稀有金属概念股走强，稀有金属ETF涨超2%

Group 1 - Rare metal concept stocks have strengthened, with Zhongmin Resources rising over 7%, and Salt Lake Co., Ganfeng Lithium, and Tianqi Lithium each increasing over 2% [1] - The rare metal ETF has also seen a rise of over 2% [1] Group 2 - The strategic small metal reserves are limited, extraction is difficult, and supply elasticity is insufficient, while downstream demand from sectors like new energy, semiconductors, and military industry is growing rapidly, exacerbating supply-demand conflicts [2] - Under the ongoing scarcity of resources, upgrading demand structure, and policy regulation, rare metal prices are expected to continue an upward trend, benefiting companies with resource reserve advantages, technical barriers, and compliant export channels [2]