稀土ETF易方达(159715)强势涨近3%，机构：稀土板块有望迎业绩估值双升

Core Viewpoint - The rare earth ETF E Fund (159715) has seen a strong increase of nearly 3%, with institutions suggesting that the rare earth sector is likely to experience both performance and valuation increases in the near future [1][2]. Group 1: Market Performance - As of March 26, 2025, the E Fund rare earth ETF recorded a trading volume of 8.2489 million yuan and a turnover rate of 4.13% [1]. - The price of light rare earth oxide praseodymium-neodymium reached 444,500 yuan per ton, while heavy rare earth oxide dysprosium decreased by 1.6% to 1,677,200 yuan per ton [2]. Group 2: Supply and Demand Dynamics - The upcoming issuance of the first batch of quotas for 2025 is anticipated, with a low growth rate expected for quotas due to a downward trend in rare earth prices in 2024 [1]. - The demand for rare earths is expected to be driven by sectors such as humanoid robots and the low-altitude economy, which may create new demand in the rare earth field [1]. - The supply situation is tightening due to import controls on rare earth ores and limited sources from separation plants, leading to a tense spot market [2]. Group 3: Strategic Opportunities - The rare earth sector is viewed as a strategic opportunity, with the current market conditions reflecting a combination of fundamental and emotional factors driving upward momentum [2]. - The overall attention on the rare earth sector is expected to increase significantly, especially in the context of China's pricing power and its leading position in the global market amid rising globalization challenges [1].