Group 1 - The core viewpoint of the article highlights that the aluminum market is supported by multiple factors, including rigid supply constraints and new demand in energy storage [1] - The aluminum price is expected to maintain strong support due to low global inventory levels and a historical high copper-aluminum ratio, indicating potential for aluminum price increases [1] - The investment in fixed assets by the State Grid during the 14th Five-Year Plan is projected to reach 4 trillion yuan, providing long-term support for aluminum usage in power grids [1] Group 2 - The Nonferrous 60 ETF (159881) has risen over 2%, reflecting the positive sentiment in the metal prices driven by the aforementioned factors [1] - The index tracked by the Nonferrous 60 ETF includes companies involved in the mining, smelting, and processing of nonferrous metals, covering key sectors such as copper, gold, aluminum, rare earths, and lithium [1] - The average profit in the aluminum industry is expected to rise to around 8,000 yuan per ton, with future profits likely to remain high due to low capital expenditure intensity in the industry [1]
有色60ETF(159881)涨超2%,金属价格获多因素支撑
Mei Ri Jing Ji Xin Wen·2026-01-21 05:56