有色60ETF

Search documents
ETF日报:贵金属和有色金属等板块多因素利好共振,可关注黄金股票ETF、矿业ETF、有色60ETF
Xin Lang Ji Jin· 2025-10-09 12:30
| 代码 | 名称 | 涨跌幅 * | | --- | --- | --- | | 517400 | 黄金股票ETF | 9.47% | | 561330 | ANVETF | 8.58% | | 159881 | 有色60ETF | 8.44% | 资料来源:wind 黄金方面,美元信用走弱仍是长期支撑逻辑。当地时间9月17日,美国联邦储备委员会结束为期两天的 货币政策会议,宣布将联邦基金利率目标区间下调25个基点到4.00%至4.25%之间。从美国9月FOMC会 议纪要看,美联储官员在降息幅度问题上存在分歧。9月会议的投票结果为11比1。唯一反对的成员是由 美国总统特朗普任命、并在9月会议首日上午宣誓就职的新上任的美联储理事斯蒂芬·米兰(Stephen Miran),他主张降息0.5个百分点。而关于2025年是否会进一步降息,在参加会议的19位官员中,略多 于一半的人预计今年还将至少再降息两次,但有少数人预计2025年剩余时间内只会降息一次或不再降 息。 节后首个交易日迎开门红,沪指高开高走突破3900点整数大关,刷新2015年8月以来新高。沪深两市成 交额2.65万亿,较上一个交易日放量4718亿。截至 ...
有色金属概念股早盘走强,矿业、有色相关ETF涨约7%
Mei Ri Jing Ji Xin Wen· 2025-10-09 05:16
有色金属概念股早盘走强,山东黄金涨停,洛阳钼业、中金黄金、赣锋锂业涨超9%。 有券商表示,2025年,有色金属板块市场波动风险仍高,需求端、供应端扰动等因素均带来不确定性。然而,新兴需求在铜、铝下游结构中的 占比已从量变走向质变,有望支撑有色金属长期价格中枢向上抬升。 (文章来源:每日经济新闻) 受盘面影响,矿业、有色相关ETF涨约7%。 | 代码 | 类型 | 名称 | 现价 | 涨跌 | 涨跌幅 ▼ | | --- | --- | --- | --- | --- | --- | | 561330 | 主 | 矿业ETF | 1.769 | 0.125 | 7.60% | | 159690 | 主 | 矿业ETF | 1.805 | 0.127 | 7.57% | | 159562 | 主 | 黄金股ETF | 2.341 | 0.162 | 7.43% | | 560860 | 主 | 工业有色ETF | 1.433 | 0.096 | 7.18% | | 516650 | 主 | 有色金属ETF基金 | 1.739 | 0.115 | 7.08% | | 159871 | 主 | 有色金属ETF | 1 ...
美联储主席鲍威尔“放鸽”,关注矿业ETF(561330)、有色60ETF(159881)
Sou Hu Cai Jing· 2025-08-26 01:20
8月25日,矿业ETF(561330)上涨5.32%,有色60ETF(159881)上涨5%。 基金资产投资于科创板和创业板股票,会面临因投资标的、市场制度以及交易规则等差异带来的特有风 险,提请投资者注意。 板块/基金短期涨跌幅列示仅作为文章分析观点之辅助材料,仅供参考,不构成对基金业绩的保证。 文中提及个股短期业绩仅供参考,不构成股票推荐,也不构成对基金业绩的预测和保证。 以上观点仅供参考,不构成投资建议或承诺。如需购买相关基金产品,请您关注投资者适当性管理相关 规定、提前做好风险测评,并根据您自身的风险承受能力购买与之相匹配的风险等级的基金产品。基金 有风险,投资需谨慎。 风险提示: 投资人应当充分了解基金定期定额投资和零存整取等储蓄方式的区别。定期定额投资是引导投资人进行 长期投资、平均投资成本的一种简单易行的投资方式。但是定期定额投资并不能规避基金投资所固有的 风险,不能保证投资人获得收益,也不是替代储蓄的等效理财方式。 无论是股票ETF/LOF基金,都是属于较高预期风险和预期收益的证券投资基金品种,其预期收益及预期 风险水平高于混合型基金、债券型基金和货币市场基金。 感兴趣的投资者可持续关注矿业E ...
ETF日报:在流动性支持下牛市有望延续,在中期维度上建议对估值较低的绩优成长保持关注,回避前期过热的方向
Xin Lang Ji Jin· 2025-08-25 14:32
Market Overview - A-shares opened higher and continued to rise, with total trading volume exceeding 3 trillion yuan, indicating a strong market sentiment [1][2] - The Shanghai Composite Index closed at 3883.56 points, up 1.51%, while the Shenzhen Component Index closed at 12441.07 points, up 2.26% [1] Sector Performance - All sectors experienced gains, with telecommunications continuing its strong performance, followed by non-ferrous metals and real estate [1] - Mining ETFs and non-ferrous metal ETFs saw significant increases, with the mining ETF rising by 5.32% and the non-ferrous 60 ETF increasing by 5% [6] Economic Indicators - The bond market showed significant strength, with the 10-year government bond yield falling to 1.7625%, down 2 basis points from the previous trading day [2][5] - The recent dovish signals from the Federal Reserve have raised expectations for interest rate cuts, positively impacting market sentiment and risk appetite [6][7] Investment Strategies - Investors are advised to focus on undervalued growth stocks and consider ETFs such as the CSI A500 ETF and Hong Kong Technology ETF to capture opportunities [2][5] - The recent policy changes in rare earth management are expected to enhance supply constraints and increase price bargaining power, benefiting leading companies in the sector [6] Gold Market Insights - The gold market is experiencing upward momentum due to increased expectations for interest rate cuts and ongoing geopolitical uncertainties, making gold a preferred asset [7][8] - China's central bank continues to increase its gold reserves, with the latest data showing a rise to 73.96 million ounces, reflecting a sustained trend of gold accumulation [7]
有色60ETF(159881)涨超1.1%,工业金属板块获宏观预期支撑
Mei Ri Jing Ji Xin Wen· 2025-08-18 05:34
Group 1 - The core viewpoint of the articles highlights the impact of the US July CPI increase of 2.7% year-on-year and 0.2% month-on-month, leading to heightened expectations for a Federal Reserve interest rate cut in September, which has positively influenced the industrial metals sector [1] - As of August 14, LME prices for various metals are reported: copper at $9,777/ton, aluminum at $2,624/ton, lead at $1,990/ton, zinc at $2,842.50/ton, nickel at $15,050/ton, and tin at $33,435/ton, indicating a recent increase of 9.58% in the industrial metals sector and a year-to-date increase of 30.36% [1] - The rare earth industry is experiencing a price recovery due to the implementation of anti-involution policies and improved demand expectations, with the rare earth price index rising by 1.74 to 206.85 since early August [1] Group 2 - The Youse 60 ETF (159881) tracks the Zhongzheng Nonferrous Index (930708), which selects listed companies in the nonferrous metals industry from the Zhongzheng 800 Index sample stocks, covering industrial metals and precious metals, reflecting the overall performance of the nonferrous metals sector in the A-share market [1] - Investors without stock accounts may consider the Guotai Zhongzheng Nonferrous Metals ETF Initiated Link C (013219) and Guotai Zhongzheng Nonferrous Metals ETF Initiated Link A (013218) as alternative investment options [1]
稀土产业链旺季来啦,关注有色60ETF(159881)、矿业ETF(561330)
Sou Hu Cai Jing· 2025-08-08 01:01
综合来看,在美联储降息预期主导下,有色金属整体偏强,但品种间因供需结构差异呈现分化。建议重点关注政策落 地细节及海外宏观风险,可以关注有色60ETF(159881)和全市场规模最大的矿业ETF(561330),把握结构性机 会。 风险提示: 8月7日市场三大指数涨跌不一,黄金股票矿业和有色板块表现出顽强韧性。黄金股票ETF(517400)8月7日收涨 1.58%,年初至今涨幅达到42.03%;矿业ETF(561330)8月7日收涨1.23%,年初至今涨幅32.37%;有色60ETF (159881)8月7日收涨0.98%,年初至今涨幅达到28.19%。 | 代码 | 名称 | 涨跌幅 ▼ | 年初至今 | | --- | --- | --- | --- | | 517400 | 黄金股票ETF | 1.58% | 42.03% | | 561330 | 矿业ETF | 1.23% | 32.37% | | 159881 | 有色60ETF | 0.98% | 28.19% | 来源:Wind 消息面上,8月稀土产业链进入传统消费旺季,下游需求回升带动采购增加,据SMM,磁材行业部分大厂订单已经排 产至9月中旬 ...
有色60ETF(159881)涨超1.3%,工业金属供给趋紧或支撑价格韧性
Mei Ri Jing Ji Xin Wen· 2025-07-21 02:17
Group 1 - The industrial metals sector is significantly boosted by policy support, with the "Work Plan" expected to expand demand and optimize supply, enhancing industry confidence [1] - The Ministry of Industry and Information Technology aims to promote structural adjustments in key industries, optimize supply, eliminate outdated capacity, and implement high-quality development plans for copper and aluminum industries to stabilize growth and promote transformation [1] - In the strategic metals sector, prices for praseodymium and neodymium oxides have rebounded from a low point, while black tungsten concentrate prices have reached a historical high, indicating potential valuation reconstruction opportunities amid global supply chain autonomy pursuits [1] Group 2 - The Nonferrous 60 ETF (159881) tracks the CSI Nonferrous Metals Index (930708), which is compiled by the China Securities Index Company and includes listed companies involved in the mining, smelting, and processing of precious and industrial metals, reflecting the overall performance of the nonferrous metals industry [1] - The index exhibits significant cyclical characteristics, providing investors with an effective tool to measure the development status of the nonferrous metals industry [1] - Investors without stock accounts can consider the Guotai CSI Nonferrous Metals ETF Initiated Link C (013219) and Guotai CSI Nonferrous Metals ETF Initiated Link A (013218) [1]
有色60ETF(159881)涨超2.1%,稀土旺季共振
Mei Ri Jing Ji Xin Wen· 2025-07-18 03:27
Group 1 - The core viewpoint of the article highlights the recovery in the rare earth permanent magnet industry, driven by significant investments and price increases [1] - MP Materials has received billions of dollars in investment from the U.S. Department of Defense, which will facilitate the construction of a second magnet manufacturing plant in the U.S., expected to be operational by 2028, with a total rare earth magnet production capacity reaching 10,000 tons [1] - The U.S. Department of Defense has set a price floor of $110 per kilogram for MP's praseodymium-neodymium products, which translates to approximately 890,000 yuan per ton in domestic tax-inclusive prices, potentially leading to a price ceiling increase [1] Group 2 - Light rare earth oxide praseodymium-neodymium prices have risen by 2.4% to 456,000 yuan per ton, while medium and heavy rare earth oxide dysprosium prices have also increased by 2.4% to 1,685,000 yuan per ton [1] - The licensing process for magnetic material manufacturers is progressing, suggesting a potential "volume and price increase" in the third quarter, with a long-term focus on the structural opportunities in upstream supply [1] - The Nonferrous 60 ETF tracks the China Securities Nonferrous Index, which reflects the overall performance of A-share listed companies in the nonferrous metal industry, including precious metals, rare metals, and base metals [1]
有色60ETF(159881)涨超1.2%,工业金属价格反弹或受宏观情绪改善推动
Sou Hu Cai Jing· 2025-07-10 03:35
Group 1 - The core viewpoint of the articles highlights the increasing demand for tin driven by cyclical recovery, advancements in AI, and the smart development of electric vehicles, alongside tightening global tin supply due to long-term production halts in Myanmar's Wa region [1] - On July 7, Chinalco International held a meeting to promote digital transformation and AI implementation, indicating a push for technological upgrades within the company [1] - Zijin Mining announced the completion of the acquisition of the Akyem gold mine in Ghana on the same day, strengthening its gold production capacity [1] Group 2 - Dongguan Securities noted that global macro sentiment is gradually improving, and the Federal Reserve has signaled a dovish stance, leading to a rebound in industrial metal prices [1] - As of July 2, LME prices for various metals were reported: copper at $10,010/ton, aluminum at $2,614.50/ton, lead at $2,063.50/ton, zinc at $2,753/ton, nickel at $15,340/ton, and tin at $33,585/ton [1] - The Nonferrous 60 ETF tracks the CSI Nonferrous Index, which reflects the overall performance of listed companies in the nonferrous metal sector, providing an efficient tool for industry allocation [1]
ETF日报:央行有望在四季度进一步降息10BP,7天逆回购利率降至1.3%,或进一步打开债市空间,可关注国债ETF
Xin Lang Ji Jin· 2025-07-09 14:33
Market Overview - The A-share market experienced a pullback after briefly surpassing the 3500-point mark, with the Shanghai Composite Index closing down 0.13% at 3493.05 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.51 trillion, an increase of 51.2 billion compared to the previous trading day [1] - The market showed mixed performance across sectors, with innovative drugs, pharmaceuticals, gaming, film, and coal leading gains, while gold stocks, non-ferrous metals, and chips lagged [1] Economic Indicators - In June, China's CPI turned positive at 0.10% year-on-year, with core CPI at 0.70%, influenced by seasonal weather and rising oil prices [3] - The decline in food prices was noted at 0.3% year-on-year, with beef prices increasing by 2.7% after 28 months of decline, while pork prices fell by 8.5% [3] - Domestic consumption policies have supported prices in the automotive and home appliance sectors [3] Monetary Policy Outlook - Due to ongoing consumer confidence issues and international trade risks, China's CPI and PPI face significant pressure, with potential for a 10 basis point rate cut by the central bank in Q4 [4] - This could open up more space in the bond market, with investors advised to focus on government bond ETFs [4] International Developments - The "Big Beautiful" Act signed by Trump on July 4th expands the U.S. fiscal deficit, potentially supporting U.S. economic growth and impacting various sectors differently [5] - Traditional energy, manufacturing, real estate, military, and agriculture sectors may benefit from tax advantages, while clean energy and healthcare may face reduced incentives [5] Copper Market Dynamics - The new 50% tariff on copper imports to the U.S. announced by Trump has led to significant fluctuations in copper prices, with U.S. copper prices rising sharply [6][10] - The current trading environment for copper is characterized by a contango structure in COMEX and a backwardation structure in LME, influenced by inventory levels and tariff expectations [10] - The anticipated tariff may reduce demand for U.S. copper, as significant stockpiling has already occurred, potentially leading to a decline in price differentials [10] Investment Recommendations - Investors are encouraged to consider opportunities in the 60 ETF (159881) and mining ETF (561330) as potential low-entry points in the current market environment [10]