AT&M(SZ:000969) Sou Hu Cai Jing·2025-10-13 02:30Group 1: Market Performance - The liquidity of the Rare Earth ETF managed by Jiashi has a turnover rate of 8%, with a transaction volume of 638 million yuan [3] - Over the past week, the average daily transaction volume of the Rare Earth ETF reached 598 million yuan, ranking first among comparable funds [3] - The fund's scale increased by 150 million yuan in the last two weeks, showing significant growth [3] Group 2: Fund Growth Metrics - The Rare Earth ETF saw a share increase of 2.197 billion shares over the past three months, ranking first among comparable funds [3] - As of October 10, the net value of the Rare Earth ETF has risen by 85.56% over the past year, placing it in the top 0.55% among 3,064 index equity funds [3] - The fund has recorded a maximum monthly return of 41.25% since its inception, with the longest consecutive monthly gain being four months and an average monthly return of 10.78% [3] Group 3: Industry Insights - The Ministry of Commerce has announced strengthened export controls on rare earth-related items, highlighting the strategic importance of rare earth resources and increasing market attention on the sector [3] - The rare earth industry is experiencing a supply-demand resonance, with China's quota management and export controls enhancing strategic control over the industry chain [4] - The global green transition and dual carbon goals are driving demand for key elements like praseodymium and neodymium, leading to rapid expansion in new applications such as permanent magnetic materials [4] Group 4: Key Stocks in the Sector - The top ten weighted stocks in the China Rare Earth Industry Index account for 61.96% of the index, with notable performers including Northern Rare Earth (6.90% increase) and China Rare Earth (6.05% increase) [6] - Other significant stocks include Baotou Steel (9.84% increase) and Shenghe Resources (5.01% increase), while some stocks like China Aluminum and Liying Intelligent Manufacturing experienced declines [6]