工业有色ETF鹏华(159162)涨近1%，工业金属价格不断上涨

Group 1 - Industrial metal prices continue to rise, with LME copper up by $182, reaching $13,176 per ton, LME aluminum up by $40 to $3,126 per ton, LME zinc up by $30 to $3,376 per ton, LME lead up by $10 to $1,970 per ton, LME nickel up by $259 to $17,349 per ton, and LME tin up by $2,380 to $49,098 per ton [1] - Zhongyou Securities indicates that copper prices are expected to rebound due to better downstream feedback and lower-than-expected production from overseas copper companies, alongside strong downstream stocking ahead of the holiday [1] - The aluminum market may face demand suppression due to high prices, with some aluminum processing companies planning extended holiday breaks, although there has been some improvement in downstream orders following price declines [1] Group 2 - The Zhongzhong Industrial Nonferrous Metals Theme Index (H11059) rose by 0.78%, with notable increases in constituent stocks such as Dongyangguang up by 3.93%, Xiyeshu up by 2.40%, Shenghe Resources up by 1.88%, Luoyang Molybdenum up by 1.74%, and Jiangxi Copper up by 1.53% [1] - The Penghua Industrial Nonferrous ETF closely tracks the Zhongzhong Industrial Nonferrous Metals Theme Index, which includes 30 large-cap companies involved in copper, aluminum, lead, zinc, and rare earth metals [2] - As of January 30, 2026, the top ten weighted stocks in the Zhongzhong Industrial Nonferrous Metals Theme Index account for 55.71% of the index, including companies like Luoyang Molybdenum, Northern Rare Earth, and China Aluminum [2]