Institutions point out: Emerging sectors open up growth potential for rare earths; E Fund's Rare Earth ETF (159715) attracted over 76 million yuan in the past 5 days.

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As of noon close, the China Securities Rare Earth Industry Index (930598) increased by 0.86%. Leading stocks include Northern Rare Earth (+0.2%), Goldwind Technology (+2.61%), Wolong Electric Drive (+1.46%), Greenmei (+0.44%), Xiamen Tungsten (+3.05%), Aluminum Corporation of China (-4.53%), Lingyi iTech (+1.67%), China Rare Earth (+1.15%), Baogang Steel (+0.32%), and Shenghe Resources (+2.58%). As of March 5th, the China Securities Rare Earth Industry Index has risen 93% over the past year.

The E Fund Rare Earth ETF (159715) is highly favored by funds, with over 76 million yuan attracted in the past 5 days and over 200 million yuan in the past 20 days.

CITIC Securities points out that the strategic position of global rare earth resources continues to rise, and the rare earth industry is entering a new era of high-quality development. On the supply side, quota controls combined with regulatory policies may continue to strengthen the rigid logic; on the demand side, emerging fields such as new energy vehicles, humanoid robots, and low-altitude economy are expected to become the core drivers of long-term rapid demand growth. It is expected that from 2026, the global supply and demand gap for rare earths may continue to widen, with stable growth in rare earth prices, and the profitability of the industry chain may continue to improve. The strategic allocation value of the rare earth industry chain is highly recommended.

The E Fund Rare Earth ETF (159715), which closely tracks the rare earth industry index, focuses on national strategic resources, and deploys global advantageous industry chains. Its management and custody fee rate is 0.15% + 0.05% per year, significantly lower than similar products linked to the China Securities Rare Earth Industry Index, making it a high-quality tool for capturing opportunities in the rare earth market!

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E Fund Rare Earth ETF (159715)

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