Nonferrous metal minerals are officially released in the future of the first mining ETF in the entire market

Since 2022, the price of iron, copper, lithium, etc. has skyrocketed, and the importance of mineral resources in the national economy and the importance of the safety of mineral supply chain are prominent. In this context, the first mining ETF (subscription code: 561333) in the market was officially issued on September 21.

Mining is an important foundation for the national economy. Data show that 82%of the first energy sources, 80%of industrial raw materials, and 70%of production materials still rely on mineral resources, even the most popular new energy currently cannot be separated from lithium and copper.

Mining ETF tracking target is the CSI Nonferrous Mining Index. The index focuses on listed companies with non -ferrous metal mineral resource reserves, including 40 constituent stocks. Covering energy metal/rare metal ore, industrial metal ore, precious metal ore, etc. The top ten heavy stocks include Tianqi Lithium, Huayou Cobalt, Ganfeng Lithium, Zijin Mining, Northern Rare Earth, Luoyang Relote, China Aluminum Industry, Shengxin Lithium, Shandong Gold, China Mining Resources and other fines The leading companies in the industry are all veritable companies that are "mines at home". They are expected to help investors share the advantages of Hengqiang, a strong company.

From the fundamental point of view, the above -mentioned top ten ingredients shares in the first half of 2022 have performed well. The net profit of Tianqi Lithium in the first half of the year was 10.328 billion yuan, and the net profit attributable to the mother increased by 11937%year -on -year. 3019 billion yuan, net profit attributable to the mother increased by 950.4%year -on -year; the net profit of China Mining resources in the first half of the year was 1.323 billion yuan, and the net profit of the mother -in -law increased by 663.85%year -on -year; Increasing 412.02%.

From the perspective of historical performance, the long -term growth of the CSI Non -Colored Mining Index is significantly better than the mainstream broad -foundation index, and compared with similar indexes, it is more explosive. Wind data shows that the CSI Non-Mining Index has a cumulative increase of 147.07%from 2013 (2013/12/31-2022/9/14). The benefits are significant. Compared with other non-ferrous indexs, the CSI Nonferrous Mining Index also shows stronger elasticity. At the end of April this year, the market rebound (2022/4/27-2022/7/7), CSI The strong driving of the new energy sector rose by 39.4%, and the National Certificate Non -Colored Index and the CSI 800 Index increased by 31.61%and 35.14%, respectively.

Looking forward to the market outlook, in terms of industrial metal mines, the tone of economic growth is unchanged, and the liquidity is reasonable. With the construction of downstream infrastructure projects such as power grid investment, the demand for industrial metals such as copper and aluminum is expected to recover, further pulling upstream mineral demand; energy metal/rare In terms of metal ore, in recent years, my country's new energy vehicles have continued to grow high, and the cumulative penetration rate is at the inflection point where the S -shaped curve is rising rapidly. In the future, it is expected to continue to drive lithium nickel (power battery), aluminum (automobile consumables), copper (coil). Wait for the needs of the upstream mining mining of non -ferrous metal. Lithium prices remain high, and favors the industry leaders with high self -sufficiency in ore.

Standing at the current time window, professionals pointed out that the economic growth tone of the policy level remains unchanged, and the demand for industrial metal mines is expected to recover in the mid -term. Carbon neutralize supply constraints on traditional metal capacity, and the long -term demand space for non -ferrous metal ore in the field of new energy. In this context, the issuance of the mining ETF (561333) is expected to become an efficient tool for investors to seize the opportunity of mining investment.

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