Group 1 - The core viewpoint indicates that the rare metals sector is experiencing fluctuations, with the Zhongzheng Rare Metals Theme Index down by 0.50% as of September 4, 2025, while individual stocks show mixed performance, with Dongfang Zirconium leading with a 6.82% increase [1] - The rare metals ETF (562800) has seen significant trading activity, with a turnover of 1.99% and a transaction volume of 44.08 million yuan, ranking first among comparable funds in terms of weekly average transaction volume [3] - The rare metals ETF has achieved a remarkable growth in scale, increasing by 291 million yuan over the past week, and its latest share count reached 2.952 billion, marking a new high since its inception [3] Group 2 - The supply-demand imbalance for rare earths is intensifying due to limited reserves and high extraction difficulty, while downstream demand from sectors like new energy and semiconductors is rapidly increasing [4] - The Ministry of Industry and Information Technology has implemented measures to control the total amount of rare earth mining and refining, which is expected to tighten supply and drive up prices [4] - The top ten weighted stocks in the Zhongzheng Rare Metals Theme Index account for 57.58% of the index, with significant players including Northern Rare Earth, Luoyang Molybdenum, and Ganfeng Lithium [4][6]
稀有金属ETF(562800)连续4日“吸金”超3亿元,最新份额创成立以来新高!
Sou Hu Cai Jing·2025-09-04 02:31