近5天获得连续资金净流入，稀土ETF嘉实(516150)冲击3连涨

Core Viewpoint - The rare earth industry is experiencing significant growth, driven by rising prices and strong market sentiment, with the rare earth ETF showing impressive performance and attracting substantial capital inflows [1][4][5]. Group 1: Market Performance - As of July 28, 2025, the China Rare Earth Industry Index increased by 0.25%, with notable gains in constituent stocks such as Xiangdian Co. (+5.54%) and Keheng Co. (+2.96%) [1]. - The rare earth ETF managed by Harvest has achieved a three-day consecutive increase, with a weekly rise of 9.55% as of July 25, 2025, ranking first among comparable funds [1][4]. - The trading volume for the rare earth ETF was 4.51%, with a total transaction value of 1.72 billion yuan, and an average daily transaction of 3.90 billion yuan over the past week [4]. Group 2: Fund Performance - The latest scale of the rare earth ETF reached 3.799 billion yuan, marking a one-year high and ranking first among comparable funds [4]. - The fund's shares reached 2.631 billion, also a one-year high, indicating strong investor interest [4]. - Over the past year, the net asset value of the rare earth ETF has increased by 80.41%, placing it in the top 2.65% of index equity funds [4]. Group 3: Industry Insights - According to a report by Founder Securities, the rare earth and magnetic materials sector is performing well due to high market sentiment and rising prices for praseodymium and neodymium metals [5]. - The U.S. Department of Defense's support for MP Company with significantly higher price floors for praseodymium and neodymium (110 USD/kg) indicates the effectiveness of China's rare earth controls and suggests potential valuation increases for the sector [5]. - China holds a dominant position in the global rare earth supply chain, with market shares of 69% in rare earth concentrate production, 92% in rare earth smelting and separation, and 90% in rare earth permanent magnets [5].