Group 1 - The rare metal concept stocks have weakened, with companies like China Rare Earth, Shenghe Resources dropping over 3%, and Northern Rare Earth, Huayou Cobalt, Salt Lake Industry, and Ganfeng Lithium falling over 2% [1] - The Rare Metal ETF has also declined by more than 2% [1] - Analysts believe that the limited reserves of strategic minor metals, high extraction difficulty, and insufficient supply elasticity, combined with rapid growth in downstream demand from sectors like new energy, semiconductors, and military industry, are exacerbating supply-demand conflicts [2] Group 2 - The scarcity of resources is becoming increasingly prominent, and with the upgrading of demand structure and policy regulation, rare metal prices are expected to continue an upward trend [2] - Companies with resource reserve advantages, technical barriers, and compliant export channels are likely to benefit continuously [2]

A股早盘走势分化，稀有金属板块表现亮眼。天华新能涨超11%，盛新锂能、中矿资源涨超9%，天齐锂 业、融捷股份、永兴材料涨超7%。 受盘面影响，稀有金属ETF（562800）早盘涨超3%。 值得注意的是，今年以来，稀有金属板块强势爆发，稀有金属ETF（562800）目前已连涨7个月，并持 续受资金追捧。Wind数据显示，近半年（截至11月16日），稀有金属ETF（562800）份额增加了22.66 亿份，累计净流入资金逾17亿元，最新规模超35亿元。 （文章来源：每日经济新闻） 有券商表示，在全球货币宽松周期、资源战略地位提升及新旧产业转型共振下，有色金属进入供需紧平 衡驱动的新周期，走势相对独立。此外，战略小金属储量有限、开采难度大且供给弹性不足，同时新能 源、半导体、军工等下游需求快速增长，供需矛盾加剧。在资源稀缺性持续凸显、需求结构升级及政策 调控下，未来稀有金属价格有望延续上行趋势，具备资源储量优势、技术壁垒及合规出口渠道的企业将 持续受益。 资料显示，稀有金属ETF（562800）跟踪中证稀有金属主题指数，该指数选取不超过50家业务涉及稀有 金属采矿、冶炼和加工的上市公司证券作为指数样本，以反映稀有金 ...