Group 1 - The largest rare earth-themed ETF, Jiashi Zhongzheng Rare Earth Industry ETF (516150), has been renamed to "Rare Earth ETF Jiashi" starting June 17, enhancing its recognition and aiding investor decision-making [1] - Following the recent US-China tariff negotiation framework agreement, there are signals of marginal easing in China's rare earth export control policies, leading to a sustained strength in the rare earth concept [1] - As of June 16, the Jiashi Rare Earth ETF (516150) has seen significant investor interest, with a trading volume of 2.549 billion yuan and a total share count of 2.161 billion, both reaching new highs in the past year [1] Group 2 - According to CITIC Securities research, China's rare earth control is not fully relaxed but has seen a temporary easing in the civilian sector, maintaining a high valuation for the rare earth magnetic materials sector [2] - The demand for overseas rare earth magnetic materials is high, and the recovery of exports is expected to narrow the price gap between domestic and international markets, leading to profit recovery for magnetic material companies [2] - Investors are advised to continue focusing on Jiashi Rare Earth ETF (516150) for on-market investments, while off-market investors are recommended to consider Jiashi Zhongzheng Rare Earth Industry ETF linked funds (Class A 011035, Class C 011036) to seize rare earth investment opportunities [2]
全市场规模最大稀土主题类ETF再启新程,稀土ETF嘉实(516150)更名焕新
Mei Ri Jing Ji Xin Wen·2025-06-17 03:11