Xin Lang Cai Jing·2025-07-25 05:58Core Viewpoint - The rare earth industry is experiencing fluctuations in stock performance, with notable gains in some companies while others face declines. The rare earth ETF has shown significant growth over the past week and year, indicating strong investor interest and market dynamics [1][4]. Group 1: Market Performance - As of July 25, 2025, the China Rare Earth Industry Index fell by 1.02%, with component stocks showing mixed results. Zhenghai Magnetic Materials led with a 5.39% increase, while Huahong Technology saw the largest decline [1]. - The rare earth ETF, Jiashi (516150), has adjusted and solidified, with a 13.43% increase over the past week as of July 24, 2025 [1]. - The Jiashi rare earth ETF recorded a turnover of 8.36% and a transaction volume of 305 million yuan, leading comparable funds in both metrics [4]. Group 2: Fund Performance - The Jiashi rare earth ETF reached a new high in scale at 3.657 billion yuan and in shares at 2.545 billion, ranking first among comparable funds [4]. - The fund has seen continuous net inflows over the past four days, with a peak single-day net inflow of 151 million yuan, totaling 401 million yuan [4]. - Over the past year, the Jiashi rare earth ETF's net value increased by 79.96%, ranking 75th out of 2940 index stock funds, placing it in the top 2.55% [4]. Group 3: Company Performance - Several companies in the rare earth sector have released mid-year performance forecasts, with North Rare Earth expecting a 1882.54% year-on-year increase in net profit to 2.01471 billion yuan [5]. - China Rare Earth anticipates a net profit of 136 to 176 million yuan, marking a turnaround from losses [5]. - Ningbo Yunsheng expects a 133.55% increase in net profit, while Jinli Permanent Magnet forecasts a 151% to 180% year-on-year increase [5]. Group 4: Industry Demand - The demand for rare earth magnetic materials is growing, particularly in emerging applications such as low-altitude economy and intelligent manufacturing, which are driving the need for high-end permanent magnet materials [6]. - The electric vehicle sector remains a major demand area for permanent magnet motors, with the Ministry of Commerce accelerating the approval of export applications for rare earth magnetic material companies, potentially expanding downstream demand [6].