轻稀土价格重归涨势，板块今日逆势上涨，稀土ETF易方达（159715）助力低成本布局产业发展机遇

Group 1 - The core viewpoint of the article highlights a significant increase in the domestic light rare earth prices, with the price of praseodymium and neodymium oxide reaching 589,000 yuan per ton, marking a year-to-date high and a month-on-month increase of 23.2% and a year-on-year increase of 52.2% [1] - Analysts suggest that the supply-demand relationship in the rare earth industry has improved substantially, with supply growth slowing down domestically and demand being driven by the development of industries such as robotics [1] - The China Rare Earth Industry Index has seen a cumulative increase of over 45% year-to-date, indicating strong performance in the sector, with the top ten weighted stocks accounting for more than 50% of the index [1] Group 2 - The article mentions that the rare earth ETF managed by E Fund (159715) tracks the China Rare Earth Industry Index and has a low management fee rate of 0.15% per year, providing investors with a cost-effective way to gain exposure to the overall development opportunities in the rare earth industry [1] - The article notes that high smelting costs overseas support price differentials, and the U.S. acquisition base price raises the price baseline, enhancing price increase expectations and leading to a reassessment of the strategic value of rare earths [1]