其中，易方达稀土ETF以60.28%的收益率领跑。紧随其后，稀土ETF富国、华泰柏瑞稀土ETF、稀土 ETF嘉实年内收益率依次为59.33%、59.21%、58.26%。 除了ETF，稀土ETF嘉实发起式联接基金A/C、华泰柏瑞稀土ETF发起式联接基金A/C共4只ETF联接基金 （份额分开计算）的收益率也均超53%，依次为54.22%、54.13%、53.46%、53.2%。 亮眼的业绩表现也吸引了资金涌入。截至8月25日收盘，稀土主题ETF近一周获资金净流入超10亿元。 具体来看，稀土ETF嘉实近一周获净流入最多，达5.38亿元，华泰柏瑞稀土ETF、稀土ETF富国、稀土 ETF易方达的同期净流入则分别为3.05亿元、1.06亿元、0.66亿元。 北京商报讯（记者 郝彦）沪指再次冲高之际，A股稀土板块成为市场最耀眼的"明星"。8月25日，Wind 数据显示，沪指再创十年来新高，收涨1.51%，报收3883.56点。板块方面，稀土板块爆发，涨幅居前。 截至收盘，中证稀土产业指数已涨6.46%，报收2664.94点，成分股中，金力永磁"20cm"涨停，大地熊涨 超11%，同期，金风科技、中钢天源、领益智造、包钢股 ...

Group 1 - The A-share market for rare earth stocks has shown strong performance, with Jingyuntong hitting the daily limit and Northern Rare Earth rising nearly 8% at one point [1] - Several rare earth ETFs, including Huatai-PB Rare Earth ETF and E Fund Rare Earth ETF, have increased by over 1% today and more than 15% year-to-date [2] - The rare earth ETFs track the rare earth industry index, with key stocks including Northern Rare Earth, China Rare Earth, and others [3] Group 2 - Northern Rare Earth has forecasted a net profit attributable to shareholders of 900 million to 960 million yuan for the first half of 2025, representing an increase of 855 million to 915 million yuan year-on-year, which is a growth of 1882.54% to 2014.71% [4] - The company expects a net profit of 880 million to 940 million yuan after deducting non-recurring gains and losses, an increase of 865 million to 925 million yuan year-on-year, equating to a growth of 5538.33% to 5922.76% [4] - Northern Rare Earth has reported a recovery in export orders since June, despite some delays due to export permit processing and customs inspections [5] Group 3 - Guotai Junan Securities indicates that the rare earth sector is transitioning from the second to the third phase of its market cycle, with expectations of price increases driven by both domestic and international demand [6] - The current phase is characterized by slow upward movement in stock prices, with significant gains observed in specific companies like Guangsheng Nonferrous [6] - The anticipated increase in rare earth prices is expected to benefit domestic rare earth magnetic material companies, leading to a dual boost in performance and valuation [6]

Group 1 - The A-share rare earth permanent magnet concept stocks are experiencing strong performance, with Huayang New Materials recording three consecutive trading limits in four days, and Shenghe Resources hitting the daily limit, while other companies like Northern Rare Earth and China Rare Earth also saw significant gains [1] - As of the report, the rare earth ETFs, particularly the E Fund Rare Earth ETF, have increased by over 4%, with other ETFs also showing gains exceeding 3.8% [1][2] - The rare earth ETFs closely track the CSI Rare Earth Industry Index, which includes stocks related to rare earth mining, processing, trading, and applications, reflecting the overall performance of rare earth industry listed companies [2] Group 2 - Rare earth metals are considered "industrial vitamins" and are crucial strategic resources used in various fields such as new energy, new materials, aerospace, and electronics [3] - China has classified seven elements subject to export restrictions as rare heavy rare earths, with the majority of global supply coming from China [4] - Benefiting from the recovering rare earth market, companies like Northern Rare Earth and China Rare Earth reported significant year-on-year revenue growth in Q1 2025, with Northern Rare Earth achieving a revenue of 9.287 billion yuan, up 61.19%, and a net profit increase of 727.3% [5][6] Group 3 - Shenghe Resources reported a Q1 2025 revenue of 2.992 billion yuan, a year-on-year increase of 3.66%, with a net profit growth of 178.09% [6] - The export restrictions imposed by China are expected to lead to a surge in overseas rare earth prices, while domestic deep processing companies are likely to benefit from expanded profit margins [6] - The supply-demand dynamics in the rare earth market are anticipated to improve, with new demand emerging from sectors like humanoid robots and low-altitude economies [6]