ChinaAMC Non-Ferrous Metals ETF and Rare Metals ETF dip in trading; institutions say industrial metals allocation value stands out

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โดย Jiemian·Read original
Summary · why it matters

As of 2:29 PM on July 13, 2026, constituents of the CSI Non-Ferrous Metals Sector Index broadly declined. Sirui Advanced Materials led losses, down 10.07%, Yunnan Germanium fell 10.00%, Huayu Mining dropped 8.27%, and both Huaxi Nonferrous Metals and Northern Rare Earth lost 7.65%. ChinaAMC Non-Ferrous Metals ETF traded at 1.63 yuan, while ChinaAMC Rare Metals ETF traded at 0.89 yuan. In liquidity terms, ChinaAMC Non-Ferrous Metals ETF saw turnover of 1.67% and trading volume of 146 million yuan; ChinaAMC Rare Metals ETF recorded turnover of 11.49% and trading volume of 16.6159 million yuan. On the news front, the global central bank gold buying trend continues. The People's Bank of China increased its gold holdings by about 15 tonnes in June. World Gold Council data shows global central banks purchased 41 tonnes of gold in May, with 45% of central banks expecting to increase gold reserves over the coming year. Nanjing Securities noted that expectations of tightening global copper supply are strengthening, inventories continue to draw down, and copper demand from new energy vehicles, photovoltaics, and AI is growing steadily. For aluminium, geopolitical disturbances in the Middle East are raising supply risks, domestic social inventories are accelerating their decline, and profit per tonne of electrolytic aluminium remains high, highlighting the allocation value of industrial metals. ChinaAMC Non-Ferrous Metals ETF closely tracks the CSI Non-Ferrous Metals Sector Index and is the largest ETF tracking this index. The index focuses on gold, copper, aluminium and other industrial metals, rare earths, tungsten, molybdenum and other minor metals, as well as lithium, cobalt and other energy metals, with computing-power metals accounting for 56.68%. ChinaAMC Rare Metals ETF closely tracks the CSI Rare Metals Thematic Index. As of June 12, rare metals including lithium, tungsten, rare earths, cobalt and molybdenum accounted for 58.74%, the highest in the market, with the top ten holdings making up 55.58% of the total.

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