500质量成长ETF(560500)盘中涨近2%，AI新能源等需求爆发催生战略金属增长

Core Viewpoint - The article highlights the strong performance of the CSI 500 Quality Growth Index and its constituent stocks, driven by increasing demand for rare metals in various high-tech sectors, alongside supply constraints that are expected to impact prices positively [1][2]. Group 1: Market Performance - As of January 9, 2026, the CSI 500 Quality Growth Index rose by 1.64%, with notable gains from stocks such as Xiamen Tungsten Industry (+10.00%) and Yuexiu Capital (+9.99%) [1]. - The CSI 500 Quality Growth ETF (560500) increased by 1.60%, reflecting the overall positive market sentiment [1]. - In the past month, the CSI 500 Quality Growth ETF saw a significant scale increase of 52.66 million yuan and a share increase of 16 million units [1]. Group 2: Demand for Rare Metals - Rare metals are identified as a critical foundation for new productive forces, with surging demand in AI computing, new energy, commercial aerospace, and robotics [1]. - Specific examples include AI servers using 2-4 times more copper than traditional servers and humanoid robots requiring 0.9-4 kg of neodymium-iron-boron magnets [1]. - The demand for copper and rare earth magnets in new energy vehicles is significantly higher than in traditional fuel vehicles, indicating a new growth point for rare metals [1]. Group 3: Supply Constraints - Supply-side constraints are intensifying due to environmental regulations, energy consumption limits, and export controls, raising the barriers for mining [2]. - Current inventories of copper, lithium, and rare earths are at historically low levels, making demand increases likely to trigger price volatility [2]. - Geopolitical tensions and the ongoing trend of "de-dollarization" are leading to a re-evaluation of the strategic asset status of rare metals [2]. Group 4: ETF Composition - The CSI 500 Quality Growth Index comprises 100 listed companies selected for high profitability, sustainable earnings, and strong cash flow, providing diverse investment targets [2]. - As of December 31, 2025, the top ten weighted stocks in the index accounted for 22.96% of the total index weight, including companies like Giant Network and Western Mining [3].