Group 1 - Recent signals indicate a marginal easing of export controls on rare earths, catalyzing interest in the rare earth sector [1] - The Ministry of Commerce has stated it will expedite the review of export license applications for rare earths, having already approved a certain number of compliant applications [1] - Following this news, the rare earth ETF (516780) has seen increased market activity, with a net inflow of 345 million yuan since April and an average daily trading volume exceeding 100 million yuan in the past two weeks [1] Group 2 - The TTM price-to-earnings ratio of the CSI Rare Earth Industry Index is currently at 30.93, which is at a low level compared to the past decade [2] - The rare earth ETF (516780) and its linked funds are positioned as convenient tools for investors looking to capitalize on the investment opportunities in the rare earth sector [2] - The formation of a MACD golden cross signal suggests positive momentum for stocks in this sector [2]
稀土出口许可申请审查加快,利好催化下稀土ETF(516780)持续“吸金”
Xin Lang Ji Jin·2025-06-20 03:08