Group 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 gold and silver prices surged following the turmoil in Venezuela, 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] - The price of copper in London has exceeded $13,100 per ton, marking a new high, supported by a shortage of copper concentrate and strong demand in the smelting sector, which has led to a continuous drawdown of global copper inventories in the U.S. [2] Group 2 - Aluminum prices have surpassed $3,000 per ton for the first time in over three years, with Shanghai aluminum continuing to rise and breaking the 24,000 yuan mark [3] - Notable products include the non-ferrous metal ETF fund (516650), which is up 4.48%, with a balanced allocation of copper (33.8%), aluminum (15.7%), gold (11.9%), rare earths (8.9%), and lithium (6.8%), making it the top non-ferrous index in the market [4] - The gold stock ETF (159562) has increased by 3.19%, tracking an index dominated by gold and copper, while also including silver-related companies [4]
有色金属ETF基金(516650)涨4.5%,8连吸金41亿