盘中“狂飙”逾4.2%!稀土ETF(159713)强势上涨
Mei Ri Jing Ji Xin Wen·2026-01-09 06:17

Core Viewpoint - The rare earth sector is experiencing significant growth, driven by rising prices of domestic rare earth materials and increasing demand from the new energy and high-end manufacturing sectors, highlighting the strategic value of rare earth resources amid geopolitical tensions [1]. Group 1: Market Performance - The rare earth ETF (159713) saw an intraday increase of 4.26%, currently showing a latest increase of 3.55% [1]. - Key stocks in the index, such as Antai Technology, Xiamen Tungsten, and Goldwind Technology, hit the daily limit up, while Zhong Rare Earth and Jinli Permanent Magnet surged nearly 7%, with nearly 90% of the rising stocks contributing to the index's impressive gains [1]. Group 2: Industry Dynamics - The "14th Five-Year Plan" emphasizes the importance of securing key mineral resources, which is expected to sustain the demand for rare earth permanent magnet materials [1]. - The overall manufacturing sector is gaining attention from investors due to the anticipated growth in demand for rare earth materials, driven by geopolitical competition and the strategic significance of these resources [1]. Group 3: Investment Focus - The rare earth ETF (159713) closely tracks the CSI Rare Earth Industry Index, focusing on the rare earth industry chain, particularly in resource extraction, smelting, separation, and the manufacturing of high-performance permanent magnet materials [1].