有色金属ETF(512400.SH)涨3.33%，华友钴业涨7.04%

Group 1 - The A-share market continues to rise, with the non-ferrous metals and financial sectors showing significant gains, particularly the non-ferrous metal ETF (512400.SH) which increased by 3.33% and Huayou Cobalt which rose by 7.04% [1] - Huaylong Securities highlights strong investment logic in the non-ferrous metals sector, especially copper, due to supply constraints from mining shortages, resource nationalism, and supply chain restructuring, alongside a gradual economic recovery in major economies [1] - The demand for copper is expected to remain resilient in China, with an upward revision of the U.S. economic growth forecast for 2026, leading to a shift from anticipated supply-demand mismatch to a reality [1] Group 2 - The non-ferrous metal ETF (512400.SH) tracks the CSI Shenwan Non-ferrous Metals Index, comprising 50 stocks from the non-ferrous metals industry that are large in scale and have good liquidity, reflecting the overall performance of the sector [2] - The ETF covers various sub-sectors including precious metals, industrial metals, rare earths, and energy metals, providing a comprehensive opportunity to capture upward trends across multiple segments [2]