ETF日报|A股普涨！有色、AI双牛引爆跨年行情预期，高“光”159363大涨超2.5%！商业航天起飞，512810放量突破

Market Overview - On December 1, A-shares experienced a rebound, with the Shanghai Composite Index surpassing 3900 points, and both the Shenzhen Component Index and the ChiNext Index rising over 1% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.87 trillion yuan, an increase of 288.1 billion yuan compared to the previous trading day [1] - Nearly 3400 stocks in the market saw gains, with strong performances in the non-ferrous metals and AI technology sectors [1] Non-Ferrous Metals Sector - The non-ferrous metals sector surged due to a significant increase in international silver and copper prices, with the leading non-ferrous metals ETF (159876) jumping 2.71% and seeing a net subscription of 12.6 million units in a single day [1] - Citic Securities remains optimistic about the non-ferrous metals sector, maintaining a bullish outlook through 2026, with the leading non-ferrous metals ETF index up over 75% year-to-date [1][2] AI Technology Sector - The AI sector continues to show strength, with the ChiNext AI ETF (159363) rising 2.51%, supported by a significant allocation in computing power [1][3] - The ETF focusing on the domestic AI industry chain (589520) also saw a gain of 1.74% [1] - Key stocks in the AI sector, such as storage chip leader Beijing Junzheng and optical module leader Zhongji Xuchuang, experienced substantial gains, indicating a robust market for AI-related investments [3][5] Commercial Aerospace Sector - The commercial aerospace sector is gaining momentum, with the defense and military ETF (512810) rising over 1% and showing strong trading volume [1][10] - Recent government initiatives, including the establishment of a dedicated Commercial Aerospace Office, are expected to enhance the regulatory framework and stimulate growth in the sector [10] - The commercial aerospace market in China is projected to grow from approximately 0.38 trillion yuan in 2015 to 2.3 trillion yuan by 2024, with a compound annual growth rate of about 22% [10] Chemical Sector - The chemical sector is experiencing a rally, with the chemical ETF (516020) rising 1.01% and showing a three-day consecutive increase [12] - Recent developments in solid-state battery production are expected to significantly boost demand in the chemical sector, with the first large-capacity solid-state battery production line now operational [16] - The chemical sector has seen substantial inflows, with net capital inflows of 19.525 billion yuan over the past five trading days, ranking fourth among 30 major sectors [14]