碳酸锂期货主力合约涨超7%，有色金属ETF(512400)强势涨近2%，供需紧平衡成行情核心驱动，有色商品接力上涨

Group 1 - The core viewpoint of the articles highlights the strong performance of the non-ferrous metal market, particularly the rise in prices of various metals, driven by supply constraints and increasing demand, with platinum prices nearly doubling in 2025 [1][2] - As of December 17, 2025, the non-ferrous metal ETF (512400) increased by 1.75%, with a trading volume of 247 million yuan, and the index it tracks, the Zhongzheng Shenwan Non-Ferrous Metal Index, rose by 1.85% [1] - The net inflow of funds into the non-ferrous metal ETF reached 149 million yuan, with a total net inflow of 369 million yuan over the last five trading days [1] Group 2 - Global monetary policy is shifting towards a loose cycle, significantly supporting commodity prices, with the proportion of central banks cutting interest rates rising from 13.33% in October 2022 to 85.33% in October 2025 [2] - The non-ferrous metal ETF closely tracks the Zhongzheng Shenwan Non-Ferrous Metal Index, which includes 50 listed companies in the non-ferrous metal and non-metal materials sectors, reflecting the overall performance of the industry [2] - The top ten weighted stocks in the index include Zijin Mining, Luoyang Molybdenum, Northern Rare Earth, and others, indicating a diversified representation of the non-ferrous metal sector [2]