有色60ETF（159881）涨超2.1%，稀土旺季共振

Group 1 - The core viewpoint of the article highlights the recovery in the rare earth permanent magnet industry, driven by significant investments and price increases [1] - MP Materials has received billions of dollars in investment from the U.S. Department of Defense, which will facilitate the construction of a second magnet manufacturing plant in the U.S., expected to be operational by 2028, with a total rare earth magnet production capacity reaching 10,000 tons [1] - The U.S. Department of Defense has set a price floor of $110 per kilogram for MP's praseodymium-neodymium products, which translates to approximately 890,000 yuan per ton in domestic tax-inclusive prices, potentially leading to a price ceiling increase [1] Group 2 - Light rare earth oxide praseodymium-neodymium prices have risen by 2.4% to 456,000 yuan per ton, while medium and heavy rare earth oxide dysprosium prices have also increased by 2.4% to 1,685,000 yuan per ton [1] - The licensing process for magnetic material manufacturers is progressing, suggesting a potential "volume and price increase" in the third quarter, with a long-term focus on the structural opportunities in upstream supply [1] - The Nonferrous 60 ETF tracks the China Securities Nonferrous Index, which reflects the overall performance of A-share listed companies in the nonferrous metal industry, including precious metals, rare metals, and base metals [1]