稀有金属概念股午后持续走强，稀有金属ETF涨超6%

Core Viewpoint - Rare metal concept stocks have shown strong performance, with notable increases in share prices for companies like Western Superconducting (up 20%), Northern Rare Earth, Luoyang Molybdenum, and Zhongmin Resources (each up over 9%) [1] Group 1: Market Performance - The ETF tracking the CSI Rare Metals Theme Index has risen over 6% due to market influences [1] - Specific ETFs related to rare metals have reported the following price changes: - Rare Metals ETF (code: 159608) increased by 6.78% to 0.992 - Rare Metals ETF Fund (code: 159671) increased by 6.83% to 1.204 - Rare Metals ETF (code: 562800) increased by 6.56% to 0.861 - Rare Metals ETF Fund (code: 561800) increased by 6.37% to 0.918 [2] Group 2: Industry Insights - The CSI Rare Metals Theme Index includes up to 50 listed companies involved in the mining, smelting, and processing of rare metals, reflecting the overall performance of these securities [2] - Analysts indicate that strategic minor metals have limited reserves, high extraction difficulty, and insufficient supply elasticity, while downstream demand from sectors like new energy, semiconductors, and military industry is rapidly increasing, exacerbating supply-demand conflicts [2] - Given the ongoing resource scarcity, demand structure upgrades, and policy adjustments, minor metal prices are expected to continue an upward trend, benefiting companies with resource advantages, technological barriers, and compliant export channels [2]