【早盘三分钟】12月1日ETF早知道

Core Insights - The article discusses the performance of various ETFs, highlighting the strong performance of the metals and chemicals sectors, particularly in light of recent price increases in lithium carbonate and other materials [4][6]. Market Overview - The market temperature gauge indicates that the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index have percentile PE ratios of 91.4%, 76.26%, and 34.77% respectively, as of November 28, 2025 [1]. - The short-term sector rotation shows significant gains in agriculture, steel, and retail sectors, with respective increases of +1.59%, +1.59%, and +1.46% [2]. Fund Flows - The top three sectors for capital inflow are electronics (2.449 billion), non-ferrous metals (1.651 billion), and automotive (1.478 billion) [2]. - The sectors with the highest capital outflows include pharmaceuticals (-1.724 billion), media (-1.283 billion), and telecommunications (-0.683 billion) [2]. ETF Performance - The "Non-Ferrous Metals Leader ETF" (159876) has seen a price increase of 1.72% and a six-month gain of 60.38% [4]. - The Chemical ETF has recorded a monthly increase of 1.41%, marking six consecutive months of gains, with a year-to-date increase of 27.76% [6]. Sector Analysis - The lithium carbonate price has risen to 90,600-96,000 yuan/ton, reflecting a daily increase of 500 yuan/ton, which has positively impacted the non-ferrous metals sector [4][6]. - Analysts suggest that the chemical sector may experience a "Davis Double Play" as supply and demand fundamentals stabilize, with expectations for a cyclical upturn in 2026 [6].