China Universal CSI Subdivision Non-Ferrous Metal Industry Theme ETF

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%

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%

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 Increases Short Position in Tianqi Lithium H Shares

Zijin Mining Reports Significant Q1 2026 Growth

JPMorgan Cuts Stake in CMOC by 2.139 Million Shares

Morgan Stanley Increases Holdings in Tianqi Lithium

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603993

601600

561330

159876

159871

512400

159880

159690

560860

159157

516650

159652

Trump claims the war against Iran is "over," and the non-ferrous metal ETF Tianhong (159157) saw a net subscription of over 70 million shares during the session, with a transaction amount reaching 150 million yuan, valued at more than 61% lower than the past decade. This ETF tracks the Industrial Non-Ferrous Index, with the top five constituent stocks including CMOC and CHALCO. Recently, the ETF has attracted capital for 41 consecutive trading days, with a net inflow of 4.304 billion yuan, setting a new record in scale. The non-ferrous metal concept in the market has declined, with related constituent stocks generally falling

腾讯新闻 - 财经

CMOC

CHALCO

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

Hwabao WP CSI Non-ferrous Metal ETF

Yinhua CSI Non-ferrous Metal ETF

China Southern CSI SWS Non-Ferrous Metal ETF

Penghua Guozheng Non-ferrous Metal Industry ETF

China Merchants CSI Nonferrous Metal Mining ETF

Wanjia CSI Industry Non-Ferrous Metal Theme ETF

Tianhong CSI Industrial Non-ferrous Metal ETF

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

Guotai CSI Non-ferrous Metal ETF

GF CSI Rare Metals Theme ETF

CHINATUNGSTEN HIGHTECH

NANSHAN ALUMINIUM

Yunnan Aluminium

CNRE

Accendra Health

Southern Copper

Trump claims the war between the U.S. and Iran is "over," the non-ferrous metal ETF Tianhong (159157) saw a net subscription of over 70 million shares during the session, with a transaction amount reaching 150 million yuan, and its valuation is lower than over 61% of the time in the past decade

000819

细分有色

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

Non-ferrous Metal

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

159819

159326

Year-to-date, industry-themed ETFs in sectors such as grid equipment, chemicals, semiconductor materials and equipment, and non-ferrous metals have recorded significant net capital inflows of RMB 24.5 billion, RMB 21.795 billion, RMB 19.2 billion, and RMB 8.288 billion, respectively. Some sub-sectors have benefited from the drive of artificial intelligence, becoming key choices for capital allocation

Wallstreetcn

E Fund Artificial Intelligence ETF

ChinaAMC CSI Grid Equipment Thematic ETF

Guotai Hang Seng China A Power Grid Equipment ETF

Ping An CSI Artificial Intelligence ETF

Hwabao WP CSI Subdivision Chemical Industry Theme ETF

Guotai CSI Subdivision Chemical Industry Theme ETF

Fullgoal CSI Subdivision Chemical Industry Theme ETF

ChinaAMC CSI Artificial Intelligence ETF

ChinaAMC Guozheng Semiconductor Chip ETF

Multiple Sub-sector ETFs Achieve Significant Net Inflows Year-to-Date

CENX

600219

LME aluminum climbed to a four-year high, while a key spread indicator measuring spot supply tightness surged sharply—the premium for spot against three-month futures jumped 37% to $91.50 per ton, marking the largest backwardation since 2007 and signaling that traders are willing to pay premiums to secure physical supplies

- The London aluminum market is signaling its strongest supply tightness in nearly two decades, with LME aluminum futures reaching a four-year high.  
- This surge follows the U.S. announcement of a blockade in the Strait of Hormuz and Emirates Global Aluminum declaring force majeure due to production disruptions from Iranian attacks, exacerbating an already vulnerable supply chain.  
- Analysts warn that the intensifying supply crunch, reflected in unprecedented backwardation price signals, will lead to sustained cost pressures for traders and industrial users amidst ongoing geopolitical risks in the Middle East.

Century Aluminum

Alcoa

Invesco DB TR Base Metals ETF

A Low-Key Battle for Aluminum is Unfolding

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As of April 9, 2026, the CSI Industrial Non-Ferrous Metal Theme Index rose by 0.62%, and the Bosera Industrial Non-Ferrous Metal ETF increased by 0.58%, marking a three-day consecutive rise. LME metal prices generally increased, with copper futures rising by 3.06% and aluminum futures by 0.13%. The price center of rare earths has shifted upward, with a tight balance between supply and demand, and Guotai Junan is optimistic about the investment value of rare earths. The Bosera Industrial Non-Ferrous Metal ETF closely tracks the CSI Industrial Non-Ferrous Metal Theme Index, reflecting the overall performance of related listed companies

Bosera CSI Industrial Non-ferrous Metal ETF

LME metals rose broadly, the non-ferrous sector showed signs of recovery, and the industrial non-ferrous metal ETF Bosera increased by 0.58%, aiming for a three-day winning streak

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On April 8, 2026, the Non-Ferrous Metal ETF ChinaAMC (516650) rose by 6.43%, and the CSI Subdivision Non-Ferrous Metal Industry Theme Index (000811) increased by 6.15%. The market sentiment was boosted by the easing of geopolitical tensions and the rebound in manufacturing PMI. Huatai Securities is optimistic about the oversold rebound opportunities in the non-ferrous metal sector, believing that the fundamentals supporting gold and industrial metals remain intact, while rare earths and other minor metals show strong resilience, making the overall recovery opportunities worth paying attention to

Zijin Mining

MOON-TECH

ZHONGJIN GOLD

The non-ferrous metal ETF rose 6.43% during the session, with institutions optimistic about the oversold rebound opportunities in the non-ferrous metal sector

After the ceasefire between the U.S. and Iran, the Tianhong (159157) non-ferrous metal ETF's underlying index rose 4.07% during intraday trading, with subscription amounts reaching 1 million shares and a transaction volume of 13.6151 million yuan. This ETF has achieved a net inflow of 4.384 billion yuan over the past 36 trading days, with a scale reaching 5.695 billion yuan, setting a new high since its listing. The industrial non-ferrous index has increased by 108.86% over the past year, and its current valuation is at the 37.04th percentile over the past decade, providing a cost-performance advantage. Due to the impact of geopolitical conflicts in the Middle East, aluminum production capacity has been disrupted, while domestic macro data is showing signs of recovery, indicating a strong industry fundamental

Ceasefire between the U.S. and Iran! The Tianhong (159157) Non-Ferrous Metal ETF's underlying index surged over 4% during the session, with the current valuation being lower than over 60% of the time in the past decade

Last week, the Yinhua CSI Non-ferrous Metal ETF (159871) saw a cumulative net inflow of over 177 million yuan, with a net subscription of 9.5 million shares during the trading session. On April 7th, the CSI Non-ferrous Metal Index rose by 0.62%, and related stocks performed well. Huayuan Securities analysis suggests that copper prices are expected to rise in the medium to long term, as the supply and demand for copper mines may shift towards a shortage. Guotou Securities pointed out that the probability of the Federal Reserve cutting interest rates is low, the impact of oil prices on China is limited, and the demand for new energy is expected to exceed expectations

Last week, the total "capital absorption" exceeded 177 million yuan, with the non-ferrous ETF Yinhua (159871) receiving a net subscription of 9.5 million shares in real-time during trading. Institutions: Copper prices are expected to rise in the medium to long term

As of April 3rd, Wanjia CSI Industry Non-Ferrous Metal Theme ETF (560860) has accumulated a rise of over 90%, closing at 1.6 yuan, with a decline of 1.35%. The CSI Industry Non-Ferrous Metal Theme Index tracked by this ETF has the highest copper and aluminum content, accounting for 32.1% and 18.7% respectively, closely related to economic recovery. This index covers strategic resources such as copper, aluminum, and rare earths, becoming an efficient tool for investing in the non-ferrous metal sector

The only industrial non-ferrous ETF with a scale exceeding 10 billion, Wanjia, has accumulated a rise of over 90% in the past year, with the highest "copper and aluminum content," and is the only margin trading target in its category

The Non-Ferrous Metal ETF Tianhong (159157) had a net subscription of 127 million units last Friday, becoming the top fund of its kind in the Shenzhen market, with a transaction amount of 204 million yuan. This ETF has achieved a net inflow of 4.889 billion yuan over the past 29 trading days, with the latest scale reaching 5.007 billion yuan. Its underlying index covers industries such as copper, aluminum, and gold, and the current valuation is below 63.49% of the time over the past decade, providing a cost-performance advantage. The industrial non-ferrous sector is boosted by multiple factors, including corporate profit growth and supply-side disruptions

The non-ferrous metal ETF Tianhong (159157) had a net subscription of 127 million units last Friday, ranking first among the same category in the Shenzhen market, with a valuation lower than over 60% of the time in the past decade

China Universal CSI Subdivision Non-Ferrous Metal Industry Theme ETF(159652.SZ)

Trump claims the war between the U.S. and Iran is "over," the non-ferrous metal ETF Tianhong (159157) saw a net subscription of over 70 million shares during the session, with a transaction amount reaching 150 million yuan, and its valuation is lower than over 61% of the time in the past decade

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

Multiple Sub-sector ETFs Achieve Significant Net Inflows Year-to-Date

A Low-Key Battle for Aluminum is Unfolding

LME metals rose broadly, the non-ferrous sector showed signs of recovery, and the industrial non-ferrous metal ETF Bosera increased by 0.58%, aiming for a three-day winning streak