广晟有色10月16日公告，预计前三季归属母公司净利润1亿元-1.3亿元，实现扭亏为盈，上年同期归属 母公司净利润亏损2.76亿元。 ...

每经AI快讯，10月16日，广晟有色公告，预计2025年前三季度实现归属于上市公司股东的净利润为1亿 元至1.3亿元，与上年同期相比，将增加3.76亿元到4.06亿元。预计2025年前三季度实现归属于上市公司 股东的扣除非经常性损益的净利润为1.21亿元至1.51亿元，与上年同期相比，将增加4.05亿元到4.35亿 元。前三季度稀土市场行情上涨，公司加大生产规模，产销量增长，实现预期利润。 ...

Core Viewpoint - Guangsheng Nonferrous (SH 600259) expects a significant increase in net profit for the first three quarters of 2025, driven by favorable market conditions in the rare earth sector and strategic operational enhancements [1] Company Summary - Guangsheng Nonferrous anticipates a net profit attributable to shareholders of 100 million to 130 million yuan for the first three quarters of 2025, representing an increase of approximately 376 million to 406 million yuan compared to the same period last year [1] - The increase in profit is primarily attributed to the overall rise in the rare earth market, where the company capitalized on market opportunities by expanding production capacity in separation enterprises [1] - The company has strengthened market analysis, coordinated enterprise management, enhanced upstream and downstream marketing collaboration, and innovated marketing strategies, leading to growth in the production and sales of rare earth smelting separation and rare earth permanent magnet materials [1] Industry Summary - The rare earth market is experiencing an upward trend, which has positively impacted companies like Guangsheng Nonferrous, allowing them to achieve expected profit levels [1] - The strategic adjustments in trade structure and marketing models within the industry are contributing to improved operational performance and profitability [1]

证券简称：广晟有色 证券代码：600259 公告编号：临 2025-048 广晟有色金属股份有限公司 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： 业绩预告的具体适用情形：净利润实现扭亏为盈。 公司预计 2025 年前三季度实现归属于上市公司股东的净利润 为 10,000 万元至 13,000 万元，与上年同期相比，将增加 37,552.32 万元到 40,552.32 万元。 公司预计 2025 年前三季度实现归属于上市公司股东的扣除非 经常性损益的净利润为 12,054.74 万元至 15,054.74 万元，与上年同 期相比，将增加 40,480.68 万元到 43,480.68 万元。 一、本期业绩预告情况 （一）业绩预告期间 2025年1月1日至2025年9月30日。 （二）业绩预告情况 二、上年同期业绩情况 （一）利润总额：-35,246.04万元。归属于上市公司股东的净利 润：-27,552.32万元。归属于上市公司股东的扣除非经常性损益的净 利润：-28,4 ...

Core Viewpoint - Guangsheng Nonferrous (600259.SH) announced a profit forecast for the first three quarters of 2025, expecting a net profit attributable to shareholders of 100 million to 130 million yuan, marking a turnaround from losses year-on-year [1] Group 1: Performance Forecast - The company anticipates a net profit of 100 million to 130 million yuan for the first three quarters of 2025, indicating a year-on-year recovery from losses [1] - The increase in profit is attributed to the rising rare earth market, which has allowed the company to expand production scale and enhance market analysis [1] Group 2: Operational Strategies - The company has strengthened marketing collaboration and innovated its operational models while adjusting its structure [1] - There has been a notable increase in the production and sales volume of rare earth smelting separation and permanent magnet materials [1] Group 3: Investment Gains - The company's investment in the Dabaoshan project has benefited from rising copper, sulfur, and tungsten prices, leading to increased profitability and investment returns [1] - Efforts are ongoing to manage and improve the performance of loss-making enterprises within the company [1]

格隆汇10月16日丨广晟有色(600259.SH)公布，公司预计2025年前三季度实现归属于上市公司股东的净 利润为1亿元至1.3亿元。公司预计2025年前三季度实现归属于上市公司股东的扣除非经常性损益的净利 润为1.21亿元至1.51亿元。 2025年前三季度稀土市场行情整体上涨，公司抓住市场机会，加大分离企业生产规模；同时强化市场研 判，统筹企业管理，加强上下游营销业务协同，并创新市场营销模式，调整贸易结构，稀土冶炼分离及 稀土永磁材料产销量均实现不同程度增长，实现预期利润。 ...

Core Viewpoint - The recent announcement by the Ministry of Commerce on October 9 regarding comprehensive export controls on rare earth-related technologies and overseas items significantly expands the scope of control, enhancing China's pricing power in the rare earth sector and potentially catalyzing market performance [1] Group 1: Policy Impact - The new export control policy is systematic and comprehensive, strengthening China's pricing power in the rare earth market by extending controls to overseas transshipment and technology transfer [1] - The policy creates challenges for overseas companies in obtaining smelting and separation technologies, thereby consolidating China's competitive advantage across the entire industry chain [1] Group 2: Price Trends - Recent prices for praseodymium and neodymium oxide have remained stable within the range of 550,000 to 570,000, with some feedback indicating a reduction in orders from magnetic material manufacturers after November [2] - Despite the recent price fluctuations, the tightening of heavy rare earth smelting and separation capacity and ongoing policy catalysts are expected to provide strong support for prices [2] Group 3: Future Outlook - The price center for rare earths is expected to continue rising, with supply controls extending globally, reinforcing supply rigidity and potentially slowing the release of overseas supply [3] - Demand from sectors such as electric vehicles, wind power, and air conditioning remains robust, and the reinforcement of export controls may lead to increased restocking intentions from overseas terminals, further elevating the price center [3] Group 4: Recommended Stocks - Recommended stocks include Jinli Permanent Magnet (300748.SZ, 06680), China Rare Earth (000831.SZ), Guangsheng Nonferrous (600259.SH), and Northern Rare Earth (600111.SH), with additional mentions of Ningbo Yunsheng (600366.SH) and Zhenghai Magnetic Materials (300224.SH) [4]

Market Overview - The small metals sector experienced a decline of 2.62% on October 14, with Zhongkuang Resources leading the drop [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Individual Stock Performance - Notable gainers included: - Dongfang Silver Industry (Code: 000962) with a closing price of 28.22, up 2.17% on a trading volume of 442,200 shares and a transaction value of 1.261 billion [1] - China Rare Earth (Code: 000831) closed at 61.39, up 2.08% with a trading volume of 1,295,600 shares and a transaction value of 8.127 billion [1] - Significant decliners included: - Zhongkuang Resources (Code: 002738) closed at 49.81, down 7.28% with a trading volume of 401,200 shares and a transaction value of 2.064 billion [2] - Yunnan Cuo Industry (Code: 002428) closed at 28.80, down 5.97% with a trading volume of 734,600 shares and a transaction value of 2.173 billion [2] Capital Flow Analysis - The small metals sector saw a net outflow of 3.693 billion from institutional investors, while retail investors contributed a net inflow of 2.666 billion [2] - The table of capital flow indicates that: - Huaxi Nonferrous (Code: 600301) had a net inflow of 5.9074 million from institutional investors [3] - Zhongkuang Resources (Code: 002738) experienced a net outflow of 6.0851 million from institutional investors [3]

Group 1 - The core viewpoint of the article highlights the strong performance of rare earth permanent magnet stocks in the A-share market, driven by supply control and favorable policies in the rare earth industry [1] - Citigroup's report indicates that the rare earth industry is in the early to mid-stage of an upward cycle, benefiting from China's supply management and its strategic position in energy transition, despite uneven downstream demand [1] - The price of rare earth concentrate has increased by 37% to 26,205 yuan/ton (excluding tax) for Q4 2025, marking the highest level since Q2 2023 [1] Group 2 - Notable stock performances include Xinlaifu with a 20% increase, Baogang Co. and Antai Technology both reaching 10% limits, and China Rare Earth approaching a limit increase [2] - The total market capitalization of Baogang Co. is 139 billion yuan, with a year-to-date increase of 65.05% [2] - North Rare Earth has a market capitalization of 222.3 billion yuan, with a remarkable year-to-date increase of 190.13% [2]

Core Insights - The small metals sector experienced a significant increase of 6.26% on October 13, with Guangsheng Nonferrous leading the gains [1] - The Shanghai Composite Index closed at 3889.5, down 0.19%, while the Shenzhen Component Index closed at 13231.47, down 0.93% [1] Small Metals Sector Performance - Guangsheng Nonferrous (600259) closed at 64.85, up 10.01% with a trading volume of 349,700 shares and a transaction value of 2.2 billion [1] - China Rare Earth (000831) also rose by 10.01% to close at 60.14, with a trading volume of 1,169,200 shares and a transaction value of 6.813 billion [1] - Northern Rare Earth (600111) increased by 10.00% to 57.73, with a trading volume of 3,802,600 shares and a transaction value of 21.456 billion [1] - Other notable performers include Dongfang Silver Industry (000962) up 10.00% to 27.62 and Shenghe Resources (600392) up 8.81% to 26.07 [1] Capital Flow Analysis - The small metals sector saw a net inflow of 1.189 billion from main funds, while retail funds experienced a net outflow of 510 million [2][3] - Notable net inflows from main funds include Northern Rare Earth with 724 million and China Rare Earth with 208 million [3] - Retail funds showed significant outflows from several companies, including Northern Rare Earth and China Rare Earth, indicating a shift in investor sentiment [3]