稀土永磁板块午后拉升，稀土ETF（159713）涨幅扩大至3%，42只成分股全线上涨！

Core Viewpoint - The rare earth permanent magnet sector continues to rise, with the rare earth ETF (159713) increasing by 3.17% as of the latest report, marking a cumulative increase of over 46% since the low point on April 8 [1] Group 1: Market Performance - The ETF's trading volume exceeded 81 million yuan, with all 42 constituent stocks rising, including Jin Tian Co., Hua Hong Technology, and Zhongke Sanhuan hitting the daily limit [1] - Notable stock performances include Placo New Materials rising nearly 10% and Wolong Electric Drive increasing over 8% [1] Group 2: Policy and Industry Support - The Ministry of Industry and Information Technology, along with six other departments, issued a plan to stabilize growth in the non-ferrous metals industry, emphasizing the strategic importance of rare earths and tungsten [1] - State-owned enterprises are supporting high-quality development in Tibet, with green mining becoming a key focus area, which is expected to provide strong support for the sector [1] Group 3: Demand and Supply Dynamics - August marks the traditional peak consumption season for the rare earth industry, with increased downstream demand leading to higher procurement [1] - Major manufacturers in the magnetic materials sector have orders scheduled through mid-September, and both domestic and export orders are showing month-on-month strength due to easing export controls [1] - On the supply side, domestic rare earth product imports significantly decreased in the first half of the year due to tariffs and political factors in Myanmar [1]