Core Insights - The China Rare Metals Theme Index has shown a strong increase of 1.49%, with notable gains in stocks such as Tungsten High-tech (+4.21%), Tin Industry Co. (+4.17%), and Luoyang Molybdenum (+4.10%) [1] - The Rare Metals ETF (562800) has also risen by 1.25%, with a cumulative increase of 8.08% over the past month [1][4] - The ETF has seen significant growth in scale, with an increase of 2.648 billion yuan over the past three months, ranking first among comparable funds [4] Market Performance - The Rare Metals ETF experienced a turnover rate of 2.77% and a transaction volume of 101 million yuan [4] - Over the past week, the ETF's shares increased by 21 million, also ranking first among comparable funds [4] - In the last five trading days, there were net inflows on three days, totaling 311 million yuan [4] Price Trends - Recent prices for rare earth products have generally declined, with average weekly price drops exceeding 6% for mainstream products like praseodymium and neodymium oxides [5] - The supply side of rare earths is expected to have limited short-term increases, while demand has not met expectations, leading to price pressure [5] Cobalt Market Update - The Democratic Republic of Congo has lifted its cobalt export ban, implementing a quota system instead, allowing for a total of 18,125 tons to be exported in Q4 2025 [5] - The previous export ban resulted in a supply reduction of approximately 141,600 tons, suggesting a potential ongoing shortage in the cobalt market from 2025 to 2027 [5] Top Holdings - 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 [4]
稀有金属ETF(562800)盘中上涨1.25%，近3月新增规模超26亿元同类居首！
Xin Lang Cai Jing·2025-10-21 03:00