CNRE(SH:600111) Xin Lang Ji Jin·2026-02-25 05:29Group 1 - The non-ferrous metal sector experienced a strong rally on February 25, with the Non-Ferrous ETF (159876) reaching an intraday increase of 5.05% and currently up 4.45%, recovering above the 20-day moving average [1] - The sector saw a net inflow of 215.86 billion in main funds, leading all 31 first-level industries in the Shenwan classification, with Northern Rare Earth attracting 53 billion, topping the A-share capital absorption list [3] - Prices of minor metals surged, with black tungsten concentrate increasing by 47.15%, ammonium paratungstate by 45.93%, and neodymium oxide rising over 20% [2] Group 2 - The market is expected to enter a second phase of a bull market by 2026, driven by profit growth and domestic demand expansion, which may highlight the strong cyclical nature of non-ferrous metals [2] - The Non-Ferrous ETF and its linked funds cover a wide range of metals, including copper, aluminum, gold, rare earths, and lithium, providing a comprehensive tool for investors to capture the sector's beta performance [4] - A significant number of stocks in the minor metals sector hit the daily limit up, including Huaxi Nonferrous, Yunnan Zinc Industry, and Northern Rare Earth [3]