Group 1 - The core viewpoint of the article is that Northern Rare Earth is expected to achieve a significant increase in net profit for the year 2025, with projections ranging from 2.176 billion to 2.356 billion yuan, representing a year-on-year increase of 116.67% to 134.60% [1] - As of January 16, Northern Rare Earth’s stock price closed at 51 yuan per share, with a total market capitalization of 184.368 billion yuan [3] - The demand for rare earth elements is experiencing sustained growth due to the development of strategic emerging industries such as new energy vehicles, wind power generation, and humanoid robots, which is supported by technological upgrades and expanding application scenarios [3][4] Group 2 - The reasons for the profit increase are attributed to improvements in production marketing, industrial system construction, and research and innovation capabilities [3] - The company emphasizes enhancing research efficiency through reforms in research mechanisms and management systems, as well as developing new processes, equipment, and products to drive performance growth [4] - The rare earth industry is positioned in an upward cycle, with strong resonance between supply-side policies and explosive demand from emerging industries, leading to a favorable supply-demand relationship that is expected to continue into 2026 [4]

Core Viewpoint - The company expects a significant increase in net profit for the fiscal year 2025, projecting a range of 2.176 billion to 2.356 billion yuan, representing a year-on-year growth of 116.67% to 134.60% [1] Group 1: Financial Performance - The projected net profit for 2025 is between 2.176 billion and 2.356 billion yuan, indicating a substantial increase compared to the previous year [1] - The expected growth rate of net profit is between 116.67% and 134.60% year-on-year [1] Group 2: Operational Developments - The first phase of the new generation of green rare earth mining and smelting upgrade project has been fully completed, with the second phase under construction and progressing rapidly [1] - Multiple projects, including the 50,000-ton magnetic alloy project and the 3,000-ton magnetic material project, have been completed and are now operational [1] - The company is advancing mergers, acquisitions, joint ventures, and capacity expansion projects across the rare earth metal, magnetic alloy, and secondary resource utilization sectors [1] Group 3: Competitive Position - The company has improved production efficiency and further solidified its core competitive advantages [1] - The ability to create value along the industry chain has been enhanced through the scaling of certain research achievements into production [1]

Core Viewpoint - The company expects a significant increase in net profit for the fiscal year 2025, projecting a range of 2.176 billion to 2.356 billion yuan, representing a year-on-year growth of 116.67% to 134.60% [1] Group 1: Financial Performance - The projected net profit for 2025 is between 2.176 billion and 2.356 billion yuan, indicating a substantial increase compared to the previous year [1] - The expected growth rate of net profit is between 116.67% and 134.60% year-on-year [1] Group 2: Project Developments - The first phase of the new generation of rare earth green mining and smelting upgrade project has been fully completed, with the second phase under construction and progressing rapidly [1] - Multiple projects, including the 50,000-ton magnetic alloy project and the 3,000-ton magnetic material project, have been completed and are now operational [1] - The company is actively advancing mergers, acquisitions, joint ventures, and capacity expansion projects within the rare earth metal, magnetic alloy, and secondary resource utilization sectors [1] Group 3: Operational Efficiency - The company has achieved further improvements in production efficiency, reinforcing its core competitive advantages [1] - The ability to create value along the industry chain has been enhanced through the scaling up of certain research achievements into production [1]

Core Viewpoint - Northern Rare Earth (600111) expects a significant increase in net profit for the fiscal year 2025, projecting a range of CNY 2.176 billion to CNY 2.356 billion, representing a year-on-year growth of 116.67% to 134.60% [1] Financial Performance - The company anticipates a non-recurring net profit between CNY 1.960 billion and CNY 2.140 billion, with a year-on-year increase of 117.46% to 137.43% [1] - The substantial growth in performance is attributed to the implementation of the "Five Unifications" scientific production model, enhancing the integration of R&D, production, and sales [1] Operational Efficiency - The overall processing costs have decreased year-on-year, showcasing significant cost reduction achievements [1] - For the first time, the sales volume of lanthanum and cerium products exceeded production, effectively alleviating inventory pressure [1] Product Performance - Core products, including smelting separation, rare earth metals, functional materials, and permanent magnet motors, all experienced year-on-year growth in both production and sales, which strongly supported the overall profit level increase [1] Strategic Development - The company is accelerating the construction of key projects, with the first phase of the new generation rare earth green smelting upgrade project fully operational and the second phase successfully commenced [1] - Subsidiaries have completed and put into production projects such as the 50,000-ton magnetic alloy project and the 3,000-ton magnet project, enhancing the industry's high-end, intelligent, and green transformation [1] Technological Advancement - Through reforms in the scientific research mechanism and the transformation of results, the company is speeding up the R&D of new processes, new equipment, and high value-added products, continuously enhancing its technological competitiveness and value creation capabilities within the industry chain [1]

今日(1月16日)，北方稀土股价收涨1.13%，报51元/股。 北方稀土（600111）发布2025年度业绩预增公告。 1月16日盘后，北方稀土发布业绩预增公告，经公司财务部门初步测算，预计2025年度实现归属于母公司所有者的净利润21.76亿元到23.56亿元，与上年同 期(法定披露数据)相比，将增加11.72亿元到13.52亿元，同比增加116.67%到134.60%。 预计2025年度实现归属于母公司所有者的扣除非经常性损益的净利润19.6亿元到21.4亿元，与上年同期(法定披露数据)相比，将增加10.59亿元到12.39亿 元，同比增加117.46%到137.43%。 校对：杨立林 ...

综合自：公司公告 责编：万健祎 校对： 杨立林 版权声明 北方稀土（600111）发布2025年度业绩预增公告。 1月16日盘后，北方稀土发布业绩预增公告，经公司财务部门初步测算，预计2025年度实现归属于母公司所有者的净利润21.76亿元到23.56亿元，与上年同 期（法定披露数据）相比，将增加11.72亿元到13.52亿元，同比增加116.67%到134.60%。 预计2025年度实现归属于母公司所有者的扣除非经常性损益的净利润19.6亿元到21.4亿元，与上年同期（法定披露数据）相比，将增加10.59亿元到12.39亿 元，同比增加117.46%到137.43%。 今日（1月16日），北方稀土股价收涨1.13%，报51元/股。 END 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 巩固市场稳中向好势头，坚决防止市场大起大落！证 监会，最新部署→ 丨 一分钟！*ST铖昌，"地天板"！ 丨 业绩利好，银行股暴涨！美联储，降息大消息 丨 利好不断！深夜，芯片股大涨 丨 退市警报拉响！ 多只A股"破面"，啥情况？ 丨 今年最牛股，明日 ...

沪指1月16日下跌0.26%，申万所属行业中，今日上涨的有7个，涨幅居前的行业为电子、汽车，涨幅分 别为2.64%、1.69%。跌幅居前的行业为传媒、计算机，跌幅分别为4.84%、2.23%。有色金属行业今日 下跌1.04%。 有色金属行业资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 601899 | 紫金矿业 | -2.04 | 1.92 | -172349.56 | | 601600 | 中国铝业 | -3.49 | 4.00 | -143606.12 | | 600711 | 盛屯矿业 | -3.45 | 5.70 | -62304.72 | | 002466 | 天齐锂业 | -4.22 | 4.71 | -53396.82 | | 002460 | 赣锋锂业 | -3.89 | 6.61 | -45841.56 | | 600489 | 中金黄金 | -2.25 | 1.77 | -37116.58 | | 603993 | 洛阳钼业 | 0.83 | 1.89 | -34 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 001280 | 中国知业 | 74.40 | 6.13% | 42.17万 | | 31.25 Z | | 600549 | 厦门钨业 | 53.84 | 3.70% | 70.30万 | | 38.11亿 | | 600259 | 中稀有色 | 76.30 | 2.14% | - 16.96万 | | 13.10亿 | | 000657 | 中钨高新 | 37.50 | 2.10% | 94.19万 | | 35.72亿 | | 600111 | 北方稀土 | 51.00 | 1.13% | 150.75万 | | 77.59亿 | | 600456 | 宝钛股份 | 38.50 | 1.05% | 22.38万 | | 8.72亿 | | 002842 | 翔鹭钨业 | 19.30 | 0.84% | 74.06万 | | 14.34亿 | | 002167 | 东方错业 | 13.49 | 0.60% | 50.61万 | ...

格隆汇1月16日｜北方稀土(600111.SH)发布2025年度业绩预告，预计归属于上市公司股东的净利润为 21.76亿元-23.56亿元，与上年同期相比增加116.67%到134.60%。报告期内，公司紧抓市场节奏，强化全 面预算管理，推进降本提质增效，主要产品产销量同比实现增长。同时加快重点项目建设，推动产业链 升级，科研创新成果转化加速，核心竞争力和价值创造能力增强，带动经营业绩大幅增长。 ...

格隆汇1月16日丨北方稀土(600111.SH)公布，公司财务部门初步测算，预计2025年度实现归属于母公司 所有者的净利润217,600万元到235,600万元，同比增加116.67%到134.60%。预计2025年度实现归属于母 公司所有者的扣除非经常性损益的净利润196,000万元到214,000万元，同比增加117.46%到137.43%。 ...