--- title: "The grain sector continues to rise, fully covering the rotation of the bulk commodity sector, with a focus on bulk commodity ETFs" type: "News" locale: "en" url: "https://longbridge.com/en/news/280959084.md" description: "As of March 30, 2026, the GTJA Allianz SSE Bulk Commodity ETF (510170) rose by 1.00%, with significant gains in constituent stocks such as HACL and CHIFENG GOLD. This ETF is the only product tracking the SSE Bulk Commodity Stock Index, featuring an industry-balanced allocation advantage that effectively captures the rotation opportunities in commodities. The global aluminum market has surged due to geopolitical conflicts, and the grain sector continues to rise, with policies from the National Food and Strategic Reserves Administration supporting the development of the grain industry. Pacific Securities pointed out that grain prices have stabilized and are trending upward, and the profitability of the seed industry is expected to recover" datetime: "2026-03-30T05:19:09.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/280959084.md) - [en](https://longbridge.com/en/news/280959084.md) - [zh-HK](https://longbridge.com/zh-HK/news/280959084.md) --- # The grain sector continues to rise, fully covering the rotation of the bulk commodity sector, with a focus on bulk commodity ETFs As of March 30, 2026, 11:30, the GTJA Allianz SSE Bulk Commodity ETF (510170) rose by 1.00%, with an intraday turnover of 1.99%, totaling 12.2918 million yuan. The constituent stock HACL increased by 9.98%, CHIFENG GOLD rose by 7.04%, Nanshan Aluminum climbed by 6.10%, and stocks such as Shandong Gold and China Aluminum also followed suit. The GTJA Allianz SSE Bulk Commodity ETF (510170) is the only ETF in the market that tracks the SSE Bulk Commodity Stock Index. It is the earliest product among similar offerings, with outstanding long-term performance and a sustained upward momentum. The GTJA Allianz SSE Bulk Commodity ETF (510170) has the advantage of balanced industry allocation, with the top five industries being non-ferrous metals, coal, basic chemicals, oil and petrochemicals, and steel, achieving comprehensive coverage of the core industrial chain of bulk commodities. It can effectively capture the cyclical opportunities of bulk commodities, with outstanding risk diversification capabilities and promising growth potential. On the news front, on March 30, the global bulk commodity market faced a geopolitical black swan impact. The incident of Iran attacking core aluminum production facilities in the UAE and Bahrain continues to escalate, directly triggering a surge in the global aluminum market. The London Metal Exchange (LME) aluminum price soared over 4% in early trading, reaching a high of $3,492 per ton, with the aluminum sector in both A-shares and Hong Kong stocks experiencing a full breakout. In addition, the grain sector continued to rise today. The National Food and Strategic Reserves Administration recently stated that the "14th Five-Year" plan outlines the direction for the development of the grain industry. Large-scale equipment upgrades in grain processing and projects to improve the quality and efficiency of grain circulation are promoting the transformation and upgrading of grain enterprises. The implementation of the whole grain action plan is expanding new market space for grain and oil products, and the continuous stabilization of grain storage and regulation ensures a stable grain supply. All these factors create favorable conditions and strong support for the high-quality development of China's grain industry. Pacific Securities pointed out that grain prices have stabilized and are trending upward, with the grain industry experiencing a recovery from the bottom. Since the beginning of 2026, domestic grain prices have stabilized and risen, with wheat prices leading the increase. During the same period, overseas grain prices have also shown an upward trend from the bottom, with significant increases mainly due to the cyclical price rises of bulk commodities and recent price hikes in fertilizers caused by the ongoing conflict between the U.S., Israel, and Iran. As grain prices rise from the bottom, profitability in the grain planting sector is expected to recover, and the seed industry, as a post-cycle sector, is also likely to gradually recover its profitability. The GTJA Allianz SSE Bulk Commodity ETF (510170) closely tracks the SSE Bulk Commodity Stock Index, which selects securities from large-scale, liquid bulk commodity production companies listed on the Shanghai Stock Exchange as index samples, using an equal-weighted method to reflect the overall performance of bulk commodity securities in the Shanghai market. The GTJA Allianz SSE Bulk Commodity ETF (510170) has off-exchange connections (Class A: 257060; Class C: 015577) ### Related Stocks - [600598.CN](https://longbridge.com/en/quote/600598.CN.md) - [510170.CN](https://longbridge.com/en/quote/510170.CN.md) - [600988.CN](https://longbridge.com/en/quote/600988.CN.md) ## Related News & Research - [Pure Hedge - Livestock and Grain](https://longbridge.com/en/news/286970592.md) - [FCI to raise ₹50,000 crore short-term loan for foodgrain operations](https://longbridge.com/en/news/286742942.md) - [Russia has attempted to export grain from Crimea with US companies involved, Zelenskiy says](https://longbridge.com/en/news/286768913.md) - [Hormuz closure could trigger 'agrifood shock', price crisis within a year, FAO warns](https://longbridge.com/en/news/287053263.md) - [Moody's warns Indonesia commodity export plan a risk for miners, may distort market](https://longbridge.com/en/news/287189514.md)