稀土永磁板块震荡走强，稀土ETF嘉实(516150)一键布局国内稀土产业链

Group 1 - The core viewpoint of the news is that the rare earth permanent magnet sector is experiencing a strong rebound, with the China Rare Earth Industry Index rising by 2.30% as of January 6, 2026 [1] - Short-term demand concerns for magnetic materials are shifting positively as companies are obtaining export licenses, indicating a potential for sustained high growth in the magnetic materials industry [1] - Long-term benefits are expected from the optimization of the rare earth supply chain, with upstream smelting and processing companies likely to dominate profit distribution due to quota scarcity, leading to a high-quality development pattern with controlled product quantities and steady price increases [1] Group 2 - The top ten weighted stocks in the China Rare Earth Industry Index as of December 31, 2025, include Northern Rare Earth, Goldwind Technology, Wolong Electric Drive, and others, collectively accounting for 60.4% of the index [1] - The rare earth ETF by Harvest (516150) closely tracks the China Rare Earth Industry Index, providing a convenient tool for investors to access the domestic rare earth industry chain [1] - Investors can also utilize the Harvest Rare Earth ETF linked fund (011036) to seize investment opportunities in the rare earth sector [1]