ETF甄选 | 沪指实现8连涨，有色金属、卫星、电池等相关ETF表现亮眼

Market Overview - The market experienced fluctuations with all three major indices closing higher, marking an 8-day consecutive rise for the Shanghai Composite Index, which increased by 0.10% [1] - Sectors such as energy metals, precious metals, and non-ferrous metals saw significant gains, while electronic chemicals, paper printing, and the brewing industry faced declines [1] - Major capital inflows were noted in industries related to photovoltaic equipment, batteries, and non-ferrous metals [1] ETF Performance - ETFs related to non-ferrous metals, satellites, and batteries performed well, likely driven by relevant news [2] - The National Development and Reform Commission's article encouraged mergers and restructuring among major aluminum oxide and copper smelting enterprises to enhance competitiveness [2] - The main contracts for silver and copper saw significant daily increases, with silver rising over 7% and copper over 3%, both reaching historical highs [2] Industrial Metal Outlook - Huolong Securities expressed optimism for the metal sector, predicting a tight supply for copper in the medium term, with expectations of a supply-demand turning point around 2026 [2] - The anticipated economic growth in the U.S. for 2026 and the Federal Reserve's preventive rate cut strategy are expected to support demand [2] Commercial Aerospace Development - The Shanghai government issued measures to support the development of the aerospace industry, providing financial support for satellite manufacturing and operations [2] - Companies involved in communication, navigation, and remote sensing services may receive substantial one-time rewards for obtaining relevant licenses [2] Strategic Emerging Industries - The 510 billion yuan strategic emerging industry development fund has been launched to support aerospace and other strategic sectors, providing substantial fiscal backing [3] - The focus on self-reliance in technology and the acceleration of the aerospace industry is emphasized in the "14th Five-Year Plan" [3] Lithium Battery Industry - Lithium carbonate futures prices surged past 130,000 yuan, indicating a recovery in the lithium battery industry after a period of clearing and destocking [4] - Demand for lithium battery components remains robust, with signs of supply tightness emerging in key areas [4] - The overall outlook for the lithium battery sector is improving, with leading companies nearing full production capacity by Q3 2025 [4]