Group 1 - Lithium stocks led the rebound in the non-ferrous metal sector, with notable gains from companies such as Shengxin Lithium Energy up over 7% and Yahua Group up over 6% [1] - The non-ferrous metal ETF (159876) saw a 1.72% increase, with over 230 million yuan added in the past 10 days, indicating strong investor interest despite a recent monthly decline [1] - The price of battery-grade lithium carbonate rose to 90,600-96,000 yuan/ton, an increase of 500 yuan/ton, while industrial-grade lithium carbonate rose to 89,200-92,500 yuan/ton, up 450 yuan/ton [3] Group 2 - Long-term outlook for the lithium industry is positive, with expectations of a turning point in 2026 driven by steady domestic demand and increasing energy storage needs [3] - The Federal Reserve's potential interest rate cuts are expected to boost the non-ferrous metal sector by making physical assets more attractive and reducing borrowing costs for companies [3] - The non-ferrous metal market is anticipated to maintain a bullish trend, with a focus on "new productive forces" as the driving demand factor, supported by China's rapid industrial growth [4] Group 3 - The MACD golden cross signal indicates a positive trend for certain stocks, suggesting potential investment opportunities [6]
连涨6个月后，有色龙头ETF（159876）月度转跌，资金猛烈加仓2.3亿元
Xin Lang Ji Jin·2025-11-30 13:05