Group 1 - The rare earth permanent magnet sector has driven a collective surge in the small metals industry, with multiple rare earth-related ETFs rising over 6% and maintaining a leading position for two consecutive days [1] - The rare metals ETF (562800) saw a half-day increase of 5.05%, with a trading volume of 591.26 million yuan, and its total scale is 1.55 billion shares [3] - The rare metals industry ETFs have experienced a decrease in shares this year, with the rare metals ETF (562800) losing 27.9 million shares, reflecting a year-to-date change rate of -15.23% [2] Group 2 - Recent price increases in tungsten concentrate and ammonium paratungstate indicate a tightening supply, with tungsten concentrate rising by 0.58% to 172,000 yuan/ton and ammonium paratungstate increasing by 0.40% to 253,000 yuan/ton [3] - The SHFE tin price rose by 2.57% to 267,300 yuan/ton, while LME tin increased by 4.24% to 33,800 USD/ton, indicating a tight supply situation due to low operating rates in Yunnan's refining enterprises [3] - The CSI Rare Metals Theme Index, launched on May 12, 2015, reflects the overall performance of listed companies in the rare metals industry, providing diverse investment targets [3] Group 3 - The major weighted stocks in the CSI Rare Metals Theme Index include Northern Rare Earth (9.06%), Salt Lake Industry (8.58%), and others, indicating the key players in the rare metals sector [4]
行业ETF风向标丨小金属全线爆发,稀有金属ETF半日涨幅达5%
Sou Hu Cai Jing·2025-07-11 04:30