Xin Lang Cai Jing·2025-09-19 06:07Group 1: Market Performance - The Rare Metals ETF fund has a turnover rate of 7.92% with a transaction volume of 13.42 million yuan, and the average daily transaction volume over the past week is 19.75 million yuan as of September 18 [3] - The latest scale of the Rare Metals ETF fund reached 167 million yuan, marking a one-year high, with the latest share count at 215 million, also a one-year high [3] - The fund has seen a net inflow of 17.76 million yuan recently, and its net value has increased by 85.89% over the past year [3] Group 2: Investment Opportunities - The rare metals industry is expected to maintain high prosperity due to global liquidity easing, domestic policy support, and demand driven by new energy and AI [4] - Lithium is currently in a demand peak, with uncertainties on the supply side, providing price support; cobalt's short-term spot prices are expected to continue rising [4] - The top ten weighted stocks in the CSI Rare Metals Theme Index account for 57.58% of the index, indicating concentrated investment opportunities [4] Group 3: Key Stocks Performance - The top stocks in the Rare Metals ETF include Salt Lake Co. (1.28% increase, 8.52% weight), Northern Rare Earth (0.00% change, 8.49% weight), and Ganfeng Lithium (10.00% increase, 5.16% weight) [6] - The ETF serves as a good investment tool for investors looking to gain exposure to the rare metals industry [6]