"Computing Power Metals" are in the spotlight, with Huaxia Rare Metal ETF (159053) rising against the market trend

Data shows that as of 10:11 on August 3, the Huaxia Rare Metal ETF (159053) bucked the trend with a gain of 0.83%, with a trading volume of 3.7029 million yuan. Looking at its holdings, performance within the sector was mixed: Yunnan Germanium rose by 3.70%, Ganfeng Lithium by 1.19%, Northern Rare Earth by 0.98%, and Salt Lake Industry by 0.70%.

In terms of news, data released on July 29 by the China Nonferrous Metals Industry Association showed that in the first half of this year, the production of ten major non-ferrous metals, as reported by the National Bureau of Statistics, reached 41.513 million tons, a year-on-year increase of 3.3%. Meanwhile, the total profit of non-ferrous enterprises above designated size reached 418.39 billion yuan, a sharp year-on-year surge of 94.0%, placing it among the top in the industrial sector for profit growth speed.

Recently, several listed companies in the minor metal industry chain disclosed their performance forecasts for the first half of 2026. The industry as a whole is showing an improvement in profitability, with most companies achieving year-on-year growth in net profit attributable to shareholders. Besides resource-side enterprises, industry chain companies are also benefiting from improved industry prosperity. For example, Yunnan Germanium has seen growth in its compound semiconductor materials business due to increased demand for high-speed optical modules.

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The Huaxia Rare Metal ETF (159053) closely tracks the CSI Rare Metal Theme Index, allowing investors to easily allocate assets in strategic metals such as rare earth, lithium, cobalt, and tungsten with one click. The content of energy metals and strategic minor metals exceeds 60%, providing a convenient tool for investors to layout in the strategic resources track. The management fee plus custody fee for this ETF totals 0.20%, making it one of the lowest fee tiers in the entire market.