最新资金净流入1.36亿元，稀有金属ETF(562800)份额创成立以来新高！

Group 1: ETF Performance - The rare metals ETF recorded an intraday transaction of 32.1891 million yuan, with a significant scale increase of 707 million yuan over the past two weeks, ranking first among comparable funds [3] - The latest share count for the rare metals ETF reached 4.626 billion, marking a new high since its inception and also ranking first among comparable funds [3] - The ETF saw a net inflow of 136 million yuan recently, accumulating a total of 238 million yuan over the last five trading days [3] Group 2: Historical Returns - As of October 22, 2025, the net value of the rare metals ETF has increased by 10.66% over the past three years [3] - The highest monthly return since inception was 24.02%, with the longest streak of consecutive monthly gains being five months and a maximum cumulative gain of 66.25%, averaging a monthly return of 8.60% during rising months [3] Group 3: Industry Supply and Demand - On the supply side, global electrolytic aluminum supply growth is below 3% due to constraints from energy and infrastructure, while small metals like molybdenum, antimony, and gallium face resource depletion and insufficient investment [4] - On the demand side, sectors such as data center construction, power infrastructure upgrades, new energy vehicles, energy storage, photovoltaics, 5G, and aerospace are driving rigid demand for copper, aluminum, lithium, and rare earths [4] Group 4: Market Outlook - Industry experts believe that the global manufacturing investment cycle is on the rise, coupled with a growing need for strategic metal resource reserves amid de-globalization, which will continue to boost demand for non-ferrous metals [4] - The current macroeconomic recovery logic in China is strengthening, suggesting that non-ferrous metals may become core assets in the upcoming slow bull market, with a focus on industrial non-ferrous metals, small metals, and gold over the next one to two years [4] Group 5: Top Weighted Stocks - The top ten weighted stocks in the CSI Rare Metals Theme Index account for a total of 59.91%, including Northern Rare Earth, Luoyang Molybdenum, Huayou Cobalt, and others [3]