Likes ReceivedAluminum and lithium rally together; Non-ferrous Metals ETF Huaxia (516650) and Industrial Non-ferrous Metals ETF Huaxia (515040) both rose over 4%
On July 23, the aluminum-lithium concept strengthened in tandem, with related non-ferrous metal ETFs leading the gains. As of 11:00, the Huaxia Non-Ferrous Metal ETF (516650) rose by 4.83%, with a latest quote of 1.8 yuan. The intraday trading volume reached 128 million yuan, and all held stocks rose across the board. Nanshan Aluminum and Guocheng Mining both hit the daily limit up, Zhongkuang Resources rose by 7.99%, Western Mining rose by 7.48%, and Tianshan Aluminum rose by 7.45%. The Huaxia Industrial Non-Ferrous Metal ETF (515040) gained 4.38%.
The disclosure of mid-year report forecasts indicates that the non-ferrous metal sector continues to maintain high prosperity. Among the sub-sectors of the non-ferrous index, 35 companies disclosed their mid-year report forecasts, with positive net profit data and year-on-year growth for all 35 enterprises. The average year-on-year growth rate reached 280%.
Guotai Haitong Securities analysis points out that the long-term logic for precious metals remains solid, and geopolitical changes in the Middle East do not alter this trend. The timing for long-cycle positioning is gradually arriving. On the stock side, multiple listed companies have announced pre-increase announcements for H1 2026 performance, with all showing significant year-on-year growth. There is room for valuation repair. Meanwhile, attention should be paid to new material track targets benefiting from the AI industry chain, which have larger performance elasticity. In addition, policy controls on the rare earth supply side are becoming increasingly strict and standardized. The rigidity of the future rare earth supply side is expected to further highlight, and we continue to be bullish on the investment value of rare earths as key strategic resources.
The Huaxia Non-Ferrous Metal ETF (516650, OTC feeder funds 016707/016708/021534) closely tracks the CSI Sub-Segmented Non-Ferrous Metal Industry Theme Index, focusing on industrial metals such as gold, copper, and aluminum; minor metals such as rare earths, tungsten, and molybdenum; and energy metals such as lithium and cobalt. Copper content is 32.3%, gold-copper content is 41.5%, and the combined gold-copper-aluminum content is 52.17%, all being the highest in the track. Computing power metal content is 56.68%, and it has the largest scale among indices with the same index, helping investors one-click layout into the non-ferrous metal track!
Huaxia Industrial Non-Ferrous Metal ETF (515040) focuses on industrial metals such as copper, aluminum, lead, and zinc, with a content exceeding 51%. It is suitable for those who are optimistic about the recovery of the manufacturing industry and pursue a relatively pure industrial attribute, with the lowest fee rate among peers!、
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