海外车企因稀土供应紧张而调整生产计划，刚性补库需求仍旧旺盛，稀土ETF（516780）连续7个交易日获资金净流入

Core Insights - Recent tightening of China's rare earth resource supply policies has heightened concerns among overseas companies regarding supply chain stability [1] - The dependence of foreign industries on China's rare earth resources and the vulnerability of the global supply chain in this critical segment are underscored by recent actions from companies [1] Supply and Demand Dynamics - The rare earth industry is experiencing a tight supply-demand balance, attracting significant market attention and investment [1] - The Huatai-PB Rare Earth ETF (516780) has seen continuous net inflows for seven consecutive trading days since June 9, with shares and scale increasing to 1.021 billion shares and 1.152 billion yuan, respectively, marking growth of 331 million shares and 420 million yuan since Q2 2023 [1] Trading Activity - The trading activity of the Rare Earth ETF (516780) has been boosted, with an average daily trading volume of 129 million yuan over the past seven trading days, a significant increase from the average of 46 million yuan from the beginning of the year to June 6 [1] Index Performance - The Rare Earth ETF (516780) closely tracks the CSI Rare Earth Industry Index, comprising 37 constituent stocks involved in rare earth mining, processing, trading, and applications, with the top ten stocks accounting for nearly 60% of the weight [1] - The index has achieved a 34.12% increase over the past year, outperforming the same period's performance of the Wind All A Index at 19.00%, with a current P/E ratio of 32.06, indicating potential for a new valuation recovery cycle [1] Fund Management - The management company, Huatai-PB Fund, has over 18 years of experience in ETF operations and has created leading ETFs in the A-share market, with total ETF assets reaching 482.9 billion yuan as of the end of May 2025 [1]