Xin Lang Cai Jing·2025-07-16 03:27Core Viewpoint - The rare earth industry is experiencing fluctuations in stock performance, with the China Rare Earth Industry Index down by 0.46% as of July 16, 2025, while the rare earth ETF from Harvest has shown a significant increase of 6.05% over the past week [1][3]. Market Performance - The rare earth ETF from Harvest has a current scale of 2.764 billion yuan, reaching a one-year high, and has a total of 2.193 billion shares, also a one-year high [3]. - The ETF has seen a net inflow of 155 million yuan, with leveraged funds continuously entering the market, achieving a maximum single-day net purchase of 14.38 million yuan [3]. - The top ten weighted stocks in the China Rare Earth Industry Index account for 55.58% of the index, with North Rare Earth and China Rare Earth being the most significant contributors [5][7]. Export and Price Trends - China's rare earth exports reached 7,742.2 tons in June, marking a month-on-month increase of 32.4% and a year-on-year increase of 60%, the highest level since 2009 [3]. - Analysts predict that high overseas prices for rare earths will translate to domestic market increases, especially with the upcoming peak consumption season, leading to expectations of price rises [4]. Investment Opportunities - The rare earth ETF from Harvest has shown a one-year net value increase of 50.35%, ranking in the top 8.59% among comparable funds [3]. - The ETF has recorded a maximum monthly return of 41.25% since its inception, indicating strong performance potential [3].