三、我司已向有关部门反映，严正要求有关单位立即停止侵权、诈骗等不法行为，并对任何损害我司形 象、利益的行为保留追究法律责任的权利。 四、任何对外重大合作事项请以我司官方渠道披露为准。 一、我司从未与相关机构、单位就所谓"稀土人民币稳定币"开展任何形式的合作、磋商或计划，该信息 系不法分子恶意编造，请社会公众和广大投资者不信不传。 二、我司提醒社会各界和广大投资者警惕非法金融活动，注意防范风险，谨防财产损失。 （原标题：中国稀土集团，严正声明） 来源：中国稀土集团 据中国稀土集团官方微信公众号消息，近日，部分网络媒体流传"中国稀土集团与蚂蚁集团、中国人民 银行共建全球首个稀土人民币稳定币"等相关信息。针对此虚假编造、严重误导公众并扰乱金融秩序的 信息，中国稀土集团有限公司（以下简称"我司"）严正声明如下： A股又大涨，火速研判！"或再度上攻" ...

据中国稀土集团微信公众号8月11日消息，近日，部分网络媒体流传"中国稀土集团与蚂蚁集团、中国人 民银行共建全球首个稀土人民币稳定币"等相关信息。针对此虚假编造、严重误导公众并扰乱金融秩序 的信息，中国稀土集团有限公司严正声明如下： 一、中国稀土集团有限公司从未与相关机构、单位就所谓"稀土人民币稳定币"开展任何形式的合作、磋 商或计划，该信息系不法分子恶意编造，请社会公众和广大投资者不信不传。 二、中国稀土集团有限公司提醒社会各界和广大投资者警惕非法金融活动，注意防范风险，谨防财产损 失。 三、中国稀土集团有限公司已向有关部门反映，严正要求有关单位立即停止侵权、诈骗等不法行为，并 对任何损害中国稀土集团有限公司形象、利益的行为保留追究法律责任的权利。 四、任何对外重大合作事项请以中国稀土集团有限公司官方渠道披露为准。 四、任何对外重大合作事项请以 我司官方渠道披露为准。 今日稍早前，蚂蚁集团官方微博也发布消息称，蚂蚁集团关注到网络上有消息宣称"蚂蚁集团与中国人 民银行、中国稀土集团共建全球首个稀土人民币稳定币"，并以此诱导投资者关注相关板块，蚂蚁集团 从未与相关机构有此类计划，请公众注意甄别，谨防上当受骗。 建 ...

Core Viewpoint - The China Rare Earth Group has issued a statement denying any involvement in the creation of a "rare earth RMB stablecoin" in collaboration with Ant Group and the People's Bank of China, labeling the information as false and misleading [2][6][7]. Summary by Sections - The company has never engaged in any form of cooperation, negotiation, or planning regarding the so-called "rare earth RMB stablecoin," and the information is a malicious fabrication by illegal entities [2][6]. - The company warns the public and investors to be vigilant against illegal financial activities and to be cautious to prevent financial losses [3][7]. - The company has reported the matter to relevant authorities, demanding an immediate cessation of infringement and fraudulent activities, and reserves the right to pursue legal action against any actions that harm its image and interests [3][7]. - Any significant external cooperation matters should be disclosed through the company's official channels [3][7].

Core Viewpoint - The article addresses the false information circulating about the China Rare Earth Group's alleged collaboration with Ant Group and the People's Bank of China to create the world's first rare earth RMB stablecoin, emphasizing that this information is fabricated and misleading [3][4]. Summary by Sections - The company has never engaged in any form of cooperation, negotiation, or planning regarding the so-called "rare earth RMB stablecoin" with the mentioned institutions, labeling the information as malicious fabrication [3]. - The company warns the public and investors to be vigilant against illegal financial activities and to prevent potential financial losses [4]. - The company has reported the matter to relevant authorities and demands that the involved parties cease any infringing or fraudulent activities, reserving the right to pursue legal action against those harming its image and interests [4]. - Any significant external cooperation matters will be disclosed through the company's official channels [5].

人民财讯8月11日电，中国稀土集团8月11日发布声明称，近日，部分网络媒体流传"中国稀土集团与蚂 蚁集团、中国人民银行共建全球首个稀土人民币稳定币"等相关信息。针对此虚假编造、严重误导公众 并扰乱金融秩序的信息，中国稀土集团有限公司严正声明，公司从未与相关机构、单位就所谓"稀土人 民币稳定币"开展任何形式的合作、磋商或计划，该信息系不法分子恶意编造，请社会公众和广大投资 者不信不传。 ...

Group 1 - The total trading volume of the Shanghai and Shenzhen stock markets reached 1.83 trillion yuan, with the Shanghai market accounting for 751.3 billion yuan and the Shenzhen market for 1.08 trillion yuan [1] Group 2 - The top traded stock was Dongfang Caifu, with a trading volume of 11 billion yuan, followed by Beifang Xitu, Xinye Sheng, and Zhongji Xuchuang, with trading volumes of 7.998 billion yuan, 7.959 billion yuan, and 7.548 billion yuan respectively [2]

Core Viewpoint - The rare earth industry has shown strong performance since the beginning of the year, with the China Securities Rare Earth Industry Index rising over 40% as of August 8, 2025, indicating potential for continued investment opportunities in the sector [1]. Group 1: Short-term and Long-term Catalysts - The current support for the rare earth industry comes from both short-term and long-term factors, including strong price momentum and positive mid-year earnings reports [3]. - Short-term catalysts include (1) rising prices and (2) strong earnings performance for Q2, while long-term factors involve (3) stricter national control over rare earth quotas, (4) increased demand from advanced manufacturing, and (5) high pricing due to international trade tensions [3]. Group 2: Price and Earnings Performance - Since June 2025, rare earth prices in China have entered an upward trend, with the price index increasing by 12% month-on-month and 28% year-on-year as of August 8, 2025 [5]. - Key rare earth products, such as praseodymium and neodymium oxide, have seen significant price rebounds, with average prices exceeding 530,000 yuan per ton, reflecting a month-on-month increase of over 14% [5]. - The Q2 earnings reports for major companies in the rare earth sector have shown substantial growth, with North Rare Earth expecting a net profit increase of 1882.54% year-on-year, and other companies like China Rare Earth and Shenghe Resources also reporting significant profit improvements [5][6]. Group 3: Supply and Demand Dynamics - The supply side is characterized by stricter management of rare earth resources, with a slowdown in quota growth, which is expected to limit supply expansion relative to demand [11]. - The demand side shows robust growth potential, particularly in advanced manufacturing sectors such as new energy vehicles and industrial robots, which heavily rely on rare earth permanent magnets [13]. - The international landscape is also shifting, with the U.S. Department of Defense planning to invest in domestic rare earth production, which could further elevate prices and highlight the strategic value of rare earth resources [16]. Group 4: Investment Opportunities - The rare earth ETF managed by E Fund (159715) offers a low management and custody fee of 0.15% and 0.05% per year, making it an attractive option for investors looking to capitalize on the rare earth industry's growth potential [17].

Group 1 - The rising importance of rare earth elements (REEs) in international politics and economics is highlighted, with a significant price surge of 60 times causing panic among U.S. defense companies and the Pentagon [1][3] - China has implemented export controls on key minerals, including gallium and germanium, starting in 2023, and plans to expand these controls to 25 critical rare metals by 2025, impacting U.S. military supply chains [1][3][5] - The U.S. defense industry is heavily reliant on Chinese-controlled rare earth minerals, with over 80,000 components in military weapon systems requiring these materials, making it difficult for the U.S. to establish alternative supply chains [3][5] Group 2 - China's export controls are not blanket measures; they allow for some exports under strict conditions, particularly prohibiting military use, which complicates U.S. efforts to bypass these regulations [5][6] - The U.S. has attempted to circumvent these controls through transshipment from intermediaries in countries like Thailand and Mexico, leading to a spike in imports of antimony oxide, but this has prompted China to tighten its regulations further [5][6] - The Pentagon's response includes financial support for domestic rare earth mining and attempts to establish an independent pricing mechanism, but experts believe these efforts are insufficient against China's established dominance in the rare earth supply chain [6][8] Group 3 - The crisis has exposed vulnerabilities in the U.S. defense industrial base, with critical production processes, such as those for the F-35 fighter jet, facing delays due to material shortages [8] - China's strategic control over rare earth resources has shifted the balance of power, demonstrating that industrial strength and supply chain security are becoming new strategic priorities in global competition [8] - The article suggests that the U.S. must move towards pragmatic cooperation with China rather than confrontation to resolve the crisis in critical minerals, as continued reliance on a zero-sum approach may further jeopardize U.S. military advantages and global influence [8]

Macro Economic Overview - The Shanghai Composite Index rose by 1.23% this week, with the CSI 300 futures increasing by 1.38% [1][12] - The futures for coking coal surged by 9.37%, while the main contract for iron ore saw a modest increase of 0.70% [1][12] - The annualized yield of Yu'ebao increased by 1 basis point to 1.05%, and the yield on ten-year government bonds decreased by 2 basis points to 1.69% [1][12] Export Performance - In July, China's exports maintained resilience, primarily due to two factors: the continuation of Sino-U.S. trade talks and improvements in the prices of certain export goods [2] - Specific categories such as household ceramics, shoes, integrated circuits, and home appliances showed price increases, which helped offset declines in export volumes [2] Asset Allocation Recommendations - The recommended order for asset allocation remains: equities > commodities > bonds > cash [3][4] - The focus for equities is on the implementation of "incremental" policies, while bonds are underweighted due to potential short-term impacts from the equity-bond relationship [4][13] Industry Insights - The A-share market saw widespread index increases, with the leading indices being the CSI 1000 (up 2.51%), Shanghai Dividend (up 2.23%), and Shanghai Composite (up 2.11%) [37] - The sectors that performed well included non-ferrous metals (up 5.83%), machinery (up 5.75%), and defense industry (up 5.24%), while the pharmaceutical and restaurant tourism sectors experienced slight declines [37][38] Economic Data - In July, the Producer Price Index (PPI) decreased by 3.6% year-on-year, while the Consumer Price Index (CPI) rose by 0.4% month-on-month [24] - The total value of China's goods trade in July reached 3.91 trillion yuan, with exports growing by 8% and imports by 4.8% [24] High-Tech Industry Developments - The 2025 World Robot Conference opened in Beijing, focusing on key areas such as aging society responses and smart manufacturing upgrades [39] - China's production of industrial and service robots saw significant year-on-year growth, with industrial robots increasing by 35.6% [39][40]

Group 1: Liquidity and Performance of Rare Earth ETF - The liquidity of the Rare Earth ETF managed by Jiashi has a turnover rate of 3.43% with a transaction volume of 163 million yuan [3] - Over the past month, the average daily transaction volume of the Rare Earth ETF reached 333 million yuan, ranking first among comparable funds [3] - The fund's scale increased by 576 million yuan in the past week, also ranking first among comparable funds [3] - The number of shares increased by 26.4 million in the past week, achieving significant growth and ranking first among comparable funds [3] - In the last five trading days, there was a net inflow of funds on four days, totaling 368 million yuan [3] - As of August 8, the net value of the Rare Earth ETF has increased by 76.64% over the past year, ranking 94th out of 2954 index equity funds, placing it in the top 3.18% [3] - The highest monthly return since inception was 41.25%, with the longest consecutive monthly increase being four months and the longest increase percentage being 83.89% [3] Group 2: Price Trends and Market Outlook - According to Guojin Securities, the price of praseodymium and neodymium oxide decreased last week, possibly due to expectations of a significant increase in quotas [4] - The strategic resource prices are expected to be re-evaluated as supply contraction expectations strengthen, with a gradual recovery in exports [4] - The implementation of the management regulations is expected to benefit leading state-owned enterprises, potentially leading to a dual increase in performance and valuation in the sector [4] - CITIC Securities reports that the average price of praseodymium and neodymium oxide in the first half of 2025 is projected to be 421,000 yuan per ton, a year-on-year increase of 13.06% [4] - The average price of terbium oxide is expected to be 6.604 million yuan per ton, a year-on-year increase of 12.9% [4] - The profitability of rare earth industry chain companies is expected to continue improving, with a stable upward trend in rare earth prices anticipated in the third and fourth quarters of this year [4] Group 3: Top Weight Stocks in Rare Earth Industry - The top ten weighted stocks in the China Securities Rare Earth Industry Index include Northern Rare Earth, Baotou Steel, China Rare Earth, Shenghe Resources, Wolong Electric Drive, China Aluminum, Lingyi Technology, Gree Environmental, Xiamen Tungsten, and Goldwind Technology, collectively accounting for 59.32% of the index [3]