稀土ETF嘉实(516150)连续8天净流入，最新规模逼近43亿元续创新高！

Group 1 - The liquidity of the rare earth ETF managed by Jiashi has a turnover rate of 5.48%, with a half-day trading volume of 232 million yuan. Over the past week, the average daily trading volume reached 441 million yuan, ranking first among comparable funds [3] - The latest scale of the Jiashi rare earth ETF has reached 4.295 billion yuan, marking a new high since its establishment and ranking first among comparable funds. The latest share count is 2.991 billion shares, also a new high [3] - The Jiashi rare earth ETF has seen continuous net inflows over the past eight days, with a maximum single-day net inflow of 191 million yuan, totaling 1.045 billion yuan [3] - As of July 30, 2025, the Jiashi rare earth ETF has achieved a net value increase of 75.46% over the past year, ranking 114 out of 2941 in the index stock fund category, placing it in the top 3.88% [3] - The Jiashi rare earth ETF has recorded a maximum monthly return of 41.25% since its inception, with the longest consecutive monthly increase being four months and the longest cumulative increase being 83.89% [3] - The average monthly return during the rising months is 9.69%, and the annualized excess return over the benchmark for the past three months is 14.88% [3] - As of June 30, 2025, the top ten weighted stocks in the CSI Rare Earth Industry Index account for 55.58% of the total weight, including Northern Rare Earth, China Rare Earth, and China Aluminum [3] Group 2 - Guojin Securities suggests that disturbances in Myanmar's mining sector may further drive up rare earth prices, with the price of praseodymium and neodymium oxide rising by 7.23% to 513,200 yuan per ton last week [4] - The strategic resource prices are expected to be re-evaluated due to supply contraction, and the implementation of management regulations is anticipated to benefit leading state-owned enterprises, leading to a dual increase in performance and valuation in the rare earth sector [4] - According to Caitong Securities, the long-term control of the entire rare earth industry chain and supply tightening will make prices easier to rise but difficult to fall. High smelting costs overseas are expected to support price differentials, raising price expectations and re-evaluating the strategic value of rare earths [4] Group 3 - The stock performance of the top ten companies in the rare earth sector shows varied results, with Northern Rare Earth declining by 5.03% and China Rare Earth by 1.93%, while Lingyi Zhi Zao increased by 0.56% [6] - Investors can also consider the Jiashi Rare Earth ETF connecting fund (011036) to seize investment opportunities in the rare earth sector [6]