矿业ETF（561330）连续10日净流入超5.7亿元，有色板块企稳后或延续景气逻辑

Core Viewpoint - The mining ETF (561330) has seen a net inflow of over 570 million yuan for 10 consecutive days, indicating a potential continuation of the positive trend in the non-ferrous metal sector as it stabilizes [1] Industry Summary - The non-ferrous metal industry is facing multiple opportunities due to a globally loose liquidity environment that supports metal prices [1] - Rapid development in emerging fields such as artificial intelligence and high-end equipment manufacturing is expected to accelerate the growth in demand for non-ferrous metals [1] - The upward trend in geopolitical security premiums is likely to lead to a reassessment of commodity prices, with major countries elevating the strategic importance of key minerals [1] - China's initiatives to promote the storage of rare earths further enhance the strategic value of resource products [1] Precious Metals Summary - In the precious metals sector, a loose monetary environment combined with expanding cracks in U.S. dollar credit and ongoing high debt levels has resulted in gold prices exhibiting characteristics of being easy to rise but difficult to fall [1] ETF Performance Summary - The mining ETF (561330) tracks the non-ferrous mining index (931892), which selects securities from companies involved in the development of mineral resources such as copper, aluminum, lead, zinc, and rare metals [1] - According to Wind data, the mining ETF (561330) is projected to have the third-highest annual growth among all market ETFs in 2025, and the highest among non-ferrous ETFs, with a higher concentration of "gold + copper + rare earths" [1]