矿业ETF（561330）涨超0.8%，机构称有色金属行业韧性显现

Group 1 - The copper industry is experiencing a significant price increase driven by expectations of interest rate cuts from the Federal Reserve and an improving supply-demand balance, indicating a potential super cycle for copper [1] - In the aluminum sector, macroeconomic sentiment is favorable, with leading aluminum processing companies reporting a slight week-on-week increase in operating rates by 0.3% to 62.3%, benefiting from year-end demand driven by automotive policy changes [1] - The lithium sector shows strong demand, but seasonal supply declines have led to a decrease in lithium carbonate production, with inventory levels also decreasing; the cobalt sector faces tight upstream raw material supplies and higher prices [1] Group 2 - Precious metals are seeing price increases due to optimistic liquidity expectations, with silver experiencing significant gains due to tight balances and low inventory levels [1] - The price trends for light and heavy rare earths are diverging, with light rare earths benefiting from both policy and demand, while heavy rare earths are experiencing price declines due to marginally eased supply [1] - The mining ETF (561330) tracks the non-ferrous mining index (931892), which includes listed companies involved in the mining and processing of precious and industrial metals, reflecting the overall performance of the non-ferrous mining industry [1]