截至2025年9月12日午间收盘，中证稀有金属主题指数(930632)强势上涨1.92%，成分股云路股份 (688190)上涨6.05%，东方钽业(000962)上涨5.82%，银河磁体(300127)上涨5.42%，东方锆业(002167)， 株冶集团(600961)等个股跟涨。稀有金属ETF基金(561800)半日收涨1.48%。拉长时间看，截至2025年9 月11日，稀有金属ETF基金近1周累计上涨6.45%，涨幅排名可比基金第一。 数据显示，截至2025年8月29日，中证稀有金属主题指数(930632)前十大权重股分别为北方稀土 (600111)、洛阳钼业(603993)、盐湖股份(000792)、华友钴业(603799)、天齐锂业(002466)、赣锋锂业 (002460)、中国稀土(000831)、盛和资源(600392)、中矿资源(002738)、厦门钨业(600549)，前十大权重 股合计占比57.58%。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 000792 | 盐湖股份 | 1.14% | 8.52% | | 60011 ...

Group 1 - The Rare Metals ETF has seen a net value increase of 36.41% over the past year, with the highest monthly return reaching 24.02% since its inception [3] - The ETF closely tracks the Zhongzheng Rare Metals Theme Index, which includes up to 50 listed companies involved in rare metal mining, smelting, and processing [3] - As of June 30, 2025, the top ten weighted stocks in the Zhongzheng Rare Metals Theme Index account for 54.07% of the index, with companies like Salt Lake Co. and Northern Rare Earth among the leaders [3] Group 2 - The industrial metals sector is expected to benefit from policy support, with plans to expand demand and optimize supply, boosting industry confidence [4] - The Ministry of Industry and Information Technology aims to promote structural adjustments and high-quality development in key industries, including copper and aluminum [4] - Strategic metals are anticipated to experience valuation reconstruction opportunities, with prices for praseodymium and neodymium oxide rebounding and black tungsten ore prices reaching historical highs [4] Group 3 - The top ten stocks in the Rare Metals ETF include Salt Lake Co. (8.52% weight), Northern Rare Earth (8.49% weight), and others, providing a solid investment tool for investors in the rare metals sector [6]

Group 1 - The humanoid robot revolution is expected to create a demand for rare earth minerals worth $800 billion, with each robot requiring approximately 0.9 kg of rare earth metals [1] - The U.S. relies on China for 70% of its magnetic materials, and new mines take an average of 17.8 years to become operational, limiting short-term options for the U.S. [1] - The rare metal ETF (561800) has seen a significant increase in shares, with a growth of 750,000 shares over the past six months, ranking first among comparable funds [1] Group 2 - The rapid development of humanoid robots is anticipated to drive a swift increase in demand for rare earth permanent materials, particularly in servo motors used for joint movements [2] - Rare earth permanent materials enhance motor efficiency, power density, and control precision, making them essential for servo motors in humanoid robots [2] - Companies with high technical barriers and flexible production capacities in the rare earth permanent sector are recommended for investment during this growth phase [2] Group 3 - The stock of Huafu Technology Momentum has increased by 70.61% over the past year and 41.65% year-to-date, reflecting the accelerating commercialization of humanoid robots [3] - Investment opportunities in the rare earth permanent sector can be accessed through the rare metal ETF (561800) and Huafu Technology Momentum (A/C: 007713/017968) [3]