CNRE(SH:600111) Sou Hu Cai Jing·2025-09-19 02:52Group 1: Liquidity and Performance of Rare Earth ETF - The liquidity of the Rare Earth ETF managed by Jiashi showed a turnover rate of 0.92% with a transaction volume of 79.0687 million yuan [3] - Over the past month, the average daily transaction volume reached 550 million yuan, ranking first among comparable funds [3] - In the past week, the ETF's scale increased by 21.6259 million yuan, also ranking first among comparable funds [3] - The ETF's shares grew by 13.5 million shares in the past week, marking significant growth and leading among comparable funds [3] - In the last five trading days, there were net inflows on three days, totaling 234 million yuan [3] - As of September 18, the ETF's net value increased by 121.61% over the past year, ranking 142 out of 3014 index stock funds, placing it in the top 4.71% [3] - The highest monthly return since inception was 41.25%, with the longest consecutive monthly increase being four months and a maximum increase of 83.89% [3] Group 2: Company Performance and Market Trends - On September 15, Galaxy Magnetics announced a suspension of trading to acquire 100% of Kyoto Longtai Technology Co., Ltd., with a preliminary agreement signed with 14 counterparties [4] - Northern Rare Earth reported a revenue of 18.866 billion yuan for the first half of the year, a year-on-year increase of 45.24%, and a net profit of 931 million yuan, up 1951.52% [4] - The basic earnings per share were 0.2576 yuan, with a weighted average return on equity of 4.06% [4] - Demand for rare earth materials is rapidly increasing due to policies promoting "carbon neutrality," as well as the recovery in traditional manufacturing and the acceleration of humanoid robots [4]