ETF市场日报 | 稀有金属板块领涨！下周一将有4只ETF开始募集

Market Overview - On July 18, 2025, A-shares saw a slight increase across the three major indices, with the Shanghai Composite Index rising by 0.50%, the Shenzhen Component Index by 0.37%, and the ChiNext Index by 0.34. The total trading volume in the Shanghai and Shenzhen markets reached 1,571.1 billion, an increase of 31.7 billion compared to the previous day [1]. Sector Performance - The rare metals sector led the gains, with the Rare Metals ETF (561800) increasing by 4.12%, followed by other ETFs in the rare metals and rare earth categories, all showing significant upward movement [2]. - Conversely, the gaming and photovoltaic sectors experienced the largest declines, with the Gaming ETF (159869) dropping by 1.47% and the Photovoltaic ETF (159618) decreasing by 0.87% [4][5]. News and Developments - A significant discovery was made by Chinese experts in the Tarim Basin, where the world's deepest sandstone-type industrial uranium mineralization was found at a depth of 1,820 meters, marking a milestone in uranium resource exploration [3]. - The Chinese government has intensified export controls on strategic minerals, which is expected to marginally improve compliance export channels and drive domestic prices upward [3]. - The small metals market is experiencing heightened activity, driven by limited reserves, high extraction difficulty, and increasing demand from sectors such as new energy and semiconductors, alongside geopolitical supply chain disruptions [3]. ETF Activity - The top-performing ETF by trading volume was the Silver Hua ETF (511880), with a transaction amount of 16.1 billion. Other notable ETFs included the Sci-Tech Bond ETF (159600) and the Hua Bao ETF (511990) [7]. - The highest turnover rate was recorded by the Benchmark National Debt ETF (511100) at 445.54%, indicating strong trading activity in this segment [9]. Upcoming ETF Launches - Four new ETFs are set to begin fundraising on July 21, 2025, including the General Aviation ETF (159255) and the Robotics ETF (159278), which will focus on emerging sectors such as low-altitude economy and robotics [10][11]. - The General Aviation ETF will cover the entire low-altitude economy chain, while the Robotics ETF will emphasize humanoid robots, reflecting a significant shift in industry focus [11][12].