宏观利好释出，矿业ETF（561330）盘中大涨超3%，近5个交易日资金净流入超1.2亿元

Group 1 - The core viewpoint is that the copper market is expected to remain strong due to significant short-term production disruptions and tight non-US inventories, with solid fundamental support from long-term investments in power grids and AI data centers, alongside relatively inelastic copper supply, leading to a sustained increase in price levels [1] - For aluminum, the domestic production capacity ceiling is expected to limit supply, resulting in a tightening supply-demand balance, which is likely to support a long-term upward trend in electrolytic aluminum prices [1] - The Mining ETF (561330) tracks the non-ferrous mining index (931892), which includes securities from companies involved in the development of copper, aluminum, lead, zinc, and rare metals, reflecting the overall performance of the non-ferrous metal mining industry [1] Group 2 - According to Wind data, the Mining ETF (561330) is projected to have a year-to-date increase of 106.11% in 2025, ranking first among ten ETFs in the non-ferrous sector, indicating a concentrated leadership with a higher proportion of "gold + copper + rare earths" [1]