggesting potential buying opportunities as it approaches the 20-day moving average [1][3] - Recent data shows that the Non-Ferrous Metal Leader ETF has attracted significant capital inflow, totaling 180 million yuan over the past two days, indicating strong market interest and positioning for future performance [1] - The lithium carbonate market is expected to face supply-demand imbalances if demand growth exceeds 30% by 2026, potentially driving prices above 150,000 yuan/ton, which boosts market confidence [3] Group 2 - The current market for lithium carbonate is characterized by strong supply and demand, with domestic production increasing by 5.7% month-on-month in October, reaching 92,300 tons, while demand from the energy storage sector has surged by 55% year-on-year [3] - Analysts predict that tight supply conditions will continue to push prices of copper and cobalt higher, while lithium prices are expected to benefit from unexpected demand in energy storage [4] - The overall investment sentiment in commodities is anticipated to remain strong due to global monetary easing and increased focus on securing critical resources [4] Group 3 - The Non-Ferrous Metal Leader ETF and its associated funds provide comprehensive coverage across various metals, including copper, aluminum, gold, rare earths, and lithium, allowing for risk diversification compared to investing in single metal sectors [6] - The ongoing "new quality productivity bull market" in non-ferrous metals is driven by demand from new energy and emerging sectors, alongside supply-side constraints that exacerbate supply-demand imbalances [5]