矿业ETF（561330）、有色60ETF（159881）均涨超1.5%，稀土景气度有望持续回升

Group 1 - China has implemented export controls on key minerals such as gallium, germanium, antimony, tungsten, and rare earths in response to U.S. restrictions on high-tech exports to China, significantly impacting U.S.-China trade policies [1] - The export control on rare earths is particularly influential, as it has become a critical negotiation point in U.S.-China trade talks, leading to the U.S. lifting some export restrictions on products like H20 and AMD after China eased rare earth export controls [1] - If China continues to strengthen its rare earth controls, overseas rare earth prices, especially for medium and heavy rare earths, are likely to remain high, while domestic rare earth prices are expected to rise, indicating a positive outlook for the rare earth industry [1] Group 2 - The Mining ETF (561330) tracks the non-ferrous metal index (931892), which reflects the overall performance of listed companies in China's non-ferrous metal industry, focusing on sectors such as mining, smelting, and processing [1] - The Non-ferrous Metal 60 ETF (159881) tracks the China Non-ferrous Metal Index (930708), providing investors with a tool to measure the development status of the non-ferrous metal industry, characterized by its cyclical nature [2] - Investors without stock accounts can consider various linked ETFs related to non-ferrous metals, which offer exposure to the industry while reflecting its cyclical characteristics [2]