Zhong Zheng Wang·2025-08-27 04:32Group 1 - The rare earth sector is experiencing a resurgence, with the non-ferrous metal ETF (516650) rising by 1.38% and stocks like Northern Rare Earth increasing by over 7% [1] - Zijin Mining's mid-year report for 2025 shows record economic indicators, with operating revenue reaching 167.71 billion yuan, a year-on-year increase of 11.50%, and net profit attributable to shareholders at 23.3 billion yuan, up 54% [1] - Analysts suggest that the recent volatility in the non-ferrous metal and gold sectors is influenced by factors such as anti-involution and potential interest rate cuts by the Federal Reserve [1] Group 2 - The performance elasticity and long-term growth certainty of gold stocks are expected to drive their valuation recovery [1]