矿业ETF（561330）大涨超4.5%，近20日资金净流入超13亿元，资金积极布局

Group 1 - The core viewpoint of the articles highlights the ongoing bullish trend in precious metals driven by factors such as interest rate cut expectations, the crisis of Federal Reserve independence, rising geopolitical tensions, and potential sell-offs of U.S. Treasuries [1] - Central bank demand for gold continues to provide strong support for gold prices, with the People's Bank of China having increased its gold holdings for 14 consecutive months [1] - The demand for gold as a safe haven and investment is expected to persist long-term, leading to a potential upward trend in prices [1] Group 2 - The outlook for industrial metals remains positive, particularly for electrolytic aluminum, which is expected to maintain high profit levels due to low future capital expenditure intensity in the industry [1] - Companies in the sector are increasingly capable and willing to enhance shareholder returns, highlighting the dividend asset attributes of the industry [1] - The supply of aluminum is expected to remain rigid, with ongoing production cuts from existing projects and slow releases from new projects, while the global aluminum inventory remains low, providing strong support for aluminum prices [1] Group 3 - The mining ETF (561330) tracks the non-ferrous mining index (931892), which selects securities from companies involved in the development of copper, aluminum, lead, zinc, and rare metals to reflect the overall performance of the non-ferrous metal mining industry [1] - According to Wind data, the mining ETF (561330) is projected to have a year-to-date increase of 106.11% in 2025, ranking first among ten ETFs in the non-ferrous sector [1] - The ETF has a higher concentration of assets in "gold + copper + rare earths," indicating a strong market position [1]