Huaan CSI Nonferrous Metal Mining ETF

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512400

159881

Aluminum prices have risen due to supply and demand imbalances. The Wind Aluminum Index saw a significant increase on January 28, with companies like ALCHA and NANSHAN ALUMINIUM hitting their price limits. Market analysis indicates that strong demand in the aluminum industry, coupled with domestic production capacity limited to 45 million tons, has further driven up aluminum prices

Wallstreetcn

Hwabao WP CSI Non-ferrous Metal ETF

China Southern CSI SWS Non-Ferrous Metal ETF

Guotai CSI Non-ferrous Metal ETF

ALCHA

Fullgoal CSI Industrial Non-ferrous Metal ETF

Yinhua CSI Non-ferrous Metal ETF

CHALCO

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

Wanjia CSI Industry Non-Ferrous Metal Theme ETF

GF CSI Rare Metals Theme ETF

Penghua Guozheng Non-ferrous Metal Industry ETF

NANSHAN ALUMINIUM

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

Yunnan Aluminium

Industry insiders: The imbalance between supply and demand further drives aluminum prices upward

601899

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

VanEck Gold Miners ETF

Zijin Mining

Newmont

Abrdn Gold ETF Trust

ChinaAMC Gold ETF

Invesco Db Precious Metals ETF

GLOBAL X Gold Explorers

SD-GOLD

iShares Gold Trust

Gold.com

ZHONGJIN GOLD

Pro Ultr GLD

Kinross Gold

SPDR Gold Shares

Agnico Eagle Mines

iShares MSCI Global Gold Miners

Taikang CSI Nonferrous Metal Mining ETF

China Merchants CSI Nonferrous Metal Mining ETF

Us Gbl GLD & Met

ChinaAMC CSI SH-SZ-HK Gold Industry Equity 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

Invesco Great Wall CSI Nonferrous Metal Mining ETF

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

Huaan CSI Nonferrous Metal Mining ETF(512940.SH)

Industry insiders: The imbalance between supply and demand further drives aluminum prices upward

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

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