2026年1月30日早盘，稀土永磁概念回调整固，截至10:56，中证稀土产业指数下跌6.48%。成分股方 面，华宏科技领跌，中色股份、盛和资源、中科磁业、中国铝业跟跌。 稀土ETF嘉实(516150)紧密跟踪中证稀土产业指数，是一键布局国内稀土产业链的便利工具。 场外投资者还可以通过稀土ETF嘉实联接基金（011036）把握稀土投资机遇。 数据显示，截至2025年12月31日，中证稀土产业指数前十大权重股分别为北方稀土、金风科技、卧龙电 驱、格林美、厦门钨业、中国铝业、领益智造、中国稀土、包钢股份、盛和资源，前十大权重股合计占 比60.4%。 稀土价格在政策支持与春节前备库需求回暖双重驱动下回升，国泰海通证券持续看好稀土作为关键战略 资源的投资价值，认为其供需紧平衡格局未改，叠加出口配额管理趋严及下游永磁材料在新能源车、风 电、机器人等高景气领域渗透率持续提升，中长期价格支撑坚实。 中信证券研报指出，全球稀土资源战略地位持续提升，稀土产业进入高质量发展新时代。供给层面，配 额管制叠加管制政策，刚性逻辑或持续加强；需求层面，新能源汽车、人形机器人和低空经济等新兴领 域有望成为需求长期高速增长的核心驱动，我们预计 ...

数据显示，截至2025年12月31日，中证稀土产业指数前十大权重股分别为北方稀土、金风科技、卧龙电 驱、格林美、厦门钨业、中国铝业、领益智造、中国稀土、包钢股份、盛和资源，前十大权重股合计占 比60.4%。 稀土ETF嘉实(516150)紧密跟踪中证稀土产业指数，是一键布局国内稀土产业链的便利工具。 场外投资者还可以通过稀土ETF嘉实联接基金（011036）把握稀土投资机遇。 此外，稀土价格回升，政策支持与春节前备库需求回暖共同推动市场情绪修复。国泰海通证券指出，在 供需紧平衡背景下，稀土作为关键战略资源的投资价值持续凸显，其价格回升趋势具备基本面支撑。同 时，我国对稀土资源的管控持续强化，叠加全球绿色能源转型对永磁材料的刚性需求，中长期看稀土产 业链的战略地位有望进一步提升。 2026年1月29日早盘，稀土永磁概念盘中反转拉升，截至11:19，中证稀土产业指数强势上涨1.50%，成 分股盛和资源10cm涨停，三川智慧上涨9.61%，九菱科技上涨6.96%，北方稀土，中科磁业等个股跟 涨。 稀土板块在有色金属子行业中表现突出，2026年1月第三周SW小金属、金属新材料指数分别上涨 8.68%、3.61%，其中 ...

数据显示，截至2025年12月31日，中证稀土产业指数前十大权重股分别为北方稀土、金风科技、卧龙电 驱、格林美、厦门钨业、中国铝业、领益智造、中国稀土、包钢股份、盛和资源，前十大权重股合计占 比60.4%。 稀土ETF嘉实(516150)紧密跟踪中证稀土产业指数，是一键布局国内稀土产业链的便利工具。 场外投资者还可以通过稀土ETF嘉实联接基金（011036）把握稀土投资机遇。 2026年1月26日午后，稀土永磁红盘震荡，截至13:06，中证稀土产业指数上涨0.91%，成分股中色股份 上涨9.39%，厦门钨业上涨8.21%，焦作万方上涨6.52%，中稀有色上涨6.36%，中国铝业上涨4.01%。 消息方面，1月25日，据包钢集团，由纯国产模组搭建的超导磁场高温振动样品磁强计日前在包头稀土 研究院组装调试并投用，该设备可以同时满足永磁材料高温和强磁场测量需求。此次投用的超导磁体振 动样品磁强计使用超导磁体作为励磁设备，具有超导励磁、温度范围宽、测量灵敏度高，测量速度快， 测量操作方便，测量选件丰富等特点，最大磁场可达6T，最高测量温度800℃。 中信证券研报指出，全球稀土资源战略地位持续提升，稀土产业进入高质量发 ...

Group 1 - The core viewpoint of the news highlights a significant increase in the rare earth permanent magnet sector, with the China Rare Earth Industry Index rising by 1.46% as of January 21, 2026, driven by price adjustments in rare earth concentrate [1] - Major rare earth companies, Northern Rare Earth and Baotou Steel, announced a price increase for rare earth concentrate to 26,834 yuan per ton (dry weight, REO=50%) for Q1 2026, marking the sixth consecutive price hike since Q3 2024 [1] - The Ministry of Industry and Information Technology and CITIC Securities predict that China's rare earth mining volume will reach 255,000 tons and the smelting and separation output will be 244,000 tons in 2023, with projections of 521,000 tons and 519,000 tons respectively by 2030 [1] Group 2 - Jianghai Securities emphasizes that despite current market focus on aluminum, tungsten, and tin, the core applications of rare earths in electric vehicles, wind power, and energy-efficient motors support long-term demand growth [2] - The penetration rate of high-performance neodymium-iron-boron materials in electric vehicle drive motors is increasing, with per vehicle usage significantly higher than traditional models, further enhancing the demand resilience for rare earth permanent magnet materials [2] - The top ten weighted stocks in the China Rare Earth Industry Index, including Northern Rare Earth and Xiamen Tungsten, account for 60.4% of the index as of December 31, 2025 [2]

Group 1 - The core viewpoint of the news highlights the positive performance of the rare earth sector, with the China Rare Earth Industry Index rising by 0.28% and several key stocks showing significant gains, such as Xiamen Tungsten rising by 5.35% [1] - The market regulatory authority has approved a series of national standards aimed at supporting the development of emerging fields, including standards for industrial internet platforms and digital supply chains, which will enhance the resilience of the industry chain [1] - The first quarter price of rare earth concentrate announced by Baotou Steel is 26,834 yuan/ton excluding tax, with a price adjustment of 536.68 yuan/ton for every 1% change in REO content, indicating a structured pricing mechanism in the rare earth market [2] Group 2 - The top ten weighted stocks in the China Rare Earth Industry Index account for 60.4% of the index, with notable companies including Northern Rare Earth, Jin Feng Technology, and Baotou Steel, reflecting the concentration of market power within a few key players [2] - The rare earth ETF managed by Harvest closely tracks the China Rare Earth Industry Index, providing a convenient investment tool for exposure to the domestic rare earth industry chain [3] - Investors can also access rare earth investment opportunities through the Harvest Rare Earth ETF linked fund, further facilitating investment in this sector [4]

Group 1 - The core viewpoint of the news highlights a significant increase in rare earth product prices, with the China Rare Earth Industry Index rising by 1.07% on January 14, 2026, driven by strong performances from key stocks such as Antai Technology and Xiamen Tungsten [1] - The average price of praseodymium and neodymium oxide increased by 11,200 yuan per ton to 636,100 yuan per ton, while the average price of praseodymium and neodymium metal rose by 11,700 yuan per ton to 772,400 yuan per ton [1] - The strategic importance of tungsten and rare earths in high-end manufacturing, new energy, and defense technology is emphasized, with China's management of mining quotas and export controls underscoring their value [1] Group 2 - As of December 31, 2025, the top ten weighted stocks in the China Rare Earth Industry Index accounted for 60.4% of the index, including Northern Rare Earth, Goldwind Technology, and Xiamen Tungsten [2] - The Jiashi Rare Earth ETF (516150) closely tracks the China Rare Earth Industry Index, providing a convenient tool for investors to access the domestic rare earth industry chain [2] - The formation of a MACD golden cross signal indicates a positive trend for these stocks, suggesting potential investment opportunities [2]

Group 1 - The core viewpoint highlights the renewed significance of rare earths as a strategic resource, with expectations of supply contraction due to domestic smelting and separation whitelist policies, coupled with recovering downstream demand, leading to a strong likelihood of sustained price recovery [1] - According to Dongfang Securities, the rare earth market is expected to experience a dual boost in profitability and valuation, as the supply-demand dynamics improve and geopolitical uncertainties elevate the strategic importance of rare earths in China [1] - Tianfeng Securities notes that the rare earth permanent magnet industry is at the beginning of a new cycle, with the implementation of the "Rare Earth Management Regulations" and ongoing industry consolidation optimizing the supply structure and enhancing pricing power within the industry [1] Group 2 - The top ten weighted stocks in the China Rare Earth Industry Index account for 60.4% of the index, with notable companies including Northern Rare Earth, Goldwind Technology, and others [2] - The rare earth ETF by Jiashi (516150) closely tracks the China Rare Earth Industry Index, providing a convenient tool for investors to gain exposure to the domestic rare earth industry chain [2] - Investors can also access rare earth investment opportunities through the Jiashi Rare Earth ETF linked fund (011036) [3]

Group 1 - The core viewpoint of the news is that the rare earth permanent magnet sector is experiencing a strong rebound, with the China Rare Earth Industry Index rising by 2.30% as of January 6, 2026 [1] - Short-term demand concerns for magnetic materials are shifting positively as companies are obtaining export licenses, indicating a potential for sustained high growth in the magnetic materials industry [1] - Long-term benefits are expected from the optimization of the rare earth supply chain, with upstream smelting and processing companies likely to dominate profit distribution due to quota scarcity, leading to a high-quality development pattern with controlled product quantities and steady price increases [1] Group 2 - The top ten weighted stocks in the China Rare Earth Industry Index as of December 31, 2025, include Northern Rare Earth, Goldwind Technology, Wolong Electric Drive, and others, collectively accounting for 60.4% of the index [1] - The rare earth ETF by Harvest (516150) closely tracks the China Rare Earth Industry Index, providing a convenient tool for investors to access the domestic rare earth industry chain [1] - Investors can also utilize the Harvest Rare Earth ETF linked fund (011036) to seize investment opportunities in the rare earth sector [1]

Core Viewpoint - The rare earth permanent magnet sector is experiencing a significant upward trend, driven by macroeconomic factors and policy support, indicating a potential new growth cycle for the industry in 2025 [1]. Group 1: Market Performance - As of December 1, 2025, the China Securities Rare Earth Industry Index rose by 2.31%, with key stocks such as Northern Rare Earth increasing by 4.80%, and others like Jinchao Wanfang and China Aluminum also showing strong gains [1]. - The overall market sentiment is optimistic due to anticipated interest rate cuts by the Federal Reserve in 2024 and domestic policies aimed at stabilizing growth, which are expected to boost the non-ferrous metals industry [1]. Group 2: Industry Outlook - Analysts predict that the rare earth sector will benefit from a recovery in macroeconomic expectations post-Geneva Agreement in 2025, alongside supply chain disruptions and liquidity easing, leading to improved metal prices and corporate profitability [1]. - The demand for rare earths is expected to remain stable due to traditional applications, while new demands from humanoid robots and low-altitude economies are anticipated to emerge [1]. Group 3: Policy and Supply Dynamics - Domestic supply control measures are being strengthened, which is likely to enhance industry concentration and solidify China's global monopoly in the rare earth supply chain [1]. - The strategic value of rare earths is increasing, which is expected to elevate industry valuations and improve the profitability of rare earth magnetic material companies [1]. Group 4: Investment Tools - The Jiashi Rare Earth ETF (516150) closely tracks the China Securities Rare Earth Industry Index, providing a convenient investment tool for exposure to the domestic rare earth industry [2]. - Investors can also access rare earth investment opportunities through the Jiashi Rare Earth ETF Connect Fund (011036) [2].

Core Viewpoint - The rare earth sector shows positive momentum with a slight increase in the China Rare Earth Industry Index, driven by confidence in long-term market trends and the strategic importance of rare earth resources [1] Group 1: Market Performance - As of November 27, 2025, the China Rare Earth Industry Index rose by 0.33%, with notable increases in stocks such as Fengyuan Co. (+3.15%), Keheng Co. (+3.13%), and Lingyi Technology (+2.74%) [1] - The fluctuation in rare earth product prices is influenced by supply and demand dynamics, with institutions expressing confidence in the sector's long-term development [1] Group 2: Policy Impact - The temporary suspension of export controls by China is expected to boost overseas demand for rare earth products, alleviating previous market concerns regarding the impact of these controls on demand and pricing [1] - The Ministry of Commerce announced a one-year pause on the export control measures that were set to be implemented on October 9, 2025, which is anticipated to enhance export channels and increase overseas demand significantly [1] Group 3: Industry Composition - As of October 31, 2025, the top ten weighted stocks in the China Rare Earth Industry Index accounted for 61.61% of the index, including major players like Northern Rare Earth, Wolong Electric Drive, and Lingyi Technology [1]