小金属概念股走强，稀有金属相关ETF涨约3%

Group 1 - The core viewpoint of the articles highlights the strong performance of small metal concept stocks, with companies like Zhongmin Resources rising over 7%, Luoyang Molybdenum increasing over 5%, and Tianqi Lithium up over 4% [1] - Rare metal-related ETFs have also seen a rise of approximately 3% due to market influences [1] - Brokerages indicate that the limited reserves of strategic small metals, along with high extraction difficulties and insufficient supply elasticity, are exacerbating supply-demand conflicts, especially as downstream demand in sectors like new energy, semiconductors, and military industries grows rapidly [2] Group 2 - The future price of rare metals is expected to continue an upward trend due to ongoing resource scarcity, demand structure upgrades, and policy adjustments [2] - Companies with advantages in resource reserves, technical barriers, and compliant export channels are likely to benefit continuously from these trends [2]