高层定调支持战略性新兴产业集群发展，战略小金属有望受益，稀有金属ETF(159608)盘中涨超2%，标的指数高配稀土、锂等行业

Group 1: Strategic Industry Development - The Central Committee of the Communist Party of China emphasizes accelerating the development of strategic emerging industries such as new energy, new materials, aerospace, and low-altitude economy, while also planning for future industries like quantum technology, hydrogen energy, and nuclear fusion [1] - New materials are identified as a key support area, expected to receive intensive policy support during the 14th Five-Year Plan, potentially forming a trillion-level market scale [1] Group 2: Lithium Battery Industry Insights - Xinluo Lithium Battery's November pre-production data shows battery production at 138.6 GWh, a month-on-month increase of 1.5%, with strong demand driven by domestic energy storage and new energy vehicle sales [1] - Huatai Securities reports that lithium battery demand is improving while supply is significantly slowing, leading to a tight supply-demand situation for energy storage batteries and various lithium battery materials, indicating a positive outlook for profitability across the lithium battery supply chain [1] Group 3: Cobalt Market Dynamics - The Democratic Republic of Congo has implemented a cobalt export quota policy, setting quotas significantly lower than 2024 production levels, which may lead to a supply shortage and rising cobalt prices by 2026 [2] - Companies are advancing their upstream nickel-cobalt-lithium resource layouts and releasing midstream wet smelting capacities, enhancing their global presence [2] Group 4: Rare Metals ETF Performance - As of November 6, 2025, the China Rare Metals Theme Index has risen by 1.90%, with significant gains in component stocks such as Tibet Mining and Yunnan Zinc Industry [3] - The Rare Metals ETF has seen a scale increase of 570 million yuan over the past three months, with notable inflows of 175 million yuan over the last 20 trading days, reflecting strong investor interest in the rare metals sector [3]