Group 1 - The A-share market showed overall gains on February 9, with the rare earth sector leading the rise, as the rare earth ETF (159713) reached an intraday increase of 3.61%, closing with a gain of 3.40% [1] - Notable stocks within the index included Shenghe Resources hitting the daily limit up, while Northern Rare Earth, China Rare Earth, and Yunlu Co. saw increases exceeding 5%, contributing to the overall index rise [1] - Recent scientific findings indicate that the depth of carbonatite magma intrusion is a key factor in the supernormal accumulation of rare earth elements, highlighting the strategic value of rare earths in new energy and high-tech fields [1] Group 2 - Research institutions have noted a tightening supply situation for rare earths, with praseodymium and neodymium oxide prices reaching new highs; supply constraints are supported by policy and supply-side factors [1] - On the demand side, downstream magnetic material companies have shifted from just-in-time purchasing to stockpiling, indicating a potential continuation of supply tightness and upward price trends in the near future [1] - For long-term investment in the rare earth industry chain, investors are advised to consider the rare earth ETF (159713), which 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]
稀土板块强势领涨,稀土ETF(159713)盘中涨幅一度超过3.6%!
Mei Ri Jing Ji Xin Wen·2026-02-09 06:23