The prices of rare earth products continue to rise, and the industry's supply and demand dynamics are expected to further improve. The Jiashi Rare Earth ETF seizes the investment opportunity in rare earths.

As of April 1, 2026, 13:01, the China Securities Rare Earth Industry Index increased by 0.73%. The constituent stock Huahong Technology rose by 10 cents to hit the daily limit, Boke New Materials increased by 3.41%, Baogang Shares rose by 3.19%, Benlang New Materials increased by 2.89%, and Instech gained 2.81%.

Entering 2026, as the supply and demand pattern gradually optimizes and export controls tighten, rare earth product prices have further rebounded. Looking ahead, the growth rate of domestic rare earth supply-side quotas is expected to slow down. On the demand side, fields such as humanoid robots and low-altitude economy are expected to open a second growth pole for rare earth demand this year, and the supply and demand logic of the rare earth industry is likely to further improve.

Dongguan Securities believes that rare earth magnetic materials promote the upgrading of traditional industries and the development of emerging fields. As a core material of national strategic industries, rare earth magnetic materials play a key role in driving the transformation and upgrading of traditional industries and the development of future emerging industries. Currently, demand for rare earths in new energy vehicles, wind power generation, industrial energy-saving motors, variable frequency air conditioners, defense and military industries, aerospace, and other fields is steadily increasing. Fields such as humanoid robots and low-altitude economy are opening new growth curves for rare earth magnetic materials.

Data shows that as of March 31, 2026, the top ten weights of the China Securities Rare Earth Industry Index (930598) are North Rare Earth, Goldwind Technology, Xiamen Tungsten, China Rare Earth, GEM, Baogang Shares, China Aluminum, Shenghe Resources, Shengxin Lithium Energy, and Lingyi iTech, with the top ten weights accounting for a total of 61.57%.

The Gaoshar Rare Earth ETF (516150) closely tracks the China Securities Rare Earth Industry Index and is a convenient tool for one-click deployment of the domestic rare earth industry chain.

Off-market investors can also seize rare earth investment opportunities through the Gaoshar Rare Earth ETF Connect Fund (011036).