两大稀土巨头宣布涨价，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 highlights the strong performance of the rare earth permanent magnet sector, with the China Securities Rare Earth Industry Index rising by 3.16% as of January 12, 2026, and several component stocks hitting the 10% daily limit up [1] - Northern Rare Earth and Baotou Steel announced an adjustment in the first quarter of 2026 for the associated transaction price of rare earth concentrate to 26,834 yuan/ton (dry weight, REO=50%), reflecting a 2.4% increase compared to the previous period [1] - The demand for rare earth materials remains robust, as indicated by the price increases in praseodymium-neodymium oxide, terbium oxide, and dysprosium oxide, with terbium oxide experiencing a weekly increase of 4.52% and sintered NdFeB N35 blank prices rising by 3.46% [1] Group 2 - As of December 31, 2025, the top ten weighted stocks in the China Securities Rare Earth Industry Index include Northern Rare Earth, Goldwind Technology, Wolong Electric Drive, and others, collectively accounting for 60.4% of the index [2] - The rare earth ETF by Harvest (516150) closely tracks the China Securities Rare Earth Industry Index, providing a convenient tool for investors to access the domestic rare earth industry chain [2] - Investors can also utilize the Harvest Rare Earth ETF linked fund (011036) to capitalize on investment opportunities in the rare earth sector [3]