今年以来涨幅达36.36%，有色金属ETF基金持续获资金布局

Group 1 - The rare earth and cobalt-molybdenum-tungsten sectors showed strength in early trading on August 22, with the sub-index of non-ferrous metals slightly rising [1] - As of 10:35 AM, the non-ferrous metals ETF fund (516650) increased by 0.61%, with holdings such as Northern Rare Earth (600111) rising over 6% [1] - Notable movements were observed in Huayou Cobalt (603799), Shenghe Resources (600392), and Jinchuan Group (601958), indicating a broader trend in the sector [1] Group 2 - The non-ferrous metals ETF fund (516650) has seen a net subscription of 11.72 million in the past five days, reflecting increased investor interest [1] - In the context of "de-globalization," the strategic significance of rare earths has become more pronounced, highlighted by the U.S. Department of Defense's acquisition of a 15% stake in MP Materials for $400 million [1] - China's implementation of export controls to combat illegal rare earth exports further underscores the strategic value of these resources [1] Group 3 - The non-ferrous metals ETF fund (516650) tracks the CSI sub-index of the non-ferrous metals industry, focusing on industrial metals such as gold, copper, aluminum, as well as rare earths and tungsten-molybdenum, and energy metals like lithium and cobalt [1] - The weightings of various metals in the index are as follows: copper 28.7%, gold 14.4%, aluminum 15.5%, rare earths 11.6%, and lithium 7.6% [1]