Likes ReceivedThe only one in the entire market! The commodity ETF Guolian An (510170) surged over 2% on heavy volume, with its constituent stock Northern Rare Earth hitting the daily limit up.
On April 29, the market surged strongly, with major stock indices broadly rising. Concepts related to bulk commodities such as rare earth, coal, and copper led the gains. As of 13:46, the bulk commodity ETF Guolianan (510170) rose 2.28% on heavy volume. Among the constituent stocks, China Northern Rare Earth hit the daily limit-up, China Rare Earth Resources & Technology Group rose 8.51%, Yankuang Energy Group rose 7.83%, Xiamen Tungsten rose 7.68%, Jinduicheng Molybdenum rose 6.62%, Chifeng Gold rose 3.96%, and China Jushi rose 3.62%.
On April 29, the latest data from relevant authorities confirmed that China's reserves of 14 minerals, including rare earth, tungsten, and tin, rank first in the world. The scale of mineral production, smelting, and processing also firmly holds the top global position. In 2025, the national mining industry output was approximately 32.7 trillion yuan, accounting for over 23% of GDP. This substantial resource base lays a solid foundation for the nation's autonomous control over resources.
Significant positive news also came from the policy front. An important meeting on April 28 explicitly listed "energy and resource security" as one of the three major industrial priorities, emphasizing the need to "enhance the level of energy and resource security" and increase efforts in the "exploration and development of strategic mineral resources."
With the dual support of policy and resource advantages, the performance of industry leaders has seen an explosion. On the evening of April 28, China Northern Rare Earth disclosed its Q1 2026 report. The company achieved operating revenue of 11.859 billion yuan in the first quarter, a year-on-year increase of 27.69%; net profit attributable to the parent company reached 918 million yuan, a significant year-on-year surge of 113.12%.
Dongguan Securities stated that, looking ahead, the global rare earth landscape is accelerating its restructuring. On the demand side, the expansion of emerging industries such as new energy and embodied AI is expected to continuously drive the growth of rare earth demand.
Sinolink Securities analysis pointed out that the cyclical sector showed clear profit recovery characteristics in 2025, with profit growth in some sub-sectors significantly outpacing revenue growth. Benefiting from the dual pull of the new energy industry and the AI construction cycle, the non-ferrous metals sector is expected to maintain its high-growth momentum.
The bulk commodity ETF Guolianan (510170) is the only ETF in the entire market that tracks the SSE Bulk Commodity Stock Index.
The bulk commodity ETF (510170) has the advantage of balanced industry allocation. Its top six sectors are coal, gold, copper, aluminum, other chemical raw materials, and rare earth metals, achieving comprehensive coverage of the core bulk commodity industry chain. It can effectively capture rotation opportunities in bulk commodities, with outstanding risk diversification capabilities and promising growth potential.
Bulk commodity ETF Guolianan (510170), off-exchange feeder fund (Class A: 257060; Class C: 015577).
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