格隆汇10月10日｜北方稀土：预计2025年前三季度实现归属于母公司所有者的净利润151,000万元到 157,000万元，与上年同期相比，将增加110,500万元到116,500万元，同比增加272.54%到287.34%。 ...

预计 2025 年前三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 133,000 万元到 139,000 万元，与上年同期（法定披露数 据）相比，将增加 106,400 万元到 112,400 万元，同比增加 399.90% 到 422.46%。 ●本次业绩预告数据仅为初步核算数据，具体准确的财务数据以 公司正式披露的 2025 年第三季度报告为准。公司指定的信息披露媒体 为《中国证券报》《上海证券报》《证券时报》及上海证券交易所网 站。公司将按照法律法规的规定做好信息披露工作，敬请广大投资者 审慎决策，注意投资风险。 一、本期业绩预告情况 （一）业绩预告期间 证券代码：600111 证券简称：北方稀土 公告编号：2025-051 中国北方稀土（集团）高科技股份有限公司 2025 年前三季度业绩预增公告 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 上升 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 ...

Core Viewpoint - Northern Rare Earth (600111) expects a significant increase in net profit for the first three quarters of 2025, projecting a range of 1.51 billion to 1.57 billion yuan, representing a year-on-year increase of 272.54% to 287.34% [1] Financial Performance - The company anticipates net profit attributable to shareholders of the parent company to be between 1.51 billion and 1.57 billion yuan for the first three quarters of 2025 [1] - This projected profit marks a substantial increase compared to the same period last year, indicating strong financial growth [1]

北方稀土10月10日晚间公告，预计前三季度归母净利润15.1亿元-15.7亿元，同比增长 272.54%-287.34%。 ...

北方稀土公告，2025 年第四季度稀土精矿交易价格调整为不含税 26205 元/吨（干量，REO=50%）， REO 每增减 1%、不含税价格增减 524.10 元/吨。 ...

北方稀土公告，预计2025年前三季度实现归属于母公司所有者的净利润15.1亿元到15.7亿元，与上年同 期相比，将增加11.05亿元到11.65亿元，同比增加272.54%到287.34%。预计2025年前三季度实现归属于 母公司所有者的扣除非经常性损益的净利润13.3亿元到13.9亿元，与上年同期相比，将增加10.64亿元到 11.24亿元，同比增加399.90%到422.46%。 ...

Core Viewpoint - Northern Rare Earth (600111.SH) expects a significant increase in net profit for the first three quarters of 2025, projecting a range of 1.51 billion to 1.57 billion yuan, representing a year-on-year increase of 272.54% to 287.34% [1] Group 1 - The company has focused on market changes, enhancing budget management and cost reduction, which contributed to improved operational efficiency [1] - Scientific production organization and strengthened market analysis and marketing operations have been key strategies during the reporting period [1] - The increase in production and sales volume of major products has significantly driven the company's operational performance [1]

Market Overview - The Shanghai Composite Index fell by 0.94% on October 10, with 18 out of the 28 sectors rising, led by construction materials and coal, which increased by 1.92% and 1.37% respectively [1] - The electronic and electrical equipment sectors experienced the largest declines, down by 4.71% and 4.46% respectively [1] - The non-ferrous metals sector dropped by 2.93% [1] Capital Flow - The net outflow of capital from the two markets reached 125.784 billion yuan, with 8 sectors seeing net inflows [1] - The construction materials sector had the highest net inflow of 418 million yuan, followed by the agriculture, forestry, animal husbandry, and fishery sector with a net inflow of 379 million yuan [1] - The electronic sector faced the largest net outflow of 38.319 billion yuan, followed by the electrical equipment sector with a net outflow of 25.535 billion yuan [1] Non-Ferrous Metals Sector - The non-ferrous metals sector saw a net outflow of 15.387 billion yuan, with 137 stocks in the sector, of which 30 rose and 104 fell [2] - The top three stocks with the highest net inflow were Antai Technology (22.3 million yuan), Silver Industry (19.5 million yuan), and Pengxin Resources (19.1 million yuan) [2] - The stocks with the largest net outflow included Northern Rare Earth (2.519 billion yuan), Huayou Cobalt (1.011 billion yuan), and Luoyang Molybdenum (920 million yuan) [2] Non-Ferrous Metals Capital Inflow - The top stocks in terms of capital inflow included: - Antai Technology: +9.99%, turnover rate 10.79%, net inflow 223.06 million yuan - Silver Industry: +9.96%, turnover rate 3.52%, net inflow 194.94 million yuan - Pengxin Resources: +10.06%, turnover rate 10.60%, net inflow 190.96 million yuan [2][4] Non-Ferrous Metals Capital Outflow - The stocks with the largest capital outflow included: - Northern Rare Earth: -1.22%, turnover rate 8.90%, net outflow 2.518 billion yuan - Huayou Cobalt: -7.74%, turnover rate 7.85%, net outflow 1.011 billion yuan - Luoyang Molybdenum: -3.18%, turnover rate 2.59%, net outflow 919.66 million yuan [4]

Market Overview - The two markets experienced a significant net outflow of 91.316 billion yuan, with 1,845 stocks seeing net inflows and 2,931 stocks experiencing net outflows [1] - The Shanghai Composite Index closed down by 0.94% [1] Industry Analysis - Among the 10 industries with net inflows, the textile and apparel sector led with a net inflow of 513 million yuan, and its index rose by 1.30% [1] - The food and beverage sector followed with a net inflow of 483 million yuan and a slight increase of 0.14% [1] - The electronic industry faced the highest net outflow of 31.197 billion yuan, followed by the power equipment sector with a net outflow of 19.144 billion yuan [1] Individual Stock Performance - 23 stocks had net inflows exceeding 200 million yuan, with Changcheng Military Industry leading at 849 million yuan [2] - New Lai Materials ranked second with a net inflow of 608 million yuan [2] - The average increase for stocks with net inflows over 200 million yuan was 8.30%, outperforming the Shanghai Composite Index [2] Top Net Inflow Stocks - Changcheng Military Industry: 849 million yuan, 10.00% increase [2] - New Lai Materials: 608 million yuan, 20.00% increase [2] - Blue Dai Technology: 563 million yuan, 4.92% increase [2] Top Net Outflow Stocks - Dongfang Wealth: -3.054 billion yuan, -2.50% decrease [4] - Ningde Times: -2.629 billion yuan, -6.82% decrease [4] - Northern Rare Earth: -2.546 billion yuan, -1.22% decrease [4]

- The non-ferrous metal index (000819.SH) has increased by 83.14% since 2025, and by 83.87% since April 7, 2025, significantly outperforming the Wind All A Index during the same period [2][11][12] - Public fund holdings in the non-ferrous metal sector have rebounded since August 2025, based on real-time calculations using public market data such as fund net value, disclosed holdings, and research activities [3][15] - ETF holdings in the non-ferrous metal sector have been steadily increasing since July 2025, reflecting the growing popularity of index investment products, with the total scale of public ETF funds exceeding 4.3 trillion yuan by the end of Q2 2025 [3][18][20] - Margin balance in the non-ferrous metal sector has been rising since July 2025, indicating increased investor optimism about the market outlook [3][22][23] - Chip yield characteristics show that the current profitability effect of the non-ferrous metal index is 25.14%, with chip yield reflecting the return rate of current prices relative to historical chip costs [3][25][26] - Institutional research has been most frequent for companies such as Northern Rare Earth, Yunnan Copper, and Chihong Zinc & Germanium in 2025 [4][27][29] - Ganfeng Lithium, Huayou Cobalt, and Zijin Mining have received the highest attention from Snowball platform influencers since September 15, 2025 [4][30][31][32] - Major funds have flowed into companies such as Quartz Co., Bowei Alloy, and Shenghe Resources since September 15, 2025, with large and super-large orders used as proxy variables for major funds [4][34][35][38] - Companies such as Bowei Alloy, Jinli Permanent Magnet, and China Rare Earth have appeared on the Dragon Tiger List since September 15, 2025, reflecting the most active trading dynamics in the market [4][39] - High-frequency shareholder data indicates significant increases in shareholder numbers for companies such as Chifeng Gold, Huafeng Aluminum, and Hunan Gold, which may signal potential risks for subsequent stock prices [4][41][43]