A股三大指数早盘走势分化，有色金属概念股走强，稀土板块表现亮眼。北矿科技、格林美涨停，厦门 钨业涨超7%，北方稀土涨超5%。 有分析认为，国内稀土价格未来上涨预期持续攀升，当前氧化镨钕价格突破70万元/吨关口，2026一季 度稀土产业有望保持业绩高增。长期看，稀土行业供需关系持续改善，供给方面，开采与冶炼分离实行 总量调控，国内指标增速放缓，供给增长滞后于需求扩张；需求方面，机器人、低空经济、军工等产业 快速发展拉动需求释放。此外，海外冶炼成本高企等因素也对价格形成支撑，稀土战略价值有望迎来重 估。 资料显示，稀土ETF（159713）跟踪中证稀土产业指数，该指数选取涉及稀土开采、稀土加工、稀土贸 易和稀土应用等业务相关上市公司证券作为样本，以反映稀土产业上市公司证券的整体表现。 （文章来源：每日经济新闻） 受盘面影响，稀土ETF（159713）涨超3%。 消息面上，美国计划启动关键矿产储备项目"金库计划"，强化了稀土作为"战略金属"的长期溢价逻辑。 ...

投资者若想长期布局稀土产业链，可关注稀土ETF（159713），其紧密跟踪中证稀土产业指数，重点覆 盖稀土资源开采、冶炼分离及下游高性能永磁材料制造等关键环节。 （文章来源：每日经济新闻） 2月9日，A股整体飘红，稀土板块强势领涨，稀土ETF（159713）盘中一度涨至3.61%，截至发稿的最 新涨幅为3.40%。标的指数成分股中，盛和资源10CM涨停，北方稀土、中国稀土、云路股份等多只股 票涨超5%，推动指数整体上行。 消息面上，近期我国科学家发现，碳酸质岩浆的侵位深度是控制稀土能否超常聚集的关键因素，相关成 果于2月3日发表在国际学术期刊《自然·通讯》上。作为新能源、高新技术等领域不可或缺的关键原 料，稀土的战略价值日益显著。 研究机构指出，近期稀土供给格局紧张，氧化镨钕突破阶段新高。供给端，政策面以及供应面偏紧支 撑，氧化镨钕现货供应持续紧缺，上游持货商低价出货意愿较低；需求端，下游磁材企业由刚需采购转 为备货采购。未来一段时间，或将持续供应紧张格局，价格或将继续上行。 ...

消息面上，美国计划启动关键矿产储备项目"金库计划"，强化了稀土作为"战略金属"的长期溢价逻辑。 研究机构认为，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，预计2026年起全球稀土供需缺口或持续扩大，稀土价格或稳中有 进，产业链盈利能力或持续提升。 2月3日，经历了短暂回调的稀土板块，重新开启上攻态势。稀土ETF（159713）涨幅为4.47%， 标的指数成分股中，中科磁业、中稀有色分别涨超9%、8%，盛和资源、银河磁体等多只成分股飘红， 绝大多数成分股飘红。 （文章来源：每日经济新闻） ...

（文章来源：每日经济新闻） 业内机构指出：供给端，行业整合加速叠加《稀土管理条例》出台，稀土供给已进入加速优化；需求 端，新能源汽车、电力电网投资、机器人等行业发展推动稀土需求持续增长。稀土产品价格的上行或将 持续提振行业盈利能力及估值水平。 对稀土产业链长期布局机遇感兴趣的投资者，可关注富国基金旗下的稀土ETF（159713），其紧密跟踪 中证稀土产业指数（930598.CSI），重点覆盖稀土资源开采、冶炼分离及下游高性能永磁材料制造等关 键环节。 1月29日午后，稀土永磁板块突发异动，稀土ETF（159713）一度走高至3.63%。标的指数成分股中，盛 和资源10CM涨停，三川智慧、九菱科技涨超10%，金力永磁、银河磁体涨幅超9%，多只个股飘红，带 动标的指数上行。 供应链上，地缘避险情绪与美元信用担忧共振，驱动有色金属价格上涨；消息面上，近期美国政府宣布 拟向美国稀土公司注资16亿美元，此举虽不直接影响中国稀土市场，但显著强化了全球对稀土战略资源 稀缺性的预期，提振投资者风险偏好，间接推动A股稀土板块估值修复。 ...

1近期，多家稀土永磁行业上市公司发布2025年年报预告，相关公司去年业绩普遍大幅上涨，二级市场 投资者信心受到提振。稀土ETF（159713）盘中涨超2.7%，实现三连阳，期间累计上涨5.27%。标的指 数成分股中，金风科技10CM涨停，近9成个股飘红。 业内机构认为，受需求扩张与供给约束的双重压力，稀土价格具备稳定上涨的动力。近年来，上游稀土 产业经历了集团整合，强化了国内稀土行业集中度，稀土开采和冶炼分离指标也在稳步释放。下游需求 方面，国内钕铁硼永磁材料在年产量突破30万吨后，仍保持较高增速，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，预计2026年起全球稀土供需缺口或持续扩大。 （文章来源：每日经济新闻） 看好稀土产业链中长期布局价值，可关注稀土ETF（159713），其紧密跟踪中证稀土产业指数，重点覆 盖稀土资源开采、冶炼分离及下游高性能永磁材料制造等关键环节。 ...

Group 1 - Northern Rare Earth and Baogang Co. announced plans to raise the price of rare earth concentrate for Q1 2026, leading to a strong performance in the rare earth sector [1] - The rare earth ETF (159713) managed by Fidelity saw a significant intraday increase, peaking at 4.02% and closing with a latest gain of 3.95% [1] - Key stocks in the index, including Lingyi Technology, Jiaozuo Wanfang, Antai Technology, Zhong Rare Earth, and Goldwind Technology, all achieved a 10% limit up, while Northern Rare Earth, Zhongzi Technology, and Shengxin Lithium Energy rose by over 5% [1] Group 2 - Since Q4 2024, Northern Rare Earth and Baogang Co. have consecutively raised the associated transaction prices of rare earth concentrates six times, with the highest quarter-on-quarter increase of 37.13% recorded in Q4 2025 [1] - Research institutions noted a general upward trend in rare earth concentrate prices, with supply gradually recovering post-New Year but still under pressure, leading to tight market circulation and strong downstream demand [1] - The rare earth sector is expected to remain promising due to a rebound in market risk appetite and strategic value reassessment, alongside a resilient supply-demand structure that benefits related companies through valuation premiums and stable profitability [1] Group 3 - For those optimistic about the long-term investment value in the rare earth industry chain, the rare earth ETF (159713) is recommended, as it closely tracks the CSI Rare Earth Industry Index, covering key areas such as resource extraction, smelting separation, and the manufacturing of high-performance permanent magnet materials [1]

Core Viewpoint - The rare earth sector is experiencing significant growth, driven by rising prices of domestic rare earth materials and increasing demand from the new energy and high-end manufacturing sectors, highlighting the strategic value of rare earth resources amid geopolitical tensions [1]. Group 1: Market Performance - The rare earth ETF (159713) saw an intraday increase of 4.26%, currently showing a latest increase of 3.55% [1]. - Key stocks in the index, such as Antai Technology, Xiamen Tungsten, and Goldwind Technology, hit the daily limit up, while Zhong Rare Earth and Jinli Permanent Magnet surged nearly 7%, with nearly 90% of the rising stocks contributing to the index's impressive gains [1]. Group 2: Industry Dynamics - The "14th Five-Year Plan" emphasizes the importance of securing key mineral resources, which is expected to sustain the demand for rare earth permanent magnet materials [1]. - The overall manufacturing sector is gaining attention from investors due to the anticipated growth in demand for rare earth materials, driven by geopolitical competition and the strategic significance of these resources [1]. Group 3: Investment Focus - The rare earth ETF (159713) closely tracks the CSI Rare Earth Industry Index, focusing on the rare earth industry chain, particularly in resource extraction, smelting, separation, and the manufacturing of high-performance permanent magnet materials [1].

Core Viewpoint - The rare earth sector continues its upward trend, with the rare earth ETF (159713) achieving five consecutive days of gains, driven by strong performance from core component stocks, tightening supply-side policies, and marginal recovery in downstream demand [1] Group 1: Market Performance - The rare earth ETF (159713) saw an intraday increase of 4.2%, with a latest gain of 2.75%, resulting in a cumulative increase of over 8.5% during the five-day period [1] - Key component stocks such as Jiuling Technology and Greeenmei rose over 9%, with other companies like Zhong Rare Earth, Zhongke Magnetic, China Rare Earth, and Yinhe Magnetic also showing strong gains [1] Group 2: Supply and Demand Dynamics - The optimization of supply-demand structure and redefinition of output rules are driving the revaluation of the rare earth industry chain [1] - On the supply side, industry consolidation is accelerating, and the introduction of the "Rare Earth Management Regulations" has led to an accelerated optimization of rare earth supply [1] - On the demand side, growth in industries such as electric vehicles, power grid investment, and robotics is driving sustained demand for rare earths [1] Group 3: Policy Impact - The rare earth industry is experiencing a revaluation of its value chain as it is viewed as a "strategic weapon" [1] - The rare earth ETF (159713) closely tracks the CSI Rare Earth Industry Index, focusing on investments in the rare earth industry chain, particularly in resource extraction, smelting separation, and high-performance permanent magnet material manufacturing [1]

Core Insights - The Ministry of Commerce has tightened rare earth control measures, leading to price increases from two major rare earth companies. This has positively impacted the rare earth permanent magnet sector, with the rare earth ETF (159713) experiencing a significant intraday surge of 4.74%, closing with a gain of 3.90% and a trading volume of 331 million shares and a turnover of 445 million yuan [1] - Since the low point on April 8, the rare earth ETF has accumulated a rise of over 85%. The Ministry of Commerce has issued four documents to strengthen rare earth export controls, adding restrictions on five categories of medium and heavy rare earths, as well as controls on equipment, technology, and raw materials across the entire industry chain. This further solidifies the strategic position of rare earths [2] - In this context, the allocation value of the rare earth ETF (159713) is becoming increasingly prominent [3]

Core Viewpoint - The U.S. has announced a 100% tariff increase on Chinese imports, leading to a surge in gold prices and a strong performance in the rare earth sector [1] Group 1: Gold Market - On October 13, gold prices on Comex futures reached a new historical high of $4060 per ounce due to the announcement of tariffs [1] - The gold ETF (518680) opened with over a 2% increase and has seen a year-to-date rise of nearly 55%, ranking first among 14 gold ETFs over the past year [1] - As of October 10, the gold ETF (518680) reached a record share of 452 million, the highest since its listing and the largest among similar ETFs [1] Group 2: Rare Earth Sector - The rare earth ETF (159713) experienced a peak increase of over 3% in early trading, closing with a rise of 2.52% [1] - Notable stocks within the index include Jiuling Technology, which rose over 14%, and AnTai Technology, which hit the daily limit, while Baogang Co. increased by over 9% [1] Group 3: Tariff Impact - President Trump announced that starting November 1, a 100% tariff will be imposed on Chinese imports, which is an additional charge on top of existing tariffs [1] - The U.S. will also implement export controls on "all critical software" on the same date, indicating a significant rise in tariff risks [1] - Recent market sentiment driven by risk aversion is expected to continue supporting the prices of gold and other resource commodities in the medium to long term [1]