Xin Lang Cai Jing·2025-06-04 05:41Group 1 - The liquidity of the rare earth ETF fund shows a turnover of 2.48% with a transaction volume of 45.44 million yuan, ranking first among comparable funds over the past year [3] - The rare earth ETF fund has seen a significant scale increase of 29.37 million yuan in the past week, also ranking first among comparable funds [3] - The fund's share increased by 4 million shares in the past week, marking a significant growth and leading among comparable funds [3] - Over the past nine trading days, the rare earth ETF fund has attracted a total of 17.00 million yuan in inflows [3] - The latest price-to-earnings ratio (PE-TTM) of the index tracked by the rare earth ETF fund is 29.14, which is at a historical low, being in the bottom 11.02% of the past year [3] Group 2 - According to a report from Morgan Stanley, each humanoid robot requires approximately 0.9 kg of rare earth metals, indicating a potential demand for rare earth minerals worth 800 billion dollars due to the humanoid robot revolution [3] - Minmetals Securities predicts a significant year-on-year revenue increase and a substantial turnaround in net profit for the rare earth magnetic materials industry in Q1 2025, driven by improved supply-demand dynamics [4] - The supply of rare earth mining and separation quotas is expected to slow down significantly in 2024, while demand from downstream sectors like energy and robotics remains strong [4] - The top ten weighted stocks in the CSI Rare Earth Industry Index account for 57.28% of the index, including companies like Northern Rare Earth and China Rare Earth [4] - Investors can also access rare earth investment opportunities through the rare earth ETF linked fund (011036) [4]