Yunnan Germanium Industry, Northern Rare Earth and other small metal concept stocks hit the daily limit, and the non-ferrous metals ETF fund (516650) rose by 4.47%

NightAirdropper · 2026-02-26T04:16:16+00:00

On February 25th, gold prices rebounded strongly, with COMEX gold breaking through $5,200, and related non-ferrous metal stocks generally rising. Market logic will shift from "policy expectations" to "performance realization," with annual reports of listed companies becoming the focus. Investment advice is to pay attention to sectors such as non-ferrous metals and oil, where supply and demand are improving.

NightAirdropper

2026-02-26 04:16:16

Abstract generation in progress

On the morning of February 25, gold prices continued their strong momentum, with COMEX gold futures breaking through the $5,200 mark. Related non-ferrous metal products showed mixed performance. As of 11:00, non-ferrous metal ETF funds (516650) rose by 4.47%, with holdings in stocks such as Yunnan Geology, Chihong Zinc & Ge, Anning Shares, Tin Industry Shares, and Northern Rare Earth hitting the daily limit. Stocks like TENGYUAN Cobalt, Zhongcai Rare Metals, Zhongkuang Resources, and Guocheng Mining showed unusual strong movements. Gold stock ETFs (159562) increased by 1.62%, while Gold ETF Huaxia (518850) declined slightly during the day, down 0.06%.

Galaxy Securities analysts pointed out that the market logic in March will gradually shift from “policy expectations” to “performance realization.” The disclosure of listed companies’ 2025 annual reports and subsequent Q1 2026 reports will become key market anchors. Stocks with performance exceeding expectations may attract more capital.

Regarding investment opportunities, focus on: the main theme of improving supply and demand patterns and industry profit recovery driving the “anti-involution” concept, as well as valuation-safe dividend assets. The investment logic remains clear. It is recommended to pay attention to non-ferrous metals (precious metals), the oil and petrochemical industry benefiting from rising prices, as well as basic chemicals, steel, cement, building materials, and financial sectors.

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