Non-ferrous Metal

Ganfeng Lithium Secures Orders Through H1 2027, Capacity Fully Booked, Plans 50% Output Increase Next Year

BlackRock Reduces Stake in Shandong Gold from 6.39% to 5.46%

Chifeng Gold adjusts H-share placement price to 29.82 HKD/share due to ex-rights and ex-dividend

Citi Maintains Buy Rating on CMOC with HK$29.3 Target; Copper Output Unaffected by Sulfur Price Hike

CITIC Asset Management Reduces China Aluminum Stake by 12.63 Million Shares on May 15, Raising About 134 Million HKD

Baillie Gifford sells 2.6 million shares of Ganfeng Lithium for approx 201 million HKD

Zijin Longxing Delivers First Batch of Electric Dump Trucks to Julong Copper Mine, Achieving Commercialization

China's April Rare Earth Exports Up 35.1%, Alumina Exports Surge 96.6%

Citigroup Analyst Maintains Buy Rating on JL MAG, Sets Target Price at 38.20 HKD

HSBC Maintains Buy Rating on CMOC, Sets Target Price at 25.30 HKD

Schroders increases stake in Shandong Gold by 2.6 million shares to 5.03%

UBS Group AG Increases Stake in Tianqi Lithium by 110,000 Shares to 8.02%

Zijin Mining to Hold Annual General Meeting on June 5, Proposes Dividend of 3.8 CNY per 10 Shares

HSBC Research Releases H-Share Copper Report: Zijin, CITIC, and Meiliyun Get Buy Ratings

Morgan Stanley Increased Holding in Tianqi Lithium by Approx. HK$21.41 Million on May 11

Tianqi Lithium Issues 1.43 Million New H Shares for Convertible Bond Conversion

Baillie Gifford Reduces Holding in Ganfeng Lithium by 2.4971 million Shares

UBS Increased Its Stake in Jinfu Magnetics to 6.04%

Jinli Magnetics Collaborates with Top Tech Firm on Embodied Robot Motor Rotor Development and Delivers Small Batch Products

000819

512400

As of April 15, 2026, the China Southern CSI SWS Non-Ferrous Metal ETF (512400) traded 1.063 billion yuan, while the tracked CSI SWS Non-Ferrous Metal Index (000819) fell by 1.67%. Institutional analysis suggests that gold benefits from improved risk appetite, copper prices are strong due to increased expectations of supply disruptions, aluminum prices are performing well due to supply contraction in the Middle East, and lithium prices may see a rebound against the backdrop of supply revisions. Overall, the non-ferrous metal market is gradually returning to supply and demand logic, which is expected to drive prices up

腾讯新闻 - 财经

China Southern CSI SWS Non-Ferrous Metal ETF

Zijin Mining

ZIJIN MINING

CMOC

CNRE

CHALCO

Huayou Cobalt

Ganfeng Lithium

GANFENGLITHIUM

ZHONGJIN GOLD

SD-GOLD

SD GOLD

CHIFENG GOLD

Yunnan Aluminium

China Gold

CHINAGOLDINTL

The tight supply and demand support the price center of non-ferrous metals. The non-ferrous metal ETF under Southern Fund, Southern Support, seizes the opportunity for the recovery of the non-ferrous market

细分有色

516650

159157

159690

159652

560860

The A-share non-ferrous metal industry showed strong performance in the 2025 annual report, with over 70% of companies experiencing year-on-year net profit growth, and 92.86% of enterprises forecasting positive results in the first quarter of 2026. Analysts believe that the increase in demand for industrial products is the main factor, as PPI data has continued to rise since October 2025, driving up non-ferrous metal prices. Changes in the supply and demand structure have also affected industry performance, with the strong performance of small metals such as rare earths, tungsten, and antimony being seen as a result of strategic reassessment rather than short-term speculation

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

Tianhong CSI Industrial Non-ferrous Metal ETF

China Merchants CSI Nonferrous Metal Mining ETF

China Universal CSI Subdivision Non-Ferrous Metal Industry Theme ETF

Wanjia CSI Industry Non-Ferrous Metal Theme ETF

SWSC

Over 70% of companies in the A-share non-ferrous metal sector saw an increase in net profit last year, with a positive forecast rate exceeding 90% in the first quarter

399395

159880

Wind data shows that as of 5:00 PM on April 13, 57 non-ferrous metal listed companies in A-shares have disclosed their 2025 annual reports, with 42 companies achieving year-on-year growth in net profit attributable to the parent company, accounting for approximately 73.68%. Looking at the first quarter 2026 performance forecasts, 14 non-ferrous metal listed companies in A-shares have disclosed their forecasts so far, with 13 companies issuing positive forecasts, representing a positive forecast ratio of approximately 92.86%. (China Securities Journal)

Wallstreetcn

CNI NONFERROUS METAL

Penghua Guozheng Non-ferrous Metal Industry ETF

Strong Product Supply and Demand Boost Sector Sentiment, Non-ferrous Metal Listed Companies Deliver Impressive Earnings

159980

159876

159881

The Nikkei index fell sharply by 1,857 points, a decline of 3.5%, closing at 51,515 points. The market experienced a risk-off sell-off due to inflation concerns triggered by the tense situation in the Middle East and rising oil prices. Several heavy industry, metal, and shipping stocks were under pressure, with JX Metals dropping by 11.1%. Additionally, artificial intelligence and semiconductor stocks also generally declined, with SoftBank falling by 1.4%

AASTOCKS

Dacheng Non-Ferrous Metal Futures ETF

Hwabao WP CSI Non-ferrous Metal ETF

Guotai CSI Non-ferrous Metal ETF

Huaan MUFG N225 ETF(QDII)

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

Yinhua CSI Non-ferrous Metal ETF

CSOP NIKKEI225

GF CSI Rare Metals Theme ETF

Pro Ultrshrt Yen

The Nikkei index closed down 1,857 points or 3.5%, with heavy industry, metal, and shipping stocks under pressure; JX Metals fell 11%

515070

159819

Yang Delong analyzed the investment main line of the capital market in 2026. Despite the recent market adjustments, it is expected that A-shares will continue a slow bull market. The investment strategy will shift to the "new dumbbell strategy," with one end focused on the technology innovation sector and the other end on "HALO assets," which refer to heavy asset and low elimination industries. These industries remain competitive in the AI era, especially the petrochemical and non-ferrous metal sectors, which are performing well. Investors need to pay attention to the performance verification phase of core competitive technology stocks

ChinaAMC CSI Artificial Intelligence ETF

E Fund Artificial Intelligence ETF

GF Fund CNI Semiconductor Chips ETF

Guotai CES Semiconductor Chip Industry ETF

Yinhua CSI Research Sector 100 ETF

E Fund SSE STAR Chip Design Thematic ETF

E Fund CSI Chip Industry ETF

Ping An CSI Artificial Intelligence ETF

Wanjia CSI Artificial Intelligence ETF

Yang Delong: The Main Investment Line of the Capital Market in 2026

159562

Oil and gas, non-ferrous tungsten, military industry, gold and other sectors lead the rise, with over 1,200 stocks in Shanghai, Shenzhen, and Beijing rising

Non-ferrous Metal(000819.SH)

The tight supply and demand support the price center of non-ferrous metals. The non-ferrous metal ETF under Southern Fund, Southern Support, seizes the opportunity for the recovery of the non-ferrous market

Over 70% of companies in the A-share non-ferrous metal sector saw an increase in net profit last year, with a positive forecast rate exceeding 90% in the first quarter

Strong Product Supply and Demand Boost Sector Sentiment, Non-ferrous Metal Listed Companies Deliver Impressive Earnings

The Nikkei index closed down 1,857 points or 3.5%, with heavy industry, metal, and shipping stocks under pressure; JX Metals fell 11%

Yang Delong: The Main Investment Line of the Capital Market in 2026