On the morning of April 8, 2026, the small metals sector showed active performance. As of 10:28, the CSI Rare Metals Theme Index surged by 2.54%. Component stocks such as CMOC rose by 7.16%, OTIC increased by 6.72%, Yunnan Tin went up by 5.73%, and other stocks like Zhong Rare Metals and Zhuye Group also followed suit.
Recently, the Ministry of Industry and Information Technology and six other departments issued the &#34;Action Plan for Accelerating the Renovation and Upgrading of Old Equipment in the Petrochemical Industry (2026-2029),&#34; which clearly requires the registration of production facilities that have been in operation for over 20 years and the formulation of upgrade plans on a &#34;one enterprise, one policy&#34; basis. It prioritizes support for the renovation and upgrading of old facilities related to key rare metals such as MDI and coal-to-methanol. This policy will systematically raise the industry entry threshold and strengthen the competitive advantages of leading enterprises with technological reserves and resource synergy capabilities.
A research report from Guolian Minsheng Securities pointed out that the energy metals sector exhibits a &#34;not dull off-season&#34; characteristic. Although lithium carbonate inventories have slightly accumulated, demand remains strong against the backdrop of continuously rising production, indicating a steady pace of destocking at the end-user level. Meanwhile, lithium salt prices have shown signs of stabilization and recovery, with an average price increase of 21.2% quarter-on-quarter in Q4 2025. Coupled with cost reductions from the concentrated release of self-owned mines, the industry is moving from the cyclical bottom towards a critical window for a reversal in the supply-demand pattern.
Data shows that as of March 31, 2026, the top ten weighted stocks in the CSI Rare Metals Theme Index are CMOC, Northern Rare Earth, Salt Lake Industry, Huayou Cobalt, Ganfeng Lithium, Xiamen Tungsten, Tianqi Lithium, Zhong Mining Resources, China Tungsten High-Tech, and China Rare Earth, with the top ten stocks accounting for a total of 57.87%.
The rare metals ETF Harvest (562800) tracks the CSI Rare Metals Theme Index and serves as a convenient tool for investing in the rare metals sector.
Off-exchange investors can also pay attention to investment opportunities in the rare metals sector through the rare metals ETF feeder fund (014111)

000960

561800

562800

000962

03993

603993

159608

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

腾讯新闻 - 财经

Yunnan Tin

Harfor CSI Rare Metals Theme ETF

Harvest CSI Rare Metals Theme ETF

OTIC

CMOC

GF CSI Rare Metals Theme ETF

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