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]

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、华友钴业、中国铝业、赣锋 锂业、山东黄金、中金黄金、天齐锂业、赤峰黄金。 截至2025年12月26日 10:30，有色金属ETF(512400)上涨3.25%，盘中换手2.77%，成交5.30亿元。跟踪指 数中证申万有色金属指数强势上涨3.16%，成分股江西铜业上涨9.63%，永兴材料上涨9.18%，西部矿业 上涨6.10%，中矿资源，洛阳钼业等个股跟涨。 有色金属ETF(512400)，场外联接(A类：004432；C类：004433)。 资金流入方面，截至12月25日，有色金属ETF(512400)最新资金净流入2.52亿元。拉长时间看，近5个交 易日内有4日资金净流入。 机构指出，近期，宜春市自然资源局公示拟注销27个采矿权，虽短期内对碳酸锂实际供应影响有限，但 释放出监管趋严与产业升级的中长期信号。由于当地陶瓷土矿常伴生锂云母资源，此次清理或将 ...