稀有金属ETF基金(561800)盘中最高涨近3%，近三天获得连续资金净流入

Group 1 - The core viewpoint of the news highlights the strong performance of rare metal ETFs and the underlying factors driving the market, including supply constraints and price increases in rare metals [1][2][3] Group 2 - As of February 9, 2026, the CSI Rare Metals Theme Index (930632) rose by 1.92%, with significant gains in constituent stocks such as Shenghe Resources (up 9.97%) and Yulu Co. (up 5.77%) [1] - The top ten weighted stocks in the CSI Rare Metals Theme Index account for 59.71% of the index, with companies like Luoyang Molybdenum and Northern Rare Earth among the leaders [1] - The rare metal ETF fund (561800) saw a scale increase of 7.1364 million yuan in the past week, with a share increase of 3.5 million units [1] - The supply side of rare earths is tightening due to domestic environmental assessments and production restrictions, leading to a 2.12% decrease in praseodymium and neodymium metal output in January [2] - The price of praseodymium and neodymium oxide has increased by 12.64% to 757,500 yuan per ton due to rigid supply support [2] - Tungsten supply is also tightening, with black tungsten concentrate prices rising by 25.19% to 671,000 yuan per ton, reaching a historical high [2] - The CS Rare Metals Index tracked by the rare metal ETF fund primarily allocates to lithium carbonate, minor metals, and rare earth sectors, with lithium content between 30% and 40% [3]