Mei Ri Jing Ji Xin Wen·2026-01-12 06:45Group 1 - Northern Rare Earth and Baogang Co. announced plans to raise the price of rare earth concentrate for Q1 2026, leading to a strong performance in the rare earth sector [1] - The rare earth ETF (159713) managed by Fidelity saw a significant intraday increase, peaking at 4.02% and closing with a latest gain of 3.95% [1] - Key stocks in the index, including Lingyi Technology, Jiaozuo Wanfang, Antai Technology, Zhong Rare Earth, and Goldwind Technology, all achieved a 10% limit up, while Northern Rare Earth, Zhongzi Technology, and Shengxin Lithium Energy rose by over 5% [1] Group 2 - Since Q4 2024, Northern Rare Earth and Baogang Co. have consecutively raised the associated transaction prices of rare earth concentrates six times, with the highest quarter-on-quarter increase of 37.13% recorded in Q4 2025 [1] - Research institutions noted a general upward trend in rare earth concentrate prices, with supply gradually recovering post-New Year but still under pressure, leading to tight market circulation and strong downstream demand [1] - The rare earth sector is expected to remain promising due to a rebound in market risk appetite and strategic value reassessment, alongside a resilient supply-demand structure that benefits related companies through valuation premiums and stable profitability [1] Group 3 - For those optimistic about the long-term investment value in the rare earth industry chain, the rare earth ETF (159713) is recommended, as it closely tracks the CSI Rare Earth Industry Index, covering key areas such as resource extraction, smelting separation, and the manufacturing of high-performance permanent magnet materials [1]