稀有金属ETF（562800）跟踪中证稀有金属主题指数，是布局稀有金属板块的便利工具。 申万宏源研究认为，2026年小金属领域将迎来积极变化，储能需求高增推动碳酸锂行业反转周期提前到 来，去全球化背景下战略小金属如稀土、钨、锑等价值将持续重估。全球信用格局重塑与美联储降息周 期延续将共同支撑贵金属和小金属景气趋势。 数据显示，截至2025年10月31日，中证稀有金属主题指数前十大权重股分别为北方稀土、洛阳钼业、华 友钴业、盐湖股份、赣锋锂业、天齐锂业、中矿资源、中国稀土、西部超导、厦门钨业，前十大权重股 合计占比60%。 2025年11月27日，稀有金属板块止跌回暖，截至13:19，中证稀有金属主题指数上涨0.54%，成分股云南 锗业上涨5.63%，锡业股份上涨4.90%，三祥新材上涨3.32%，赣锋锂业上涨1.73%，金钼股份上涨 1.53%。 今年下半年以来，受供给端不确定性持续影响，叠加下游储能、动力电池需求大幅增长，碳酸锂期货主 力合约此前一度突破10万元/吨大关。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 ...

2025年11月24日盘中，稀有金属板块下修调整。截至2025年11月24日 10:48，中证稀有金属主题指数下 跌。成分股铂科新材领涨，东方钽业、锡业股份跟涨；融捷股份领跌，盛新锂能、江特电机跟跌。 中金公司表示，"十五五"规划继续强调战略矿产资源开发和储备，夯实国家资源安全保障。展望未来， 有色行业有望迎来货币、需求和供应共振向上的牛市。在有色价格有望整体上行的背景下，增储上产 及"十五五"规划进一步激活中国矿企成长性，有色矿业公司有望迎来重大发展机遇期，配置价值凸显。 数据显示，截至2025年10月31日，中证稀有金属主题指数前十大权重股分别为北方稀土、洛阳钼业、华 友钴业、盐湖股份、赣锋锂业、天齐锂业、中矿资源、中国稀土、西部超导、厦门钨业，前十大权重股 合计占比60%。 稀有金属ETF（562800）跟踪中证稀有金属主题指数，是布局稀有金属板块的便利工具。 场外投资者还可以通过稀有金属ETF联接基金（014111）关注稀有金属板块投资机遇。 消息面上，近期，锂电、储能及电网设备等电力相关板块受益于海内外需求爆发，逐步成为热点主线， 研究机构普遍认为，国内外储能需求正迎来共振时刻，储能行业维持高景气预 ...

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 ...

Core Viewpoint - The A-share market showed a positive trend with all three major indices opening lower but rising throughout the morning session, driven by significant gains in precious and energy metals, particularly lithium-related stocks [1] Group 1: Market Performance - The A-share market indices experienced a low opening but subsequently increased, with notable stocks such as Tianhua New Energy rising over 10% and Rongjie Co. hitting the daily limit [1] - Rare metal ETF (562800) saw an intraday increase of over 4%, reflecting the positive sentiment in the market [1] Group 2: Price Trends of Raw Materials - Prices of upstream raw materials for lithium batteries have risen significantly, with battery-grade lithium carbonate priced at 85,000 yuan/ton, a 15.65% increase from early October 2025 [1] - The price of electrolytic cobalt reached 402,500 yuan/ton, marking a 17.69% increase since early October [1] - Lithium hexafluorophosphate saw a dramatic price increase of 105.0%, now priced at 123,000 yuan/ton compared to early October [1] Group 3: ETF Composition - The rare metal ETF (562800) tracks the CSI Rare Metal Theme Index, which includes sectors such as rare earths, lithium, copper, cobalt, and tungsten [1] - The top ten weighted stocks in the ETF include leading companies like Northern Rare Earth, Luoyang Molybdenum, Huayou Cobalt, and Salt Lake Potash [1]

Group 1 - The A-share market opened high and rose further, with the Shanghai Composite Index breaking through the 4000-point mark, and the rare metals sector performing exceptionally well [1] - Notable stocks in the rare metals sector included Chuaneng Power, which hit the daily limit, Zhongtung High-tech, which also reached the limit, Western Superconducting, which rose over 9%, and Shengxin Lithium Energy, which increased by more than 8% [1] Group 2 - The Rare Metals ETF (562800) surged by 4.39% yesterday and has seen a continuous increase for six months, attracting significant capital inflow [2] - Since the second half of the year, the Rare Metals ETF (562800) has added 3.13 billion shares, with a total net inflow of 2.477 billion yuan, bringing its latest scale to over 4.1 billion yuan [2] - Analysts suggest 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 intensifying supply-demand conflicts [2] - The ongoing scarcity of resources, upgrading demand structure, and policy adjustments indicate that rare metal prices are likely to continue an upward trend, benefiting companies with resource reserves, technological barriers, and compliant export channels [2]

Core Viewpoint - The article discusses the rising prices of lithium and rare earth metals amid the "anti-involution" trend, highlighting the performance of rare metal ETFs, particularly the 嘉实中证稀有金属ETF (562800) [1][16]. Group 1: Market Performance - The technology sector, particularly communication and electronics, has seen significant gains, with ETFs like the communication ETF (159695) and the Sci-Tech Chip ETF (588200) both exceeding 50% year-to-date [3]. - The non-ferrous metals sector has also performed well, with an annual increase of 51.05% [4]. - The rare earth ETF 嘉实 (516150) and the rare metal ETF (562800) have recorded year-to-date increases of 64.2% and 51.9%, respectively [4]. Group 2: Economic Factors - The Federal Reserve's recent interest rate cut of 25 basis points marks the beginning of a new easing cycle, which is expected to enhance liquidity and stimulate demand in the downstream sectors [6]. - The "anti-involution" policy is addressing structural supply-side issues, particularly in industries like new energy vehicles, photovoltaics, and lithium batteries [8]. Group 3: Lithium Market Insights - Lithium carbonate prices have been on the rise, with futures prices increasing over 20% since July [8]. - The lithium sector's listed companies reported a 54% year-on-year increase in net profit, totaling 37.26 billion yuan in the first half of the year [10]. - Demand for lithium is projected to reach 1.386 million tons of LCE by 2025, with a year-on-year growth of 20.4% [11]. Group 4: Rare Earth Market Insights - China holds over one-third of the global rare earth reserves and has a significant share of the global production and processing capacity [15]. - The rare earth prices have surged due to supply chain concerns and increased inventory accumulation by foreign manufacturers [15]. - Companies like 北方稀土 have reported substantial revenue growth, with a 45.2% increase in revenue and a 19-fold increase in net profit year-on-year [15]. Group 5: ETF Overview - The 嘉实中证稀有金属ETF (562800) strategically allocates 40% of its weight to small metals, including rare earths, and 20% to energy metals like lithium, nickel, and cobalt [22]. - The ETF has seen a significant increase in fund size, reaching 2.73 billion yuan, with a 119.7% increase in fund shares this year [27].

Group 1 - The A-share market showed mixed performance on August 7, with the Shanghai Composite Index rising by 0.16% to 3639.67 points, while the ChiNext Index fell by 0.68% [1] - The rare earth sector experienced significant gains in the afternoon, with key stocks such as Zhenghai Magnetic Materials and Zhongke Magnetic Materials seeing increases of 20% and over 13% respectively [1] - The rare earth ETFs, specifically the Jiashi Rare Earth ETF (516150) and the Rare Metals ETF (562800), reported daily gains of 3.14% and 2.54%, with trading volumes of 5.81 billion yuan and 1.20 billion yuan, respectively, leading their respective categories [1] Group 2 - Recent analysis indicates that the rare earth sector is expected to maintain an upward trend due to sustained supply tightness and steady demand growth, with strong price support in the short term [2] - Long-term projections suggest that the integration of rare earth production capacity and tightening supply will make price increases more likely, while high refining costs overseas are expected to support price differentials and enhance price increase expectations [2]

Group 1 - The three major indices opened slightly lower on May 23 but experienced a rebound, with energy metals and rare metals sectors showing upward movement, particularly driven by the controllable nuclear fusion concept [1] - The Rare Metals ETF (562800) saw a rise of over 1% as of the report, with significant premium trading observed during the session. Notably, it recorded a net inflow of 3.62 million yuan on May 22 [1] - Companies such as Dongfang Tantalum Industry, Tianqi Lithium, Dongfang Zirconium, and Huayou Cobalt experienced notable gains, with Dongfang Tantalum Industry rising over 6% [1] Group 2 - CITIC Securities recommends focusing on key materials and devices within the fusion industry chain, highlighting that global fusion research is primarily centered on magnetic confinement and inertial confinement fusion technologies [2] - The Tokamak device is identified as the optimal solution for achieving magnetic confinement fusion reactions, with core components including superconducting magnets, vacuum containers, and cooling systems, which account for over 50% of construction costs [2] - The fusion industry chain also involves upstream material segments, including special metals and superconducting strips, with special metals comprising special steel, tungsten, and copper, while superconducting strips are categorized into low-temperature and high-temperature superconducting materials [2]