Group 1 - The core viewpoint is that the non-ferrous metals sector is experiencing a strong upward trend, driven by concerns over global supply chain disruptions and a recovering gold price above $4,400 [1] - The non-ferrous metals industry index (399395) has risen by 1.93%, with notable increases in stocks such as Xingye Silver Tin (000426) up 7.08% and China Aluminum (601600) up 6.22% [1] - The market is witnessing a structural shift in supply and demand dynamics, particularly in copper, where a potential supply gap of approximately 830,000 tons is expected by 2026, leading to a significant price increase [2] Group 2 - The top ten weighted stocks in the non-ferrous metals industry index account for 51.65% of the index, with major players including Zijin Mining (601899) and China Aluminum (601600) [3] - The non-ferrous ETF fund (159880) closely tracks the non-ferrous metals industry index, reflecting the overall performance of listed companies in this sector [2][4]
有色ETF基金(159880)涨超1.7%，区域局势升温推升有色金属价格
Xin Lang Cai Jing·2026-01-05 03:13