锂矿概念走强，锂产业链有望延续去库态势，稀有金属ETF(562800)备受市场关注

Group 1 - The core viewpoint of the articles highlights the strong performance of the lithium mining sector, with the China Rare Metals Theme Index rising by 2.25% as of 13:05 on November 28, 2025, driven by significant gains in stocks such as Shengxin Lithium Energy (up 7.33%) and Dongfang Tantalum (up 6.43%) [1] - According to a report from CITIC Securities, overseas lithium production remained flat quarter-on-quarter in Q3 2025, indicating reduced enthusiasm among overseas mining companies to increase production amid low lithium prices earlier in the year [1] - Despite a recovery in lithium prices in Q3 2025, feedback from overseas mining companies has been slow, although South American lithium extraction companies reported significant operational improvements and maintained an optimistic outlook for Q4 2025 [1] - The institution anticipates that the lithium industry chain will continue to experience destocking due to strong demand for energy storage batteries, with lithium prices potentially exceeding expectations, raising the upper limit of the lithium price forecast to 120,000 yuan/ton [1] - Investors are advised to focus on low-cost stocks and companies with expected resource production increases during the rebound in lithium prices [1] Group 2 - As of October 31, 2025, the top ten weighted stocks in the China Rare Metals Theme Index include Northern Rare Earth, Luoyang Molybdenum, Huayou Cobalt, Salt Lake Industry, Ganfeng Lithium, Tianqi Lithium, Zhongmin Resources, China Rare Earth, Western Superconducting, and Xiamen Tungsten, collectively accounting for 60% of the index [1] - The Rare Metals ETF (562800) tracks the China Rare Metals Theme Index, providing a convenient tool for investors to gain exposure to the rare metals sector [2] - Investors can also explore investment opportunities in the rare metals sector through the Rare Metals ETF linked fund (014111) [2]