Group 1 - The China Rare Metals Theme Index (930632) experienced a decline of 0.62% as of February 4, 2026, with mixed performance among constituent stocks [1] - Leading stocks included Dongfang Tantalum Industry, which rose by 3.86%, and Jinchuan Group, which increased by 2.45%, while Zhong Rare Metals led the decline [1] - The top ten weighted stocks in the index accounted for 59.71%, with significant players including Luoyang Molybdenum, Northern Rare Earth, and Ganfeng Lithium [1] Group 2 - Global leading lithium mining companies saw significant year-on-year growth in lithium concentrate sales, with Mt Marion increasing by 63% and Wodgina by 29% [2] - The average selling price of lithium concentrate rose by 29% to 31% quarter-on-quarter, indicating a strong price stability and volume elasticity in the overseas lithium resource sector [2] - The Rare Metals ETF (561800) tracks the CS Rare Metals Index, which primarily allocates to lithium carbonate, minor metals, and rare earths, with lithium carbonate content between 30% and 40% [2]
稀有金属ETF基金(561800)跟踪标的含锂量同类最高！锂供给侧持续偏紧，碳酸锂进一步调整空间有限
Xin Lang Cai Jing·2026-02-04 05:14