供需格局改善，稀土价格走高！稀土ETF（516780）连续3个交易日获资金净流入

Group 1 - The rare earth industry is maintaining a tight supply-demand balance, leading to an increase in rare earth prices due to supply constraints and expectations of rigid supply [1] - The relaxation of export controls is expected to bring marginal increases in demand, further solidifying the price increase trend in the rare earth industry [1] - Major companies in the industry announced price increases for rare earth concentrate for Q3, which is likely to enhance profitability for related enterprises [1] Group 2 - The rare earth ETF (516780) has seen significant inflows, accumulating 87.69 million yuan over the past week, making it the only A-share rare earth theme ETF with inflows exceeding 60 million yuan [1] - The ETF's total scale reached a new high of 1.277 billion yuan, with a net increase of 71 million shares and 188 million yuan in the last week [1] - Trading volume for the rare earth ETF has surged, with daily trading exceeding 200 million yuan, and a peak of 291 million yuan on July 11, marking a new annual high [1] Group 3 - 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 [2] - The top five constituent stocks of the ETF are Northern Rare Earth, China Rare Earth, China Aluminum, Greeenme, and Lingyi Technology, all of which are competitive leaders in the industry [2] - The ETF is managed by Huatai-PB Fund, which has over 18 years of experience in ETF operations, with a total ETF scale of 500 billion yuan, ranking it among the top in the industry [2]