稀土概念领涨，相关标的有色金属ETF天弘（159157）实时净申购7600万份居深市同标的第一，机构：紧平衡下稀土价格中枢或上移

Group 1 - The rare earth sector is experiencing significant gains, with the Zhongzheng Industrial Nonferrous Metals Theme Index rising by 3.50%, and stocks like Xiamen Tungsten and China Rare Earth increasing by over 5% [1] - The Tianhong Nonferrous Metals ETF (159157) has seen a trading volume exceeding 230 million yuan, with a net subscription of 76 million shares, ranking first among similar products in the Shenzhen market [1] - The Tianhong Nonferrous Metals ETF has recorded a net inflow of 1.1 billion yuan on the previous trading day, marking nine consecutive days of net inflows, totaling 1.184 billion yuan [1] Group 2 - The establishment of the National Rare Earth Permanent Magnet Motor Quality Inspection and Testing Center has been approved, filling a gap in national-level quality inspection platforms in the rare earth permanent magnet motor sector [2] - According to Guotou Securities, the price center for rare earths is expected to rise due to a tight balance, with global demand for praseodymium and neodymium oxide projected to exceed supply by 5,229 tons in 2025 [2] - The supply constraints from domestic quota controls and slow overseas production, combined with strong demand from sectors like electric vehicles and wind power, indicate a robust upward price movement for rare earths [2]