The rare earth sector is entering a stage of dual growth in valuation and performance. The Jiashi (516150) Rare Earth ETF is expected to continue benefiting.

As of April 7, 2026 at 10:24, the CSI Rare Earth Industry Index (930598) is rising strongly, up 1.05%; component stocks include Huahong Technology up 5.71%, Keheng Co., Ltd. up 4.01%, Fengyuan Co., Ltd. up 3.43%, and individual stocks such as Xiamen Tungsten and Great Bear are also moving higher.

Rare earth prices have continued to move upward. The current price of praseodymium-neodymium oxide is 753.1 thousand yuan per ton, up 7.16% month over month. Since the start of the year, the price center of gravity has been steadily raised, mainly benefiting from the continued implementation of supply-side reform policies in 2024–2025. From the beginning of 2026 to now, exports have increased significantly, reflecting strong overseas inventory replenishment demand. Guojin Securities noted that the rare earth sector is entering a phase where both valuation and earnings rise together, and 2026 is also the key year in which industry-wide competitive issues for major targets will be collectively resolved.

According to data, as of March 31, 2026, the top ten weight stocks in the CSI Rare Earth Industry Index are respectively Northern Rare Earth, Goldwind Science and Technology, Xiamen Tungsten, China Rare Earth, Greeenmei, Baotou Steel Shares, China Aluminum, Shenghe Resources, Shengxin Lithium Energy, and Lens Technology. The combined share of the top ten weights is 61.57%.

The Harvest Rare Metals ETF (562800) tracks the CSI Rare Metals thematic index, serving as a convenient tool for gaining exposure to the rare metals sector.

Over-the-counter investors can also follow investment opportunities in the rare metals sector through the Rare Metals ETF feeder fund (014111).