工业有色ETF万家(560860)半日收涨5.11%，规模、份额均创成立以来新高！

Group 1 - The industrial non-ferrous metal sector is experiencing significant gains, with the CSI Industrial Non-Ferrous Metal Theme Index (H11059) rising by 5.14% as of January 26, 2026, and individual stocks such as Vanadium Titanium and Xinyi Silver Tin hitting the daily limit up [1] - The latest scale of the Industrial Non-Ferrous ETF Wan Jia (560860) reached 14.378 billion yuan, with a total of 7.582 billion shares, both hitting record highs since inception, and a net inflow of 60.1082 million yuan was recorded [1] - Silver prices have surged past 100 USD/ounce, driven by heightened global risk aversion due to tariff increases by Trump, accelerated gold reserve purchases by central banks, and reduced US Treasury holdings by emerging markets [1] Group 2 - Long-term underinvestment in copper mine capital expenditures, combined with frequent supply disruptions, is shifting the copper supply-demand balance from tight equilibrium to substantial shortage [2] - The upcoming interest rate cuts by the Federal Reserve in 2026 and the "anti-involution" in the smelting sector are expected to push copper prices beyond previous highs, indicating a clear upward trend in the overall pricing center for industrial metals [2] - The top ten weighted stocks in the CSI Industrial Non-Ferrous Metal Theme Index (H11059) as of December 31, 2025, include major players such as Luoyang Molybdenum, Northern Rare Earth, and China Aluminum, collectively accounting for 56.18% of the index [2]