短期回调后重启上攻态势，稀土ETF（159713）盘中大涨4.47%！

Group 1 - The rare earth sector has resumed its upward trend after a brief pullback, with the Rare Earth ETF (159713) increasing by 4.47% [1] - Key stocks such as Zhongke Magnetic Materials and Zhong Rare Metals saw gains exceeding 9% and 8% respectively, with most component stocks in the index showing positive performance [1] Group 2 - The U.S. plans to initiate a critical mineral reserve project known as the "Vault Plan," which reinforces the long-term premium logic of rare earths as "strategic metals" [2] - Research institutions believe that the strategic importance of global rare earth resources is continuously rising, marking the entry of the rare earth industry into a new era of high-quality development [2] - Supply-side constraints due to quota regulations and control policies are expected to strengthen, while demand from emerging sectors such as electric vehicles, humanoid robots, and low-altitude economy is anticipated to drive long-term high growth [2] - It is projected that starting in 2026, the global supply-demand gap for rare earths may continue to widen, with prices expected to remain stable or increase, leading to sustained improvements in the profitability of the industry chain [2]