稀土板块延续火热！稀土ETF（516780）显著放量、规模创近四年新高

Group 1 - The core viewpoint of the articles highlights the strong performance of the rare earth sector, supported by positive half-year earnings forecasts from multiple companies, leading to increased valuations in the sector [1] - The rare earth ETF (516780) has seen significant trading activity, with an average daily trading volume of 276 million yuan over three trading days, compared to an average of 66 million yuan in 2025, indicating a notable increase in trading volume [1] - The fund has experienced net inflows on 8 out of the last 10 trading days, reaching a new high of 1.494 billion yuan as of July 22, 2025, with a year-to-date growth of over 70% [1][2] Group 2 - The report from Founder Securities indicates that the rare earth and magnetic materials industry is performing well due to high market sentiment and rising prices of praseodymium and neodymium metals, which are critical components in the sector [1] - The U.S. Department of Defense's provision of significantly higher price floors for praseodymium and neodymium, along with substantial subsidies, underscores the effectiveness of China's rare earth controls and suggests potential for further valuation increases in the sector [1] - The rare earth ETF (516780) tracks the CSI Rare Earth Industry Index, covering the entire rare earth industry chain in China, which includes mining, processing, trading, and application of rare earths [1]