全球资源紧缺+新能源需求爆发，矿业ETF(159690)飙涨超4%，赤峰黄金、华锡有色、山东黄金领涨

金融界2025-09-09

9月9日，矿业资源全面爆发。截至10时41分，表征板块的矿业ETF(159690)放量涨3.87%，一度涨4.21%，今年以来累计涨60.81%；成分股赤峰黄金、华锡有色、山东黄金、湖南黄金、白银有色、中金黄金涨幅居前。分析指出，当前矿业板块的投资逻辑正从传统资源稀缺性向新能源产业链延伸，形成“资源+技术+政策”三重驱动。华西证券指出，有色金属行业在8月表现亮眼，工业金属受益于全球性供给收缩（如...

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