As of 13:00 on April 8, the Non-ferrous ETF Invesco (560290) rose by 5.61%. Among the constituent stocks, CMOC and ZHONGJIN GOLD rose over 8%, while CHIFENG GOLD rose over 7%. Ganfeng Lithium rose over 1%.
In terms of news, on April 8, the situation in the Middle East eased, with Iran and the U.S. reaching a two-week ceasefire agreement, and the Strait of Hormuz fully reopened. Boosted by this positive news, global risk appetite rebounded, with gold, copper, aluminum, and rare earths all strengthening, leading to a collective rebound in the A-share non-ferrous metal sector in the morning session.
Huatai Securities is optimistic about the oversold rebound opportunities in the non-ferrous metal sector: historically, gold tends to rebound quickly after geopolitical conflicts end, and central banks' continuous purchases provide bottom support for gold prices; in terms of industrial metals, supply is tight at the copper mine end, and domestic inventories are being depleted, while the aluminum sector's Middle Eastern production risk has not been fully priced in, with fundamental support still present for both; for minor metals, varieties such as rare earths, tungsten, molybdenum, and cobalt are catalyzed by geopolitical conflicts, with expectations for strategic reserves and military stockpiling continuously strengthening, and supply is highly concentrated domestically, making external shocks difficult to replace, highlighting their resilience and mid-term allocation value, making the overall repair opportunity after the overselling worthy of active attention.
Targeting the CSI Non-ferrous Metal Mining Theme Index, easily position in leading upstream resource companies! The Non-ferrous ETF Invesco (560290) tracks the CSI Non-ferrous Metal Mining Theme Index, focusing on listed companies with reserves of non-ferrous metal mineral resources, with strong hard power among constituent stocks. Compared to similar indices, it focuses more on upstream mining in industry coverage, excluding downstream application sectors such as aerospace equipment and semiconductor materials, highlighting resource attributes.
The constituent stocks cover various industrial metals such as copper, lithium, rare earths, cobalt, and aluminum, as well as precious metals like gold and silver. The &#34;Industrial Metals + Precious Metals&#34; combination fully releases elasticity during demand-driven periods in new energy and high-end manufacturing, while precious metal assets like gold provide defensive attributes; with multiple positive factors resonating currently, now may be the right time to position in the non-ferrous metal sector.
The above data is sourced from Wind and public information, as of 2026/4/7. Risk warning: The market has risks, and investment should be cautious!

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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

腾讯新闻 - 财经

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