On the disc of 22 june 2026, the three index shocks of unit a were high; on the plate, small metals, phosphate chemicals, industrial metals, non-ferrous metals, etc. Rose. According to the latest information, the first round of high-level talks between the united states and iraq ended in switzerland for approximately 18 hours, with the parties agreeing to reach a final agreement within 60 days。
The situation in the united states and the united states of america has been repeated by the fed eagles, where the price of aluminum has been under pressure for a short time but the stocks have been decomposed to support the fundamentals. According to sino-thai securities, the hawks’ position of the new fed chairman is the logical choice for dealing with the structural upswing in commodity supply uncertainty and inflation. Non-ferrous metals, especially industrial metals such as copper and aluminium, that are valued at low levels and supported by solid physical needs, or become financial havens in the face of the expected warming of interest rates and the tightening of united states dollar liquidity. The united states “copper grab” has exacerbated global demand and supply constraints, while the lme aluminum stockpile has fallen to nearly two decades of low levels, adding to a significant increase in chinese aluminium exports in april, and in the medium term a sustained chain of aluminium industries driven by exports。
The csi view is that there are significant changes in the external environment, and that colour as the most damaged plate in the prior period is expected to lead to a rebound, that the expected performance of the round is superimposed and that the current rebound is of a continuing and more intense nature than previously. In the selection of varieties, the upstream resource chain, where we continue to recommend copper and lithium, the certainty of demand remains this year's scarce thread; as the external situation improves, gold is expected to rise in the short term or with a strong rebound。
In addition, the ai wave is systematically reshaping the upstream material demand structure, and ansemic securities emphasize that, in addition to the continued growth in demand for military-industrial reserves due to hard supply constraints in rare land, ai is strongly pushing key materials such as mlcc, electronic cloths, copper plasters, silicon micropowder and tantalum capacitors. Among them, price elasticity has been highlighted by heavy rare soil such as oxidation and oxidation due to stress in japanese relations and increased demand for high-end electronics; at the same time, the surge in the power density of the ai server has led to a surge in the use of high reliable conductive, dispersible and sealed materials, and the revalue of aluminum-based aluminium ceramics, high-end aluminium capacitors, and thermal deposition of molybdenum, which has contributed to the upgrading of non-ferrous metals from traditional commodity properties to high-end manufacturing materials。
While the initial memorandum of understanding signed by the united states and iraq eased short-term geo-risk, the 60-day negotiating window remained variable; half of the fed's officials supported the interest rate increase during the year and the gold was under short-term pressure. However, the supply of rare earth matter has been reduced by the limited capacity of the mine and the tightening of waste recycling regulations, the release of heavy demand for military labour and the overall increase in the price of oxidation, oxidation and oxidation. Light-earth supply rigidity, heavy-earth strategies are scarce, and long- and medium-term price increases are logical, suggesting that attention be paid to leading firms with resource barriers and technological advantages of separation。
At 1435 hours on 22 june 2026, the etf in the field increased strongly by 5. 59 per cent, and the etf in colour (159029) rose by 5. 38 per cent. The compositions of zinc, the gold molybdenum shares 10 cm up and down, the yunnan industry, the tin shares, etc. The top 10 weight shares combined accounted for 51. 19 per cent, of which tungsten was 10 cm taller in weight shares, followed by the loyenne molybdenum industry, northern rare soil, etc。
Etf wide circulation (159029) closely follows the theme index of the ferrous non-ferrous metals mining industry. 931892), focused on the whole industry chain of non-ferrous metals, selected from the list of corporate securities in the extractive, non-ferrous metal smelting and processing operations, with a single key to the head of the mining industry. Wind data show that, according to the shinwan iii industry classification, the primary weight of the index is copper, accounting for a maximum of 27. 95 per cent; of these, 12. 68 per cent are gold, and the combined weight of copper + gold + lithium + rare earth + aluminium is over 70 per cent
