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矿业ETF(561330)涨超1.1%,工业金属价格反弹或受宏观情绪改善推动
Mei Ri Jing Ji Xin Wen· 2025-07-10 06:58
Group 1 - The core viewpoint of the news highlights the ongoing digital transformation and AI implementation in the aluminum industry, with a focus on enhancing industrial intelligence and efficiency in production [1] - The report indicates that the demand for tin is expected to increase due to the driving forces of AI and the new energy industry, while global tin resource reserves are limited to only 14.8 years, exacerbated by the production halt in Myanmar [1] - The non-ferrous metal industry is showing resilience driven by new demand from sectors like new energy vehicles and low-altitude economy, while black metals are under pressure due to a sluggish real estate market [1] Group 2 - The mining ETF tracks the non-ferrous mining index, which reflects the overall performance of listed companies involved in non-ferrous metal mining and processing in the A-share market [2] - This index is characterized by strong cyclicality and sensitivity to commodity prices, effectively representing market trends in the non-ferrous metal industry [2]