稀土战略地位进一步强化,稀土ETF嘉实(516150)连续6天净流入,成分股大洋电机10cm涨停

Group 1 - The liquidity of the rare earth ETF managed by Jiashi has a turnover rate of 1.54% and a transaction volume of 1.65 billion yuan [3] - The latest scale of the Jiashi rare earth ETF reached 107.14 billion yuan, marking a new high since its establishment and ranking first among comparable funds [3] - The Jiashi rare earth ETF has seen continuous net inflows over the past six days, with a maximum single-day net inflow of 1.184 billion yuan, totaling 3.328 billion yuan [3] Group 2 - As of October 17, the Jiashi rare earth ETF has increased by 93.31% in net value over the past year, ranking 4th out of 3069 index equity funds, placing it in the top 0.13% [3] - The highest monthly return since the establishment of the Jiashi rare earth ETF was 41.25%, with the longest consecutive monthly increase being 4 months and the longest cumulative increase being 83.89% [3] - The average return rate during the months of increase is 10.78% [3] Group 3 - The top ten weighted stocks in the Zhongzheng Rare Earth Industry Index account for 61.96% of the total, including Northern Rare Earth, Wolong Electric Drive, Lingyi Zhi Zao, China Rare Earth, Shenghe Resources, Greeenmei, Goldwind Technology, Baotou Steel, Xiamen Tungsten, and China Aluminum [3] - The Ministry of Commerce has issued four documents to strengthen rare earth export controls, adding five categories of medium and heavy rare earth export controls and regulating the export of equipment, technology, and raw materials across the entire industry chain [4] - The upgrade of rare earth export controls is expected to enhance the global competitive advantage of China's electric motor industry, as China holds 69% of the global smelting and separation capacity and over 90% of the precision processing capacity [4]