ETF盘中资讯|续刷上市新高！有色ETF华宝（159876）拉升2.3%，近2日狂揽5611万元！机构：三条主线引领有色价格中枢抬升

Core Viewpoint - The non-ferrous metal sector is leading the market, with the largest non-ferrous ETF, Huabao (159876), reaching a new high and attracting significant capital inflow, indicating positive market sentiment towards the sector [1][3]. Group 1: Market Performance - The non-ferrous ETF Huabao (159876) saw an intraday increase of 2.3%, currently up 1.88%, marking a new high since its listing [1]. - Huabao ETF has received a net subscription of 3 million units, with a total capital inflow of 56.11 million yuan over the past two days, reflecting strong investor confidence in the non-ferrous metal sector [1]. - Key stocks such as Guocheng Mining and Yongxing Materials surged over 6%, while other significant players like Baotai Co. and Luoyang Molybdenum also showed notable gains [3]. Group 2: Future Outlook - The Huabao Fund anticipates three main themes driving the rise in non-ferrous metal prices through 2026: "green inflation" related to basic metals, "anti-involution" in new energy metals, and a "rate cut wave" impacting precious metals [4][5]. - The demand for copper and aluminum is expected to increase due to the growth of new industries like AI and renewable energy, with a projected supply shortage impacting prices positively [4]. - Lithium prices are expected to rise as excess production is cleared, with forecasts suggesting lithium carbonate could reach 90,000 to 120,000 yuan per ton by 2026 [5]. - The anticipated acceleration of the Federal Reserve's rate cut process may enhance gold's appeal as a non-replaceable monetary asset, with precious metals expected to continue their upward trajectory [5]. Group 3: Investment Strategy - The non-ferrous metal sector is likely to maintain a bullish trend, with institutions like Zhongtai Securities and CITIC Securities expressing optimism about the ongoing bull market [6][7]. - Investors are encouraged to adopt a diversified approach through comprehensive coverage of the non-ferrous metal sector via ETFs like Huabao, which includes exposure to copper, aluminum, gold, rare earths, and lithium, thereby mitigating risks associated with investing in single metal sectors [8].