Sou Hu Cai Jing·2025-07-14 02:18Group 1 - The core viewpoint is that the rare earth industry is experiencing significant growth, with the China Rare Earth Industry Index rising by 1.26% as of July 14, 2025, and notable increases in individual stocks such as San Chuan Wisdom up by 10.36% and Huahong Technology hitting the daily limit [1] - The rare earth ETF, Jia Shi (516150), has achieved a three-day consecutive rise, with a weekly increase of 10.44% as of July 11, 2025 [1][4] - The trading volume for the rare earth ETF reached 5.36%, with a total transaction value of 145 million yuan, and it has the highest average daily trading volume among comparable funds at 244 million yuan over the past week [4] Group 2 - The rare earth ETF's latest scale reached 2.652 billion yuan, marking a one-year high and leading among comparable funds [4] - The ETF has seen a significant increase in shares, with a growth of 36 million shares over the past two weeks [4] - In the past ten trading days, the ETF attracted a total of 36.4576 million yuan in inflows [4] Group 3 - North Rare Earth is expected to report a net profit of 900 million to 960 million yuan for the first half of 2025, representing a year-on-year increase of 855 million to 915 million yuan, which translates to a growth of 1882.54% to 2014.71% [4] - The top ten weighted stocks in the China Rare Earth Industry Index account for 55.58% of the index, with North Rare Earth holding the highest weight at 13.87% [5][7] Group 4 - Domestic rare earth quota issuance has remained relatively stable, but the growth rate of indicators has significantly declined, potentially leading to the exit of smaller mines and smelting plants that cannot obtain quotas [5] - The government's crackdown on smuggling in key resource provinces and the comprehensive investigation of the entire industry chain may have a profound impact on the domestic compliant rare earth supply [5]