【早盘三分钟】1月29日ETF早知道

Core Insights - The article highlights the strong performance of the non-ferrous metals sector, driven by macroeconomic policies and structural changes in supply and demand, with the sector leading among 31 A-share sub-industries [22][6] - The chemical sector also shows significant growth, with the chemical ETF reaching a new high since July 2022, supported by policy constraints on high-energy and high-carbon emission industries [8][22] Market Overview - As of January 28, 2026, the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index have respective ten-year price-to-earnings ratio percentiles of 99.88%, 93.66%, and 50.51% [1] - The market temperature gauge indicates a bullish sentiment with a 75% threshold [1] Sector Performance - The non-ferrous metals sector saw a significant inflow of capital, totaling 32.53 billion, while the banking and communication sectors also attracted substantial investments [16] - The top-performing sectors on January 28, 2026, included non-ferrous metals (+5.92%), coal (+3.54%), and oil and petrochemicals (+3.42%) [16] ETF Performance - The non-ferrous ETF (159876) surged by 6.95%, marking a historical high, and has attracted over 1.4 billion in net inflows over the past 20 days [22][19] - The chemical ETF (516020) increased by 2.48%, continuing its upward trend [22][8] Future Outlook - The non-ferrous metals sector is expected to maintain its strong performance due to emerging demands in AI and renewable energy, alongside domestic policies aimed at regulating industry competition [22][6] - The chemical sector is anticipated to benefit from the expansion of the carbon trading market and the implementation of carbon quota systems, which may reshape cost structures and accelerate the elimination of outdated capacities [8][22]