矿业ETF（561330）涨超2.3%，连续5日净流入超2.6亿元，把握“家里有矿，2025全年涨超有色”的矿业ETF投资机会

Group 1 - Captone, a Canadian mining company, announced a strike at its Manto Verde copper-gold mine in Chile starting January 2, which is expected to produce only 29,000 to 32,000 tons of cathode copper in 2025 [1] - The global copper market is projected to face a shortfall of over 100,000 tons in 2026, exacerbated by ongoing expectations of U.S. copper tariffs and a persistent premium of COMEX copper over LME copper, currently at $100 per ton [1] - The tight supply in non-U.S. regions is driven by traders moving refined copper to the U.S., contributing to rising copper prices that continue to set historical highs [1] Group 2 - The mining ETF (561330) tracks the non-ferrous mining index (931892), which includes companies involved in the development of copper, aluminum, lead, zinc, and rare metals, reflecting the overall performance of the non-ferrous metal mining industry [1] - According to Wind data, the mining ETF (561330) is expected to outperform the Zhongzheng Non-Ferrous Index by over 13% in 2025, with a higher concentration in leading companies and a greater proportion of gold, copper, and rare earths [1]