小金属行业供需格局趋紧，稀有金属ETF(562800)近5日“吸金”超7700万元

Group 1 - The rare metal ETF has seen a significant increase in trading volume, with a turnover of 3.06% and a transaction value of 48.9869 million yuan, ranking first among comparable funds [2] - As of August 20, the rare metal ETF's latest scale reached 1.586 billion yuan, marking a new high since its inception and also ranking first among comparable funds [2] - The ETF has experienced a notable increase in shares, with a growth of 12 million shares over the past week, leading in new share issuance among comparable funds [2] - Over the last five trading days, the rare metal ETF recorded net inflows on three days, totaling 77.6616 million yuan [2] - The ETF's net value has increased by 75.36% over the past year, placing it in the top 11.80% among 2,965 index equity funds [2] - The highest monthly return since inception was 24.02%, with the longest consecutive monthly gains being three months and a maximum increase of 29.68% [2] - The average return during rising months is 8.13%, and the ETF has outperformed its benchmark with an annualized return of 10.90% over the last three months [2] Group 2 - The top ten weighted stocks in the CSI Rare Metals Theme Index account for 55.85% of the index, including companies like Northern Rare Earth, Salt Lake Co., and Ganfeng Lithium [3] - The Congolese government has imposed a temporary export ban on cobalt products, significantly impacting global cobalt supply expectations, with projections indicating that 75% of cobalt supply will be affected in 2024 [3] - Tungsten prices have continued to rise, with black tungsten concentrate priced at 210,000 yuan per ton and ammonium paratungstate exceeding 310,000 yuan per ton, reflecting an increase of over 40% since the beginning of the year [3] - The first batch of tungsten mining quotas has decreased by 6.8% year-on-year, reaching a five-year low, while demand remains strong due to applications in AI, robotics, and large hydropower projects [3] - The tightening supply-demand dynamics in the small metals sector, driven by limited supply and strong emerging demand, are expected to enhance the profitability of related companies and the investment value of the sector [3]