Xin Lang Ji Jin·2026-02-27 14:54Group 1 - The non-ferrous metal sector continued its strong performance on February 27, with a net inflow of 23.2 billion yuan, ranking second among 31 Shenwan primary industries [1] - Nine stocks, including Hunan Gold, Huaxi Nonferrous, Xiamen Tungsten, and Zhong Rare Metals, reached the daily limit, while the non-ferrous ETF (159876) saw a maximum intraday increase of 3.82%, closing up 3.74% with a total trading volume exceeding 100 million yuan [1] - The upcoming rare earth and rare metal export policy briefing is scheduled for March 25, with prices of rare earths and minor metals continuing to rise due to supply-demand dynamics [1][2] Group 2 - Zimbabwe's mining department announced a ban on lithium ore exports, raising market expectations for price increases, similar to the previous case with cobalt prices due to the Democratic Republic of Congo's export suspension [2] - Citic Securities indicated that after a significant price surge in 2025, the momentum for non-ferrous metals remains strong, supported by supply disruptions, localized high demand, and inventory accumulation [2] - The non-ferrous ETF from Huabao (159876) and its linked funds comprehensively cover various metals, including copper, aluminum, gold, rare earths, and lithium, providing an efficient tool for investors to gain exposure to the non-ferrous metal sector [2]