--- title: "Strong downstream rigid demand supports upstream rare metal raw materials, and Harvest focuses on investment opportunities in small metals for rare metal ETFs" type: "News" locale: "en" url: "https://longbridge.com/en/news/282928430.md" description: "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" datetime: "2026-04-16T02:39:07.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/282928430.md) - [en](https://longbridge.com/en/news/282928430.md) - [zh-HK](https://longbridge.com/zh-HK/news/282928430.md) --- # Strong downstream rigid demand supports upstream rare metal raw materials, and Harvest focuses on investment opportunities in small metals for rare metal ETFs On the morning of April 16, 2026, industrial metals, lithium mines, and small metals sectors saw significant gains. As of 10:04, the CSI Rare Metals Theme Index surged by 2.74%, with constituent stock Tianhua New Energy rising by 12.11%, Zhuhai Group hitting the 10% daily limit, Shengxin Lithium Energy increasing by 8.82%, and stocks like Tibet Mining and Rongjie Co., Ltd. also following suit. As a key supporting material for energy transition and high-end manufacturing, the strategic value of rare metals is continuously increasing. Guojin Securities pointed out that against the backdrop of escalating geopolitical conflicts, China's dependence on foreign lithium resources exceeds 60%. Coupled with the high dependence on foreign oil and natural gas, energy self-sufficiency has risen to a national security issue. The combination of "wind, solar + energy storage + sodium batteries" has become the core path to breaking resource dependence, and rare metals are an indispensable foundational material in this chain. The institution stated that the current lithium battery industry chain maintains high production levels, with pre-production in April for cathodes, separators, and electrolytes showing a year-on-year increase of 44% to 55%, reflecting strong resilience in downstream rigid demand, which continuously supports upstream rare metal raw materials. Data shows that as of March 31, 2026, the top ten weighted stocks in the CSI Rare Metals Theme Index are Luoyang Molybdenum, Northern Rare Earth, Salt Lake Co., Ltd., Huayou Cobalt, Ganfeng Lithium, Xiamen Tungsten, Tianqi Lithium, Zhongjin Resources, China Tungsten High-tech, and China Rare Earth, with the top ten weighted 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. Offshore investors can also pay attention to investment opportunities in the rare metals sector through the rare metals ETF feeder fund (014111) ### Related Stocks - [562800.CN](https://longbridge.com/en/quote/562800.CN.md) - [561800.CN](https://longbridge.com/en/quote/561800.CN.md) - [159608.CN](https://longbridge.com/en/quote/159608.CN.md) - [300390.CN](https://longbridge.com/en/quote/300390.CN.md) - [600961.CN](https://longbridge.com/en/quote/600961.CN.md) - [002240.CN](https://longbridge.com/en/quote/002240.CN.md) - [000762.CN](https://longbridge.com/en/quote/000762.CN.md) - [002192.CN](https://longbridge.com/en/quote/002192.CN.md) - [600109.CN](https://longbridge.com/en/quote/600109.CN.md) - [603993.CN](https://longbridge.com/en/quote/603993.CN.md) - [03993.HK](https://longbridge.com/en/quote/03993.HK.md) - [600111.CN](https://longbridge.com/en/quote/600111.CN.md) - [000792.CN](https://longbridge.com/en/quote/000792.CN.md) - [603799.CN](https://longbridge.com/en/quote/603799.CN.md) - [002460.CN](https://longbridge.com/en/quote/002460.CN.md) - [01772.HK](https://longbridge.com/en/quote/01772.HK.md) - [600549.CN](https://longbridge.com/en/quote/600549.CN.md) - [002466.CN](https://longbridge.com/en/quote/002466.CN.md) - [09696.HK](https://longbridge.com/en/quote/09696.HK.md) - [002738.CN](https://longbridge.com/en/quote/002738.CN.md) - [000657.CN](https://longbridge.com/en/quote/000657.CN.md) - [000831.CN](https://longbridge.com/en/quote/000831.CN.md) ## Related News & Research - [BNB ETF Could Be Next Big Crypto Breakthrough, Says Bloomberg Analyst](https://longbridge.com/en/news/286639724.md) - [This ETF Is Flying High Again. Here's How to Tell If It Will Continue.](https://longbridge.com/en/news/285754960.md) - [VanEck, Grayscale file fresh BNB ETF amendments as race for next altcoin spot ETF accelerates](https://longbridge.com/en/news/286652991.md) - [Worried About a Market Crash? 3 Vanguard ETFs Built to Survive](https://longbridge.com/en/news/286880525.md) - [3 Dividend ETFs to Lock In Before Summer Volatility Picks Up](https://longbridge.com/en/news/286999152.md)