LME aluminum prices continue to rise, with Tianhe Nonferrous Metals ETF (159157) receiving net fund inflows for 19 consecutive trading days, cumulatively attracting nearly 3.6 billion yuan.

GateUser-bd883c58 · 2026-03-17T08:15:46+00:00

On March 13, the three major stock indices opened lower, with the CSI Industrial Non-ferrous Metals Thematic Index declining 0.94%. The Tianhe Non-ferrous Metal ETF has experienced net inflows for 19 consecutive days, accumulating approximately 3.6 billion yuan. LME futures prices for aluminum and other metals rose, with increased risks in the Middle East aluminum industry. Aluminum prices are expected to rise beyond expectations.

GateUser-bd883c58

2026-03-17 08:15:46

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On March 13, the three major indices opened lower across the board. The China Securities Industrial Nonferrous Metals Sector Index (H11059.CSI) opened down 0.94%. Among its constituent stocks, Tianshan Aluminum rose nearly 1%, Electric Power Investment Energy increased 0.55%, Shenhuo Shares gained 0.45%, and Yunnan Aluminum Shares rose 0.28%.

Regarding related ETFs, Wind data shows that as of March 12, the Copper and Nonferrous Metals ETF Tianhong (159157) has experienced net capital inflows for 19 consecutive trading days, totaling nearly 3.6 billion yuan. The latest circulating shares of this ETF are 4.606 billion, with a circulating market value of 4.605 billion yuan.

The Tianhong (159157) nonferrous metals ETF is a rare product tracking the China Securities Industrial Nonferrous Metals Sector Index, covering industries such as copper, aluminum, rare earths, and tungsten. It provides investors with a one-stop, efficient solution for exposure to this sector. Off-market investors can participate through the connecting funds (Type A: 017192; Type C: 017193) to seize opportunities from the super-cycle and policy dividend resonance.

In terms of news, on March 12, local time, LME aluminum futures closed up $60 at $3,516 per ton. LME lead futures rose $4 to $1,940 per ton. LME nickel futures increased $49 to $17,742 per ton.

CITIC Securities pointed out that with renewed conflicts between Israel and Palestine, risks to aluminum production capacity, shipping capabilities, and energy supply in the Middle East have significantly increased. The subsequent disruption of the aluminum industry chain in the Middle East and the risk of overseas secondary energy crises cannot be ignored. Looking ahead, concerns about aluminum supply may intensify, potentially leading to price increases beyond our previous expectations. Coupled with the sustained strong long-term supply and demand fundamentals of the aluminum industry, we remain optimistic about the rising valuation and prices of the aluminum sector.

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