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1有望保持平稳，26Q2有望开始向上提升，同时从产业逻辑的视角，顺周期下传统覆铜板超额涨价逻辑明确，利润率提升有望在26H1逐步体现，覆铜板是兼具涨价和AI放量逻辑的板块，26Q2到下半年涨价幅度和持续时间均具备超预期潜力。责任编辑：卢昱君

品种正进入“易涨难跌”的运行通道，其价值重估逻辑已从单一供需平衡转向出口反制能力、新材料应用拓展及全球供应链安全权重提升等多维支撑体系。在稀土板块热度持续攀升的背景下，易方达基金旗下的易方达中证稀土产业ETF投资者提供了便捷的布局工具。该基金紧密跟踪中证稀土产业指数，一键覆盖稀土产业链上中下游龙头企业。业绩表现方面，该基金近期表现突出，截至2月9日的数据显示，其近一周净值增长率达5.21%，今年以

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