11月13日，A股三大指数集体上涨，沪指创10年新高。板块上，能源金属飙涨超7%，永兴材料、融捷 股份、盛新锂能等多只概念股涨停，天齐锂业、华友钴业、赣锋锂业等跟涨。 消息面上，日前，中国有色金属工业协会会长葛红林在第二十五届再生金属国际论坛及展览交易会上表 示，我国再生有色金属产业持续快速发展，产量从"十三五"末的1450万吨，增长到2024年底的1915万 吨，年均增速达7.2%，预计2025年底将首次突破2000万吨，成为破解行业资源瓶颈、环境瓶颈的重要 途径。 东方证券表示，在全球货币宽松周期、资源战略地位提升及新旧产业转型共振下，有色金属进入供需紧 平衡驱动的新周期，走势相对独立，关注黄金，以及锂、稀、钨土等小金属和铜铝。 （文章来源：21世纪经济报道） ...

Group 1 - The core viewpoint is that the non-ferrous metals sector is entering a new cycle driven by supply-demand balance, influenced by global monetary easing, strategic resource positioning, and the transformation of old and new industries, with a focus on gold, lithium/rare earths, and copper [1] - Gold is highlighted for its safe-haven properties and strategic resource status, performing well in a loose monetary environment [1] - The overall non-ferrous metals industry is showing structural opportunities in the new cycle, with an improved supply-demand pattern supporting price resilience [1] Group 2 - The mining ETF (561330) tracks the non-ferrous mining index (931892), which selects securities from companies involved in the development of copper, aluminum, lead-zinc, and rare metals to reflect the overall performance of the non-ferrous metal mining industry [1] - The mining ETF (561330) has outperformed the CSI Non-Ferrous Index by nearly 10% this year, indicating a more concentrated leadership with a higher proportion of gold, copper, and rare earths [1]