The rare earth permanent magnet concept strengthened during the trading session, with the Jiashi (516150) rare earth ETF quickly deploying the rare earth industry chain and attracting significant capital attention.

On the morning of February 24, 2026, the rare earth permanent magnet concept sector strengthened during trading. As of 10:16, the CSI Rare Earth Industry Index surged 2.53%, with constituent stocks such as Borun New Materials up 7.77%, Goldwind Technology up 6.14%, China Rare Earths up 6.13%, and others like China Minmetals and Shengxin Lithium Energy also rising.

Galaxy Securities pointed out that AI hardware has become the most certain beneficiary of current AI application deployment. During the Chinese New Year holiday, domestic sales of AI glasses surged by 70%-80%, AI toy transactions skyrocketed 500 times year-over-year, and the humanoid robot cluster collaboration set a new global record. Behind these terminal explosions is a high dependence on high-performance NdFeB permanent magnet materials for precise power output and response capabilities. The scaling up of hardware will directly boost demand for upstream rare earth functional materials.

Additionally, the global energy transition is shifting from policy-driven to equipment implementation. India plans to relax restrictions on Chinese power equipment imports, with 37.9 GW of new wind power installed in 2025 and coal power investment increasing by 27.7% year-over-year. Guotai Securities’ research report states that core equipment such as wind turbine generators, nuclear control rod drive mechanisms, and ultra-high voltage transformers all require large quantities of high-performance sintered NdFeB magnets. Accelerated domestic production and the return of overseas orders will simultaneously strengthen the strategic value of rare earth permanent magnet materials.

Data shows that as of January 30, 2026, the top ten weights in the CSI Rare Earth Industry Index are Northern Rare Earth, Goldwind Technology, Xiamen Tungsten, China Aluminum, Greenmei, China Rare Earth, Shenghe Resources, Baosteel, Wolong Electric, and Lingyi iTech, collectively accounting for 61.43% of the index.

The Guotai CSI Rare Earth ETF (516150) closely tracks the CSI Rare Earth Industry Index and is a convenient tool for one-click exposure to the domestic rare earth industry chain.

Off-market investors can also seize rare earth investment opportunities through the Guotai CSI Connect Fund (011036).