Xin Lang Ji Jin·2026-01-06 11:27Group 1 - The non-ferrous metal sector is leading the market, with Zijin Mining's market capitalization surpassing 1 trillion yuan for the first time, and Luoyang Molybdenum reaching a historical high [1][3] - The popular non-ferrous metal ETF, Huabao (159876), saw a maximum intraday increase of 4.4%, closing up 4.21%, marking four consecutive days of gains [1] - The ETF experienced a significant increase in trading volume, with a total turnover of 72.79 million yuan, a 47% increase compared to the previous period [1] Group 2 - The titanium dioxide industry has seen a joint price increase announcement, leading to a surge in stocks such as Anning Co. and Vanadium Titanium Co. [3] - As of January 5, 2025 earnings forecasts for four leading companies in the non-ferrous metal sector predict double-digit growth in net profits year-on-year, with Zijin Mining expected to achieve a net profit of 51 to 52 billion yuan, a growth of 59% to 62% [3][4] - Longjiang Securities anticipates that the price increase and liquidity will create a favorable environment for precious metals, while industrial metals like copper and aluminum are expected to see a strong performance due to economic recovery and supply-demand optimization [4][6] Group 3 - The Huabao non-ferrous metal ETF and its linked funds cover a wide range of sectors including copper, aluminum, gold, rare earths, and lithium, allowing for better capture of the sector's beta performance [4] - The ETF has seen a net subscription of 39 million units in a single day, following a total net inflow of 56.48 million yuan over the previous four days, indicating strong market interest [1][3] - The overall sentiment in the non-ferrous metal sector is optimistic, with expectations of a "super cycle" driven by various market dynamics [4]