The rare metals industry has clear upside potential, and the Harvest Rare Metals ETF (562800) provides one-click access to the rare metals sector.

As of May 12, 2026, 13:05, the CSI Rare Metals Theme Index fell by 2.80%.
In terms of constituent stocks, gains and losses were mixed, with China Molybdenum leading the gains with a 5.23% increase, Yunnan Zinc Industry up 3.19%, and Luoyang Molybdenum up 2.80%;
China Gold Group led the declines, with Northern Rare Earth and Shenghe Resources also falling.

As a key strategic resource, rare metals’ industry position continues to strengthen amid major power rivalries and supply chain reshaping.
Galaxy Securities analysts believe that in the first quarter of 2026, the A-share nonferrous metals industry’s net profit attributable to shareholders increased by 110.64% year-on-year, showing a significant acceleration, driven mainly by rising metal price centers and improved sales profit margins (from 5.42% to 8.04%).

The firm emphasizes that the competition among major powers for critical strategic metals is intensifying, accelerating the global supply chain restructuring process.
In particular, in new energy metals such as lithium, cobalt, and nickel, resource nationalism and geopolitical disturbances are superimposed, further amplifying supply rigidity and strengthening price support logic.
Currently, the overall valuation of the industry remains at a historic low, with clear upside potential for performance.

Data shows that as of April 30, 2026, the top ten weights of the CSI Rare Metals Theme Index (930632) are Luoyang Molybdenum, Northern Rare Earth, Salt Lake Shares, Huayou Cobalt, Ganfeng Lithium, Tianqi Lithium, Zhongkuang Resources, Tanhua New Energy, Xiamen Tungsten, and China Tungsten High-Tech, with the top ten stocks accounting for 57.63% of the total.

The Jiashi (562800) Rare Metals ETF tracks the CSI Rare Metals Theme Index and is a convenient tool for investing in the rare metals sector.

Off-market investors can also focus on investment opportunities in the rare metals sector through the Rare Metals ETF Connect Fund (014111).