锂矿、稀土永磁板块爆发！稀有金属ETF（159608）涨超7%

Group 1 - Rare metal concept stocks surged in the afternoon on July 24, with lithium and rare earth permanent magnet sectors experiencing a wave of limit-up trading [1] - Notable stocks that hit the limit include Shengxin Lithium Energy, Tibet Mining, Yongshan Lithium Industry, and Zhongtung High-tech, while Northern Rare Earth and Huayou Cobalt rose over 8% [1] - The Rare Metal ETF (159608) led the gains, rising over 7% during the session, with a one-year increase of 54.25%, outperforming its peers by 5.07% [1] Group 2 - As of July 24, the top five sub-industries in the index were rare earths (16.3%), lithium (14.6%), other minor metals (10.3%), magnetic materials (9.7%), and potassium fertilizer (8.5%) [2] - The top ten constituent stocks, including Salt Lake Co. (8.5%), Northern Rare Earth (8.5%), and others, accounted for over 54% of the total weight [2] - The current price-to-earnings ratio of the index is 35.62, indicating a relatively high cost-performance ratio as it is at the 42nd percentile historically [2] Group 3 - Huatai Securities noted that the domestic "anti-involution" trend, combined with recent overseas fiscal and monetary easing, has positively impacted the metal sector, boosting confidence in the market [2] - The rare earth sector continues to rise, with China holding a significant market share across the entire rare earth industry chain, particularly in the critical rare earth smelting and separation segment [2] - Zhonghang Securities indicated that strict control over rare earth supply by the state has maintained price stability and scarcity, suggesting a potential new upward cycle for rare earth prices [2]