稀有金属ETF(562800)连续4日累计“吸金”近10亿元，规模、份额均创成立以来新高！

Core Insights - The China Rare Metals Theme Index decreased by 0.14% as of October 14, 2025, with mixed performance among constituent stocks, where Salt Lake Co. led with a rise of 5.66% [1] - The Rare Metals ETF (562800) has seen a significant increase of 15.48% over the past two weeks, indicating strong market interest [1][3] - The Rare Metals ETF reached a new high in scale at 3.671 billion yuan and in shares at 4.14 billion, ranking first among comparable funds [3] Market Performance - The ETF recorded a turnover rate of 7.83% with a transaction volume of 291 million yuan [3] - The ETF has experienced continuous net inflows over the past four days, with a peak single-day inflow of 403 million yuan, totaling 954 million yuan [3] - Over the past three years, the net value of the Rare Metals ETF has increased by 20.87% [3] Sector Analysis - The top ten weighted stocks in the China Rare Metals Theme Index account for 59.91% of the index, with North Rare Earth and Luoyang Molybdenum being the most significant contributors [3] - The Ministry of Commerce's decision to implement export controls on certain rare earth items continues to impact market dynamics [3] Supply and Demand Dynamics - Antimony supply is contracting due to environmental inspections and a lack of large new mines, while demand is supported by the photovoltaic glass sector and military applications [4] - Molybdenum supply growth is hindered by declining ore grades, but demand is bolstered by low-emission steel production and renewable energy applications [4] - Cobalt supply is constrained by export quotas from the Democratic Republic of Congo, while demand is driven by high-end electric vehicle batteries and energy storage [4]