Rare Metals ETF Huafu surged 1.57% in early trading. The expectation of rising prices in the lithium battery industry chain has strengthened, and the strategic value of rare metals continues to be reassessed as the global energy transition deepens.

As of March 20, 2026, 09:34, the CSI Rare Metals Theme Index (930632) surged by 1.51%.
The component stock Yunnan Tin Co. reached its daily limit up at 10cm,
while Xiamen Tungsten Co. rose by 2.96%, and Salt Lake Industry Co. increased by 2.93%.
Other stocks such as Yongxing Materials and Ganfeng Lithium also followed suit.
The Rare Metals ETF Huafu (561800) rose by 1.57%.

In terms of shares, as of March 19, 2026,
the Rare Metals ETF Huafu saw a growth of 4 million shares over the past two weeks.
Regarding capital inflow, the latest net inflow for the Rare Metals ETF Huafu was 7.2287 million yuan.
Looking at a longer time frame, a total of 38.325 million yuan was raised over the last 14 trading days.

Data shows that as of February 27, 2026,
the top ten weighted stocks in the CSI Rare Metals Theme Index (930632) are
Luoyang Molybdenum, Northern Rare Earth, Salt Lake Industry, Huayou Cobalt, Ganfeng Lithium,
Xiamen Tungsten, Zhongjin Lingnan, China Tungsten High-Tech, Tianqi Lithium, and China Rare Earth,
with these top ten stocks accounting for a combined 58.64%.

On February 25, 2026, Zimbabwe’s Ministry of Mines announced a suspension of all raw ore and lithium concentrate exports,
significantly exacerbating the global supply tightness of lithium resources.
With the peak season for power batteries and energy storage batteries approaching in Q2,
the price of battery-grade lithium carbonate returned to above 150,000 yuan/ton on March 16,
strengthening price increase expectations across the industry chain.

As a key raw material for new energy,
the strategic value of rare metals is continuously being reassessed
as the global energy transition deepens. Wanlian Securities believes that in 2026,
the lithium battery industry will officially enter a new cycle of “optimized supply-demand pattern + accelerated technological breakthroughs,”
in which the industrialization process of solid-state batteries will significantly accelerate,
with pilot lines being intensively established, raising the performance and purity requirements for upstream rare metal materials such as lithium, cobalt, and nickel.
At the same time, the penetration rate of lithium iron phosphate continues to climb above 80%,
further highlighting the structural shortage of lithium resources,
enhancing the bargaining power of leading material companies, and clarifying the trend of profit recovery.
The institution emphasizes that rare metals are not only beneficiaries of the cyclical recovery
but also the core carriers of next-generation battery technology upgrades.

The Rare Metals ETF Huafu (561800) provides an excellent investment tool for on-market investors to easily access the rare metals industry.