Group 1 - The industrial non-ferrous metal sector is experiencing significant growth, with the industrial non-ferrous index rising by 6.20% as of 13:09, driven by stocks such as Silver Holdings, China Aluminum, Tongling Nonferrous Metals, and Yun Aluminum reaching their daily limit [1] - Global copper supply disruptions are occurring, with key roads at Chile's Escondida and Zaldívar copper mines blocked by unions, and Mantoverde copper mine halting production due to strikes. Lundin Mining has also lowered its 2026 copper production guidance [1] - A report from S&P Global Research indicates that new demand vectors from AI and defense sectors will drive global copper demand to increase by approximately 50% by 2040, leading to a significant widening of the copper supply gap if recycling and new mine development do not keep pace [1] Group 2 - London aluminum prices have reached their highest level in nearly four years, influenced by comments from former President Trump regarding the dollar's performance, which has contributed to a bullish sentiment in the base metals market [1] - The weakening U.S. dollar has enhanced the attractiveness of commodities priced in dollars, while declining real interest rates have reduced the holding costs of precious metals, serving as a core driver for price increases [1] - Increased global geopolitical uncertainty is elevating the strategic resource status of gold, silver, and copper, leading to a significant influx of safe-haven funds into the metal markets, providing strong support for prices [1]