稀土+锑联袂上涨，有色ETF基金(159880)本周涨幅8.2%，盘中净申购850万

Core Viewpoint - The article emphasizes the importance of strategic metals in the current era of significant global change, defining strategic metals based on supply chain stability rather than scarcity [1] Group 1: Strategic Metals Overview - Cobalt is identified as a strategic metal due to its scarcity and unstable supply chain, with over 75% of global supply coming from the Democratic Republic of Congo. The U.S. plans to purchase 7,500 tons of cobalt over the next five years, indicating a bullish outlook for cobalt prices [1] - Tungsten is noted for its scarcity and domestic control, with prices accelerating due to its classification as a "war metal" [2] - Magnesium, while not scarce, is under domestic control and is seen as a potential substitute for aluminum, indicating significant market potential [3] - Potassium is recognized for its scarcity and high concentration, serving as a critical resource for food security, with price controls implemented by the government [4] - Rare earth elements are characterized by their non-scarcity but domestic supply chain control, with significant imports from the U.S. and other countries. The article predicts a decline in imports due to geopolitical tensions [4] Group 2: Additional Strategic Metals - Nickel is described as not particularly scarce but with a high concentration in supply, heavily reliant on Indonesia [5] - Antimony is classified as scarce with a concentrated supply chain, and its price is supported by export controls and domestic demand [5] - Tantalum and niobium are both noted for their scarcity and concentrated supply chains, with significant reliance on African and Brazilian sources, respectively [5] - The article mentions the performance of the non-ferrous metal industry index, highlighting the top ten weighted stocks, which include major companies like Zijin Mining and Northern Rare Earth [6]