Fullgoal CSI Rare Earth Industry ETF

JPMorgan Increases Stake in Goldwind by 1.06M Shares on May 13, Holding Ratio Rises to 7.12%

CITIC Asset Management Reduces China Aluminum Stake by 12.63 Million Shares on May 15, Raising About 134 Million HKD

JPMorgan Updates Mainland Renewable Energy Stock Model: Prefers Goldwind & Sungrow, Downgrades Longi Green Energy

China's April Rare Earth Exports Up 35.1%, Alumina Exports Surge 96.6%

JPMorgan Chase reduced holdings in Goldwind by approx 6.1064 million HKD on May 11

Goldwind Science & Technology Wins 300MW Wind Power Project from China Datang Group International Trading

Wind Industry Profit Growth Drives Significant Revenue Increase for Multiple Listed Companies in Q1

China's Rare Earth Imports in April were 8,780.7 tons

CHINALCO Authorizes Repurchase of Up to 10% of A Shares and H Shares

Goldwind Technologies Wins Procurement Bid for Qinzhou Guangjin New Energy Wind Project

Goldwind to Hold Extraordinary General Meeting to Deliberate on Concentrated Competitive Bidding Repurchase of A-shares Proposal

Goldwind Technologies Wins Bidding for Guizhou YueDian Congjiang Wind Power Equipment Procurement Project

Vale Indonesia, ECOPRO, and GEM Discuss Nickel Resource Cooperation

UOB Kay Hian Maintains Buy Rating on Xinjiang Goldwind Science & Technology

Goldwind plans to repurchase A-shares worth 300 to 500 million RMB

SHRC released FY2025 Q4 earnings on April 29 After-Market (BJT), actual revenue CNY 4.535 B, actual EPS CNY 0.0293

WOLONG ELECTRIC released FY2026 Q1 earnings on April 29 After-Market (BJT), actual revenue CNY 3.986 B, actual EPS CNY 0.1772

LY iTECH released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue CNY 12.64 B (forecast CNY 13.05 B), actual EPS CNY 0.05 (forecast CNY 0.065)

SHRC released FY2026 Q1 earnings on April 29 After-Market (BJT), actual revenue CNY 3.383 B, actual EPS CNY 0.1867

GEM released FY2026 Q1 earnings on April 29 Pre-Market (BJT), actual revenue CNY 9.982 B (forecast CNY 11.83 B), actual EPS CNY 0.1 (forecast CNY 0.15)

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REMX

One of the key issues at the summit this week pertains to whether China will consent to prolong a temporary delay of more stringent export restrictions on rare earth minerals.

Unusual Whales

Lynas Corporation

CNRE

USA Rare Earth

CHINA RAREEARTH

SHRC

E Fund CSI Rare Earth Industry ETF

VanEck Rare Earth/Strategic Metals ETF

NASDAQ Golden Dragon China Index

China's leverage over rare earths could be used against Trump if it extends export controls. Summit decision awaited. #geopolitics

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The Ministry of State Security issued a security alert, noting that a vice president of a rare earth company leaked seven categories of state secrets to foreign entities in exchange for bribes, including information on the categories, quantities, and prices of rare earth stockpiling. This incident highlights foreign espionage infiltration and sabotage against China's industrial chain, posing a serious threat to national economic and technological security. The responsible parties have been legally punished

Wallstreetcn

Huatai-PB CSI Rare earth industry ETF

Harvest CSI Rare Earth Industry ETF

Vice President of Rare Earth Company Leaks Seven State Secrets to Foreign Entities: Ministry of State Security Reveals Details

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China's rare-earth exports to Japan fell significantly in March, impacting Japan's manufacturing sector reliant on these materials. The decline is due to China's stricter export controls and rising domestic demand, raising concerns about supply chain disruptions and increased costs for Japanese manufacturers. The rare-earth market is crucial for electronics and electric vehicles, and changes in China's export policies could have significant effects on global markets.

CoinLive

GF CSI Rare Metals Theme ETF

PRECIOUS METALS | China's Rare-Earth Exports to Japan Decline in March

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Northern Rare Earth and BSU announced an increase in the price of rare earth concentrates for the second quarter of 2026, with a rise of 44.61%, marking the largest quarterly increase in 2023. The CSI Rare Earth Industry Index rose by 1.2%, JiaoZuo Wanfang hit the daily limit, and BSU increased by over 6%. The price of praseodymium and neodymium oxide rebounded, and it is expected that the global rare earth supply-demand gap will widen in 2026, with the price center expected to rise to 600,000 to 800,000 yuan/ton. The rare earth ETF E Fund (159715) has a management fee rate of only 0.15% per year, helping investors seize opportunities in the rare earth market

腾讯新闻 - 财经

JiaoZuo Wanfang

The two giants raise prices, the global rare earth supply-demand gap continues to widen, and the allocation logic of the rare earth ETF E Fund (159715) is strengthened

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On April 13, 2026, the A-share rare earth permanent magnet sector opened higher, with the CSI Rare Earth Industry Index rising by 0.54%. Among the constituent stocks, JiaoZuo Wanfang hit the daily limit, and Chengxin Lithium rose by 4.36%. Zhong Rare Nonferrous expects a net profit of 150 million to 180 million yuan in the first quarter of 2026, with a year-on-year growth rate of 217.32% to 280.78%. The price center of rare earths has shifted upward, with the price of praseodymium and neodymium oxide rebounding by 6.32%. Huayuan Securities believes that the importance of rare earths in fields such as new energy vehicles is increasing, and the price upside potential is expected to open up. The rare earth ETF Harvest (516150) has attracted attention

Chengxin Lithium

The rare earth permanent magnet sector opened higher, with a clear upward trend in rare earth prices. The rare earth ETF Harvest (516150) is receiving significant attention

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As of April 7, 2026, the CSI Rare Earth Industry Index rose by 1.05%, with rare earth prices continuing to rise. The price of praseodymium and neodymium oxide reached 753,100 yuan/ton, an increase of 7.16% month-on-month. Guojin Securities pointed out that the rare earth sector is entering a phase of dual increases in valuation and performance, with 2026 being the year when industry competition issues are concentrated and resolved. The Harvest CSI Rare Metals Theme ETF (562800) provides investors with a convenient investment tool, and off-exchange investors can pay attention to investment opportunities through the rare metals ETF feeder fund

Harvest CSI Rare Metals Theme ETF

The rare earth sector is entering a phase of dual increases in valuation and performance, and the rare earth ETF Harvest (516150) is expected to continue benefiting

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As of April 3, 2026, the CSI Rare Metals Theme Index fell by 0.93%. Yunnan Germanium had the largest increase, reaching 7.37%. Macroeconomic policies support the rare earth industry, and the tight supply-demand situation is expected to continue, with prices likely to stabilize and rise. Lithium prices are expected to exceed 200,000 yuan/ton in 2026, with significant growth in demand for power batteries. The Harvest CSI Rare Metals Theme ETF provides investors with a convenient investment tool

Yunnan Germanium

Harfor CSI Rare Metals Theme ETF

The rare earth industry chain prices are expected to stabilize and rise, and the rare metals ETF Harvest focuses on investment opportunities in small metals

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The global chemical industry has entered a new round of price increases starting from April 1, with giants such as Invista and Wanhua raising prices on core products, with some products seeing increases of over 40%. The management fee rate for the chemical industry ETF E Fund (516570) is 0.15%, the lowest among its peers. The CSI Petrochemical Industry Index fell by 0.3%, while the CSI Rare Earth Industry Index dropped by 2.4%

ChinaAMC CSI Petrochemical Industry ETF

E Fund CSI Petrochemical Industry ETF

wanhua

Global chemical giants collectively raise prices, focus on low-fee chemical industry ETF E Fund (516570) allocation value

On March 27, 2026, the CSI Rare Earth Industry Index rose by 1.94%, with many constituent stocks performing strongly. It is expected that the growth rate of domestic rare earth mining and smelting separation quotas will slow down, leading to tighter supply and structural breakthroughs in demand, especially in fields such as humanoid robots and new energy vehicles. The escalation of the situation in the Middle East reinforces the logic of energy independence and the autonomy of key materials, and the security attributes of rare earth resources and pricing centers are expected to be reassessed. The rare earth ETF from Harvest provides investors with a convenient investment tool for rare earths

The security attributes of rare earths and the pricing center are expected to undergo a systematic reassessment, and the rare earth ETF Harvest offers a one-click layout for rare earth investment opportunities

As of the midday close, the CSI Petrochemical Industry Index rose by 0.2%, while the CSI Rare Earth Industry Index fell by 0.7%. The downstream inventory of polyester filament has been consumed to a low level, and it is expected that by the end of March, the inventory will be nearly depleted, with filament production and sales likely to recover. Kaiyuan Securities believes that the global destocking is nearing its end, and after the easing of geopolitical conflicts, the global chemical industry will welcome a replenishment cycle, with profitability in chemical products expected to improve

The end of destocking boosts expectations for profit improvement, chemical stocks are active against the trend, and continue to pay attention to the investment value of the chemical industry ETF E Fund (516570)

Fullgoal CSI Rare Earth Industry ETF(159713.SZ)

China's leverage over rare earths could be used against Trump if it extends export controls. Summit decision awaited. #geopolitics

Vice President of Rare Earth Company Leaks Seven State Secrets to Foreign Entities: Ministry of State Security Reveals Details

PRECIOUS METALS | China's Rare-Earth Exports to Japan Decline in March

The two giants raise prices, the global rare earth supply-demand gap continues to widen, and the allocation logic of the rare earth ETF E Fund (159715) is strengthened

The rare earth permanent magnet sector opened higher, with a clear upward trend in rare earth prices. The rare earth ETF Harvest (516150) is receiving significant attention