Group 1 - The core viewpoint of the news is that the non-ferrous metal sector is experiencing a strong upward trend, with the Huabao Non-Ferrous ETF (159876) showing significant gains and attracting substantial capital inflows [1][8] - On January 7, the Huabao Non-Ferrous ETF reached a peak intraday increase of over 1.6%, closing with a gain of 0.38% and a total trading volume of 82.93 million yuan, reflecting a 14% increase in volume compared to the previous day [1][8] - The ETF has seen a net subscription of 54.6 million units on the same day, continuing a trend of net inflows totaling 97.49 million yuan over the past five days [1][8] Group 2 - The current rally in the non-ferrous metal market is attributed to four main factors: rigid supply constraints, explosive demand for new production capabilities, global liquidity easing, and strategic resource upgrades [2][9] - Macroeconomic indicators suggest that the Federal Reserve may lower interest rates by over 100 basis points this year, which could create a favorable environment for the non-ferrous market [2][9] - The Chinese government is considering tightening export license reviews for medium and heavy rare earth items, which could impact supply dynamics [2][9] Group 3 - As of January 6, several leading companies in the non-ferrous metal sector, including Chifeng Jilong Gold Mining and Zijin Mining, have forecasted double-digit growth in net profits for 2025, with Zijin Mining expected to achieve a net profit of 51 to 52 billion yuan, representing a year-on-year increase of 59% to 62% [2][9] - The market outlook for the first quarter of 2026 is optimistic, driven by a combination of easing credit policies and seasonal demand ahead of the Lunar New Year [3][10] - The prices of key metals such as copper and nickel have reached record highs, indicating strong demand and market confidence [2][3]
涨了又涨！四大逻辑共振，有色ETF华宝（159876）盘中上探1.6%续创新高！全天获资金净申购5460万份！
Xin Lang Cai Jing·2026-01-07 11:37