龙头业绩预告大超市场预期，稀土概念走强！稀土ETF（516780）成交放量，配置价值或凸显

Group 1 - The core viewpoint of the news highlights a significant increase in the performance and investor interest in the rare earth sector, particularly driven by a strong earnings forecast from a leading rare earth company and supportive government policies [1][2]. - The rare earth ETF (516780) has seen a notable increase in trading activity, with a transaction volume exceeding 154 million yuan as of 13:10 on July 10, compared to 79.65 million yuan the previous day, indicating a substantial rise in market interest [1]. - Since June, the rare earth ETF has attracted a total of 109 million yuan in additional investments, with its latest shares and scale reaching 954 million shares and 1.081 billion yuan, reflecting increases of 11.5% and 22.3% respectively since early June [1]. Group 2 - The rare earth ETF (516780) closely tracks the CSI Rare Earth Industry Index, which includes companies involved in rare earth mining, processing, trading, and applications, with top five constituents being Northern Rare Earth, China Rare Earth, China Aluminum, Greeenmei, and Lingyi Technology, all recognized as competitive leaders in the industry [2]. - The management of the rare earth ETF, Huatai-PB Fund, has over 18 years of experience in ETF operations and has developed several benchmark ETFs, with the total scale of its ETFs reaching 500 billion yuan, placing it in the top tier of the industry as of July 9, 2025 [2]. - Investors are encouraged to consider the rare earth ETF (516780) and its associated funds (Class A: 014331; Class C: 014332) for opportunities in the global rare earth sector, which is characterized by its strategic resource scarcity [2].