（原标题：单日涨超4.8%，这只ETF逆袭） 来源：ETF洞察 【导读】今日跨境ETF表现亮眼，稀有金属ETF"霸榜" 中国基金报记者 曹雯璟 大家好，这里是ETF洞察。 2月11日，A股三大指数走势分化，小金属、油气开采走强，影视院线板块回调；有色金属、化学纤维、磷化工、钢铁等概念涨幅居前。 稀有金属板块全面爆发 稀有金属ETF最高上涨3.86% 今日，稀有金属板块全面爆发，嘉实稀有金属ETF上涨3.86%，紧随其后的是工银瑞信、广发、华富旗下稀有金属ETF，分别上涨3.79%、3.78%、 3.53%，占据涨幅榜靠前席位。 其中，嘉实稀有金属ETF规模最大，超65亿元。紧随其后的是广发稀有金属ETF，规模超51亿元；工银瑞信、华富旗下稀有金属ETF规模分别超13 亿元、2亿元。全市场4只稀有金属ETF产品中，仅工银瑞信基金旗下产品管理费和托管费为0.45%和0.07%，其余3只的管理费和托管费均为 0.5%、0.1%。 ETF方面，当日全市场共有640只股票ETF（含跨境）上涨，其中，华夏日经ETF涨4.85%，多只稀有金属ETF涨幅居前。 同时，有713只股票ETF下跌，多只影视ETF、传媒ETF领跌。 ...

Core Viewpoint - Rare metals are entering a new prosperity cycle driven by global supply chain restructuring and the rapid development of emerging industries, serving as strategic resources for energy transition, high-end manufacturing, and national security [1] Group 1: Market Outlook - Despite recent market volatility, the manager of Huafu Rare Metals ETF remains optimistic about the long-term positive trend for rare metals, believing that short-term fluctuations do not alter this outlook [1] - Rare metals are considered the "blood of the new economy," playing a critical role in high-tech industries despite their relatively small usage, with ongoing value reassessment [1] Group 2: Demand Drivers - Downstream demand remains robust, particularly in sectors such as new energy vehicles, humanoid robots, low-altitude economy, wind power, and industrial motors, leading to strong demand for rare earth magnetic materials [1] - The demand for lithium carbonate in energy storage is growing significantly, with leading companies maintaining full production and overall supply expected to be tight in the first half of the year [1] Group 3: Price Trends and Performance - Benefiting from the gradual price increases of specific rare metal varieties, the overall performance forecast for companies in the CSI Rare Metals Theme Index for Q4 2025 is positive, indicating solid fundamental support [1] - The top ten constituents of the CSI Rare Metals Theme Index include leading companies such as Luoyang Molybdenum (603993), Northern Rare Earth (600111), Tianqi Lithium (002466), and Huayou Cobalt (603799), collectively accounting for approximately 60% of the index weight [2] Group 4: Investment Tools - The Huafu Rare Metals ETF, one of the first products tracking this index in the market, provides investors with a convenient tool to gain exposure to the core strategic metal supply chain, including lithium, rare earths, and cobalt [2]