稀有金属概念股早盘走强，相关ETF涨约4%

Core Viewpoint - Rare metal concept stocks have shown strong performance in early trading, with significant gains in companies such as Zhongmin Resources, Salt Lake Shares, Luoyang Molybdenum, and Huayou Cobalt [1][2] Group 1: Market Performance - Zhongmin Resources increased by over 7%, Salt Lake Shares by over 6%, and both Luoyang Molybdenum and Huayou Cobalt by over 5% [1] - The rare metal ETF rose approximately 4% due to market influences [1] Group 2: Analysis and Future Outlook - Analysts suggest that the limited reserves of strategic minor metals, along with high extraction difficulty and insufficient supply elasticity, are contributing to a growing supply-demand imbalance [2] - Rapid growth in downstream demand from sectors such as new energy, semiconductors, and military industries is expected to exacerbate this imbalance [2] - With the ongoing scarcity of resources, upgrading demand structures, and policy adjustments, rare metal prices are likely to continue an upward trend, benefiting companies with resource advantages, technical barriers, and compliant export channels [2]