Group 1 - The core viewpoint of the articles indicates that the non-ferrous metal sector is experiencing fluctuations, with a notable focus on the potential emergence of a super cycle for industrial metals, particularly copper and aluminum, driven by supply-demand dynamics and macroeconomic factors such as interest rate cuts [1][2] - Dongyangguang (600673) leads the gains in the non-ferrous metal sector with a rise of 9.99%, while Yunnan Zhenye (002428) and Zhongtung Gaoxin (000657) also show positive performance [1] - The non-ferrous ETF fund (159880) is closely tracking the performance of the non-ferrous metal industry index, which includes 50 securities with significant scale and liquidity, reflecting the overall performance of listed companies in the non-ferrous metal sector [1] Group 2 - As of November 28, 2025, the top ten weighted stocks in the non-ferrous metal industry index account for 52.34% of the index, with major companies including Zijin Mining (601899) and Luoyang Molybdenum (603993) [2] - The non-ferrous ETF fund has various share classes available for investment, including A, C, and I classes [3]
宏观与基本面双轮驱动,板块获持续关注,有色ETF基金(159880)盘中净申购400万份
Xin Lang Cai Jing·2025-12-09 03:01