ETF盘中资讯 碳酸锂期货突破17万大关!美联储风波,引爆避险交易!有色ETF华宝(159876)盘中拉升2.9%续创新高!
Jin Rong Jie·2026-01-13 03:37

Core Viewpoint - The non-ferrous metal sector is experiencing a significant bullish trend, with key ETFs and stocks showing substantial price increases and attracting considerable investment [1][4][6]. Group 1: ETF and Market Performance - The non-ferrous ETF Huabao (159876) saw its intraday price rise by 2.9%, reaching a new high since its listing, with a net subscription of 45.6 million units [1]. - Over the past 10 days, the ETF has attracted 311 million yuan in investments [1]. - The performance of individual stocks in the non-ferrous metal sector has been strong, with notable increases in companies like Hunan Silver (10.02%), Zhongkuang Resources (9.56%), and Ganfeng Lithium (8.55%) [2][4]. Group 2: Precious Metals and Lithium Market - Precious metals, particularly gold and silver, have surged, with silver prices rising by 8% to over $86 and gold prices increasing by 2.4% to over $4,600 per ounce, marking new historical highs [2]. - Lithium futures have also reached new highs, with the main contract exceeding 170,000 yuan per ton, and spot prices for battery-grade lithium carbonate rising to 152,100 yuan per ton, a two-year high [3]. - The recent adjustments in export tax policies for battery products may lead to increased short-term demand from overseas clients, indicating a robust market despite seasonal trends [3]. Group 3: Market Outlook - Analysts predict that the non-ferrous metal sector is likely to continue its bullish trend, with firms like Zhongtai Securities and CITIC Securities expressing optimism about the ongoing bull market [3][5]. - The sustainability of the "super cycle" in non-ferrous metals is contingent on factors such as the recovery of the US dollar's credit, strategic stockpiling progress, and the effectiveness of "anti-involution" policies, with expectations for this cycle to last until 2026 [5]. - The comprehensive coverage of various metals by the Huabao ETF positions it well to capitalize on the sector's overall performance [6].