有色60ETF（159881）涨超3.5%，工业金属或迎战略配置时点

Group 1 - The core viewpoint is that industrial metals are entering a strategic allocation phase, particularly with copper prices approaching the 100,000 yuan mark, indicating a favorable time for investment in this sector [1] - Zinc is highlighted as a fundamental material for "de-globalization," with declining smelting fees indicating ongoing supply tightness, driven by re-industrialization demands in Asia, Africa, and Latin America [1] - The demand for galvanized steel is expected to grow both domestically and internationally, supporting the zinc market [1] Group 2 - The copper sector is anticipated to maintain an upward trend despite short-term price fluctuations, supported by a tight supply situation [1] - Expectations of large copper mines resuming production may improve copper smelting fees, enhancing profit margins for copper smelting companies [1] - In the aluminum sector, global supply chain security demands have strengthened post-geopolitical events, giving China's electrolytic aluminum industry a competitive edge due to improved resource supply capabilities [1] Group 3 - The 60ETF (159881) tracks the CSI Nonferrous Metals Index (930708), which reflects the overall performance of listed companies involved in nonferrous metal mining, smelting, and processing [2] - The index comprises companies with large average market capitalizations and covers various sub-sectors, including copper, gold, aluminum, rare earths, and lithium, indicating a balanced overall structure [2]