锂矿禁令引爆有色板块，有色ETF景顺(560290)盘中最高涨超3%，跟踪指数成分股东方锆业10cm涨停

Group 1 - The core viewpoint of the news is that the non-ferrous metal sector is experiencing significant activity, driven by supply constraints and new demand dynamics, particularly in lithium due to Zimbabwe's export suspension [1] - As of February 27, 2026, the non-ferrous ETF Invesco (560290) rose by 1.59%, with a peak increase of over 3% during the trading session [1] - Key stocks in the sector, such as Dongfang Zirconium and Xiamen Tungsten, saw substantial gains, with increases of 10%, 8.20%, and 7.96% respectively [1] Group 2 - Zimbabwe announced a suspension of all raw mineral and lithium concentrate exports on February 25, 2026, aiming to enhance mineral regulation and promote local processing [1] - According to CICC analysis, this move will significantly tighten global lithium supply, with Zimbabwe's lithium concentrate exports to China in 2025 estimated at 148,800 tons, accounting for 18% of China's average monthly lithium carbonate production [1] - The overall logic for the non-ferrous metal industry in 2026 is characterized by "rigid supply + explosive new demand," supported by global liquidity easing and risk aversion due to geopolitical conflicts, indicating a strong upward momentum in the sector [1] Group 3 - The Invesco non-ferrous ETF closely tracks the CSI Non-Ferrous Metals Mining Theme Index, which includes 40 listed companies with non-ferrous metal mineral resource reserves [2] - The top three weighted industries in the index are industrial metals (48.51%), minor metals (21.52%), and precious metals (18.56%) [2] - The index encompasses leading companies in various sub-sectors, including Zijin Mining, Northern Rare Earth, Zhongjin Gold, and Ganfeng Lithium [2]