Group 1 - LME copper prices reached $13,512.63 per ton, with a daily increase of 0.26% [1] - The China Nonferrous Metals Industry Association suggested improving the copper resource reserve system, including expanding national copper strategic reserves and exploring commercial reserve mechanisms [1] - Current copper prices are under pressure due to expectations of a reduction in the Federal Reserve's balance sheet, but the supply-demand fundamentals remain strong, with a projected widening global copper mine gap and increasing demand from AI infrastructure [1] Group 2 - As of January 30, 2026, the CSI Industrial Nonferrous Metals Theme Index (H11059) includes 30 large-cap companies involved in copper, aluminum, lead, zinc, and rare earth metals [2] - The top ten weighted stocks in the CSI Industrial Nonferrous Metals Theme Index account for 55.71% of the index, including companies like Luoyang Molybdenum, Northern Rare Earth, and China Aluminum [2]
工业有色ETF鹏华(159162)涨超1.2%，科技成为"铜"超越周期的新引擎
Xin Lang Cai Jing·2026-02-04 01:55