Core Viewpoint - The performance of the A-share market is mixed, with the China Securities Rare Earth Industry Index showing a slight increase, indicating a positive trend in the rare earth sector [1] Group 1: Index Performance - The China Securities Rare Earth Industry Index rose by 0.11% to 1828.49 points, with a trading volume of 26.247 billion yuan [1] - Over the past month, the index has increased by 10.62%, by 4.54% over the last three months, and by 15.35% year-to-date [2] Group 2: Index Composition - The index includes companies involved in rare earth mining, processing, trading, and applications, reflecting the overall performance of listed companies in the rare earth industry [2] - The top ten weighted companies in the index are: Northern Rare Earth (13.23%), China Rare Earth (5.63%), Lingyi Technology (5.01%), China Aluminum (4.97%), Greeenmei (4.94%), Baotou Steel (4.79%), Wolong Electric Drive (4.6%), Goldwind Technology (4.5%), Xiamen Tungsten (4.22%), and Shenghe Resources (3.86%) [2] Group 3: Market and Sector Breakdown - The index's holdings are primarily listed on the Shanghai Stock Exchange (51.69%), followed by the Shenzhen Stock Exchange (47.71%) and the Beijing Stock Exchange (0.60%) [2] - In terms of industry composition, raw materials account for 64.65%, industrials for 27.98%, and information technology for 7.37% [2] Group 4: Index Adjustment and Fund Tracking - The index samples are adjusted biannually, with changes implemented on the next trading day after the second Friday of June and December, with a sample adjustment ratio not exceeding 20% [3] - Public funds tracking the rare earth industry include various ETFs from companies such as Harvest, Huatai-PB, and E Fund [3]

| | | | 稀土永磁相关ETF一览 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 代码 | 名称 | 涨幅% | | 现价 > 换手% | 规模(亿份) | 成交额(万元) | 基金公司 | | 516150 | 稀土ETF基金 | 4.02 | 1.189 | ୧.05 | 18.71 | 13201.6 | 嘉实基金 | | 159713 | 桜王ETF | 3.91 | 0.85 | 14.12 | 4.48 | 5275.1 | 富国基金 | | 159715 | 稀土ETF易方达 | 3.89 | 0.775 | 7.42 | 2.79 | 1568.3 | 易方达基金 | | 516780 FTF: 1 : 0 : 6 11 | 桜王ETF | 3.81 | 1.145 | 11.89 | 9.11 | 12152.04 | 华泰相瑞基金 | ETF份额变化方面，今年以来，稀土相关ETF份额变动不大，稀土ETF基金（516150）年内份额增加了2.78亿份，年初至今份额 变动率为17.45%。 投资逻辑来看，出口管制 ...