万家基金旗下工业有色ETF (560860)最新规模突破61亿元创历史新高,工业金属或迎宏观与基本面共振时刻
2 1 Shi Ji Jing Ji Bao Dao·2025-12-03 03:01

Group 1 - The non-ferrous metal sector showed active performance on December 3, with the CSI Industrial Non-Ferrous Metals Theme Index rising by 1.66%, and stocks such as Tianshan Aluminum rising over 5% [1] - The Wanji Fund's Industrial Non-Ferrous ETF (560860) increased by 1.70%, with a trading volume exceeding 75 million yuan, and frequent premium trading observed [1] - The Industrial Non-Ferrous ETF (560860) saw a net inflow of over 280 million yuan on the previous trading day, with a circulating scale reaching 6.167 billion yuan and a circulating share of 4.365 billion shares, both hitting historical highs [1] Group 2 - Since November, copper prices have shown resilience, not significantly declining with macro fluctuations, and reached a historical high at the end of November due to factors such as the Chinese copper raw material negotiation group and expectations of interest rate cuts by the Federal Reserve [2] - Analysts predict a potential supply shortage for copper by 2026, driven by frequent disruptions in copper mine supply, expected easing of refined production capacity pressure, and ongoing interest rate cut trades, indicating the possibility of a super cycle for copper prices [2] - Wanji Fund highlights the rise of passive investment and index-based investment as important choices for asset allocation, with a focus on developing market-required tool-type products, including various ETFs covering broad-based, industry themes, Smart Beta, and bonds [2]