小金属板块震荡走强，稀有金属ETF(159608)盘中涨超3%，标的指数指数锂、钴、钨合计权重占比近30%，同类最高！

Group 1 - The small metal sector is experiencing a strong upward trend, with cobalt, germanium, and tungsten leading the gains [1] - China’s tungsten industry is expected to see a long-term supply-demand tightness, with tungsten prices likely to rise systematically [1] - Global tungsten supply-demand balance has been in a shortage since 2021 and is expected to continue this trend from 2023 to 2027 [1] Group 2 - Cobalt supply is facing a rigid shortage, with the Democratic Republic of Congo's quota expected to reduce global cobalt supply to 200,000 tons [1] - Global cobalt consumption is projected to grow, reaching 221,000 tons and 231,000 tons in 2026 and 2027 respectively [1] - The supply of key metals is highly rigid, with mining expansion cycles lasting 3-5 years, and environmental regulations raising extraction thresholds [2] Group 3 - The Rare Metals ETF has seen a significant increase, with a latest scale of 1.162 billion yuan, marking a new high since its inception [2] - The ETF has experienced continuous net inflows over the past 10 days, with a peak single-day net inflow of 84.71 million yuan [2] - The ETF closely tracks the China Rare Metals Theme Index, with lithium, rare earths, and cobalt making up nearly 30% of its total weight [3]