HUAYOU COBALT(SH:603799) Xin Lang Cai Jing·2025-07-24 05:27Core Viewpoint - The rare metals sector is experiencing significant growth, with the China Rare Metals Theme Index and related ETFs showing strong performance and increased trading activity, driven by positive market dynamics and strategic developments in the industry [1][2][3] Group 1: Market Performance - As of July 24, 2025, the China Rare Metals Theme Index (930632) surged by 5.43%, with key stocks such as Zhongke Sanhuan (000970) and Tibet Mining (000762) hitting the daily limit [1] - The Rare Metals ETF (159608) rose by 5.51%, with a weekly cumulative increase of 9.77% as of July 23, 2025 [1] - The ETF's trading volume was active, with a turnover rate of 15.57% and a total transaction value of 39.03 million yuan [1] Group 2: Fund Performance - The Rare Metals ETF achieved a net asset value increase of 54.32% over the past year, ranking first among comparable funds [2] - The ETF's highest monthly return since inception was 24.11%, with an average monthly return of 7.53% during rising months [2] - The ETF's total size reached 242 million yuan, marking a three-month high, with a significant increase of 15.2 million shares in the past week [1][2] Group 3: Industry Developments - The rare earth permanent magnet sector is leading in growth, supported by a recent international certification of the "Nd-Huanghe Mine," which opens new pathways for strategic resource development [2] - The lithium sector is also strengthening, with the National Development and Reform Commission promoting supply chain cooperation, despite rising inventories [3] - Analysts predict that rare earth prices will remain robust due to dynamic export policies and increasing demand in the new energy sector [3]