Huatai-PB 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

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)

SHRC released FY2025 Annual Earnings on April 29 After-Market (BJT), Actual Revenue CNY 14.99 B (Forecast CNY 23.04 B), Actual EPS CNY 0.4787 (Forecast CNY 0.58)

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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

Fullgoal 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

VanEck Rare Earth/Strategic Metals ETF

GF CSI Rare Metals Theme ETF

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

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Against the backdrop of tight supply and demand in the rare earth industry, the two giants have raised rare earth concentrate prices for seven consecutive quarters, with a quarter-on-quarter increase of 44.61% in the second quarter. The rare earth ETF Huatai-PB (516780) has seen an increase in funds, reaching a scale of 3.006 billion yuan. Supply tightening and demand expansion are the main driving factors for the price increase. China holds a dominant position in the rare earth industry chain, and the Ministry of Commerce has implemented export controls, further consolidating the industry's advantages. The demand for rare earths in high-end manufacturing continues to rise, and technological innovation is also driving industrial upgrades

腾讯新闻 - 财经

CNRE

ZGXT

The two major rare earth giants join forces to raise prices for seven consecutive quarters! The rare earth ETF Huatai-PB helps seize the price upward channel

USAR

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Rare earth minerals like dysprosium and gallium are experiencing significant price increases due to rising demand from AI and defense sectors, shifting focus from lithium. Supply constraints and strong demand are driving this trend, with key strategic minerals becoming increasingly critical for EVs and advanced manufacturing. Investors may benefit from ETFs focused on rare earths, as the market is sensitive to supply shocks, particularly with China's dominance in processing capacity. The narrative is evolving, highlighting the importance of these lesser-known minerals in the current market landscape.

benzinga_article

USA Rare Earth

USA Rare Earth - CW300313

CHINA RAREEARTH

Global X Rare Earth & Critical MatrlsETF

Sprott Energy Transition Materials ETF

NVIDIA

NVIDIA Corporation

EXCLUSIVE: Forget Lithium — These Under-The-Radar Minerals Are Seeing The Biggest Price Moves

The rare earth market is recovering, with core product prices rising, benefiting the rare earth ETF Huatai-PB (516780). Since April, the price of praseodymium and neodymium oxide has increased by 2.3%, up 20.13% compared to the end of last year. The tight supply and demand is the reason for the price increase, as the growth rate of domestic rare earth mining quotas has slowed, and demand growth comes from fields such as new energy vehicles. The Ministry of Commerce stated that it will continue to communicate with the U.S. side regarding rare earth export controls. The rare earth ETF Huatai-PB (516780) closely tracks the rare earth industry index, with the number of holders reaching 60,300

Rare earth prices have returned to an upward trend, and the rare earth ETF Huatai-PB (516780) is expected to benefit

The three major A-share indices closed slightly higher, with the Shanghai Composite Index rising 0.26% to 3,890.16 points, the Shenzhen Component Index up 0.36% to 13,400.41 points, and the ChiNext Index increasing 0.36% to 3,160.82 points. The trading volume was 1.61 trillion yuan, a decrease from the previous day. Chemical stocks performed outstandingly, with over 30 individual stocks hitting the daily limit, and rare earth stocks also surged. Guotai Junan Securities pointed out that the oil transportation industry has entered a high prosperity phase and is expected to remain at a high level in the future. The large financial sector declined, with insurance stocks leading the drop

The three major A-share indices closed slightly higher, with a surge in chemical stocks hitting the daily limit

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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

E Fund CSI Rare Earth Industry ETF

Harfor CSI Rare Metals Theme ETF

Harvest 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 drone market has doubled in five years to $40 billion, with Barclays forecasting it to expand to $250 billion by 2035. The true constraints of this revolution have moved beyond defense budgets to AI computing power, energy grids, and critical minerals. China is a dominant supplier of 40 out of 52 critical minerals, with rare earth concentration exceeding 90%. Beyond military demand, agricultural spraying reduces costs by 70%, warehousing inventory takes 50% less time, and drone delivery takes an average of 19 minutes, pushing this industrial transformation deeper into civilian applications

- Drones are evolving from "battlefield tools" to a broader industry chain, with the global market projected to reach $50 billion by 2026.  
- Barclays identifies key constraints beyond defense budgets, including spending on AI, energy, and critical minerals, while the demand for low-cost platforms is driving up innovations in the sector.  
- By 2035, the civilian use of drones is expected to grow, particularly in agriculture, warehousing, and delivery, highlighting significant cost and efficiency benefits in these applications.

AVIC UAS

Tianhong CSI Robot ETF

China Merchants CSI Robot ETF

ChinaAMC CSI Robot ETF

A GX AI TECH

Harfor CSI Artificial Industry ETF

E Fund SSE STAR Artificial Intelligence ETF

Drones – The Booming "Physical AI", Rare Earths Still Key

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The global aluminum supply chain is under pressure, with increased risks to electrolytic aluminum production capacity in the Middle East due to the US-Iran conflict. The Industrial Non-ferrous Metal ETF WanJia rose by 0.66%, with a cumulative increase of 26.73% over the past six months. Domestic aluminum processing companies have seen a recovery in operating rates, leading to a release in demand. Rare earth export data indicates strong overseas restocking demand, putting short-term pressure on rare earth prices, but the medium-term outlook is positive. Resource leading enterprises are enhancing their profitability amid tightened quotas

Yinhua CSI Non-ferrous Metal ETF

Invesco DB TR Base Metals ETF

Guotai CSI Non-ferrous Metal ETF

China Southern CSI SWS Non-Ferrous Metal ETF

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

Penghua Guozheng Non-ferrous Metal Industry ETF

Hwabao WP CSI Non-ferrous Metal ETF

SPDR S&P Mtls & Mng

ISHRS MSCI Glb Slct Met & Mining

The stability of the global aluminum supply chain is under pressure, and rare earth export data confirms the ongoing overseas restocking, while industrial non-ferrous metal ETFs rebound

China has discovered the world's second-largest light rare earth mineral deposit in the Maoniuping mining area of Mianning County, Sichuan Province, with newly added resource reserves of 9.6656 million tons of rare earth oxides, an increase of over 300%. This deposit ranks second globally in terms of reserves among all currently operating rare earth mines. Rare earth oxides are widely used in magnetic materials, luminescent materials, and other fields, making them indispensable elements for modern industry and high-end manufacturing

China Discovers World's Second-Largest Light Rare Earth Mineral Deposit

Huatai-PB CSI Rare earth industry ETF(516780.SH)