稀有金属ETF基金(561800)备受关注，获资金连续4天净流入，小金属资源战略价值凸显

Group 1: Market Performance - The CSI Rare Metals Theme Index decreased by 2.85% as of January 20, 2026, with leading declines from companies like Western Materials and Xiamen Tungsten [1] - The Rare Metals ETF Fund (561800) recorded a turnover of 8.81% and a transaction volume of 19.0686 million yuan [1] - As of January 19, 2026, the Rare Metals ETF Fund reached a new high with a total scale of 218 million yuan and 196 million shares [1] Group 2: Fund Inflows and Returns - The Rare Metals ETF Fund experienced continuous net inflows over the past four days, with a peak single-day net inflow of 7.3539 million yuan, totaling 18.5361 million yuan [1] - The fund's net value increased by 77.53% over the past six months, ranking 87 out of 4110 in the index stock fund category, placing it in the top 2.12% [1] - Since its inception, the fund achieved a maximum monthly return of 24.02%, with the longest consecutive monthly increase lasting six months and a total increase of 79.55% [1] Group 3: Policy and Price Trends - Starting January 1, 2026, silver is included in the strategic material management with an export license system, leading to over 80% exit rate for small enterprises and pushing prices of tungsten, antimony, and germanium higher [2] - The carbon lithium futures price broke 170,000 yuan/ton, reaching a new high for the year, while tungsten ore and ammonium paratungstate prices surged over 200% from December 2025 to January 2026 [2] - Strategic small metals have limited reserves and high extraction difficulty, with increasing demand from sectors like new energy and semiconductors, exacerbating supply-demand conflicts [2] Group 4: Lithium Battery Sector - Prices for upstream raw materials in lithium batteries have generally increased, with battery-grade lithium carbonate rising by 64.40% since early December 2025 and lithium hydroxide by 77.51% [3] - The lithium battery industry is experiencing sustained growth, with a year-on-year increase of over 30% in power battery installations and stable new energy vehicle sales at over 50% [3] - The Rare Metals ETF Fund (561800) tracks the CS Rare Metals Index, which has a high content of energy metals like lithium and cobalt, positioning it to benefit from ongoing trends [3]