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Core Viewpoint - The rare metals sector is experiencing mixed performance, with notable movements in specific stocks and a strong performance of the rare metals ETF, indicating potential investment opportunities in this sector [1][3]. Group 1: Market Performance - As of September 3, 2025, the China Rare Metals Theme Index decreased by 0.20%, with North Rare Earth leading the gainers at 3.54% [1]. - The rare metals ETF (562800) has seen a cumulative increase of 4.79% over the past week, ranking first among comparable funds [1]. - The rare metals ETF recorded a turnover rate of 4.17% with a transaction volume of 93.2969 million yuan [3]. Group 2: Fund Performance - The latest scale of the rare metals ETF reached 2.236 billion yuan, marking a new high since its inception and ranking first among comparable funds [3]. - The ETF's shares reached 2.929 billion, also a new high since inception [3]. - Over the past year, the net value of the rare metals ETF has increased by 89.76%, placing it in the top 13.67% among index equity funds [3]. Group 3: Investment Recommendations - Southwest Securities expresses a long-term positive outlook on gold, copper, and aluminum, while emphasizing the importance of strategic metals like rare earths [4]. - Four investment themes are suggested: 1. Precious metals benefiting from macro liquidity easing and a potential Federal Reserve rate cut [4]. 2. Industrial metals like copper and aluminum seeing demand stabilization and supply disruptions [4]. 3. Strategic metals gaining attention due to geopolitical tensions, with potential price increases for rare earths [5]. 4. Supply-side disruptions creating opportunities in lithium, with a focus on valuation recovery [5]. Group 4: Key Stocks - The top ten weighted stocks in the China Rare Metals Theme Index account for 57.58% of the index, with North Rare Earth, Luoyang Molybdenum, and Salt Lake Shares being the most significant [5]. - Specific stock performances include: - North Rare Earth: +3.54% [6] - Salt Lake Shares: -0.05% [6] - China Rare Earth: -3.70% [6] Group 5: Investment Access - Investors can also participate in the rare metals sector through the rare metals ETF linked fund (014111) [8].