有色60ETF（159881）跌近5%，工业金属供需格局引关注，把握回调布局机会

Core Viewpoint - The non-ferrous metals industry is expected to continue its excess returns due to multiple advantages, including favorable market conditions and increased trading activity [1] Group 1: Industry Performance - The prices of industrial metals such as copper and aluminum are influenced by global economic cycles and their own supply-demand dynamics, with industry indices typically rising in tandem with commodity prices [1] - The profitability forecast index for the non-ferrous metals industry is relatively strong, and analysts' earnings expectations tend to lead stock prices [1] Group 2: Investment Sentiment - The non-ferrous metals sector is favored by public funds, foreign capital, and margin trading, with the funding structure positively impacting market performance [1] - Future improvements in the non-ferrous metals industry are anticipated as supply-side "de-involution" and policies to expand domestic demand continue to be implemented [1] Group 3: Index Overview - The Non-Ferrous 60 ETF (159881) tracks the CSI Non-Ferrous Index (930708), which selects representative securities from the A-share market involved in the mining, smelting, and processing of non-ferrous metals, covering sectors like copper, aluminum, lithium, and rare earths [1] - This index aims to reflect the overall performance of the non-ferrous metals industry in the Chinese A-share market, characterized by balanced industry distribution and strong cyclical features [1]