有色60ETF（159881）盘中涨超2%，关注金属商品价格普涨行情

Group 1 - The macroeconomic environment is warming, coupled with supply constraints, leading to a broad increase in metal commodity prices [1] - For industrial metals, the imbalance in inventory regions is worsening, and the "anti-involution" in smelting is accelerating, causing copper prices to rise, with recent highs surpassing $13,000 per ton [1] - In the aluminum sector, national policies are expected to drive the integration of the alumina industry, forcing high-cost small capacities to exit, which will improve the supply-demand imbalance in the long term [1] Group 2 - The domestic CPI has rebounded to a nearly two-year high, while the PPI's year-on-year decline has narrowed, indicating a gradual improvement in domestic economic circulation and a dynamic balance in supply-demand relationships [1] - The Nonferrous 60 ETF (159881) tracks the CSI Nonferrous Index (930708), which selects listed companies involved in the mining, smelting, and processing of nonferrous metals, covering various sub-sectors such as industrial metals, precious metals, energy metals, and rare earths [1] - The constituent stocks of the index have a relatively large average market capitalization and a balanced industry distribution [1]