As of March 25, 2026, 10:38, the non-ferrous ETF Taikang (159163) once rose over 4% during the session, currently up 2.51%, with a turnover of 4.05% and a transaction volume of 8.2466 million yuan. The index tracking the CSI Non-ferrous Metal Mining Theme Index (931892) surged 2.46%, with component stocks such as CHIFENG GOLD rising 6.98%, Yunnan Zhenye up 5.64%, and Industrial Bank Silver Tin up 5.36%, along with other stocks like Zhongjin Gold and Shanjin International following suit.
With signs of easing in the geopolitical situation, oil prices have plummeted, and gold and silver have rebounded. In terms of news, the U.S. government has proposed a conflict resolution plan to Iran that includes 15 conditions, and the U.S. is considering promoting a month-long ceasefire to negotiate on these terms.
CITIC Securities believes that after the significant market surge in 2025, the upward momentum for non-ferrous metal prices and stock performance remains strong. Supply disruptions, localized high demand, and stockpiling behaviors provide strong support for metal prices. The increase in trading activity due to liquidity easing and the rise in risk aversion sentiment from geopolitical conflicts are expected to amplify the price elasticity of metals. They are optimistic about the allocation value in precious metals, industrial metals, battery metals, and strategic metals sectors.
The non-ferrous ETF Taikang (159163) closely tracks the CSI Non-ferrous Metal Mining Theme Index, which selects 40 listed companies with non-ferrous metal mineral resource reserves from the non-ferrous metal industry as index samples, reflecting the overall performance of listed companies in the non-ferrous metal mining theme.
Data shows that as of February 27, 2026, the top ten weighted stocks in the CSI Non-ferrous Metal Mining Theme Index (931892) are Zijin Mining, Luoyang Molybdenum, Northern Rare Earth, Huayou Cobalt, China Aluminum, Zhongjin Gold, Shandong Gold, Ganfeng Lithium, Industrial Bank Silver Tin, and Xiamen Tungsten, with the top ten weighted stocks accounting for a total of 52.57%. (The stocks listed above are only index components and are not intended as specific recommendations.)

RING

SLVP

As of March 25, 2026, the Non-ferrous ETF Taikang (159163) once rose over 4% during the session and is currently up 2.51%. The CSI Non-ferrous Metal Mining Theme Index (931892) increased by 2.46%, with constituent stocks such as CHIFENG GOLD and Yunnan Zhenye showing significant gains. Easing geopolitical risks and falling oil prices have driven a rebound in gold and silver. CITIC Securities pointed out that there is ample momentum for the rise in non-ferrous metal prices and recommended paying attention to the allocation value of precious metals and industrial metals sectors

腾讯新闻 - 财经

iShares MSCI Global Gold Miners

VanEck Gold Miners ETF

iShares MSCI Global Silver Miners

Taikang CSI Nonferrous Metal Mining ETF

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

China Southern CSI SWS Non-Ferrous Metal ETF

Pro Ultr GLD

Hwabao WP CSI Non-ferrous Metal ETF

Yinhua CSI Non-ferrous Metal ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

CHIFENG GOLD

SD-GOLD

Direxion Daily Gold Miners Bull 2X

China Merchants CSI Nonferrous Metal Mining ETF

The non-ferrous ETF Taikang rose over 4% at its peak during the session, as geopolitical risks eased, leading to a significant rebound in the non-ferrous sector