你们你追我赶！争分夺秒！ 你们妈知道吗？ | 11 | W ETF . | | | | | --- | --- | --- | --- | --- | | 行情 | 资讯 公告 | | 研报 | 图与 | | | Alice已为您生成我的自选股简报 | | | 查看 | | 名称 品 | E | 现价 | | 张跌幅 ▼▶ | | 卫星ETF | | 2.001 | | 6.27% | | 基 159206 | | | | | | 传媒ETF | | 1.160 | | 6.13% | | 基 512980 | | | | | | 卫星产业ETF | | 2.148 | | 5.92% | | 基 159218 | | | | | | XI二南英伟 | | 20.420 | | 4.45% | | 7388 | | | | | | 稀土ETF | | 1.464 | | 3.90% | | 基 159713 | | | | | | 软件ETF | | 0.944 | | 3.62% | | 基 159852 | | | | | | 黄金股ETF | | 2.186 | | 3.06% | | 其 517520 ...

有券商表示，稀土作为高端制造与战略新兴产业的核心资源，正呈现供需两端共振格局。在供给集中度提升与 需求结构升级的背景下，稀土产业链的战略地位有望进一步巩固，为高端制造发展注入长期驱动力。 （文章来源：每日经济新闻） 受盘面影响，稀土相关ETF涨超2%。 | 代码 | 名称 | 现价 | 涨跌 涨跌幅 ▼ | | | --- | --- | --- | --- | --- | | 159715 | 稀土ETF易方达 | 1.322 | 0.032 2.48% | | | 159713 | 稀土ETF | 1.442 | 0.033 | 2.34% | | 516150 | 稀土ETF嘉实 | 2.003 | 0.046 | 2.35% | | 516780 | 稀土ETF | 1.937 | 0.043 | 2.27% | 稀土概念股走强，金风科技涨停，厦门钨业涨超4%，卧龙电驱涨超2%。 ...

2025年A股市场以强劲上涨收官，主要指数全线飘红。创业板指全年累计上涨49.57%，领跑市场；上证 指数上涨18.41%，创下近六年来的最大年度涨幅。A股全年"结构性牛市"特征显著，以人工智能为代表 的硬科技行情贯穿始终，驱动电子、通信等行业表现突出。伴随着市场回暖，2025年公募基金行业总规 模历史性突破37万亿元大关，标志着资产管理行业迈上新台阶。 在此背景下，2025年富国基金权益、固收、量化产品业绩表现亮眼。银河证券数据显示，截至2025年12 月31日，富国基金旗下共有62只产品（不同统计区间上榜产品合并统计）跻身银河证券业绩排名前10% 榜单，4只产品排名同类第一，20只产品位列同类前三。具体来看，权益类产品精准把握产业脉搏，32 只产品排名前10%，并打造了5只翻倍基；固收业务构筑稳健"理财新选择"，16只产品位列前10%；量 化指数则把握工具化机遇，14只产品排名前10%。 主动权益：超30只产品排名领先 前瞻把握结构性机会 在A股结构性行情导致业绩分化加剧的背景下，主动管理能力已成为公募基金创造超额收益的关键。国 泰海通证券数据显示，富国基金近三年权益类产品主动管理收益率在13家大型公募基 ...

稀土概念股早盘走弱，金风科技跌超6%，中国稀土跌超4%，北方稀土、卧龙电驱跌超3%。 有券商表示，稀土作为高端制造与战略新兴产业的核心资源，正呈现供需两端共振格局。在供给集中度提升与需求 结构升级的背景下，稀土产业链的战略地位有望进一步巩固，为高端制造发展注入长期驱动力。 （文章来源：每日经济新闻） 受盘面影响，稀土相关ETF跌超3%。 | 代码 | 名称 | 现价 | 涨跌 涨跌幅 ▲ | | --- | --- | --- | --- | | 159715 | 稀土ETF易方达 | 1.096 | -0.039 -3.44% | | 516780 | 稀土ETF | 1.609 | -0.054 -3.25% | | 159713 | 稀土ETF | 1.197 | -0.041 -3.31% | | 516150 | 稀土ETF嘉实 | 1.663 | -0.058 -3.37% | ...

Market Overview - The three major A-share indices collectively declined in the morning session, with the Shanghai Composite Index down by 0.55%, the Shenzhen Component Index down by 0.77%, and the ChiNext Index down by 0.88% [1] - The trading volume in the Shanghai and Shenzhen markets reached 10,560 billion yuan, a decrease of 1,807 billion yuan compared to the previous day [1] - Over 3,900 stocks in the market experienced declines [1] Sector Performance - The sectors that saw gains included pharmaceutical commerce, Fujian, Hainan Free Trade Zone, tourism and hotels, AI mobile phones, real estate, and coal mining and processing [1] - Conversely, sectors that weakened included lithium battery electrolyte, CRO, GPU, rare earth permanent magnets, superhard materials, servers, robotics, and photolithography concept stocks [1] ETF Performance - The Invesco Great Wall Fund S&P Consumer ETF rose by 1.59%, driven by strong U.S. Black Friday consumer data [1] - Hong Kong dividend stocks performed well, with the China Merchants Fund Hong Kong Dividend Low Volatility ETF, Huatai-PB Fund Hong Kong Dividend Low Volatility ETF, and E Fund Hang Seng Dividend Low Volatility ETF increasing by 1.46%, 1.36%, and 1.22% respectively [1] - The S&P Biotechnology ETF fell by 2.2%, while the rare earth sector ETFs, including the Harvest Rare Earth ETF, also declined by 2% [1] - The robotics sector ETFs, including the Invesco Robotics ETF and E Fund Robotics ETF, decreased by 1.97% and 1.94% respectively [1]

Group 1 - The core viewpoint of the article indicates a decline in rare earth stocks, with Chinese rare earths dropping over 3%, and companies like Northern Rare Earth, Wolong Electric Drive, Shenghe Resources, and Baotou Steel falling more than 2% [1] - The related rare earth ETFs also experienced a decline, with an approximate drop of 2% [1] Group 2 - Specific ETF performance includes: - Jiashi Rare Earth ETF (516150) at 1.711, down 0.035 or 2.00% - Rare Earth ETF (159713) at 1.228, down 0.024 or 1.92% - Rare Earth ETF (516780) at 1.654, down 0.031 or 1.84% [2] - Analysts suggest that rare earths, as core resources for high-end manufacturing and strategic emerging industries, are showing a resonance in both supply and demand [2] - The strategic position of the rare earth industry chain is expected to be further solidified against the backdrop of increased supply concentration and upgraded demand structure, providing long-term driving force for high-end manufacturing development [2]

来源：市场投研资讯 许多人听说过稀土，却未必了解它为何被称为"工业维生素"。在富国基金小宇宙播客栏目《有富同享》 中，富国基金稀土ETF的基金经理曹璐迪与主持人进行了一场深度对话，揭开了稀土的真实"面貌"。 （来源：富国基金） 稀土不"稀"，却是工业命脉 曹璐迪介绍，稀土并非真正的土壤，而是17种金属元素的统称。反常识的是，它并不稀有——全球稀土 储量约9000万吨，而黄金仅6.4万吨。 注：数据来自美国地质调查局2024年全球有色金属产量、储量统计数据。 为何被称为"工业维生素"？曹璐迪解释，稀土虽用量少，却不可或缺。一辆新能源车需要2-2.5公斤稀土 氧化物，人形机器人每台更需要5公斤。没有稀土，电能转化动能的核心环节就无法实现。 中国技术逆袭，掌握"稀土王牌" 中国如何成为稀土强国？曹璐迪指出，关键在技术突破。徐光宪院士发明的"串级萃取技术"，使中国能 将17种稀土元素提纯至99.9999%（6N级），而海外最高仅99.99%（4N级）。 中国还是全球唯一拥有稀土全产业链的国家。曹璐迪强调，海外重建产业链需3-5年，中国在技术和成 本上的优势难以短期超越。 供需格局支撑长期价值 稀土价格为何走强？曹璐迪 ...

Core Viewpoint - The article discusses the launch of the "Institutional Express" ETF investment tool by Ping An Securities and Tianhong Fund, aimed at helping ordinary investors navigate the fast-changing A-share market and capitalize on investment opportunities driven by institutional investors [1][4]. Group 1: Product Overview - "Institutional Express" is designed to track institutional fund flows and preferences, identifying potential industries of interest for investors [4]. - The tool utilizes a strategy model developed by Tianhong Fund, focusing on four key institutional factors: sell-side analyst expectations, buy-side institutional research, ETF fund flows, and large orders of index constituent stocks [4]. - The model processes data through normalization to create a unified scoring system, generating "strong indices" and "rotation signals" for investment decisions [4]. Group 2: Performance Metrics - The backtesting results from October 17, 2024, to October 23, 2025, show that "Institutional Express" achieved a return of 47.40%, significantly outperforming the CSI 300 index, which returned 16.39% during the same period [8]. - The maximum drawdown for "Institutional Express" was 19.42%, compared to 13.42% for the CSI 300 index, indicating a higher risk profile [8]. Group 3: User Accessibility - The tool is designed to be user-friendly, allowing investors to easily access top industry signals and corresponding ETF products through the Ping An Securities APP [11]. - Since the launch of the ETF section in 2022, the platform has served over ten million users, continuously updating its features based on market sentiment and user feedback [11].

Core Viewpoint - The rare earth ETF (159713.SZ) experienced a decline of 1.30%, indicating a negative market sentiment towards this sector [1] Fund Performance - The main capital outflow for the fund was 832.36 million yuan, ranking it first among comparable funds [1] - The latest trading volume for the fund was 76.21 million shares, with the latest transaction amount falling below 100 million yuan, placing it in the bottom two among comparable funds [1]

Core Insights - Rare earth concept stocks surged in the afternoon, with Jiuling Technology rising over 12%, and various rare earth ETFs increasing by more than 1% [1] - Year-to-date, rare earth ETFs have seen significant gains, with increases exceeding 85% [1] Company Performance - Jiuling Technology reported a total revenue of 116 million yuan for the first three quarters of 2025, a year-on-year increase of 7.87%, but net profit attributable to shareholders decreased by 24.29% to 13.47 million yuan [2] - China Rare Earth achieved a revenue of 2.494 billion yuan for the first three quarters, a year-on-year increase of 27.73%, with net profit attributable to shareholders rising by 194.67% to 192 million yuan [3] - In Q3, China Rare Earth reported a revenue of 619 million yuan, a year-on-year decline of 22.40%, and net profit of 30.48 million yuan, down 26.43% [3] - Huahong Technology's Q3 revenue was 2.302 billion yuan, up 70.39%, with net profit soaring by 23211.89% to 117 million yuan [3] - For the first three quarters, Huahong Technology's revenue reached 5.461 billion yuan, a 34.94% increase, and net profit grew by 7110.70% to 197 million yuan [3] Industry Trends - China is transitioning from a "resource power" to a "rule power," implementing export licensing and quota management for rare metals, including rare earths, to gain global pricing power [4] - China holds 44 million tons of rare earth reserves, accounting for 40% of global reserves, and produces 210,000 tons, representing 70% of global production [4] - The country has a dominant position in the rare earth industry, with smelting and separation capacity at 400,000 tons, which is 92% of the global total [4] - Export controls on rare earths have become a strategic tool in the US-China trade war, with recent measures announced in April and October 2025 [4] - The supply of rare earths is entering a phase of accelerated optimization, with mining supply growth rates decreasing from 21% to 6% and smelting separation growth rates from 21% to 4% [4]