| 项目 | 生产量（吨） | 生产量同比 变动比例（%） | 销售量（吨） | 销售量同比 变动比例（%） | | --- | --- | --- | --- | --- | | 稀土氧化物 | 22,099.77 | 93.45 | 29,999.15 | 21.20 | | 稀土盐类 | 109,779.43 | 3.70 | 116,847.08 | 71.07 | | 稀土金属 | 36,304.95 | 26.67 | 34,163.66 | 23.50 | | 磁性材料 | 54,315.15 | 20.92 | 54,300.30 | 21.53 | | 抛光材料 | 24,646.06 | 27.54 | 24,100.58 | 22.50 | | 储氢材料 | 1,500.42 | -5.24 | 1,514.45 | -1.86 | 上述经营数据系公司内部统计，未经审计，仅供投资者了解公司 生产经营情况，敬请投资者审慎使用，注意投资风险。 特此公告 中国北方稀土（集团）高科技股份有限公司 董 事 会 证券代码：600111 证券简称：北方稀土 公告编号：2025-057 中国北方稀土（集 ...

二、监事会会议审议情况 证券代码：600111 证券简称：北方稀土 公告编号：2025-056 中国北方稀土（集团）高科技股份有限公司 第九届监事会第七次会议决议公告 本公司监事会及全体监事保证本公告内容不存在虚假记载、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。 一、监事会会议召开情况 中国北方稀土（集团）高科技股份有限公司（以下简称公司） 监事会于 2025 年 10 月 27 日以通讯表决方式召开第九届监事会第七 次会议。会议应出席监事 7 人，实际出席监事 7 人。会议召开程序 符合《中华人民共和国公司法》、公司《章程》和《监事会议事规则》 的规定。 表决结果：同意 7 票，反对 0 票，弃权 0 票。 （一）通过《2025 年第三季度报告》； 表决结果：同意 7 票，反对 0 票，弃权 0 票。 （二）通过《关于公司控股子公司包头市京瑞新材料有限公司 资产转让及清算注销的议案》； 表决结果：同意 7 票，反对 0 票，弃权 0 票。 （三）通过《关于修订公司<担保管理办法>的议案》； 本议案尚需提交公司股东大会审议批准。 监事会对公司《2025 年第三季度报告》的书面审 ...

证券代码：600111 证券简称：北方稀土 公告编号：2025-055 中国北方稀土（集团）高科技股份有限公司 第九届董事会第七次会议决议公告 （二）通过《关于公司控股子公司包头市京瑞新材料有限公司资产 转让及清算注销的议案》； 表决结果：同意 14 票，反对 0 票，弃权 0 票。 （三）通过《关于修订公司<担保管理办法>的议案》； 为维护投资者和全体股东的合法权益，规范公司及控股子公司的 担保行为，防范担保风险，根据《中华人民共和国民法典》《中华人 民共和国公司法》《中华人民共和国证券法》、中国证监会《上市公司 监管指引第 8 号—上市公司资金往来、对外担保的监管要求》、《内蒙 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。 一、董事会会议召开情况 中国北方稀土（集团）高科技股份有限公司（以下简称公司）董 事会于 2025 年 10 月 27 日以通讯表决方式召开第九届董事会第七次 会议。会议应出席董事 14 人，实际出席董事 14 人。会议召开程序符 合《中华人民共和国公司法》、公司《章程》和《董事会议事规则》 的规定。 ...

Core Viewpoint - Northern Rare Earth (SH 600111) reported significant growth in its third-quarter performance, with substantial increases in revenue and net profit compared to the previous year [1]. Financial Performance - For the first three quarters of 2025, the company achieved a revenue of approximately 30.292 billion yuan, representing a year-on-year increase of 40.5% [1]. - The net profit attributable to shareholders was around 1.541 billion yuan, showing a remarkable year-on-year increase of 280.27% [1]. - The basic earnings per share reached 0.4264 yuan, also reflecting a year-on-year increase of 280.27% [1]. Market Capitalization - As of the report date, Northern Rare Earth's market capitalization stood at 192.7 billion yuan [2].

Core Viewpoint - Northern Rare Earth achieved significant revenue and profit growth in Q3 2025, with a 33.32% increase in revenue and a 69.48% rise in net profit, indicating strong operational performance and market demand for rare earth products [1][3]. Financial Performance - In Q3 2025, the company reported revenue of 11.425 billion RMB, a year-on-year increase of 33.32%, and a net profit of approximately 610 million RMB, up 69.48% [1][3]. - For the first three quarters of 2025, net profit reached 1.541 billion RMB, a staggering 280.27% increase from 405 million RMB in the same period last year [3]. - Revenue for the same period rose from 21.56 billion RMB to 30.29 billion RMB, marking a 40.50% growth [3]. - Basic earnings per share also saw a significant increase of 280.27%, reaching 0.4264 RMB [3]. - The net cash flow from operating activities was 2.725 billion RMB, reflecting a 77.98% year-on-year increase, driven by higher cash receipts from sales [3]. Product Performance - The growth in performance is attributed to a comprehensive increase in the production and sales of key products, with rare earth metal product sales up 23.50% and production up 26.67% [4]. - Sales and production of magnetic materials, essential for permanent magnet motors, increased by 21.53% and 20.92%, respectively [4]. - Sales of rare earth oxides and polishing materials also saw significant growth, with increases of 21.20% and 22.50% [4]. - The most notable growth was in rare earth salts, which experienced a remarkable 71.07% increase in sales [4]. - The company emphasizes its products' role in supporting energy-saving and carbon-reduction initiatives in the green energy sector [4]. Capacity Expansion - To meet the growing market demand and strengthen its industry leadership, Northern Rare Earth is accelerating the construction of several key projects aimed at enhancing its supply chain [5]. - The first phase of the "New Generation Rare Earth Green Mining and Smelting Upgrade Project" is nearing completion, while the second phase is progressing smoothly [5]. - Additional projects include a 4,000-ton neodymium-iron-boron waste recycling production line, an 8,000-ton rare earth metal and alloy project, and a 50,000-ton high-performance neodymium-iron-boron rapid solidification alloy project [5].

中国北方稀土（集团）高科技股份有限公司 2025 年第三季度报告 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或重大遗漏，并承担 个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员） 保证季度报告中财务信息的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 审计师发表非标意见的事项 □适用 √不适用 一、主要财务数据 证券代码：600111 证券简称：北方稀土 中国北方稀土（集团）高科技股份有限公司 2025 年第三季度报告 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： （一）主要会计数据和财务指标 1 单位：元 币种：人民币 项目 本报告期 本报告期 比上年同 期增减变 动幅度(%) 年初至报告期末 年初至报告 期末比上年 同期增减变 动幅度(%) 营业收入 11,425,447,505.21 33.32 30,291,541,849.48 40.50 利润总额 1,050,807,114.40 56 ...

北方稀土10月27日公告，2025年第三季度实现营业收入114.25亿元，同比增长33.32%；归属于上市公司 股东的净利润6.1亿元，同比增长69.48%；基本每股收益0.1688元。前三季度实现营业收入302.92亿元， 同比增长40.50%；归属于上市公司股东的净利润15.41亿元，同比增长280.27%；基本每股收益0.4264 元。 ...

Core Viewpoint - Northern Rare Earth (600111) reported significant growth in both revenue and net profit for the third quarter and the first three quarters of 2025, driven by increased sales prices and volumes of its main products [1] Group 1: Financial Performance - Third quarter revenue reached 11.425 billion, representing a year-on-year increase of 33.32% [1] - Net profit for the third quarter was 610 million, showing a year-on-year growth of 69.48% [1] - Revenue for the first three quarters totaled 30.292 billion, with a year-on-year increase of 40.50% [1] - Net profit for the first three quarters was 1.541 billion, reflecting a substantial year-on-year growth of 280.27% [1] Group 2: Product Performance - The sales prices of the company's main products increased year-on-year [1] - The sales volume of the main products also saw a year-on-year increase [1] - Gross profit increased year-on-year during the reporting period [1]

Core Insights - The company reported a third-quarter revenue of 11.425 billion, representing a year-on-year increase of 33.32% [1] - The net profit for the third quarter was 610 million, showing a year-on-year growth of 69.48% [1] - For the first three quarters, the total revenue reached 30.292 billion, reflecting a year-on-year increase of 40.50% [1] - The net profit for the first three quarters was 1.541 billion, which is a significant year-on-year increase of 280.27% [1]

Group 1 - A-share market experienced a broad increase, with rare earth and lithography machine sectors leading the gains, as evidenced by the 2.82% rise in the non-ferrous metal ETF (512400.SH) and a 4.30% increase in Northern Rare Earth [1] - The U.S. September CPI data came in below expectations, alongside tightening dollar liquidity and renewed regional banking risks, which strengthened market expectations for a Federal Reserve interest rate cut [1] - China's decision to postpone the implementation of rare earth export restrictions by one year signals a temporary easing, which is expected to stabilize global key mineral supply chain expectations and support the upward movement of industrial metal prices [1] Group 2 - Precious metals saw significant volatility this week, with spot gold experiencing its largest single-day drop in nearly a decade, primarily due to profit-taking and a temporary strengthening of the dollar [2] - Industrial metals are expected to maintain strong prices due to improved macro sentiment, frequent supply disruptions, and seasonal demand recovery [2] - The lithium battery supply chain is experiencing a tightening supply-demand balance, as indicated by the surge in hexafluorophosphate lithium prices and new highs in lithium carbonate futures, reflecting a continued recovery in the lithium battery industry [2] - Rare earth materials remain a core investment theme due to their long-term scarcity and strategic value in international competition, with leading companies accelerating integration and optimizing supply chains during the policy buffer period [2]