China Southern CSI SWS Non-Ferrous Metal ETF (512400) News

ETF Midday Review | Commercial space sector suffers heavy losses, with satellite industry ETF and GF satellite ETF plunging 9%.

Gelonghui, January 15th | The Shanghai Composite Index fell by 0.6% at midday, and the ChiNext Index dropped by 1.02%. The total market turnover amounted to 1.8952 trillion yuan, representing a decrease of 350.6 billion yuan compared to the previous trading day. Stocks related to AI applications, commercial aerospace, stablecoins, CRO, healthcare services, and autonomous driving concepts all declined. Retail and brokerage sectors led the declines. Conversely, energy metals and chemical sectors showed strength against the trend. In the ETF sector, non-ferrous metals continued their strong performance, with the Southern Fund Non-Ferrous Metals ETF, GF Fund Rare Metals ETF, and the China Merchants Non-Ferrous Mining ETF rising by 2.75%, 2.45%, and 2.4%, respectively. The lithium battery sector gained momentum.

Gelonghui FinanceJan 15 11:43

Express News | Seven public fund managers have submitted applications for color-themed index funds at the start of the year.

BreakingsJan 13 20:49

Last week, bond ETFs witnessed massive outflows exceeding RMB 60 billion, while equity ETFs recorded net inflows of RMB 7.765 billion. The Hang Seng Tech Index and satellite industry-related funds were among the top performers in attracting capital.

Last week, the ETF market saw a net outflow of 56.932 billion yuan.

Gelonghui FinanceJan 12 17:25

The list of top-performing ETFs for 2025 is here! Six ETFs have achieved returns exceeding 100%.

The list of top-performing ETFs for 2025 is here! The Communication ETF secured first place with a surge of 125.81% in annual gains; the Communication Equipment ETF ranked second with an increase of 121.37%; and the Mining ETF took third place, posting a rise of 106.11%. Additionally, the ChiNext Artificial Intelligence ETF (Huabao), the Colored Mining ETF (Zhaoshang), and the Industrial Nonferrous Metals ETF have all doubled in value within the year. A total of 15 ETFs, including the Nonferrous Metals ETF and the Gold Stocks ETF, have gained more than 90% year-to-date. (Gelonghui)

Gelonghui FinanceDec 31, 2025 21:39

CITIC Securities: Insights on Year-End Investment Choices from Record-High ETFs

From the perspective of allocation strategy, CITIC Securities still believes that a volatile market mindset dominated by structural opportunities should be adopted until unexpected changes in domestic demand occur.

Zhitong FinanceDec 28, 2025 15:33

ETF Market Close | A-share market extends gains for the eighth consecutive session with increased trading volume; the non-ferrous metal sector posts broad-based increases, with Mining ETF and Non-Ferrous Mining ETF (Zhaoshang) rising 4%.

Gelonghui December 26 | The Shanghai Composite Index closed up 0.1% on heavy volume, achieving an 8-day winning streak and approaching the 4,000-point mark. The total daily turnover of A-shares reached 2.18 trillion yuan, hitting a new monthly high. The non-ferrous metals sector surged across the board, with lithium battery upstream and midstream materials segments triggering a wave of limit-up surges. The commercial aerospace concept remained active, while the AI industry chain collectively retreated, with sectors related to lithography machines, OCS, and CPO experiencing widespread declines. In the ETF market, small-scale Hong Kong stock ETFs continued to rise, with the GF Fund Hang Seng ETF gaining 7.18%, bringing its latest premium rate to 16.96%. The non-ferrous metals sector maintained strong momentum, with Guotai Fund Mining ETF, Non-Ferrous Metals Mining ETF Merchants, and others performing well.

Gelonghui FinanceDec 26, 2025 15:15

ETF Midday Review | Mini Hang Seng ETF continues to rise, HSCEI ETF gains 7%.

Gelonghui December 26 | The Shanghai Composite Index experienced a slight decline in the morning session, falling by 0.19% at midday, while the ChiNext Index dropped by 0.15%, and the Shenzhen Component Index rose by 0.17%. The total market turnover reached 1.4648 trillion yuan, an increase of 252.9 billion yuan compared to the previous day's trading volume. The AI industry chain underwent a collective correction, with notable declines in CPO, liquid cooling, and high-speed copper concepts. Technology-related themes such as robotics and lithography machines generally took a breather. In contrast, the lithium battery supply chain surged against the trend, with the non-ferrous metals sector collectively accelerating. Both Luoyang Molybdenum and Zijin Mining hit record highs. The commercial aerospace concept began to diverge. In terms of ETFs, small-scale Hong Kong stock ETFs continued their upward trajectory, with Guangfa Fund Hang Seng.

Gelonghui FinanceDec 26, 2025 11:45

LME copper reaches a ten-year high! The only ETF in the non-ferrous metals sector with a scale of over 10 billion yuan (512400) rises by 1.3%, recording net inflows for five consecutive days.

Gelonghui, December 4th | Today, non-ferrous metal stocks in China's A-share market continued to rise. Among them, Yunnan Tin Co., Ltd. surged by 6%, Western Mining Co., Ltd. rose over 5%, and the Non-Ferrous Metals ETF (512400) increased by 1.3%, expanding its year-to-date gains to 82%. This ETF has seen net inflows for five consecutive days, with a total net inflow of RMB 325 million. In terms of news, driven by the weakening US dollar, supply concerns, and tight supplies in LME registered warehouses, the price of copper on the London Metal Exchange (LME) reached USD 11,540 per ton on Wednesday, marking the highest level since 2013. The main contract of the Shanghai copper futures surpassed the RMB 90,000 per ton mark, setting

Gelonghui FinanceDec 4, 2025 10:15

ETF Midday Review | A-share market rallies then retreats, AI applications lead declines, Film ETF and Online Consumption ETF both drop over 2%.

Gelonghui December 3rd | The three major A-share indices surged before retreating, with the ChiNext Index rising over 1% at one point. By midday, the Shanghai Composite Index was down 0.09%, the Shenzhen Component Index fell 0.19%, and the ChiNext Index dropped 0.5%. The half-day trading volume of the Shanghai, Shenzhen, and Beijing markets reached RMB 1.0756 trillion, an increase of RMB 19.5 billion compared to the previous day, with more than 3,500 stocks declining across the market. Themes such as AI applications, e-commerce, lithium mining, consumer electronics, stablecoins, solid-state batteries, and computing power weakened. Meanwhile, ultra-hard materials, coal, and non-ferrous metals sectors strengthened. In terms of ETFs, the non-ferrous metals sector led the gains, with the Industrial Non-Ferrous Metals ETF managed by Wanji Fund and China AMC's Non-Ferrous Metals ETF showing strong performance.

Gelonghui FinanceDec 3, 2025 11:44

ETF Market Close | Rare Metals Sector Rallies in the Afternoon; Rare Metals ETF, Rare Metals ETF Fund Rise by 2%

Gelonghui, October 30 | The three major A-share indices collectively declined today. By the close of trading, the Shanghai Composite Index fell by 0.73%, the Shenzhen Component Index dropped by 1.16%, the ChiNext Index decreased by 1.84%, and the Beijing Stock Exchange 50 Index (BSI 50) slid by 1.3%. The total trading volume of the Shanghai, Shenzhen, and Beijing markets reached RMB 2.4643 trillion, an increase of RMB 173.6 billion compared to the previous day. A total of 4,100 stocks across the market recorded declines. In terms of sector performance, energy metals, steel, quantum technology, batteries, wind power equipment, port shipping, and phosphorus chemical sectors led gains; whereas CPO, PET copper foil, coal mining and processing, gaming, lithography machines, and securities sectors were among the top decliners. Regarding ETFs, the rare metals sector...

Gelonghui FinanceOct 30, 2025 15:16

Gold prices surged for five consecutive days! The gold ETF (159834) rose 2.7%, while the non-ferrous metals ETF (512400) attracted net inflows of over RMB 4.4 billion in the past ten trading days.

Gelonghui, October 17 — The stock market experienced a sharp adjustment today, while gold prices hit record highs for the fifth consecutive day, driving the Gold ETF (159834) to surge by 2.7%, expanding its year-to-date gain to 60%. The Non-Ferrous Metals ETF (512400), which has risen 76% year-to-date, continues to attract net inflows of capital, with a total net inflow of RMB 4.49 billion over the past 10 trading days. News highlights: ① On Thursday, the U.S. Senate rejected the temporary funding bill for the tenth time, prolonging the government shutdown and amplifying market uncertainty due to delayed economic data releases. ② Two regional U.S. banks disclosed loan issues involving fraud allegations, sparking investor concerns.

Gelonghui FinanceOct 17, 2025 10:30

The non-ferrous metals ETF (512400), with a scale of tens of billions, has recorded net inflows for five consecutive days, exceeding RMB 4 billion in total.

Gelonghui, October 15th | The non-ferrous metal sector generally rose today. As of 10:02, Shenghe Resources surged over 7%, Shengxin Lithium Energy rose more than 5%, and the Non-Ferrous Metals ETF (512400) increased by 0.3%, with a cumulative rise of 79% year-to-date. This ETF has seen substantial net subscriptions for five consecutive days, with a total scale reaching RMB 4.07 billion, ranking first among non-ferrous metal thematic ETFs. Factors such as interest rate cuts by the Federal Reserve, tightening supply, and artificial intelligence-related capital expenditures have driven the strong performance of the non-ferrous metals sector this year. Rare earths, gold, silver, copper, and others have all hit record highs. The Bank of America Global Research team forecasts that gold prices will rise to

Gelonghui FinanceOct 15, 2025 10:10

The non-ferrous metals ETF (512400) has continued to rise, with a net inflow of 2.94 billion yuan over the past 20 days, and its latest scale exceeding 13.3 billion yuan.

Gelonghui, September 30th | Under the backdrop of record-high gold prices, expectations of interest rate cuts, and rising demand for safe-haven assets, the non-ferrous metals sector continues to rise. As of press time, the Non-Ferrous Metals ETF (512400) surged 3.51% today, exceeding 11% over the past five days, and surpassing 71% year-to-date. The Non-Ferrous Metals ETF is currently the only ETF in the market that tracks the CSI Shenwan Non-Ferrous Metals Index, covering core assets across the entire industrial chain, including copper, aluminum, lithium, rare earths, and gold. It focuses on key allocations in industry leaders such as Zijin Mining, Northern Rare Earth, Luoyang Molybdenum, Huayou Cobalt, and Chalco. This year, non-ferrous metals have led the market, with the Non-Ferrous Metals ETF (512...

Gelonghui FinanceSep 30, 2025 14:40

CITIC Securities: Resource security, corporate globalization, and technological competition remain the most significant structural market themes.

The bank emphasizes paying attention to industries with supply concentrated domestically and demand growth driven externally, where state-owned entities maintain sustained pricing power. It recommends focusing on sectors such as rare earths, cobalt, tungsten, phosphorus chemicals, pesticides, fluorine chemicals, and photovoltaic inverters.

Zhitong FinanceSep 28, 2025 19:41

Tightening copper supply + JPMorgan's bold call for gold prices to exceed $4,000 next year drive the 10-billion-yuan-scale non-ferrous metals ETF (512400) towards a three-day rally.

Gelonghui, September 26th | Copper-related stocks continued to strengthen today. As of 10:07, Baiyin Nonferrous and Jiangxi Copper rose over 5%, while Xingye Yinxi and Huayou Cobalt increased by 4.5% and 3.7%, respectively, driving the rise of the non-ferrous metals ETF (512400) by 0.73%, aiming for a three-day winning streak, with year-to-date gains expanding to 60%. News highlights: ① The world's second-largest copper mine, Grasberg in Indonesia, declared 'force majeure' and suspended operations following a mudslide accident, resulting in an estimated 35% drop in copper and gold production through 2026 compared to previous expectations; additionally, the Copper Branch of the China Nonferrous Metals Industry Association expressed strong opposition to 'internally competitive' practices within the copper smelting industry.

Gelonghui FinanceSep 26, 2025 10:08

Highlights from the Broker Morning Meeting: The innovative drug industry enters a rapid growth phase, with investment opportunities expected over the next 6-12 months.

At today's morning meeting of securities firms, Huatai Securities expressed that there should be a moderate return to cost-performance and sector momentum, with attention on domestic computing power chains, innovative drugs, and robotics. CITIC Securities pointed out the continued bullish outlook for energy storage and lithium battery sectors, while highlighting the long-term application trend of green methanol. Open Source Securities believes that the innovative drug industry is entering a rapid growth phase, with investment opportunities worth watching in the next 6-12 months.

cls.cnSep 15, 2025 08:40

CITIC Securities: Most of this round of market rally is related to overseas expansion. In terms of allocation, adhere to resources + new quality productivity + overseas expansion.

CITIC Securities believes that in the future, assessing whether fundamentals and liquidity are aligned should be done from a global exposure perspective rather than solely through the lens of the domestic economic cycle.

Zhitong FinanceSep 14, 2025 16:20

The national team has increased its holdings in these ETFs!

The shopping list is revealed!

Gelonghui FinanceSep 2, 2025 17:20

Express News | CITIC Securities: The sentiment index of A-shares is at a historically high level.

BreakingsAug 26, 2025 07:58

ETF Midday Review | The A-share market's trading volume has exceeded 2 trillion yuan in half a day, with CPO and rare earths leading the gains. The E Fund Rare Earth ETF has increased by 6%, while the Cathay Pacific AI ETF on the ChiNext has surged over 5

Gelonghui, August 25 | The Shanghai Composite Index rose by 0.86% in the afternoon session, while the ChiNext Index increased by 2.22%, reaching a three-year high. The total transaction volume in the Shanghai, Shenzhen, and Beijing markets was 2.1019 trillion yuan, an increase of 571.3 billion yuan from the previous day. Over 2,800 stocks across the market rose. The CPO and rare earth permanent magnet concepts led the gains strongly, with the real estate, non-ferrous metals, and liquor sectors showing strength from low positions; Vanke A hit the daily limit. The chip industry chain opened significantly higher but fluctuated at high levels; the banking, automotive, and tourism sectors went against the trend, showing declines. In the ETF market, the rare earth sector led strongly, with the E Fund Rare Earth ETF rising over 6%, and the Harvest and Fortune Rare Earth ETFs rising by 5.89% respectively.

Gelonghui FinanceAug 25, 2025 11:40