Ge Long Hui A P P·2026-01-06 02:49Group 1 - The non-ferrous metal sector is experiencing strong performance, with Guiyan Platinum Industry hitting the daily limit, and both Luoyang Molybdenum and Zijin Mining reaching historical highs. Zijin Mining's A-share market capitalization has surpassed 1 trillion yuan, currently up over 6%, which has also boosted gold stock ETFs by over 3% [1] - The non-ferrous metal ETF fund has surged by 4.58%, with a two-day increase of 7.34%, and has seen net subscriptions for eight consecutive days, accumulating a total of 4.185 billion yuan [1] Group 2 - Following the turmoil in Venezuela, gold and silver prices have soared, with spot gold rising by 2.64% to $4,446.50 per ounce, and COMEX gold futures increasing by 2.96%, while COMEX silver futures jumped by 7.63% [2] - Huayou Cobalt's net profit for 2025 is expected to increase by 40.8% to 55.24%, exceeding market expectations, while Chifeng Jilong Gold anticipates a net profit increase of approximately 70% to 81% for the same year [2] - London copper prices have surpassed $13,100 per ton, reaching a new high, supported by a shortage of copper concentrate and strong demand in the smelting sector, with the U.S. continuing to draw down global copper inventories [2] - Aluminum prices have also broken the $3,000 per ton mark for the first time in over three years, with overnight Shanghai aluminum prices continuing to rise, surpassing the 24,000 yuan threshold [2] Group 3 - The balanced allocation of mainstream metals in the non-ferrous metal ETF fund (516650) has seen a rise of 4.48%, with component stocks evenly distributed among copper (33.8%), aluminum (15.7%), gold (11.9%), rare earths (8.9%), and lithium (6.8%), with a total of 61.29% in copper, aluminum, and gold, ranking first among all non-ferrous indices in the market [2] - The gold stock ETF (159562) has increased by 3.19%, tracking the SSH gold stock index, which is dominated by gold and copper, and also includes silver-related companies [3] - The lowest fee gold ETF, Huaxia (518850), has risen by 0.79%, anchoring physical gold and supporting T+0 trading, along with off-market linked funds [3]