有色ETF基金

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32只ETF单日暴涨超5%!买基金那款软件能看净值?业内人士力荐新浪财经等5款APP,轻松捕捉投资红利!
Xin Lang Ji Jin· 2025-08-25 09:29
| 代码 | 名称 | | 深圳% | 现价 | 张跃 | 采价 | 卖价 | 日 量 | | 现量 涨速% | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 159715 稀土ETF易方达 | | | 7.89 | 1.149 | 0.084 | 1.148 | | 1.149 155.1万 | 48259 | 0.44 | | 159713 #土ETF | | | 7.36 | 1.255 | 0.086 | 1.255 | | 1.256 245.2万 | 48696 | 0.24 | | 560660 Z 50ETF | | | 7.19 | 1.804 | 0.121 | 1.800 | 1.818 | 302716 | | 0.95 | | 159583 通信设备ETF | | | 7.14 | 1.952 | 0.130 | 1.952 | 1.953 | 616382 | 11542 | 1.04 | | 516780 稀土ETF | | R | 7.05 | 1.686 | 0.111 | 1.68 ...
非农数据推动黄金上涨,有色ETF基金(159880)涨超1%
Sou Hu Cai Jing· 2025-08-04 02:41
Group 1 - The core viewpoint is that the gold stocks have collectively strengthened due to rising risk aversion, driven by disappointing U.S. non-farm employment data, which has led to an increase in gold prices [1][2] - The non-farm employment report indicated an increase of 73,000 jobs in July, below the market expectation of 104,000, with the unemployment rate rising by 0.1 percentage points to 4.2% [1] - The gold price surged by $40 following the non-farm data release, closing at $3,363 per ounce, erasing previous losses [2] Group 2 - The long-term outlook suggests that the combination of "rate cut trades" and "Trump 2.0" will continue to catalyze gold prices through 2025, with central bank purchases providing strong support [3] - The World Gold Council reported that global gold demand is expected to reach 4,974 tons in 2024, a 1.5% increase from 4,899 tons in 2023, driven by strong central bank purchases and investment demand [3] - The top ten weighted stocks in the non-ferrous metal industry index account for 49.71% of the index, with major companies including Zijin Mining, Northern Rare Earth, and Shandong Gold [4]
矿业、有色概念股早盘走低,相关ETF跌约2%
Mei Ri Jing Ji Xin Wen· 2025-07-31 01:53
Group 1 - Mining and non-ferrous concept stocks declined in early trading, with Northern Rare Earth falling over 3%, and Zijin Mining and Shandong Gold dropping over 2% [1] - Mining and non-ferrous related ETFs fell approximately 2% [1] Group 2 - Specific ETF performance includes: - Main Mining ETF (561330) at 1.201, down 0.032 (-2.60%) - Main Mining ETF (159690) at 1.237, down 0.030 (-2.37%) - Main Non-ferrous 50 ETF (159652) at 1.067, down 0.023 (-2.11%) - Main Non-ferrous Metals ETF (516650) at 1.205, down 0.025 (-2.03%) - Main Non-ferrous ETF (159880) at 1.252, down 0.023 (-1.80%) - Main Non-ferrous Metals ETF (159871) at 1.263, down 0.024 (-1.86%) - Main Non-ferrous Leaders ETF (159876) at 1.292, down 0.024 (-1.82%) [2] - A brokerage firm indicated that in 2025, the non-ferrous metal sector will still face high market volatility risks due to uncertainties from demand and supply disturbances. However, emerging demand in the downstream structure of copper and aluminum has shifted from quantitative to qualitative changes, which is expected to support a long-term upward adjustment in non-ferrous metal prices [2]
有色ETF基金(159880)冲击四连阳,“反内卷”推升有色金属价格
Xin Lang Cai Jing· 2025-07-22 06:15
Group 1 - The core viewpoint is that the non-ferrous metal industry is experiencing a strong upward trend, with the industry index rising by 1.86% and individual stocks like Tungsten High-tech and Yahua Group seeing significant gains of 10.02% and 9.99% respectively [1] - The Ministry of Industry and Information Technology is set to release a growth stabilization plan for key industries, including non-ferrous metals, focusing on structural adjustments, supply optimization, and phasing out outdated production capacity [1] - The copper and aluminum sectors are highlighted for their high-quality development plans, with an emphasis on addressing the overcapacity issues in copper smelting and alumina production [1] Group 2 - The non-ferrous metal industry index (399395) includes 50 prominent securities, reflecting the overall performance of listed companies in the non-ferrous metal sector on the Shanghai and Shenzhen stock exchanges [2] - As of June 30, 2025, the top ten weighted stocks in the non-ferrous metal industry index account for 50.02% of the index, with companies like Zijin Mining and Luoyang Molybdenum among the leaders [2]
有色ETF基金(159880)上涨近2%,铜价连续上涨五日
Xin Lang Cai Jing· 2025-06-27 02:08
Group 1 - The core viewpoint is that the copper price is expected to rise due to macroeconomic factors, including a weakening US dollar and anticipated interest rate cuts, alongside supply constraints and low inventory levels [1][2]. - The US macro data released indicates a downward revision of Q1 GDP to -0.5% and a rise in unemployment claims to the highest level since November 2021, which may enhance expectations for monetary easing [1]. - The LME copper inventory has been declining since the beginning of the year, currently below 100,000 tons, which could trigger a short squeeze and support copper prices [2]. Group 2 - The National Securities Nonferrous Metals Industry Index (399395) has shown a strong increase of 1.45%, with notable gains in stocks such as Northern Copper Industry (000737) up 6.08% and Yahua Group (002497) up 5.12% [1]. - Goldman Sachs predicts that copper prices will reach a high of $10,050 per ton in August 2025, with an upward revision of the average copper price forecast for the second half of the year to $9,890 per ton, an increase of 8.2% from previous estimates [2]. - The top ten weighted stocks in the National Securities Nonferrous Metals Industry Index account for 51.92% of the index, with significant companies including Zijin Mining (601899) and Northern Rare Earth (600111) [3].
贵金属蓄势待发,有色ETF基金(159880)红盘震荡,机构:重点关注战略小金属投资机会
Sou Hu Cai Jing· 2025-06-10 06:00
Group 1 - The core viewpoint of the articles highlights the strong performance of the non-ferrous metal sector, particularly in light of increasing gold reserves and heightened market risk aversion due to global conflicts and inflation data [1][2] - As of May 30, 2025, the top ten weighted stocks in the non-ferrous metal industry index accounted for 51.92% of the total index, indicating a concentration of investment in key players such as Zijin Mining and Northern Rare Earth [2] - The China Central Bank has increased its gold reserves to 7.383 million ounces as of the end of May, marking the seventh consecutive month of gold accumulation, which reflects a strategic move amidst global economic uncertainties [1] Group 2 - The non-ferrous ETF fund closely tracks the non-ferrous metal industry index, which includes 50 securities that are prominent in terms of scale and liquidity, providing a benchmark for the overall performance of listed companies in the sector [1] - The article suggests focusing on investment opportunities in strategic minor metals such as gallium, germanium, tungsten, and antimony, as their price trends are showing divergence [1]
有色ETF基金(159880)冲高上涨1.21%,海外小金属涨价有望逐步向国内传导
Xin Lang Cai Jing· 2025-06-06 02:03
Group 1 - The core viewpoint of the articles highlights the strong performance of the non-ferrous metal industry in China, with the China Nonferrous Metals Industry Index (399395) rising by 1.05% as of June 6, 2025, and specific stocks like Silver Nonferrous (601212) increasing by 9.31% [1] - Since mid-May 2023, China has begun issuing export licenses to certain rare earth magnet manufacturers, indicating a normalization of compliant rare earth magnet exports, which is expected to lead to price increases domestically as overseas prices rise [1] - The export controls implemented by China on various metals, including germanium, gallium, antimony, tungsten, tellurium, bismuth, molybdenum, indium, and heavy rare earths, have resulted in significant price increases for these metals, which are crucial in defense, electronics, aviation, and precision manufacturing [1] Group 2 - The China Nonferrous Metals Industry Index (399395) is composed of 50 securities that are prominent in the non-ferrous metal industry, reflecting the overall performance of listed companies in this sector on the Shanghai and Shenzhen stock exchanges [2] - As of May 30, 2025, the top ten weighted stocks in the index include Zijin Mining (601899), Northern Rare Earth (600111), and China Aluminum (601600), with these ten stocks accounting for 51.92% of the index [2]
有色ETF基金(159880)涨超1%,金价强势大涨重回3400美元
Xin Lang Cai Jing· 2025-06-03 02:19
Group 1 - The Nonferrous Metals Industry Index (399395) has seen a strong increase of 1.50% as of June 3, 2025, with gold prices rising back to $3,400, leading to a surge in gold stocks [1] - The local time on May 25, Trump agreed to delay the additional 50% tariffs on the EU until July 9, restoring a 90-day trade negotiation window, which has contributed to market risk aversion and supported gold prices [2] - The Nonferrous Metals Industry Index reflects the overall performance of 50 prominent securities in the nonferrous metals sector, accounting for significant market liquidity and scale [2] Group 2 - As of May 30, 2025, the top ten weighted stocks in the Nonferrous Metals Industry Index include Zijin Mining, Northern Rare Earth, and China Aluminum, collectively accounting for 51.92% of the index [3] - The Nonferrous ETF Fund (159880) has increased by 1.32%, with the latest price reported at 1.07 yuan [2][4]
有色ETF基金(159880)盘中涨近1%,行业盈利能力或将继续维持增长态势
Xin Lang Cai Jing· 2025-05-23 03:29
Group 1 - The core viewpoint is that the non-ferrous metal industry is experiencing a positive trend, with significant revenue and profit growth in Q1 2025, and the potential for price recovery due to favorable economic conditions and tariff negotiations [1][2]. - The non-ferrous metal industry index (399395) has a low valuation with a price-to-earnings ratio (PE-TTM) of 16.9, indicating it is at a historical low compared to the past year [1]. - In Q1 2025, the revenue of large-scale non-ferrous metal enterprises reached 22,293.3 billion yuan, a year-on-year increase of 19.6%, while total profits amounted to 917.7 billion yuan, up 40.7% year-on-year [1]. Group 2 - The non-ferrous ETF fund closely tracks the non-ferrous metal industry index, which includes 50 prominent securities in the sector, reflecting the overall performance of listed companies in the non-ferrous metal industry [2]. - As of April 30, 2025, the top ten weighted stocks in the non-ferrous metal industry index accounted for 52.1% of the index, with notable companies including Zijin Mining, Northern Rare Earth, and China Aluminum [2].
有色ETF基金(159880)盘中上涨,几内亚整顿矿权影响铝土矿供给,中国最大铜多头:“持续看多”
Xin Lang Cai Jing· 2025-05-20 06:18
Group 1: Market Performance - The Guozheng Nonferrous Metals Industry Index (399395) increased by 0.32% as of May 20, 2025, with notable gains from component stocks such as China Rare Earth (000831) up 2.58%, Guocheng Mining (000688) up 1.78%, and Shandong Gold (600547) up 1.27% [1] - The Nonferrous ETF Fund (159880) rose by 0.47%, with the latest price at 1.07 yuan [2] Group 2: Supply Chain Dynamics - The Guinean government is restructuring mining rights, significantly impacting bauxite supply, as Guinea accounts for 33% of global bauxite production in 2024, with the affected mines representing 12% of Guinea's total output [2] - The revocation of mining rights is seen as a warning regarding overdue mining fees and slow progress in alumina construction, rather than targeting major Chinese mining companies [2] Group 3: Investment Insights - A prominent figure in the copper market, the chairman of Zhongcai Futures, has accumulated nearly 90,000 tons of futures positions over 10 months, indicating strong confidence in copper and the Chinese economy despite geopolitical tensions [3] - Goldman Sachs previously projected that copper prices could reach $10,000 per ton by the end of 2025, supporting long-term investment strategies in the sector [3] Group 4: Index Composition - As of April 30, 2025, the top ten weighted stocks in the Guozheng Nonferrous Metals Industry Index (399395) include Zijin Mining (601899), Northern Rare Earth (600111), and China Aluminum (601600), collectively accounting for 52.1% of the index [3]