Energy Storage Demand Becomes New Engine for Lithium Consumption,ICBCCS CSI Rare Metals Theme ETF(159671) Up Nearly 3%

NewTimeSpace News - As of 14:38 on January 9, 2026, Rare Metal ETF Fund (159671) rose 2.89%, with the latest price at 1.43 yuan. Over a longer timeframe, as of January 8, 2026, the Fund gained 6.37% over the past week. (The stocks listed above are index constituents only and do not constitute specific recommendations.)

In terms of liquidity, Rare Metal ETF Fund recorded an intraday turnover rate of 5.45% and trading volume of 39.0265 million yuan. Over a longer period, as of January 8, its average daily trading volume reached 42.3758 million yuan over the past week.

Scale-wise, Rare Metal ETF Fund's latest size hit 699 million yuan, hitting a one-month high. (Data source: Wind)

Regarding capital flows, Rare Metal ETF Fund saw consecutive net capital inflows for the past 3 days, with the highest single-day net inflow of 23.7738 million yuan, totaling 51.1421 million yuan in "capital absorption," with an average daily net inflow of 17.0474 million yuan. (Data source: Wind)

Data shows leveraged funds continue to build positions. Rare Metal ETF Fund's latest margin purchase reached 1.3835 million yuan, with the latest margin balance at 3.5967 million yuan. (Data source: Wind)

As of January 8, Rare Metal ETF Fund's NAV rose 108.45% over the past year, ranking 1st among comparable funds and 23rd out of 3,403 index stock funds (top 0.68%). In terms of return capability, as of January 8, 2026, since its inception, the Fund's highest monthly return was 24.07%, longest consecutive up months was 6, longest consecutive gain was 81.09%, up/down month ratio was 19/15, and average return in up months was 6.72%. As of January 8, 2026, its three-month excess return over benchmark reached 4.75% annualized, ranking 1st out of 4 comparable funds.

On drawdowns, as of January 8, 2026, Rare Metal ETF Fund's year-to-date maximum drawdown was 1.91%, with a relative benchmark drawdown of 0.03%.

In terms of fees, Rare Metal ETF Fund charges a management fee of 0.45% and a custody fee of 0.07%, the lowest among comparable funds.

Rare Metal ETF Fund closely tracks the CSI Rare Metal Theme Index, which selects up to 50 listed securities of companies involved in rare metal mining, smelting, and processing as index samples to reflect the overall performance of rare metal-themed listed securities.

Tianfeng Securities stated that as the Yichun lithium mica mining rights issue emerges, the extensive mining model is unsustainable, and resource value is being re-highlighted; meanwhile, energy storage demand is being released beyond expectations due to improved economics, becoming a new engine for lithium consumption. Short-term lithium carbonate prices have rebounded above 130,000 yuan, and combined with the lean production orientation of the industrial chain, the price bottom range is becoming clearer. The core value of lithium resource enterprises is entering a revaluation channel, and the equity market may reflect this trend ahead of time.

NewTimeSpace Disclaimer: All content herein is the original work of NewTimeSpace. Any reproduction, reprinting, or use of this content in any other manner must clearly indicate the source as "NewTimeSpace". NewTimeSpace and its authorized third-party information providers strive to ensure the accuracy and reliability of the data, but do not guarantee the absolute correctness thereof. This content is for reference only and does not constitute any investment advice. All transaction risks shall be borne by the user.