--- title: "The Rare Metals ETF Harfor rose 1.52% in half a day, and the overall recovery opportunities for small metals after significant declines are worth paying attention to" type: "News" locale: "en" url: "https://longbridge.com/en/news/280259098.md" description: "As of March 24, 2026, the CSI Rare Metals Theme Index rose by 1.59%, and the Rare Metals ETF Harfor (561800) increased by 1.52%. In the past month, the scale grew by 18.4123 million yuan, attracting 37.3563 million yuan over the last 16 trading days. Huatai Securities pointed out that rare earths and other minor metals are affected by geopolitical conflicts, with supply concentration and notable resilience, making the repair opportunities worth paying attention to. Dongfang Securities expects that the export volume of rare earth magnetic materials will increase in 2025, and there is a basis for the rare earth price center to rise" datetime: "2026-03-24T05:09:13.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/280259098.md) - [en](https://longbridge.com/en/news/280259098.md) - [zh-HK](https://longbridge.com/zh-HK/news/280259098.md) --- # The Rare Metals ETF Harfor rose 1.52% in half a day, and the overall recovery opportunities for small metals after significant declines are worth paying attention to As of the midday close on March 24, 2026, the CSI Rare Metals Theme Index (930632) surged by 1.59%, with constituent stock Rongjie Co., Ltd. hitting the daily limit up of 10%, Yongxing Materials rising by 5.83%, Yunnan Tin Industry increasing by 5.27%, and stocks such as Salt Lake Co. and Tianhua New Energy also following suit. The Rare Metals ETF Harfor (561800) rose by 1.52%. In terms of scale, as of March 23, 2026, the Rare Metals ETF Harfor saw a growth of CNY 18.4123 million in the past month. In terms of shares, the Rare Metals ETF Harfor experienced an increase of 6 million shares in the past week. Looking at capital inflows over a longer period, the Rare Metals ETF Harfor has "absorbed" a total of CNY 37.3563 million over the past 16 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 Co., Huayou Cobalt, Ganfeng Lithium, Xiamen Tungsten, Zhongjin Lingnan, China Tungsten High-tech, Tianqi Lithium, and China Rare Earth, with the top ten weighted stocks accounting for a total of 58.64%. On a macro level, after China implemented export controls on medium and heavy rare earths starting in April 2025, overseas heavy rare earth prices surged significantly, with the domestic and foreign price difference essentially being a premium paid for "supply chain security." Considering the rigid demand from end-users such as military industries that are difficult to replace, the United States, European Union, and Australia are actively promoting the establishment of commercial reserves and joint procurement mechanisms, with some already setting a price floor for rare earths, indicating a clear trend of "reverse storage" overseas. Huatai Securities believes that small metal varieties such as rare earths, tungsten, molybdenum, and cobalt are catalyzed by geopolitical conflicts, with expectations for strategic reserves and military stockpiling continuing to strengthen. The supply side is highly concentrated domestically, making it difficult for external shocks to replace, highlighting its resilience and mid-term allocation value, with overall repair opportunities after significant declines worthy of active attention. Dongfang Securities' research report points out that in 2025, China's rare earth magnetic material export volume is expected to reach 59,600 tons, a year-on-year increase of 2%, with 35,500 tons exported from July to December, a year-on-year increase of 16%, confirming that reverse storage demand is substantively transmitted domestically. Against the backdrop of increasing global geopolitical risks and the continued strengthening of rigid supply in rare earths, there is a basis for the upward movement of rare earth prices, and the strategic value of the sector continues to stand out. 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