钨粉价格再创近期新高，稀有金属ETF(562800)有望持续受益

Group 1 - The small metal sector showed a rebound on February 6, 2026, with the China Rare Metals Theme Index rising by 1.24%, driven by significant gains in stocks such as Zhangyuan Tungsten Industry (+8.03%) and Shengxin Lithium Energy (+6.13%) [1] - Tungsten powder prices reached a recent high of 1.545 million yuan per ton on February 4, 2026, with a daily increase of 25,000 yuan per ton, attributed to supply constraints and strong demand from photovoltaic and electric vehicle sectors [1] - The strategic competition among major countries is reshaping the supply-demand dynamics of key minerals, with a focus on securing supply chains for critical metals like tungsten, zirconium, and uranium, which are expected to see a systematic increase in their "safety premium" [1] Group 2 - As of January 30, 2026, the top ten weighted stocks in the China Rare Metals Theme Index accounted for 59.71% of the index, including companies like Luoyang Molybdenum, Northern Rare Earth, and Ganfeng Lithium [2] - The Rare Metals ETF (562800) tracks the China Rare Metals Theme Index, providing a convenient investment tool for exposure to the rare metals sector [2] - Investors can also consider the Rare Metals ETF linked fund (014111) to explore investment opportunities in the rare metals sector [3]