出口管制下稀土供给收紧，稀土ETF嘉实(516150)一键布局国内稀土产业链投资机遇

Group 1 - The core viewpoint of the news highlights the significant impact of China's export controls on rare earth prices, particularly heavy rare earths, which have seen substantial price increases in the European market [1] - As of February 12, 2026, the price of yttrium in Europe reached its highest level since 2012, doubling to $850 per kilogram by February 19, 2026 [1] - The price of dysprosium, used in electric vehicle motor permanent magnets, reached $1,100 per kilogram on February 19, 2026, marking the highest level since 2015 [1] Group 2 - Data from the US Geological Survey and the China Rare Earth Industry Association indicates that by 2025, China will account for over 70% of global heavy rare earth production and over 90% of separation processing capacity, demonstrating strong supply dominance [1] - The growth rate of domestic rare earth mining control indicators in China is projected to be only 5% in 2026, alongside a contraction in imports from Myanmar, leading to a rigid supply characteristic [1] - Institutions forecast that export controls will become a norm, maintaining high volatility in heavy rare earth prices, enhancing pricing power for domestic leading enterprises, and accelerating global supply chain restructuring [1] Group 3 - As of January 30, 2026, the top ten weighted stocks in the China Rare Earth Industry Index accounted for 61.43% of the index, with notable companies including Northern Rare Earth, Goldwind Technology, and Xiamen Tungsten [2] - The Jiashi Rare Earth ETF (516150) closely tracks the China Rare Earth Industry Index, providing a convenient tool for investors to access the domestic rare earth industry chain [2] Group 4 - Investors can also leverage the Jiashi Rare Earth ETF linked fund (011036) to capitalize on investment opportunities in the rare earth sector [3]