--- title: "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" type: "News" locale: "en" url: "https://longbridge.com/en/news/280722470.md" description: "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" datetime: "2026-03-27T03:19:08.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/280722470.md) - [en](https://longbridge.com/en/news/280722470.md) - [zh-HK](https://longbridge.com/zh-HK/news/280722470.md) --- # 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 On the morning of March 27, 2026, as of 10:46, the CSI Rare Earth Industry Index surged by 1.94%. Component stocks such as Shengxin Lithium Energy rose by 10.00%, Huahong Technology increased by 4.95%, Fengyuan Co., Ltd. went up by 4.22%, and stocks like China Rare Earth and Yingsite also followed suit. In terms of news, according to Dongguan Securities, the growth rate of domestic rare earth mining and smelting separation quotas is expected to further slow down in 2026. Coupled with limited overseas increments and frequent supply disturbances, the overall supply continues to tighten; on the demand side, a structural breakthrough is emerging. The humanoid robot industry accelerated its commercialization after a concentrated appearance during the 2026 Spring Festival Gala, and the low-altitude economy is advancing simultaneously, which is expected to open up a second growth pole for rare earth magnetic materials. The demand in traditional application areas such as new energy vehicles, wind power, and industrial energy-saving motors also remains robust. Moreover, while the escalation of the Middle East situation suppresses risk assets, it unexpectedly strengthens the logic of energy independence and autonomy in key materials. According to China Merchants Securities, the Iran conflict has pushed up oil prices, once again exposing the energy vulnerability in Europe and accelerating the construction of an autonomous and controllable energy system such as nuclear power and energy storage; upstream strategic resources like natural uranium, lithium, and rare earths have all been included in various countries' lists of critical minerals, with clear trends in policy support and supply chain restructuring. Against this backdrop, rare earths, as core functional materials supporting permanent magnet motors, high-end equipment, and national defense industries, are expected to undergo systematic re-evaluation of their resource security attributes and pricing centers. Data shows that as of February 27, 2026, the top ten weighted stocks in the CSI Rare Earth Industry Index are respectively Northern Rare Earth, Xiamen Tungsten Industry, Goldwind Technology, China Rare Earth, Shenghe Resources, Baotou Steel, GEM, China Aluminum, Lingyi Technology, and Wolong Electric Drive, with the top ten weighted stocks accounting for a total of 62.34%. The rare earth ETF Harvest (516150) closely tracks the CSI Rare Earth Industry Index and serves as a convenient tool for investing in the domestic rare earth industry chain. Offshore investors can also seize rare earth investment opportunities through the Harvest Rare Earth ETF Connect Fund (011036) ### Related Stocks - [159715.CN](https://longbridge.com/en/quote/159715.CN.md) - [159713.CN](https://longbridge.com/en/quote/159713.CN.md) - [516150.CN](https://longbridge.com/en/quote/516150.CN.md) ## Related News & Research - [Hertz Energy Appoints New Directors | HZLIF Stock News](https://longbridge.com/en/news/286623023.md) - [3 energy stocks that are quietly becoming the trades of the year](https://longbridge.com/en/news/286790976.md) - [TSX Penny Stock Picks Featuring Canuc Resources And Two More Hidden Gems](https://longbridge.com/en/news/286911319.md) - [VanEck, Grayscale file fresh BNB ETF amendments as race for next altcoin spot ETF accelerates](https://longbridge.com/en/news/286652991.md) - [ZAWYA: Sustainability Forum Middle East to convene high-level roundtable on accelerating energy efficiency in bahrain](https://longbridge.com/en/news/286901878.md)