战略小金属供给刚性下价格弹性显著，稀有金属ETF(562800)一键布局稀有金属板块

Group 1 - The small metal sector is experiencing a rebound, with the China Rare Metals Theme Index rising by 0.20% as of 10:19 AM on December 3, 2025, driven by significant increases in stocks such as Northern Rare Earth (up 3.41%) and Tin Industry Co. (up 2.93%) [1] - There is a growing demand for strategic small metals due to their applications in high-temperature alloys, semiconductors, and permanent magnet motors, leading to a notable price elasticity despite rigid supply [1] - Limited reserves, high extraction difficulty, and insufficient supply elasticity of strategic small metals are contributing to an intensifying supply-demand conflict, with prices expected to continue rising in the future [1] Group 2 - The top ten weighted stocks in the China Rare Metals Theme Index account for 59.05% of the index, including companies like Luoyang Molybdenum, Northern Rare Earth, and Ganfeng Lithium [1] - The Rare Metals ETF (562800) tracks the China Rare Metals Theme Index, providing a convenient investment tool for investors looking to enter the rare metals sector [2] - Investors can also explore opportunities in the rare metals sector through the Rare Metals ETF linked fund (014111) [2]