今日上午，科创芯片ETF（588200）、有色金属ETF（512400）以及电网设备ETF（159326）交投继续保持活跃，半日成交金额均在10亿元以上。跨境ETF 方面，恒生科技ETF（513130）交易金额略有减少，半日成交金额为34.51亿元。 | | | 半日交投活跃行业、主题ETF一览 | | | | --- | --- | --- | --- | --- | | 代码 | 名称 | 现价 | 涨幅 (%) | 总金额(元) | | 588200 | 科创芯片ETF | 2.693 | -1.25 | 18.47亿 | | 512400 | 有色金属ETF | 2.364 | 1.5 | 13.55亿 | | 159326 | 电网设备ETF | 1.945 | –1.67 | 12.80亿 | | 159516 | 半导体设备ETF | 1.893 | -2.77 | 10.06亿 | | 588170 | 科创半导体ETF | 1.852 | -2.73 | 9.51亿 | | 159206 | 卫星ETF | 1.873 | 0.81 | 8.83亿 | | 515880 | 通信ETF | ...

稀土ETF（516780）及其联接基金（A类014331、C类014332）的基金管理人华泰柏瑞基金是国内 首批ETF管理人，多年致力为投资者提供投向透明、交易便捷、费率低廉的指数工具产品。旗下两大 ETF产品——沪深300ETF华泰柏瑞（510300）和A500ETF华泰柏瑞（563360）深受市场欢迎，规模位 居同类ETF首位，管理费率0.15%/年、托管费率0.05%/年，均为目前权益指数基金最低一档费率水平。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 受供给格局紧张下游补库影响，稀土价格近段时间持续上涨，推动稀土板块近期走强与稀土ETF （516780）成交放量。包头稀土产品交易所报价显示，氧化镨钕、金属镨钕、金属钕2026年2月26日均 价分别为88.61万元/吨、108.10万元/吨、113.63万元/吨，相较于节前分别上涨了4.57万元/吨、7.6 ...

截至午间收盘，中证稀土产业指数上涨2.5%，中证石化产业指数下跌0.3%。相关ETF受资金关注，Wind数据显示，稀土ETF易方达（159715）半日净申购超 1000万份。 每日经济新闻 ...

交易所数据显示，截至2026年2月24日，稀土ETF（516780）基金份额、基金规模分别攀升至16.43亿 份、33.44亿元，双双创2026年以来阶段性新高。 据悉，稀土ETF（516780）及其联接基金（A类014331、C类014332）紧密跟踪的中证稀土产业指数成 份股覆盖稀土开采、加工、贸易及应用等产业链环节，或是助力投资者把握稀土产业发展机遇的有效工 具。Wind数据显示，自2024年9月底以来，指数累计获得166.52%的涨幅，相较有色矿业指数、有色金 属指数同期164%和156%的涨幅均具有一定优势。截至2026/2/24，指数前五大成份股为北方稀土、金风 科技、厦门钨业、中国铝业、格林美，均为在业内具有竞争力的龙头企业。 春节假期归来首日，稀土板块延续节前活跃表现，"涨价潮"愈演愈烈。从长江综合发布的2026年2月24 日价格信息看，在现货供应紧张与下游磁材企业存在备货采购需求的共同助推下，包括氧化镨钕、氧化 铽、金属铽、金属镝等在内的主要稀土产品价格持续走高，带动近期稀土板块的景气度加速上行。 与此同时，海内外消息面也频传利好，一是中国五矿化工进出口商会2026年2月12日发布通知将举办 ...

刚在选举中大获全胜的高市早苗，就被中方一句话直接整破防了。 前几天，日本高调宣布，在南鸟岛周边6000米的深海海底，成功挖到了含有稀土的淤泥！ 日本媒体瞬间沸腾了，纷纷表示这是摆脱对特定国家依赖的重要一步，是日本经济安全的史诗级胜利。 虽然没指名道姓，但所谓的特定国家，傻子都知道说的是谁。 按日本右翼那帮人的剧本，这下中国肯定很尴尬，但没想到尴尬的却是他们自己。 日本记者在发布会上不怀好意地提问，问中方如何看待日本挖到了稀土的消息，结果中方发言人云淡风轻的回应，我们注意到，日本国内近年来一直都有这 样的报道。 就是这样轻描淡写的一句话，就把对面直接戳破防了，因为潜台词再明白不过，这事日本已经喊了十几年，每次都是大张旗鼓，最后全都不了了之，我们早 就见怪不怪了，有啥可谈的必要？ 那么日本的稀土产业，到底发展到了什么水平？未来会对我们构成威胁吗？ 日本这回开采的稀土矿，位于东京东南1800多公里的南鸟岛海域，号称储量高达1600万吨，能够满足全人类用几百年的，而且还是以重稀土为主。 看起来这个稀土矿确实价值惊人，但问题是，它藏在6000米深的海底。 这是什么概念呢？ 这么深的海底，相当于550个大气压直接压在设备 ...

Group 1 - The core viewpoint of the news highlights the decline of the China Rare Earth Industry Index by 1.00% as of February 13, 2026, with mixed performance among constituent stocks, indicating market volatility in the rare earth sector [1] - China Minmetals Import and Export Chamber of Commerce announced a conference on March 25, 2026, to discuss export policies and market conditions for rare earth and rare metals, aiming to address challenges faced by enterprises in exports [1] - Huaxi Securities reported that QS Company's solid-state battery technology has achieved delivery of the QSE-5 cell and completion of the Eagle production line, reflecting the urgent global demand for higher-performance batteries, with rare earth-based catalysts and hydrogen storage materials accelerating into next-generation energy technologies [1] Group 2 - As of January 30, 2026, the top ten weighted stocks in the China Rare Earth Industry Index include Northern Rare Earth, Goldwind Technology, Xiamen Tungsten, and others, collectively accounting for 61.43% of the index [2] - The Jiashi Rare Earth ETF (516150) closely tracks the China Rare Earth Industry Index, serving as a convenient tool for investors to access the domestic rare earth industry chain [2] - Investors can also utilize the Jiashi Rare Earth ETF linked fund (011036) to seize investment opportunities in the rare earth sector [3]

此外，还有一种解释可能性，就是土耳其方面所谓的稀土储量与稀土矿两个概念产生了混淆。稀土矿指 的是未经提纯的原矿，而稀土资源则是经过提炼后得到的产物。按目前的稀土提纯标准，一吨稀土矿大 约能提炼出2到4公斤的稀土资源。如果按照这一标准，土耳其所称的6.94亿吨稀土储量，其实仅相当于 数十万吨的稀土资源量。如此一来，所谓的数十亿美元的收益也能在情理之中。 稀土素来被誉为工业维生素，它在现代工业中的应用可谓无所不在，涉及领域之广泛令人惊叹。从军事 到轻纺，从化工到农业，再到人工智能等前沿技术，都离不开它的身影。而在军事领域，稀土的作用尤 为突出。稀土具有优异的光电磁等物理特性，这使得它在提升装备性能方面有着无可比拟的优势。导 弹、核潜艇、隐身战机以及核动力航母等现代高科技军事装备，都离不开稀土的支持。早在冷战结束 后，就有评论指出，美国之所以能在多次局部战争中展现出强大的碾压优势，很大程度上得益于稀土科 技的迅猛发展，这不仅推动了美国军事装备的革新，也在战术上进行了深刻的变革。 中国作为全球稀土储量最大的国家，长期以来一直占据着全球稀土市场的主导地位，几乎供应了全球 90%的稀土需求，因此被称为稀土王国。然而，最近 ...

Core Viewpoint - The domestic rare earth market is experiencing a price increase, reflecting a tight supply-demand balance, driven by strict production controls and rising demand from various industries [1][4]. Group 1: Price Trends - As of February 10, 2026, the average price of praseodymium and neodymium oxide is 850,200 CNY/ton, up by 51,400 CNY/ton; the average price of praseodymium and neodymium metal is 1,016,000 CNY/ton, up by 39,700 CNY/ton; the average price of dysprosium oxide is 1,412,200 CNY/ton, up by 11,400 CNY/ton; and the average price of terbium oxide is 6,234,300 CNY/ton, up by 20,000 CNY/ton [1][4]. - The core category, praseodymium and neodymium oxide, has seen a cumulative increase of over 39% compared to the beginning of the year when it was priced at 610,000 CNY/ton [1][4]. Group 2: Supply and Demand Dynamics - The strong price trend indicates a continued tight supply-demand situation in the rare earth market, reinforcing bullish market expectations [1][4]. - On the supply side, China, as the dominant producer, implements strict total control and export restrictions on rare earth mining, limiting the release of supply capacity and weakening global trade flow, leading to tight inventories in both domestic and international markets [1][4]. - On the demand side, rapid development in industries such as new energy vehicles, military aerospace, and advanced manufacturing has created significant demand for rare earths [1][4]. Group 3: Investment Opportunities - The supply-demand dynamics of rare earths are primarily influenced by domestic industrial policies and the rigid demand from new energy and high-end manufacturing, with relatively low correlation to global macro liquidity and risk aversion [2][5]. - The rare earth ETF (516780) saw a strong net inflow of 290 million CNY in a single day, with a trading volume of 428 million CNY, representing a significant increase of over 185% compared to the previous trading day [2][5]. - The ETF and its linked funds closely track the CSI Rare Earth Industry Index, which covers various segments of the rare earth industry, providing investors with effective tools to capture development opportunities [2][5]. Group 4: Key Companies - As of February 10, 2026, the top five constituents of the CSI Rare Earth Industry Index include Northern Rare Earth, Goldwind Technology, Xiamen Tungsten, China Aluminum, and Greeenme, all of which are competitive leading companies in the industry [2][5].

Core Viewpoint - The company maintains an open and forward-looking perspective on the development of the global rare earth industry, indicating a commitment to monitoring market dynamics and regional opportunities in the future [2] Group 1 - The company responded to investor inquiries on February 5, emphasizing its proactive approach to the rare earth sector [2] - The company will continue to focus on market trends and regional opportunities as part of its strategic outlook [2]

Group 1 - The core message of the article highlights India's ambition to enhance its rare earth mineral supply chain to boost manufacturing capabilities, with a significant funding proposal of over 700 billion rupees (approximately 7.88 billion USD) aimed at supporting local enterprises in the rare earth sector [1][6][31] - India is actively engaging in international partnerships for critical minerals, having established collaborations with countries like Australia and Mozambique, indicating a strategic positioning in the global mineral landscape [6][29] - Despite possessing the world's third-largest rare earth reserves, India's challenges include environmental concerns, social issues related to mining, and the need for substantial investment to realize its goals [7][31] Group 2 - The article outlines three major challenges facing India's rare earth industry: the difficulty of technology transfer from laboratory success to mass production, safety concerns related to mining operations, and the inadequacy of production capacity compared to China [11][15][19] - India's current production capacity is limited, with a recent facility in Pune achieving only 15 tons per month, which is significantly lower than the hundreds or thousands of tons produced by many Chinese companies [19][22] - The lack of skilled workforce and a complete industrial chain further complicates India's efforts, as it currently only controls parts of the rare earth production process, leading to reliance on imports for high-value products [21][22] Group 3 - To address these challenges, India is exploring alternative technologies and developing a "rare earth corridor" concept to integrate resource locations, processing areas, and logistics, aiming to create a cohesive industrial ecosystem [25][27] - The collaboration with Australia is seen as a potential solution, as both countries have complementary needs in terms of resources and processing capabilities, although progress has been slow [29] - The effectiveness of the 700 billion rupee incentive plan remains uncertain, as it will require time to determine whether it can genuinely support India's ambitions in the global rare earth market [31]