Core Viewpoint - The non-ferrous metal sector is leading the market, with the largest non-ferrous ETF, Huabao (159876), reaching a new high, reflecting a significant upward trend since its low in April 2023, outperforming major indices like the Shanghai Composite and CSI 300 [1][3]. Group 1: Market Performance - The Huabao non-ferrous ETF has increased by 89.68% since its low on April 8, 2023, significantly outperforming the Shanghai Composite's 26.51% and CSI 300's 28.48% during the same period [1]. - The non-ferrous metal index has shown varied performance over the past five years, with annual returns of 35.84% in 2020, 35.89% in 2021, -19.22% in 2022, -10.43% in 2023, and 2.96% in 2024 [3][8]. Group 2: Leading Stocks - Key stocks in the non-ferrous sector include: - Bowei Alloy, up 8.52% - Shandong Gold, up 8.25% - Yunnan Zhenye, up 6.84% - Nanshan Aluminum, up 5.81% - Xiamen Tungsten, up 5.93% - Shengxin Lithium Energy, up 5.08% [4]. Group 3: Future Outlook - Analysts predict that the non-ferrous metal sector will continue its bullish trend, driven by supply constraints and recovering demand for industrial metals like copper and aluminum, as well as the explosive demand for energy metals such as lithium and cobalt [5][6]. - The current gold bull market is supported by central bank purchases, geopolitical uncertainties, and a re-evaluation of gold's value as a non-sovereign ultimate payment method, with predictions of gold prices reaching $4,500 to $4,900 per ounce by 2026 [5].
ETF盘中资讯 | 现货黄金年内飙升近68%！三重逻辑支撑黄金新叙事！有色ETF华宝（159876）盘中拉升2.3%创历史新高！
Sou Hu Cai Jing·2025-12-23 03:40