LY iTECH(002600) 金融界·2025-04-09 11:37Core Viewpoint - The China Rare Earth Industry Index has shown a recent increase, indicating a potential recovery in the rare earth sector despite a decline over the past month [1][2]. Group 1: Index Performance - The China Rare Earth Industry Index rose by 1.93% to 1613.75 points, with a trading volume of 32.629 billion yuan [1]. - Over the past month, the index has decreased by 10.06%, while it has increased by 2.31% over the last three months and has remained nearly unchanged year-to-date with a decline of 0.01% [2]. Group 2: Index Composition - The index includes companies involved in rare earth mining, processing, trading, and applications, reflecting the overall performance of listed companies in the rare earth industry [2]. - The top ten weighted companies in the index are: Northern Rare Earth (16.39%), China Rare Earth (6.66%), Wolong Electric Drive (5.15%), Xiamen Tungsten (4.52%), Baotou Steel (4.52%), Greeenme (4.5%), China Aluminum (4.37%), Linyang Intelligent Manufacturing (4.03%), Shenghe Resources (3.96%), and Goldwind Technology (3.82%) [2]. Group 3: Market and Sector Breakdown - The Shanghai Stock Exchange accounts for 52.01% of the index holdings, while the Shenzhen Stock Exchange accounts for 47.99% [2]. - In terms of industry composition, raw materials make up 67.47%, industrials account for 26.17%, and information technology represents 6.36% of the index holdings [2]. Group 4: Index Adjustment and Fund Tracking - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December, with a sample adjustment ratio not exceeding 20% [3]. - Public funds tracking the rare earth industry include various ETFs from companies such as Harvest, Huatai-PB, and E Fund [3].