有色ETF基金(159880)上涨近2%，机构称稀土价格中枢有望持续上行

Group 1 - The core viewpoint of the news highlights a strong performance in the non-ferrous metals sector, with the National Securities Non-Ferrous Metals Industry Index (399395) rising by 1.46% as of August 20, 2025, and significant gains in individual stocks such as Yunnan Zhenye (002428) up 9.99% and Xiyang Co. (000960) up 6.31% [1] - The non-ferrous ETF fund (159880) has also shown positive momentum, increasing by 1.79% and aiming for a third consecutive rise, with the latest price reported at 1.37 yuan [1] - The Ministry of Foreign Affairs expressed willingness to enhance dialogue and cooperation with relevant countries regarding the stability of global supply chains, particularly in the context of rare earth exports to India [1] Group 2 - Huatai Securities emphasizes the strategic importance of rare earths, predicting a continued upward trend in rare earth prices from 2025 to 2026, driven by a strong market sentiment following active bidding for metals like praseodymium and neodymium [1] - The top ten weighted stocks in the National Securities Non-Ferrous Metals Industry Index as of July 31, 2025, include Zijin Mining (601899) and Northern Rare Earth (600111), collectively accounting for 49.71% of the index [2]