稀土ETF(159713)

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稀土ETF(159713)早盘大涨超6%,成分股全线上涨!
Mei Ri Jing Ji Xin Wen· 2025-08-25 03:53
标的指数成分股中,超95%实现上涨;金力永磁大涨超19%,大地熊涨13%,金风科技、中钢天源 双双强势10CM涨停,包钢股份、奔朗新材、三川智慧等众多个股跟涨。 消息面上,8月以来稀土主要品种价格走高,平均上涨超过10万元/吨;截至8月21日,氧化镨报价 65.75万元/吨,年内涨幅超58%;氧化钕报价65.75万元/吨,年内涨幅62.95%;金属镨钕报价76.75万元/ 吨,年内涨幅56.15%;氧化镨钕报价63.15万元/吨,年内涨幅58.66%。 8月25日早盘,A股稀土永磁板块强势拉升,稀土ETF(159713)也同步获得大幅上涨,截至发稿的 最新涨幅为6.16%,成交量、成交额分别为1.07亿份、1.30亿元;近2个交易日合计上涨8.5%以上,自4 月8日的市场阶段性低点以来,稀土ETF累计涨近70%。 相关机构预测,2025-2026年全球氧化镨钕需求约为11.97万吨和12.9万吨,同比增10.7%和7.8%,供 需平衡/需求分别为-5.8%/-4.6%,供需格局转为短缺。下游补库预期下,稀土价格易涨难跌,参考过往 出口管制金属走势,海外高价往往带动国内价格上涨,企业利润增厚,板块迎来估值+利润 ...
稀土ETF(159713)大涨超6%,年内累计涨幅达56%
Mei Ri Jing Ji Xin Wen· 2025-08-18 04:44
今日早盘,稀土永磁板块强势拉升,稀土ETF(159713)大幅上涨,盘间一度涨超6%,截至发稿 的最新涨幅为5.84%,近两日涨幅达9.6%,年内累计涨幅55.87%;当前成交量、成交额分别为1.14亿 份、1.26亿元,资金交投情绪火热。 每日经济新闻 (责任编辑:张晓波 ) 标的指数成分股中,铂科新材大涨超18%,金田股份、北方稀土、华宏科技、领益智造实现10CM 涨停,超95%个股飘红。 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱: news_center@staff.hexun.com 消息面上,据从北方稀土、盛和资源等多方获悉,2025年第一批稀土开采、冶炼分离总量控制指标 已下发至中国稀土集团和北方稀土,但未对外公布。业内预计,就目前态势来看,今后稀土开采、冶炼 分离总量控制指标或不再对外公布。 相关机构表示,"供给在内'反内卷',需求在外出利润"的行业格局正在形成,稀土行业供给端改革 和海外需求扩张将改善行业基本面;同时人民币对美元中间价调升4 ...
稀土永磁板块午后拉升,稀土ETF(159713)飙升近4%
Mei Ri Jing Ji Xin Wen· 2025-08-07 06:57
今日午后,稀土永磁板块走高,稀土ETF(159713)同步上涨,盘间一度涨3.88%,截至发稿的最新涨 幅为3.19%,实现四连涨,区间涨幅为5.4%;自4月8日阶段性低点以来,该ETF累计涨超41%。 标的指数成分股中,正海磁材涨超19%,宁波韵升10CM涨停,奔朗新材、中科磁业、三川智慧、银河 磁体等个股强势跟涨。 稀土ETF(159713)紧密跟踪中证稀土产业指数,对历史行情复盘后会发现,该指数经历了2015年、 2021年、2025年三次大周期,本质变化是从政策驱动向需求端变革再到价值重塑的过程。在供应受限、 需求端增多、定位转变等多重条件催化下,以其为跟踪标的的稀土ETF投资价值值得期待。 (文章来源:每日经济新闻) 消息面上,内蒙古包头市稀土新材料技术创新中心建成投产国内首条稀土盘式电机智能示范线,其首款 产品功率密度提升30%以上,预计年底实现量产。 ...
稀土出口管制引爆行情,稀土类ETF大盘点
Sou Hu Cai Jing· 2025-05-07 08:28
Core Viewpoint - The recent surge in rare earth ETFs is closely linked to China's implementation of export controls on heavy rare earths, which has led to increased demand in emerging sectors such as new energy, humanoid robots, and low-altitude economy [1][3][11] Group 1: Market Performance - On the first trading day after the holiday, all four rare earth ETFs showed significant gains, with the rare earth ETF fund (516150) leading with an increase of over 5% [1][2] - The performance of rare earth ETFs has been strong, with the top performers being the Yi Fang Da and Fu Guo ETFs, achieving annualized returns of 18.07% and 17.02% respectively [7][9] Group 2: Supply and Demand Dynamics - Following China's announcement of export restrictions on seven categories of heavy rare earths in April 2025, international rare earth prices have surged, with prices for strategic metals like dysprosium and terbium increasing by 310% within 30 days [3] - The demand for rare earths is driven by their essential role in permanent magnet synchronous motors, with domestic sales of new energy vehicles reaching 2.421 million units in Q1 2025, a year-on-year increase of 37.2% [3][11] Group 3: ETF Analysis - There are currently four main rare earth ETFs: Jiashi Fund's rare earth ETF (516150), Fu Guo Fund's rare earth ETF (159713), Yi Fang Da Fund's rare earth ETF (159715), and Huatai Bairui's rare earth ETF (516780) [4][5] - The ETFs have shown strong performance over the past year and three years, with the Yi Fang Da ETF demonstrating superior risk-adjusted returns and stability [8][10] Group 4: Future Outlook - The rare earth industry is expected to enter a value reassessment cycle due to policy benefits, optimized supply-demand dynamics, and the emergence of new demands, particularly from humanoid robots, which could create an additional demand of 200,000 to 400,000 tons [11]