有色板块迎反弹，有色金属ETF国泰（159881）涨超2%，工业金属或重回基本面驱动

Group 1 - The macro sentiment affecting industrial metals is weakening, with copper and aluminum returning to a fundamental phase [1] - The China Nonferrous Metals Industry Association has halted over 2 million tons of copper smelting projects, effectively curbing the rapid growth of copper smelting capacity [1] - The association will continue to cooperate with relevant national departments to strictly control new copper smelting projects, aiming to improve the increasing reliance on external sourcing [1] Group 2 - A strategic reserve plan worth $12 billion has been initiated by the U.S. to protect manufacturers from supply chain disruptions by establishing commercial inventory mechanisms for various critical minerals [1] - The Guotai ETF (159881) tracks the CSI Nonferrous Metals Index (930708), which selects listed companies involved in the mining, smelting, and processing of nonferrous metals to reflect the overall performance of the industry [1]