CNRE(SH:600111) Xin Lang Cai Jing·2025-09-12 08:49Group 1 - The core viewpoint of the news is the significant increase in the stock price of Northern Rare Earth, which rose by 5.06% to 53.12 CNY per share, with a trading volume of 7.359 billion CNY and a turnover rate of 3.94%, leading to a total market capitalization of 192.032 billion CNY [1] - Northern Rare Earth (Group) High-Tech Co., Ltd. is located in Baotou City, Inner Mongolia, and was established on September 12, 1997. The company primarily engages in rare earth raw materials, functional materials, and some terminal application products [1] - The revenue composition of Northern Rare Earth includes 72.25% from rare earth products, 21.39% from trading business, 4.51% from environmental products and services, 1.07% from other sources, and 0.49% from supplementary sources, with 0.29% from rare earth application products [1] Group 2 - From the perspective of fund holdings, Huafu Fund has a significant position in Northern Rare Earth, with its Huafu CSI Rare Metals Theme ETF (561800) reducing its holdings by 35,100 shares in the second quarter, now holding 299,700 shares, which accounts for 8.49% of the fund's net value, making it the second-largest holding [2] - The Huafu CSI Rare Metals Theme ETF (561800) was established on August 11, 2021, with a latest scale of 87.8854 million CNY. Year-to-date, it has achieved a return of 54.63%, ranking 247 out of 4222 in its category, and a one-year return of 85.48%, ranking 726 out of 3800 [2] - The fund manager of Huafu CSI Rare Metals Theme ETF (561800) is Li Xiaohua, who has been in the position for 4 years and 130 days, with a total fund asset size of 5.509 billion CNY. The best return during his tenure is 76.54%, while the worst return is -22.7% [3]