有色金属ETF天弘(159157)标的指数昨日强势收涨近3%，近4日净流入近8亿元

Core Viewpoint - The active trading of the Tianhong Nonferrous Metals ETF (159157) indicates a strong market interest, with significant inflows and a notable increase in the underlying index [1][2]. Group 1: ETF Performance - As of February 11, 2026, the Tianhong Nonferrous Metals ETF (159157) had a turnover rate of 15.83% and a trading volume of 270 million yuan, reflecting active market participation [1]. - The ETF experienced a net subscription of 166 million shares throughout the day, contributing to a total net inflow of 779 million yuan over the past four days [2]. - The latest scale of the Tianhong Nonferrous Metals ETF reached 1.873 billion yuan, with a total of 1.881 billion shares, both marking all-time highs since its inception [2]. Group 2: Index and Sector Performance - The underlying index, the CSI Industrial Nonferrous Metals Theme Index (H11059), rose by 2.63%, with notable increases in constituent stocks such as Tungsten High-tech (up 10.00%), Xiamen Tungsten Industry (up 7.54%), and Jinchuan Group (up 7.08%) [1]. - In January, the prices in the nonferrous metals sector saw significant month-on-month increases, with the mining and smelting sectors strengthening concurrently [2]. - The National Bureau of Statistics reported that international nonferrous metal prices drove domestic mining and smelting prices up by 5.7% and 5.2%, respectively, with specific increases in silver smelting (up 38.2%), copper smelting (up 8.4%), gold smelting (up 4.8%), and aluminum smelting (up 2.3%) [2]. Group 3: Market Outlook - Citic Securities noted recent volatility in gold prices, attributing it to market concerns over the Federal Reserve's independence and changes in the situation in Iran, suggesting that uncertainty in these areas may continue to affect market stability [3]. - The outlook for 2026 remains optimistic for both precious and nonferrous metal prices, despite short-term fluctuations [3].