ETF甄选 | 市场全天震荡走势，周期ETF稀土、光伏、养殖等表现亮眼

Group 1: Market Overview - The market experienced a volatile trading day with all three major indices closing lower: Shanghai Composite Index down 0.04%, Shenzhen Component Index down 0.05%, and ChiNext Index down 0.26% [1] - Sectors such as chemical fiber, electric machinery, and photovoltaic equipment saw significant gains, while shipbuilding, banking, and mining sectors faced declines [1] Group 2: Rare Earth Industry Insights - According to Zhongtai Securities, rare earth prices are at a cyclical bottom, with import mineral controls tightening, leading to a more concentrated supply structure and potential price increases [2] - The anticipated production of humanoid robots starting in 2025 could create a demand for 200,000 to 400,000 tons of rare earths, equivalent to recreating a rare earth permanent magnet market [2] - Guojin Securities suggests that the overall downward trend in rare earth prices for 2024 may limit quota growth in 2025, but new demand from humanoid robots and low-altitude economy could boost the sector [2] Group 3: Photovoltaic Industry Developments - Caixin Securities forecasts a price recovery in the photovoltaic industry chain driven by demand surges and low inventory replenishment in Q2 [3] - Guojin Securities highlights the upcoming installation rush in the photovoltaic sector, with significant price recovery expected in the mid and downstream segments [3] - The current photovoltaic sector is seen as having a triple bottom in terms of performance, sentiment, and attention, with key recommendations focusing on glass, battery cells, new technologies, and large storage [3] Group 4: Livestock Industry Trends - Guohai Securities notes that the pressure on pig supply is easing, with demand showing marginal improvement, leading to an expected gradual increase in pig prices [4] - The period of maximum downward pressure on pig prices has passed, and there is potential for a seasonal price increase in Q2-Q3 of 2025 due to a supply gap [4] - The overall increase in pig supply is expected to lead to a bottoming out of the industry, with opportunities for strategic positioning [5]