Sou Hu Cai Jing·2025-06-30 06:46Group 1: Liquidity and Performance of Rare Earth ETF - The liquidity of the Rare Earth ETF managed by Jiashi has a turnover rate of 3.28% with a transaction volume of 79.0253 million yuan [3] - Over the past month, the average daily transaction volume of the Rare Earth ETF reached 101 million yuan, ranking first among comparable funds [3] - The fund's scale increased by 601 million yuan in the past month, also ranking first among comparable funds [3] - The number of shares increased by 386 million shares this month, achieving significant growth and ranking first among comparable funds [3] - In the last 19 trading days, the Rare Earth ETF attracted a total of 448 million yuan in inflows [3] - As of June 27, the net value of the Rare Earth ETF has risen by 39.54% over the past year, placing it in the top 14.30% among 2888 index equity funds [3] - The fund has recorded a maximum monthly return of 41.25% since its inception, with the longest consecutive monthly gains being 4 months and the longest cumulative gain being 83.89% [3] - The average monthly return during the rising months is 9.64% [3] Group 2: Market Trends and Strategic Metals - CITIC Construction Investment stated that the non-ferrous metals sector is experiencing a bull market, with a long-term growth trend in new metal materials [3] - There is an explosive demand for strategic metals due to new production capabilities, with rigid supply and significant price elasticity for materials like molybdenum, gallium, germanium, and rare earths [3] - The geopolitical conflicts have reinforced the strategic positioning of rare metals, highlighting the investment value of the sector [3] Group 3: Performance of Key Stocks in Rare Earth Sector - The top ten stocks in the China Rare Earth Industry Index account for 57.28% of the index, with notable companies including Northern Rare Earth, China Rare Earth, and Wolong Electric Drive [4] - The performance of key stocks includes: - Northern Rare Earth: +2.13%, weight 13.87% [6] - Wolong Electric Drive: +1.28%, weight 5.82% [6] - China Rare Earth: +2.79%, weight 5.70% [6] - Leading Intelligent Manufacturing: +0.47%, weight 5.12% [6] - China Aluminum: -1.12%, weight 4.83% [6] - Green Beauty: +0.63%, weight 4.69% [6] - Xiamen Aluminum: +0.67%, weight 4.44% [6] - Baotou Steel: +1.13%, weight 4.36% [6] - Goldwind Technology: +0.49%, weight 4.03% [6] - Shenghe Resources: +2.25%, weight 3.70% [6] Group 4: Investment Opportunities - Investors can also access the Rare Earth ETF through the Jiashi Rare Earth ETF Connect Fund (011036) to capitalize on investment opportunities in the rare earth sector [7]