涨停！A股盘中，集体异动！发生了啥？

Core Viewpoint - The non-ferrous metal sector is experiencing a strong upward trend, driven by multiple favorable factors including government policies, production disruptions, and rising commodity prices [1][3][4]. Group 1: Non-Ferrous Metal Sector Performance - The non-ferrous metal sector has seen a rise of over 3% recently, with significant gains in copper, cobalt, lithium, and precious metals [1][3]. - Key stocks such as Jiangxi Copper, Xiyu Co., and Shengtun Mining have reached their daily limit up, indicating strong market interest [1][3]. - The sector's growth is supported by the release of the "Non-Ferrous Metal Industry Stable Growth Work Plan (2025-2026)" by the Ministry of Industry and Information Technology, which aims to optimize investment and supply chain dynamics [3]. Group 2: Copper Market Insights - The Grasberg copper mine in Indonesia has suspended production due to a landslide, leading to expectations of reduced global copper supply and increased prices [4]. - Freeport McMoRan has confirmed a projected 4% decrease in copper sales for Q3 2025 and a significant reduction in output for 2026, further tightening global supply [4]. - The LME copper price has risen over 4% in the last five trading days, reflecting market reactions to supply concerns [3][4]. Group 3: Precious Metals Market Trends - Gold prices have surged, with a year-to-date increase of over 47%, reaching nearly $3,870 per ounce [5][6]. - The precious metals market is expected to maintain a strong upward trend, driven by Federal Reserve policies and rising geopolitical tensions [6]. - The upcoming traditional consumption peak in October is anticipated to boost demand for gold jewelry, further supporting price increases [6]. Group 4: Cobalt and Lithium Price Outlook - The Democratic Republic of Congo has extended its cobalt export ban, which is expected to create a significant supply shortage by 2026, driving prices higher [7]. - Lithium prices are also projected to rise due to tight supply conditions, influenced by ongoing production issues and strategic resource considerations [7].