重稀土价格显著上涨，稀土ETF嘉实(516150)聚焦稀土产业链投资机遇

Group 1 - The core viewpoint of the news highlights a significant increase in the rare earth permanent magnet sector, with the China Securities Rare Earth Industry Index rising by 4.57% as of 10:20 AM on February 25, 2026, driven by strong performances from key stocks such as San Chuan Wisdom (+11.19%), Baotou Steel (+10.15%), and China Northern Rare Earth (+9.97%) [1] - The prices of heavy rare earth elements have surged, with Yttrium reaching $850 per kilogram and Dysprosium at $1,100 per kilogram, marking the highest levels since 2015 amid ongoing supply concerns [1] - According to Guojin Securities, the demand for high-value-added materials driven by AI has expanded from storage and electronic fabrics to upstream resource sectors, with rare earths being essential for permanent magnet motors, servo systems, and optical communication devices, facing dual pressures from limited traditional capacity and surging new demand [1] - The acceleration of localization strategies for critical minerals in Europe and the U.S. is expected to further strengthen China's structural advantages in the global rare earth supply chain [1] - As of January 30, 2026, the top ten weighted stocks in the China Securities Rare Earth Industry Index accounted for 61.43%, including Northern Rare Earth, Goldwind Technology, and Xiamen Tungsten [1] Group 2 - The rare earth ETF managed by Harvest (516150) closely tracks the China Securities Rare Earth Industry Index, providing a convenient tool for investors to gain exposure to 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]