中国北方稀土（集团）高科技股份有限公司（以下简称公司）于 2023年3月14日、3月30日先后召开第八届董事会第二十五次会议、 2023 年第一次临时股东大会，审议通过《关于稀土精矿日常关联交 易定价机制暨 2022 年度执行及 2023 年度预计的议案》。公司与关联 方内蒙古包钢钢联股份有限公司约定，自 2023 年 4 月 1 日起，在稀 土精矿定价公式不变的情况下，每季度首月上旬，公司经理层根据稀 土精矿定价公式计算、调整稀土精矿价格，重新签订稀土精矿供应合 同或补充协议并公告。具体详见公司于 2023 年 3 月 15 日、3 月 31 日在《中国证券报》《上海证券报》《证券时报》及上海证券交易所 网站发布的《北方稀土关于稀土精矿日常关联交易定价机制暨 2022 年度执行及 2023 年度预计的公告》《北方稀土 2023 年第一次临时股 东大会决议公告》等公告。 根据稀土精矿定价方法及 2025 年第一季度稀土氧化物价格，经 测算并经公司 2025 年第 6 次总经理办公会审议通过，2025 年第二季 度稀土精矿交易价格调整为不含税 18825 元/吨（干量，REO=50%）， REO 每增减 1%、 ...

北方稀土：2025年第二季度稀土精矿交易价格调整为不含税18825元/吨 智通财经4月9日电，北方稀土(600111.SH)公告称，根据稀土精矿定价方法及2025年第一季度稀土氧化 物价格，经测算并经公司2025年第6次总经理办公会审议通过，2025年第二季度稀土精矿交易价格调整 为不含税18825元/吨（干量，REO=50%），REO每增减1%、不含税价格增减376.50元/吨。 ...

北方稀土（600111）涨幅扩大至5.01%，稀土ETF(516780)持有该股票14.04%，当前涨幅为0.20%，成交 额6265.05万元，较昨日此时放量67.17%，3日融资净流入，净流入379.66万，近1月份额增加25.00%， 增加1.79亿份。 打包市场龙头，抢反弹就买指数ETF>> ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600111 证券简称：北方稀土 公告编号：2025-020 中国北方稀土（集团）高科技股份 有限公司2025年第一季度业绩预增 公 告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ●本次业绩预告适用情形：实现盈利，且净利润与上年同期相比升高50%以上。 ●经中国北方稀土（集团）高科技股份有限公司（以下简称公司）财务部门初步测算，预计2025年第一 季度实现归属于母公司所有者的净利润42,500万元到43,500万元，与上年同期（法定披露数据）相比， 将增加37,500万元到38,500万元，同比增加716.49%到735.70%。 预计2025年第一季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42,900万元到43,900万元， 与上年同期（法定披露数据）相比，将增加42,530万元到43,530万元，同比增加11468.78%到 11738.45%。 2.预计2025年第一季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42,900 ...

工业富联：第一季度净利润预计52亿元—53亿元，同比增长24%—27% 工业富联公告称，2025年第一季度预计营业收入1590亿元-1610亿元，同比增长34.0%-35.6%；预计归属 于上市公司股东的净利润为52亿元-53亿元，同比增长24.4%-26.8%。云计算业务方面，板块营业收入同 比增长超过50%，AI服务器、通用服务器营业收入同比皆超过50%。通讯及移动网络设备方面，公司积 极推进战略布局，有效实现对客户的稳健出货。公司将继续聚焦主营业务，推动AI+技术创新和经营提 质增效。 中国联通：为进一步回报股东，3月公司将此前回购的5.13亿股全部注销 中国联通公告称，公司将深入实施融合创新战略，推进"网络向新、技术向新、服务向新"，2025年将着 力实现创新动力更足、能力优势更强、业务结构更优、经营效益更好、品牌形象卓著。同时，公司坚持 战略引领与价值导向，持续推动提升上市公司投资价值，过去几年每股分红保持双位数增长。为进一步 回报股东，2025年3月公司将此前回购的5.13亿股全部注销。此外，公司将持续完善股东沟通渠道，积 极倾听中小股东声音，与投资者高频次交流。 海油工程：控股股东中国海油集团拟 ...

Financial Performance - The company expects a net profit attributable to shareholders of the parent company for Q1 2025 to be between 425 million to 435 million yuan, representing an increase of 375 million to 385 million yuan compared to the same period last year, which is a year-on-year increase of 716.49% to 735.70%[2] - The expected net profit attributable to shareholders of the parent company, after deducting non-recurring gains and losses, is projected to be between 429 million to 439 million yuan, an increase of 425 million to 435 million yuan year-on-year, reflecting a growth of 11468.78% to 11738.45%[4] - The total profit for the same period last year was 164.11 million yuan, with a net profit attributable to shareholders of the parent company of 52.05 million yuan[5] Market Conditions - The company attributes the significant profit increase to a tighter supply of upstream raw materials and stimulating consumption policies, leading to a more active rare earth market compared to the previous year[6] - The prices of major rare earth products, particularly praseodymium and neodymium, have shown an upward trend, contributing to better sales performance[6] Operational Efficiency - The company has improved production line efficiency and optimized raw material and product structures, aligning with market demand[6] - The company has made significant progress in cost reduction and efficiency enhancement, with ongoing projects in joint ventures and infrastructure upgrades[6] Innovation and Development - The company emphasizes the importance of technological innovation and management innovation in driving high-quality development[6] Forecast Accuracy - There are no major uncertainties affecting the accuracy of this earnings forecast[8] - The financial data provided is preliminary and will be confirmed in the official Q1 2025 report[9]

Financial Performance - Total revenue for 2024 was RMB 3,296,631.49 million, a decrease of 1.58% compared to RMB 3,349,699.31 million in the previous year[2] - Operating profit fell to RMB 184,009.52 million, down 40.91% from RMB 311,419.58 million year-on-year[2] - Net profit attributable to shareholders decreased by 57.64% to RMB 100,427.69 million from RMB 237,074.02 million in the previous year[2] - The basic earnings per share dropped to RMB 0.2778, a decline of 57.64% compared to RMB 0.6558 in the previous year[2] Asset Management - Total assets increased by 12.06% to RMB 4,538,095.98 million from RMB 4,049,665.50 million at the beginning of the period[2] Operational Efficiency - The company achieved a 5.1% reduction in processing costs per ton of rare earth products year-on-year[4] - The company reported an increase in production capacity utilization and market share despite a decline in revenue and profit[4] Strategic Initiatives - The company is advancing its new generation green smelting upgrade project, which has commenced production[4] - The company aims to enhance its high-quality development and is focusing on digitalization and green transformation[4] - The company is committed to promoting the stable and high-quality development of China's rare earth industry[4]

Summary of Northern Rare Earth Conference Call Industry Overview - The rare earth sector has recently experienced volatility due to export control measures announced by the Chinese Ministry of Commerce and the General Administration of Customs on April 4, affecting seven categories of medium and heavy rare earth items, including samarium and cobalt magnetic materials [3] - China is the only country capable of producing all 17 rare earth elements, making its supply irreplaceable globally [4][11] - The rare earth market is expected to face a short-term supply shortage, leading to potential price increases and an expansion of the domestic-international price gap [4] Company Insights - Northern Rare Earth, leveraging resources from the Baotou Steel's Baiyun Obo mining area, is focusing on an integrated industrial chain to enhance its market position [4][6] - The company has a diversified product range, including raw materials, functional materials, and end-use products, which helps it maintain profitability during market downturns [6] - Northern Rare Earth plans to invest 7.8 billion in green smelting upgrades to enhance production efficiency and profitability, aiming to shift towards high-end products [4][14] Market Dynamics - The rare earth prices are projected to gradually increase by 2025 as the supply-demand gap narrows, with significant price rises expected for both light and medium-heavy rare earths [10] - The domestic demand for rare earths is anticipated to grow at around 10% from 2024 to 2027, driven by sectors such as electric vehicles, energy-efficient air conditioning, and industrial robotics [12] Regulatory Environment - The Chinese government is intensifying its management of the rare earth industry, implementing total control over mining and smelting to protect resources and eliminate illegal mining activities [8] - Policy support is expected to provide long-term price stability for domestic and international markets, benefiting companies like Northern Rare Earth [8][9] Competitive Landscape - Northern Rare Earth holds a dominant position in the market, accounting for 70% of total indicators, alongside the China Rare Earth Group, forming a dual-leader structure in the industry [4][11] - Recommended companies in the current policy environment include Northern Rare Earth, China Guangshun Nonferrous, and social resources, all of which exhibit strong risk resistance and can benefit from policy support [9] Financial Projections - Northern Rare Earth's projected net profits for 2025 and 2026 are estimated at 1.588 billion and 2.72 billion respectively, indicating a positive growth trajectory [14]

4月7日，上证指数下跌7.34%，深证成指下跌9.66%，创业板指下跌12.5%。盘后龙虎榜数据显示，共有 60只个股因当日异动登上龙虎榜，资金净流入最多的是宏景科技（301396.SZ），达2.04亿元。 据21投资通智能监测，32只个股龙虎榜出现了机构的身影，北向资金参与龙虎榜中的个股共涉及18只。 2.04亿资金抢筹宏景科技，9.45亿资金出逃中际旭创 60只上榜的龙虎榜个股中，30只个股被净买入，30只个股被净卖出。其中，资金净买入最多的是宏景科 技，达2.04亿元，占总成交金额的14.04%。宏景科技当日收盘下跌13.42%，换手率为34.73%。 | 名称 | 涨跌幅 | 龙虎榜净买 | 净买额占 | 换丰浓 | | | --- | --- | --- | --- | --- | --- | | | | 额(万元 | 总成交比 | | | | 宏景科技 | -13.42% | 20444 | 14.04% | 34.73% | 2家机构卖出,成功 | | | | | | | 率36.92% | | 凯美特气 | 9.99% | 17123 | 7.3% | 32.28% | 普通席位买入,成功 | ...

北方稀土(600111)今日下跌0.52%，全天换手率4.78%，成交额40.36亿元，振幅17.92%。龙虎榜数据显 示，机构净卖出4.01亿元，沪股通净买入7978.47万元，营业部席位合计净卖出281.23万元。 上交所公开信息显示，当日该股因日振幅值达17.93%上榜，机构专用席位净卖出4.01亿元，沪股通净买 入7978.47万元。 （文章来源：证券时报网） 2024年10月30日公司发布的三季报数据显示，前三季度公司共实现营业收入215.60亿元，同比下降 13.50%，实现净利润4.05亿元，同比下降70.64%。 1月23日公司发布2024年业绩预告，预计实现净利润9.50亿元至10.80亿元，同比变动区间 为-59.90%~-54.41%。（数据宝） 部 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交11.02亿元，其中，买入成交额为3.89亿 元，卖出成交额为7.13亿元，合计净卖出3.24亿元。 具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即卖一、卖四，合计净卖出4.01亿元， 沪股通为第一大买入营业部及第五大卖出营业部，买入金额为1.61亿元，卖出金额为8144. ...