Mei Ri Jing Ji Xin Wen·2026-02-11 04:35Group 1 - The A-share market shows a mixed performance in the morning session, with strong gains in the non-ferrous metal sector, particularly in the rare earth segment, where companies like Beikong Technology and Grinmei hit the daily limit, and Xiamen Tungsten and Northern Rare Earth saw increases of over 7% and 5% respectively [1] - The rare earth ETF (159713) rose by over 3% due to market influences [2] Group 2 - The U.S. plans to initiate a critical mineral reserve project known as the "Treasury Plan," which reinforces the long-term premium logic of rare earths as "strategic metals." Analysts believe that domestic rare earth prices are expected to continue rising, with current prices for praseodymium and neodymium oxide surpassing 700,000 yuan per ton. The rare earth industry is anticipated to maintain high growth in performance through the first quarter of 2026 [3] - The long-term outlook for the rare earth industry indicates an improving supply-demand relationship, with supply growth lagging behind demand expansion due to total control measures on mining and smelting, and a slowdown in domestic indicator growth. Rapid development in industries such as robotics, low-altitude economy, and military applications is driving demand [3] - High overseas smelting costs and other factors are expected to support prices, leading to a potential revaluation of the strategic value of rare earths [3] - The rare earth ETF (159713) tracks the CSI Rare Earth Industry Index, which selects listed companies involved in rare earth mining, processing, trading, and applications to reflect the overall performance of rare earth industry securities [3]