截至2026年2月3日 10:05，有色金属ETF(512400)上涨3.23%，盘中换手3.56%，成交13.79亿元。跟踪指 数中证申万有色金属指数成分股石英股份领涨6.66%，湖南黄金上涨5.68%，国城矿业上涨5.46%。 消息面上，2月3日早盘，贵金属价格显著反弹，现货黄金重回每盎司4800美元上方，COMEX黄金日内 涨超4%，COMEX白银强势涨超10%，突破85美元。 有色金属ETF(512400)紧密跟踪中证申万有色金属指数，中证申万有色金属指数从沪深市场申万有色金 属及非金属材料行业中选取50只上市公司证券作为指数样本，以反映沪深市场有色金属行业上市公司证 券的整体表现。指数前十大权重股分别为紫金矿业、洛阳钼业、北方稀土、中国铝业、华友钴业、中金 黄金、山东黄金、兴业银锡、赣锋锂业、赤峰黄金。 有色金属ETF(512400)，场外联接(A类：004432；C类：004433)。 展望未来，摩根大通预测，黄金仍是一种灵活多元的投资组合对冲工具，当前投资者需求仍高于其此前 预期。今年各国央行与投资者的黄金需求规模足以推动金价在2026年底前升至每盎司6300美元。 东方证券认为，流动性预期回摆 ...

Group 1 - The core viewpoint of the news highlights the performance and market dynamics of the non-ferrous metal ETF (512400), which has seen a trading volume of 6.91 billion yuan and a turnover rate of 3.46% as of December 30, 2025 [1] - The non-ferrous metal ETF has experienced a net inflow of 15.54 billion yuan over the last four days, indicating strong investor interest [1] - The Bloomberg Commodity Index (BCOM) rebalancing in 2026 may lead to short-term technical disturbances in precious metals, particularly affecting silver due to its weaker liquidity [1] Group 2 - The non-ferrous metal ETF (512400) closely tracks the Zhongzheng Shenwan Non-Ferrous Metal Index, which consists of 50 listed companies in the non-ferrous metal and non-metal materials sectors from the Shanghai and Shenzhen markets [2] - The top ten weighted stocks in the index include Zijin Mining, Luoyang Molybdenum, Northern Rare Earth, Huayou Cobalt, China Aluminum, Ganfeng Lithium, Shandong Gold, Zhongjin Gold, Tianqi Lithium, and Chifeng Gold [2]

Group 1 - The core viewpoint of the articles highlights the strong performance of the non-ferrous metal ETF (512400), which rose by 3.25% with a trading volume of 530 million yuan, indicating positive market sentiment in the sector [1] - The non-ferrous metal index, which the ETF tracks, increased by 3.16%, with significant gains from constituent stocks such as Jiangxi Copper (up 9.63%) and Yongxing Materials (up 9.18%) [1] - There has been a net inflow of 252 million yuan into the non-ferrous metal ETF as of December 25, with four out of the last five trading days showing positive net inflows, suggesting growing investor interest [1] Group 2 - The lithium carbonate futures market is experiencing a bullish trend, with the main contract surpassing 130,000 yuan, reflecting a continuous rise over the past five trading days [1] - Regulatory changes in Yichun City, where 27 mining rights are proposed to be canceled, signal stricter oversight and potential industry upgrades, which may elevate the value of lithium resources and benefit compliant leading companies [1] - According to Guojin Securities, the lithium battery supply chain is expected to transition from a surplus phase to a recovery phase by 2026, with a focus on price stabilization and profit distribution favoring upstream materials with high barriers and concentration [2]