小金属板块涨势延续，稀有金属ETF(562800)布局稀有金属板块的便利工具

Group 1 - The rare metals sector continues to show strong performance, with the China Rare Metals Theme Index rising by 1.64%, driven by significant gains in stocks such as Rare Earths and Zhongke Magnetic Materials [1] - Vietnam has classified rare earths as a national strategic resource and has banned the export of raw minerals, while Australian company Lynas faces production cuts due to power issues, indicating that China will continue to dominate global rare earth supply [1] - There is a notable supply-demand gap in cobalt, with export quotas from producing countries being extended, leading to a structurally tight domestic supply of cobalt raw materials and potential for price increases [1] Group 2 - The rare metals sector benefits from mild positive signals from new energy vehicle subsidies and supply tightness due to maintenance plans at some lithium iron phosphate plants, with expectations for stable demand for hexafluorophosphate lithium [2] - The Ministry of Commerce and the General Administration of Customs in China have implemented export controls on various rare metal products, including tungsten, while efforts to combat smuggling and illegal mining are increasing, tightening both domestic and international spot resources [2] - As of December 31, 2025, the top ten weighted stocks in the China Rare Metals Theme Index account for 59.54% of the index, including companies like Luoyang Molybdenum, Northern Rare Earth, and Ganfeng Lithium [2] Group 3 - The Rare Metals ETF (562800) tracks the China Rare Metals Theme Index, providing a convenient tool for investing in the rare metals sector [3] - Investors can also consider the Rare Metals ETF linked fund (014111) to explore investment opportunities in the rare metals sector [4]