有色ETF基金(159880)冲击三连阳，新兴领域爆发拉动稀土需求

Group 1 - The core viewpoint of the news highlights the strong performance of the non-ferrous metal industry index, with a notable increase of 1.78% as of July 14, 2025, driven by significant gains in key stocks such as Zijin Mining and Northern Rare Earth [1] - MP Materials, a U.S. rare earth producer, has announced a multi-billion dollar agreement with the U.S. Department of Defense to build a rare earth permanent magnet factory, emphasizing the strategic value of rare earth resources and the importance of domestic production [1] - Demand for rare earth materials is expected to grow due to the increasing needs from sectors such as electric vehicles, air conditioning, and industrial robots, with the commercialization of humanoid robots potentially expanding future demand [1] Group 2 - The non-ferrous metal industry index (399395) includes 50 prominent securities from the non-ferrous metal sector, reflecting the overall performance of listed companies in this industry on the Shanghai and Shenzhen stock exchanges [2] - As of June 30, 2025, the top ten weighted stocks in the non-ferrous metal industry index account for 50.02% of the index, with companies like Zijin Mining and Northern Rare Earth being among the largest contributors [2]