The 'Five Golden Flowers' of Nonferrous Metals

【Answer 1】 ✅ TOP2: Sinoceramic New Materials ✅ TOP3: Jintongling ✅ TOP4: Leizhi Group ✅ TOP5: Ruite Technology Ten. Lithium Extraction from Salt Lakes ✅ TOP1: Yankuang Salt Lake Potash ✅ TOP2: Zangge Mining ✅ TOP3: Keda Manufacturing ✅ TOP4: Lanxiao Technology ✅ TOP5: Jiuvu High-Tech Eleven. Energy Metals ✅ TOP1: Ganfeng Lithium ✅ TOP2: Tianqi Lithium ✅ TOP3: Huayou Cobalt ✅ TOP4: China Molybdenum ✅ TOP5: Shengxin Lithium Energy Twelve. Cobalt Metals ✅ TOP1: Huayou Cobalt ✅ TOP2: China Molybdenum ✅ TOP3: Hanrui Cobalt ✅ TOP4: Tengyuan Cobalt ✅ TOP5: Daoshi Technology Thirteen. Nickel Metals ✅ TOP1: Huayou Cobalt ✅ TOP2: China Molybdenum ✅ TOP3: Shengda Resources ✅ TOP4: GEM Co., Ltd. ✅ TOP5: Qingdao Zhongcheng Fourteen. Metal Recycling ✅ TOP1: GEM Co., Ltd. ✅ TOP2: Tianqi Shares ✅ TOP3: Disenli ✅ TOP4: Beyond Technology ✅ TOP5: Yi Qiu Resources Fifteen. Fluorochemicals ✅ TOP1: Juhua Co., Ltd. ✅ TOP2: Haohua Science & Technology ✅ TOP3: Do-Fluoride Chemicals ✅ TOP4: Yonghe Shares ✅ TOP5: Sanmei Co., Ltd. Sixteen. Silicon-based Energy ✅ TOP1: Tongwei Co., Ltd. ✅ TOP2: Hoshine Silicon Industry ✅ TOP3: Dongyue Silicone Materials ✅ TOP4: Sanyou Chemical Industries ✅ TOP5: Xingrong Environment Seventeen. Phosphate Chemicals ✅ TOP1: Xingfa Group ✅ TOP2: Yuntianhua ✅ TOP3: Chuanheng Shares ✅ TOP4: Sier Te ✅ TOP5: Xinyangfeng Eighteen. Titanium Dioxide ✅ TOP1: Lomon Billions Group ✅ TOP2: CNNC Titanium White ✅ TOP3: Anada ✅ TOP4: Jinpuzhong Titanium Industry ✅ TOP5: Lubei Chemical Industry Nineteen. Industrial Metals ✅ TOP1: Zijin Mining ✅ TOP2: Jiangxi Copper ✅ TOP3: Tongling Nonferrous Metals ✅ TOP4: Shenhuo Co., Ltd. ✅ TOP5: Nanshan Aluminum Twenty. Copper Metals ✅ TOP1: Zijin Mining ✅ TOP2: Jiangxi Copper ✅ TOP3: Tongling Nonferrous Metals ✅ TOP4: Yunnan Copper ✅ TOP5: Hailiang Co., Ltd. Twenty-one. Precious Metals ✅ TOP1: Shandong Gold ✅ TOP2: China Gold International ✅ TOP3: Chifeng Gold ✅ TOP4: Yintai Gold ✅ TOP5: Hengbang Co., Ltd. Twenty-two. Gold ✅ TOP1: Shandong Gold ✅ TOP2: China Gold International

Epic Market Rally! Nonferrous Metals—You’d Better Take a Closer Look…

【Answer 2】 Cailian News, January 20: Affected by tensions in Greenland, spot gold surged past the USD 4,700 per ounce mark, hitting another all-time high. Since gold entered its primary bullish phase in September 2022, it has risen by as much as 190%, with an annualized gain exceeding 35%—far surpassing historical gold price performance. Coincidentally, beyond gold, the entire nonferrous metals sector staged an epic rally reversal over the past year (2025). As of December 31, 2025, among the 31 first-tier industries classified by Shenwan Hongyuan, the nonferrous metals sector stood head and shoulders above the rest, delivering an annual gain of 94.73%—a commanding lead over all other sectors. Taking the largest nonferrous metals ETF on the market (512400) as an example, its underlying index—the CSI Shenwan Nonferrous Metals Index (000819)—rose 16.86% year-to-date (Source: Wind, Tonghuashun; data as of January 22). In the commodities market, prices of multiple metals hit historical or multi-year highs in 2025: international gold breached USD 4,000 per ounce, gaining over 60% for the year; silver delivered an even more stunning performance, surging nearly 150%—emerging as the biggest 'dark horse' in the precious metals market. Industrial metals were no slouch either: LME copper prices surpassed USD 12,000 per ton, rising over 40% year-to-date. Minor metals also posted broad gains, with tungsten and cobalt prices each climbing more than 130%. (Source: Wind; data as of December 31, 2025) A 'heatwave' in nonferrous metals is sweeping across global capital markets. For investors interested in nonferrous metals—and those seeking exposure through investment—the nonferrous metals ETF remains the top choice: First, investing in nonferrous metals entails certain barriers; the sector comprises numerous sub-industries, making it difficult for ordinary investors to capture upside from price increases across all segments via just one or a few individual stocks. Second, allocating via index funds enables multi-dimensional returns and better risk diversification, while offering greater operational convenience. Among the many nonferrous metals index funds, the Nonferrous Metals ETF (512400), as the largest-scale product in the market, closely tracks its benchmark index—the CSI Shenwan Nonferrous Metals Index—and, through its linked funds (Class A: 004432; Class C: 004433), provides both exchange-traded and off-exchange investment channels—convenient, low-cost, and highly efficient for tracking the index. As of January 21, the Nonferrous Metals ETF (512400), managed by Southern Fund, had a circulating market capitalization of RMB 35.798 billion, with a gain of over 122.15% in the past year (Source: Wind; data as of January 21, 2025). 01. Global Macroeconomic Narrative Restructuring Is the Foundation of This Rally This year, alongside gold’s new record highs, the robust rally in nonferrous metals has continued unabated. As of now (January 21, 2026), the Shenwan Nonferrous Metals Index has gained 15.87% year-to-date. At this juncture, investors’ most pressing concerns undoubtedly center on two core questions: 1. Why has this surge in nonferrous metals been so intense? 2. Will this large-scale rally slow down or stall—or continue? First, the restructuring of the global credit system. Its core lies in the gradual decline of the U.S. dollar’s status as the dominant reserve currency held by central banks worldwide. With weakening U.S. monetary credibility and depreciation of the dollar, assets such as gold and other precious metals have become increasingly attractive to central banks globally.

Analysts Bullish on Materials Stocks: AngloGold Ashanti and Linde

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Major financial institutions maintain Buy ratings on AngloGold Ashanti and Linde, projecting significant upside within the Materials sector. This signals strong bullish sentiment for mining and industrial gas stocks among analysts.

The Globe and Mail

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The Globe and Mail

Analysts Are Bullish on These Materials Stocks: Anglogold Ashanti PLC (AU), Linde (LIN)

The Globe and Mail

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