El ETF de metales preciosos de Taikang sube más del 4% en intradía, disminuyen los riesgos geopolíticos y el sector de metales preciosos rebota significativamente.

As of March 25, 2026 10:38, the Youse ETF Taikang (159163) rose by more than 4% at one point during the day, and is now up 2.51%. The intraday turnover rate is 4.05%, with trading volume of 8.2466 million yuan. The tracking index, the CSI Nonferrous Metals Mining Theme Index (931892), is strongly up 2.46%. Among constituent stocks, Zijin Mining is up 6.98%, Yunnan Germanium is up 5.64%, Xingye Silver Tin is up 5.36%, and stocks including China Gold International and Shanjin International are also moving up.

With signs of easing geopolitical conditions, crude oil prices have fallen sharply, while gold and silver have rebounded. On the news front, the U.S. government has proposed a conflict-ending plan to Iran that includes 15 conditions, and the U.S. is considering pushing for a one-month ceasefire and negotiating the above terms.

CITIC Securities believes that after the significant market rally in 2025, the upward momentum for both nonferrous metals prices and stock market performance remains sufficient. Supply disruptions, locally high-optimism demand, and stockpiling behavior provide strong support for metal prices. Rising trading activity brought by loose liquidity and increased risk-hedging sentiment driven by geopolitical conflicts are expected to amplify metal price elasticity. It is optimistic about the allocation value in precious metals, industrial metals, battery metals, and strategic metals sectors.

The Youse ETF Taikang (159163) closely tracks the CSI Nonferrous Metals Mining Theme Index. The CSI Nonferrous Metals Mining Theme Index selects securities of 40 listed companies with nonferrous metals mineral resource reserves from the nonferrous metals industry as index samples, reflecting the overall performance of theme-listed companies in nonferrous metals mining.

Data show that as of February 27, 2026, the top ten weight stocks in the CSI Nonferrous Metals Mining Theme Index (931892) are Zijin Mining, Luoyang Molybdenum, Northern Rare Earth, Huayou Cobalt, China Aluminium, China Gold International, Shandong Gold, Ganfeng Lithium, Xingye Silver Tin, and Xiamen Tungsten Industry. The combined share of the top ten weight stocks is 52.57%. (The above-listed stocks are only index constituent stocks and do not imply any specific recommendation.)