SIASUN(SZ:300024) Xin Lang Cai Jing·2025-04-29 03:50Core Insights - The rare earth industry is experiencing positive momentum, with the China Rare Earth Industry Index rising by 0.15% as of April 29, 2025, and key stocks such as Keheng Co., Ltd. and Zhonggang Tianyuan showing significant gains [1][3] - The rare earth ETF has seen a cumulative increase of 12.14% over the past year, indicating strong investor interest and market performance [1][3] Market Performance - The rare earth ETF fund recorded a trading volume of 11.5992 million yuan, with a notable increase in scale of 9.0595 million yuan over the past week [3] - Over the last 20 trading days, the ETF has attracted a total of 17.6075 million yuan in inflows, reflecting robust demand [3] Financing and Valuation - The latest financing buy-in for the rare earth ETF reached 1.6611 million yuan, with a financing balance of 12.1763 million yuan, indicating ongoing leverage in the market [3] - The price-to-earnings ratio (PE-TTM) for the index tracked by the ETF is currently at 29.66, which is below the historical average, suggesting that the sector is undervalued [3] Company Performance - China Rare Earth Group Resources Technology Co., Ltd. reported a turnaround in Q1 2025, with revenues of 728 million yuan, a year-on-year increase of 141.32%, and a net profit of 72.6181 million yuan, compared to a loss of 289 million yuan in the same period last year [3] - The demand for rare earths is expected to grow, particularly in the fields of humanoid robots and low-altitude economy, as highlighted by Guojin Securities [3] Key Holdings - As of March 31, 2025, the top ten weighted stocks in the China Rare Earth Industry Index accounted for 56.81% of the index, with major players including Northern Rare Earth, Wolong Electric Drive, and China Rare Earth [4] - Investors can also access rare earth investment opportunities through linked funds [4]