Group 1 - The core viewpoint of the articles highlights the significant growth in the performance of companies within the non-ferrous metal sector, driven by the rapid development of emerging industries such as new energy vehicles and photovoltaics, which have boosted demand for non-ferrous commodities [1][2] - Over 70 out of nearly 130 A-share listed companies in the non-ferrous sector reported year-on-year profit growth for 2024, with more than 20 companies doubling their net profit [1] - Yunnan Zhenye achieved a revenue of 767 million yuan, a year-on-year increase of 14.2%, and a net profit of 53.1 million yuan, up 661.28% [1] Group 2 - ST Shengtun reported a revenue of 25.73 billion yuan, a year-on-year increase of 5.21%, and a net profit of 2.005 billion yuan, up 657.63%, attributed to the rapid growth of the new energy vehicle industry [1] - In 2024, BQ Materials achieved a net profit of 87.48 million yuan, a growth of 370.73%, while Chang Aluminum reported a net profit of 64.98 million yuan, up 330.15% [2] - The overall trend for non-ferrous metals in 2024 is expected to be strong, with zinc and tin showing the largest cumulative gains, while nickel and aluminum are anticipated to perform weaker [2] Group 3 - After mid-March 2024, prices of basic metals, represented by copper, experienced a significant correction, currently remaining below previous highs [3] - The future price trends of non-ferrous commodities will depend on the impact of tariffs on the economy and the latest developments in trade policy negotiations, with increased market volatility expected [3] - Gold is projected to maintain its bullish trend due to its financial and monetary attributes, remaining a preferred choice for market hedging amid global economic uncertainties [3]

出品｜搜狐财经 作者｜汪梦婷 黄金价格再度升至历史高位，相关股票、基金净值水涨船高。 截止4月14日收盘，A股黄金股大涨，华钰矿业、湖南黄金涨停，赤峰黄金、西部黄金等多只股票跟涨。 黄金主题基金表现出色，国泰基金、华夏基金、工银瑞信基金、永赢基金等旗下相关黄金产业股票ETF单日均涨超4%。 多家基金公司发布溢价风险提示的同时，机构继续看多黄金。天风证券研报认为，伴随关税扰动进一步深化、美债兑付风险加剧，美元信用弱化支点下持续 看好黄金上行动力。 年内黄金ETF规模大增80% 随着美国关税政策调整，全球市场避险情绪升温，黄金成为资金"避风港"。 | 基金简称 | 今年以来 | | | | --- | --- | --- | --- | | | 总回报(%) | 同类排名 | 总回报 | | 工银中证沪深港黄金产业股票ETF | 23.91 | 3/866 | 12.7 | | 华安中证沪深港黄金产业股票ETF | 23.58 | 4/866 | 12.4 | | 平安中证沪深港黄金产业股票ETFala | 21.41 | 6/866 | 12.4 | | 华夏中证沪深港黄金产业股票ETF | 24.53 | 1 ...