Taikang CSI Nonferrous Metal Mining ETF

Natural Resources Department Invests Over 500 Billion Yuan in Exploration Funds During the 14th Five-Year Plan Period

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Geopolitical tensions are easing, bringing favorable conditions for the non-ferrous mining sector. The Guotai mining ETF (561330) rose over 1.6% during intraday trading on April 20. Dongfang Securities pointed out that although the ongoing geopolitical tensions will exacerbate short-term volatility in non-ferrous metals, signs of overall easing are gradually emerging. Market pricing for non-ferrous metals will increasingly anchor on the Federal Reserve's policy path and the supply and demand of various commodities. Against the backdrop of the domestic spot market's peak season, downstream companies' willingness to take delivery continues, and copper and aluminum inventories are being reduced, indicating a gradual recovery in demand. The Guotai mining ETF tracks the non-ferrous mining index, focusing on upstream companies with mineral resources

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Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

China Merchants CSI Nonferrous Metal Mining ETF

DFZQ

As geopolitical tensions ease, the non-ferrous mining sector welcomes favorable conditions, with the Guotai mining ETF (561330) rising over 1.6% during trading

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The Middle East conflict has disrupted the global aluminum supply chain, with global aluminum inventory remaining at only 9 days, the lowest level in 20 years. A JP Morgan report pointed out that aluminum smelters in Abu Dhabi and Bahrain were attacked, and it is expected that aluminum production in the Middle East will decline by 36% year-on-year by 2026, resulting in a loss of about 2.4 million tons, marking the first year-on-year contraction in global aluminum production. Other regions will find it difficult to fill this gap in the short term

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

Tianhong CSI Industrial Non-ferrous Metal ETF

JPMorgan Chase

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

Global aluminum inventory is only: 9 days!

As of April 14, 2026, the Taikang Nonferrous Metal Mining ETF rose by 1.56%, and the CSI Nonferrous Metal Mining Index increased by 1.72%. Among 57 listed companies in the nonferrous sector, 73.68% achieved year-on-year net profit growth. Aluminum prices rose due to the situation in the Middle East, with LME aluminum prices reaching a four-year high. Guohai Securities pointed out that the expectation of production cuts in the aluminum industry remains in the short term, while the long-term supply increase is limited, and there are growth points in demand, indicating that the industry's high prosperity is expected to continue

The performance of the non-ferrous sector is impressive, with the Taikang Nonferrous Metal Mining ETF rising over 1%. The expectation of production cuts strengthens, and the high prosperity of the aluminum industry is expected to continue

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RING

On April 8th, the Invesco Great Wall Non-ferrous Metal ETF (560290) rose by 5.61%, influenced by the positive news of a two-week ceasefire agreement between the U.S. and Iran. Component stocks such as CMOC and ZHONGJIN GOLD rose over 8%, while CHIFENG GOLD increased by more than 7%. Huatai Securities is optimistic about the oversold rebound opportunities in the non-ferrous metal sector, believing that gold prices typically rebound quickly after the end of geopolitical conflicts, and the fundamentals supporting industrial metals remain intact. It is an opportune time to invest in the non-ferrous metal sector

Penghua Guozheng Non-ferrous Metal Industry ETF

EFUND GOLD MI-R

Hwabao WP CSI Non-ferrous Metal ETF

CMOC

Microsectors Gold Miners 3x Leveraged ETN

CHIFENG GOLD

VanEck Gold Miners ETF

GF CSI Rare Metals Theme ETF

Sprott GLD Miners Etf

SD-GOLD

iShares MSCI Global Gold Miners

China Southern CSI SWS Non-Ferrous Metal ETF

Abrdn Gold ETF Trust

Kinross Gold

iShares Gold Trust

Guotai CSI Non-ferrous Metal ETF

EFUND GOLD MI ETF

Yinhua CSI Non-ferrous Metal ETF

Agnico Eagle Mines

SPDR Gold Minishares

Us Gbl GLD & Met

ZHONGJIN GOLD

Newmont

GLOBAL X Gold Explorers

Invesco Great Wall CSI Nonferrous Metal Mining ETF

Direxion Daily Gold Miners Bull 2X

Roundhill Gold Miners Weeklypay ETF

The US and Iran "ceasefire for two weeks," the Invesco (560290) non-ferrous metal ETF rises nearly 5%!

On March 25th, the mining ETF Guotai (561330) surged over 4% during trading. Western Securities pointed out that the supply and demand for industrial metals is improving, and the National Development and Reform Commission's encouragement of large aluminum oxide companies to merge and restructure will promote industry consolidation and improve the market supply-demand imbalance. The financial attributes of copper are worth noting, and the prices of strategic metals may rise. The mining ETF Guotai tracks the non-ferrous metal mining index, with a growth rate of 106.11% by 2025, ranking first in the non-ferrous sector. Investors should be cautious and understand the risks and return characteristics of the fund

The Guotai Mining ETF (561330) surged over 4% during the trading session, as the supply and demand for industrial metals improved. Pay attention to the allocation value of the Guotai Mining ETF (561330) with "mines at home."

SLVP

As of March 25, 2026, the Non-ferrous ETF Taikang (159163) once rose over 4% during the session and is currently up 2.51%. The CSI Non-ferrous Metal Mining Theme Index (931892) increased by 2.46%, with constituent stocks such as CHIFENG GOLD and Yunnan Zhenye showing significant gains. Easing geopolitical risks and falling oil prices have driven a rebound in gold and silver. CITIC Securities pointed out that there is ample momentum for the rise in non-ferrous metal prices and recommended paying attention to the allocation value of precious metals and industrial metals sectors

iShares MSCI Global Silver Miners

Pro Ultr GLD

The non-ferrous ETF Taikang rose over 4% at its peak during the session, as geopolitical risks eased, leading to a significant rebound in the non-ferrous sector

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Lianhua Asset Partner Hong Hao stated that gold may become the anchor for global asset valuation, and he expects the Chinese capital market to remain robust in 2026. He believes that the commodity cycle will transmit along the path of "precious metals - non-ferrous metals - energy," bringing sector rotation opportunities. Hong Hao advises investors to build an "all-weather" portfolio by selecting low-correlation or negatively correlated asset classes to diversify risk

Wallstreetcn

Zijin Mining

ChinaAMC Gold ETF

Invesco Db Precious Metals ETF

Fullgoal CSI Industrial Non-ferrous Metal ETF

Gold.com

SPDR Gold Shares

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

Huaan CSI Nonferrous Metal Mining ETF

Abrdn Precious Metals Basket ETF Trust

Lianhua Asset's Hong Hao: Gold has become the global asset valuation anchor, and there are still opportunities in China's non-ferrous metal sector

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Global mining stocks are becoming a new favorite for fund managers, driven by AI prosperity and tight supply of key minerals, pushing the industry into a new "super cycle." Metal and mining indices have significantly outperformed tech giants. As investment logic shifts from cyclical drivers to structural demand, while mining stock valuations have risen sharply, they still remain at historical lows. The industry is active in mergers and acquisitions, with institutions having differing views on price prospects, but a long-term bullish sentiment prevails

- The global mining stocks are rapidly rising to the top of fund managers' allocation lists, driven by a surge in metal demand due to the AI boom and tightening supply of key minerals.  
- Since early 2025, the MSCI Metals and Mining Index has increased nearly 90%, outpacing sectors like semiconductors and technology, with copper prices rising by 50% during this period.  
- Despite recent gains, the mining sector remains undervalued, presenting opportunities for mergers and acquisitions rather than new projects as firms seek to optimize their portfolios.

Rio Tinto plc

JCCL

VanEck Vectors Gold Miners UCITS ETF

Global X Copper Miners

iShares Copper and Metals Mining ETF

Invesco DB TR Base Metals ETF

Sprott Copper Miners ETF

Sprott Junior Copper Miners ETF

ERO Copper

 BHP Group Ltd

Freeport Mcmoran

Global X Silver Miner

BHP Group Plc

SPDR S&P Mtls & Mng

Teck Resources B

Antofagasta plc

United States Copper Index

ETFS Capital Ltd.

Southern Copper

Hudbay Minerals

VanEck Vectors Junior Gold Miners UCITS ETF

Rio Tinto Limited

ISHRS MSCI Glb Slct Met & Mining

VanEck Junior Gold Miners ETF

Van Eck Associates Corp.

Rio Tinto

The increase far exceeds that of chips and Mag 7, global mining stocks have become the "top allocation target" for fund managers

Taikang CSI Nonferrous Metal Mining ETF(159163.SZ)