Xin Lang Ji Jin·2025-12-26 05:26Core Viewpoint - The non-ferrous metal sector is leading the market with significant capital inflow, indicating strong investor confidence in future performance [1][5]. Group 1: Market Performance - On December 26, the non-ferrous metal sector saw a net capital inflow of 11.4 billion yuan, the highest across all industries [1]. - The Huabao non-ferrous ETF (159876) reached a peak increase of 3.98%, currently up 3.14%, marking a new high since its listing [1]. - The Huabao ETF attracted a total of 56.11 million yuan over the past two days, reflecting positive sentiment towards the non-ferrous metal sector [1]. Group 2: Stock Performance - Key stocks such as Yongxing Materials and Jiangxi Copper hit the daily limit, while Guocheng Mining rose over 9% [3]. - Major stocks like China Aluminum increased by over 6%, and Luoyang Molybdenum and Zijin Mining rose by over 5%, both reaching historical highs [3]. Group 3: Commodity Prices - On December 26, gold, silver, and copper prices reached new highs, with COMEX gold at $4,561.6 per ounce, silver at $75.495 per ounce, and copper at $5.7565 per pound [5]. - Year-to-date performance shows COMEX gold up 71.84%, silver up 156.74%, and copper up over 42% [5]. Group 4: Future Outlook - Analysts predict a strong performance for the metal sector in 2025, driven by macroeconomic policies and structural supply-demand changes [5]. - The upcoming changes in the Federal Reserve's leadership and increased capital expenditure in AI technology are expected to influence monetary policy and the non-ferrous metal bull market [5][6]. Group 5: Investment Strategy - A diversified investment approach through the Huabao non-ferrous ETF is recommended to capture the overall sector's performance while mitigating risks associated with individual metals [6][7].