稀有金属板块早盘表现亮眼，稀有金属ETF（562800）近半年净流入逾17亿元

Group 1 - The core viewpoint of the articles highlights the strong performance of the rare metals sector in the A-share market, with significant gains in stocks such as Tianhua New Energy, Shengxin Lithium Energy, and others [1][2] - The Rare Metals ETF (562800) has seen a rise of over 3% in early trading, continuing a strong upward trend with a 7-month consecutive increase, attracting substantial capital inflow [2] - Data from Wind indicates that in the past six months, the Rare Metals ETF (562800) has increased by 22.66 million shares, with a total net inflow of over 1.7 billion yuan, bringing its latest scale to over 3.5 billion yuan [2] Group 2 - Analysts suggest that the rare metals sector is entering a new cycle driven by supply-demand balance, influenced by global monetary easing, strategic resource positioning, and industrial transformation [2] - The limited reserves and high extraction difficulty of strategic minor metals, combined with rapidly growing downstream demand in sectors like new energy, semiconductors, and military industry, are intensifying supply-demand conflicts [2] - Future price trends for rare metals are expected to continue upward, benefiting companies with resource advantages, technological barriers, and compliant export channels [2]