Sou Hu Cai Jing·2025-09-03 03:29Group 1: Liquidity and Scale of Rare Earth ETF - The liquidity of the Rare Earth ETF managed by Jiashi has a turnover rate of 2.35% and a transaction volume of 201 million yuan [3] - As of September 2, the scale of the Rare Earth ETF reached 8.573 billion yuan, marking a new high since its inception and ranking first among comparable funds [3] - The latest share count for the Rare Earth ETF is 4.927 billion shares, also a new high since inception, and ranks first among comparable funds [3] Group 2: Fund Inflows and Performance - The Rare Earth ETF has seen continuous net inflows over the past 9 days, with a maximum single-day net inflow of 486 million yuan, totaling 2.783 billion yuan [3] - Over the past year, the net value of the Rare Earth ETF has increased by 113.75%, ranking 126th out of 2992 index equity funds, placing it in the top 4.21% [3] - Since its inception, the ETF has recorded a maximum monthly return of 41.25%, with the longest consecutive monthly gains being 4 months and the longest cumulative gain of 83.89% [3] Group 3: Industry Insights and Price Trends - The price of praseodymium and neodymium oxide is currently 597,200 yuan per ton, reflecting a week-on-week decrease of 4.05% [4] - The recent implementation of interim measures marks the official start of supply-side reforms in the rare earth industry [4] - July saw a significant increase in magnetic material exports, with month-on-month and year-on-year growth of 75% and 6% respectively, indicating potential for further recovery in exports [4] Group 4: Key Stocks in the Rare Earth Sector - The top ten weighted stocks in the China Rare Earth Industry Index account for 62.15% of the index, with notable companies including Northern Rare Earth and China Rare Earth [3][6] - Northern Rare Earth has a weight of 13.22% and a price increase of 3.43%, while China Rare Earth has a weight of 5.63% and a price decrease of 2.21% [6] - Investors can also access rare earth investment opportunities through the Jiashi Rare Earth ETF linked fund (011036) [6]