有色矿业盘中上行，矿业ETF（561330）上涨1.4%，市场关注供需格局改善

Group 1 - The macro sentiment affecting industrial metals is weakening, and metals like copper and aluminum are 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 U.S. has initiated a $12 billion strategic critical mineral reserve plan to protect manufacturers from supply chain disruptions, covering various key minerals including rare earths and cobalt [1] Group 2 - The mining ETF (561330) tracks the non-ferrous mining index (931892), which includes securities related to the development of copper, aluminum, lead, zinc, and rare metals [1] - According to Wind data, the mining ETF (561330) had a year-to-date increase of 106.11% in 2025, ranking first among 10 ETFs in the non-ferrous sector [2] - The mining ETF features a higher concentration of "gold + copper + rare earths," indicating a more focused investment strategy [1]