稀有金属ETF基金(561800)半日涨超4%，成分股东方钽业、章源钨业10cm涨停，小金属持续走强

Group 1 - The core index of the rare metals theme, the CSI Rare Metals Theme Index (930632), rose by 4.13% as of February 11, 2026, with key stocks such as Dongfang Tantalum Industry and Zhangyuan Tungsten hitting the daily limit up [1] - The top ten weighted stocks in the CSI Rare Metals Theme Index accounted for 59.71% of the index, including companies like Luoyang Molybdenum, Northern Rare Earth, and Ganfeng Lithium [1] - The rare metals ETF fund (561800) experienced a net inflow of 42.06 million yuan over 13 out of the last 22 trading days, indicating strong investor interest [1] Group 2 - Cobalt, a core rare metal for new energy and high-temperature alloys, is undergoing a policy-driven restructuring in its supply landscape, with the Democratic Republic of Congo lifting its cobalt export ban in Q4 2025 [2] - The CS Rare Metals Index, tracked by the rare metals ETF fund, primarily allocates to lithium carbonate, minor metals, and rare earths, with lithium carbonate comprising 30%-40% of the index, making it a leading investment tool for rare metals [2]