Harfor CSI Rare Metals Theme ETF

562800

561800

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On April 16, 2026, the Harvest CSI Rare Metals Theme ETF focused on investment opportunities in small metals. The industrial metals and lithium mining sectors performed strongly, with the CSI Rare Metals Theme Index rising by 2.74%. Guojin Securities pointed out that the escalation of geopolitical conflicts has led to China's dependence on foreign lithium resources exceeding 60%, making energy self-sufficiency a national security issue. Currently, the lithium battery industry chain is operating at a high level, reflecting strong downstream demand, which continues to support upstream rare metal raw materials. Investors can pay attention to this sector through rare metals ETFs and their connecting funds

腾讯新闻 - 财经

Harvest CSI Rare Metals Theme ETF

GF CSI Rare Metals Theme ETF

Canmax Technologies

ZHUZHOU SMELTER

Chengxin Lithium

Xizang Mineral

YOUNGY

SINOLINK SECURITIES

CMOC

CNRE

Qinghai Yanhu Industry

Huayou Cobalt

Ganfeng Lithium

GANFENGLITHIUM

TIANQI LITHIUM

SINOMINE

CHINATUNGSTEN HIGHTECH

ZGXT

Strong downstream rigid demand supports upstream rare metal raw materials, and Harvest focuses on investment opportunities in small metals for rare metal ETFs

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Wind data shows that as of April 14, more than 120 A-share companies have disclosed performance reports or forecasts for the first quarter of 2026, with the vast majority of companies reporting positive results. High-growth companies are favored by market funds, leading to significant stock price increases. Industry institutions believe that the large-scale disclosure of quarterly and annual reports by listed companies in April has led to a greater focus on performance realization, significantly raising the pricing weight of profit factors. Investors should pay attention to sectors such as optical communication and energy metals

36Kr

ChinaAMC CSI 5G Communication ETF

ICBCCS CSI Rare Metals Industry ETF

GF CSI All Share Energy ETF

Grasping the fundamentals to seize market opportunities, two sectors are most favored by institutions

On the morning of April 14, 2026, the CSI Rare Metals Theme Index rose by 0.45%, with small metals performing actively. Policies are promoting the safety and self-control of the rare metals industry chain, with the Ministry of Industry and Information Technology and six other departments issuing an action plan that emphasizes the transformation of key chemical intermediates. The sales of new energy vehicles are rebounding, supporting the consumption of rare metals. The rare metals ETF Harvest (562800) provides convenience for investors, focusing on investment opportunities in the rare metals sector

The security and self-controllable logic of the rare metals industry chain continues to strengthen, and the rare metals ETF Harvest is receiving much attention

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ARKX

CITIC Construction Investment Securities Research pointed out that global resource supply security is under threat, and countries are increasing inventories to cope with potential supply disruptions, especially with a significant increase in demand for strategic metals in the military industry. The price of tungsten concentrate has temporarily adjusted, with the domestic and international price gap widening; the price of molybdenum concentrate has slightly increased, with steady demand growth; and the price of antimony remains stable. Overall, investment opportunities in strategic metals continue to be optimistic

Hwabao WP CSI Military Industry ETF

ARK Space Exploration & Innovation ETF

Invesco Aero & Defense ETF

Guotai CSI Military Industry ETF

SPDR S&P Aerospace & Def

ISHRS Aero & Def

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

ISHRS MSCI Glb Slct Met & Mining

China Southern CSI SWS Non-Ferrous Metal ETF

Invesco DB TR Base Metals ETF

VanEck Rare Earth/Strategic Metals ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

SPDR S&P Mtls & Mng

CITIC Construction Investment: Benefiting from military industrial replenishment/safety stockpiling, we remain optimistic about investment opportunities in strategic metals

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Commodity futures closed. The main polysilicon contract hit the limit up, lithium carbonate rose over 5%, container shipping Europe route futures, crude oil, and low sulfur fuel oil gained over 3%, while Shanghai nickel, fuel oil, and industrial silicon increased over 2%. Caustic soda fell over 3%, and BR rubber declined over 2%

Wallstreetcn

Yunnan Tin

HSPC

Pro Ultr Bloomberg Crude Oil

Penghua Guozheng Non-ferrous Metal Industry ETF

ProShares Ultra Energy

ChinaAMC CSI Photovoltaic Industry ETF

China Merchants CSI Battery Theme ETF

GF Fund CNI New Energy Battery ETF

Us Brent Oil

Penghua CSI Photovoltaic Industry ETF

Guotai CSI Non-ferrous Metal ETF

Yinhua CSI Non-ferrous Metal ETF

United States Oil Fund LP

SPDR O&G Ex & Prd

Penghua SSE STAR New Energy ETF

iShares US Oil & Gas Expl & Prod

E Fund CNI New Energy Battery ETF

ChinaAMC CSI Petrochemical Industry ETF

China Universal CSI Oil & Gas Resources ETF

ICBCCS CNI NEV Battery ETF

ICBCCS CSI SEEE Carbon Neutral ETF

Hwabao WP CSI Non-ferrous Metal ETF

China Southern CSI New Energy ETF

Invesco Solar ETF

Harvest CSI Battery Theme ETF

China Universal CSI Energy ETF

The energy metals sector rose against the trend by 2.82% in the morning session, with Canmax Technologies once surging over 9%. The core logic behind the market speculation lies in the improving demand in the new energy industry chain and supply-side disruptions, which are driving the prices of metals such as lithium, cobalt, and nickel to remain strong. CITIC Construction Investment Securities pointed out that the risk appetite and liquidity in the A-share market have improved, and a short-term upward fluctuation is expected. It is recommended to pay attention to the first quarter reports and allocations in high prosperity industries, including resource products, AI, and lithium batteries. The trading volume of lithium carbonate futures has increased nearly 4.7 times year-on-year, indicating that market enthusiasm continues to rise

Energy metals surged nearly 3%! Canmax Technologies once rose over 9%, with lithium, cobalt, and nickel all soaring, as new energy demand exploded and valuations were restored

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03993

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On April 8, 2026, the small metals sector performed actively, with the CSI Rare Metals Theme Index rising by 2.54%. Component stocks such as CMOC, OTIC, and Yunnan Tin all saw significant gains. The Ministry of Industry and Information Technology released new policies to promote the renovation of old facilities and raise industry entry thresholds. Guolian Minsheng Securities pointed out that the demand for energy metals is strong, lithium salt prices are rebounding, and the industry is moving towards a critical window for a reversal in supply and demand patterns. The rare metals ETF Harvest (562800) has become a tool of interest for investors

OTIC

The small metals sector is performing actively, as the industry is moving from the cyclical bottom towards a critical window for a supply-demand pattern reversal, with the rare metals ETF Harvest (562800) attracting significant attention

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The Hwabao CSI Rare Metals Theme ETF (561800) rose by 1.15%, and the CSI Rare Metals Theme Index (930632) increased by 1.34%. Component stocks such as Mining Resources, ZY-Tungsten, and CHINATUNGSTEN HIGHTECH all saw significant gains. Recently, rare metal prices have diverged, with praseodymium-neodymium oxide and tin ingot prices rising by 7.16% and 6.70%, respectively. Guojin Securities pointed out that the supply reform in the rare earth industry continues to advance, the tin industry chain is affected by Indonesia's export policies, and the inventory of military metals such as tungsten and molybdenum is at a low level, with a clear trend of strategic value reassessment under the geopolitical backdrop

ZY-Tungsten

The rare metals ETF Harfor rose 1.15% during the session, with the supply and demand fundamentals of small metals expected to experience strong resonance, and the trend of strategic value reassessment is clear against the backdrop of geopolitical conflicts

Harfor CSI Rare Metals Theme ETF(561800.SH)