SHRC(SH:600392) Xin Lang Cai Jing·2025-07-21 03:28Group 1 - The Rare Metals ETF has seen a net value increase of 36.41% over the past year, with the highest monthly return reaching 24.02% since its inception [3] - The ETF closely tracks the Zhongzheng Rare Metals Theme Index, which includes up to 50 listed companies involved in rare metal mining, smelting, and processing [3] - As of June 30, 2025, the top ten weighted stocks in the Zhongzheng Rare Metals Theme Index account for 54.07% of the index, with companies like Salt Lake Co. and Northern Rare Earth among the leaders [3] Group 2 - The industrial metals sector is expected to benefit from policy support, with plans to expand demand and optimize supply, boosting industry confidence [4] - The Ministry of Industry and Information Technology aims to promote structural adjustments and high-quality development in key industries, including copper and aluminum [4] - Strategic metals are anticipated to experience valuation reconstruction opportunities, with prices for praseodymium and neodymium oxide rebounding and black tungsten ore prices reaching historical highs [4] Group 3 - The top ten stocks in the Rare Metals ETF include Salt Lake Co. (8.52% weight), Northern Rare Earth (8.49% weight), and others, providing a solid investment tool for investors in the rare metals sector [6]