本报讯 （记者丁蓉）8月30日，广晟有色金属股份有限公司（以下简称"广晟有色"）披露2025年半年 报。上半年，公司实现营业收入26.77亿元，同比下滑47.83%；实现归属于上市公司股东的扣除非经常 性损益的净利润9177.01万元，同比扭亏为盈。 广晟有色半年报显示，上半年公司营业收入同比下滑，主要原因是贸易公司业务转型，进一步缩减低毛 利率的大宗金属贸易业务规模。公司归属于上市公司股东的扣除非经常性损益的净利润，比去年同期增 加了3.95亿元，主要原因是上半年稀土市场行情整体上涨，公司狠抓生产经营提升稀土冶炼产品产销 量，公司销售毛利增加，转回存货跌价损失，以及参股企业大宝山公司收益同比增长导致确认投资收益 增加。 广晟有色主营业务稀土、钨属于国家战略性资源、受国家严格管控，按照开采总量控制指标进行生产， 具有较高的行业壁垒。在国家政策的规范和支持下，稀土行业产业结构正逐步调整完善，尤其是行业整 合的推进及《稀土管理条例》的出台对推动稀土行业绿色发展转型、促进稀土产业高质量发展具有重大 意义。公司深耕稀土行业多年，是广东省唯一合法稀土开采企业，拥有省内全部稀土采矿权证，未来公 司将抓住稀土行业的专业化整 ...

据证券之星公开数据整理，近期广晟有色（600259）发布2025年中报。截至本报告期末，公司营业总收 入26.77亿元，同比下降47.83%，归母净利润7249.87万元，同比上升124.04%。按单季度数据看，第二 季度营业总收入11.71亿元，同比下降65.35%，第二季度归母净利润2522.75万元，同比上升966.46%。 本报告期广晟有色盈利能力上升，毛利率同比增幅1692.33%，净利率同比增幅133.21%。 建议关注公司债务状况（有息资产负债率已达31.64%、近3年经营性现金流均值为负） 建议关注财务费用状况（近3年经营活动产生的现金流净额均值为负） 本次财报公布的各项数据指标表现一般。其中，毛利率4.58%，同比增1692.33%，净利率2.08%，同比 增133.21%，销售费用、管理费用、财务费用总计1.35亿元，三费占营收比5.06%，同比增117.05%，每 股净资产10.22元，同比增2.43%，每股经营性现金流-0.22元，同比减187.8%，每股收益0.22元，同比增 124.44% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- ...

每经头条（nbdtoutiao）——近120个品牌、1600辆车逐鹿西南！下半年国内首个A级车展开幕：新能 源"第三极"将改写车市格局 2024年1至12月份，广晟有色的营业收入构成为：商业占比81.52%，工业占比18.48%。 （记者 张喜威） 每经AI快讯，广晟有色（SH 600259，收盘价：72.51元）8月30日发布公告称，公司第九届2025年第六 次董事会会议于2025年8月28日在广州市番禺区汉溪大道东386号广晟万博城A塔写字楼37楼会议室以现 场结合通讯方式召开。会议审议了《关于调整公司2025年度日常关联交易预计额度的议案》等文件。 ...

广晟有色金属股份有限公司 简式权益变动报告书 上市公司名称：广晟有色金属股份有限公司 股票上市地点：上海证券交易所 股票简称：广晟有色 股票代码：600259 信息披露义务人：广东省稀土产业集团有限公司 住所：广东省广州市天河区林和西路 157 号 3005 房 通讯地址：广东省广州市番禺区南村镇汉溪大道东 386 号广晟万博城 写字楼 A 座 36 楼 权益变动性质：股份减少 签署日期：二〇二五年八月 广晟有色金属股份有限公司 简式权益变动报告书 信息披露义务人声明 一、本报告书系信息披露义务人依据《中华人民共和国证券法》（以下简称 "《证券法》"）、《上市公司收购管理办法》（以下简称"《收购管理办法》"）、《公 开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》 （以下 简称"《格式准则第 15 号》"）及其他相关法律、法规及部门规章的有关规定编写。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《证券法》、《收购管理办法》和《格式准则第 15 号》的规定，本 报告书已全面披露信息披露义务人在广晟 ...

广晟有色金属股份有限公司 简式权益变动报告书 上市公司名称：广晟有色金属股份有限公司 股票上市地点：上海证券交易所 股票简称：广晟有色 股票代码：600259 信息披露义务人：中国稀土集团有限公司 住所：江西省赣州市章贡区章江路 16 号 通讯地址：江西省赣州市章贡区章江路 16 号 权益变动性质：权益不变，股份增加（国有股权无偿划转） 签署日期：二〇二五年八月 广晟有色金属股份有限公司 简式权益变动报告书 信息披露义务人声明 一、本报告书系信息披露义务人依据《中华人民共和国证券法》（以下简称 "《证券法》"）、《上市公司收购管理办法》（以下简称"《收购管理办法》"）、《公 开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》 （以下 简称"《格式准则第 15 号》"）及其他相关法律、法规及部门规章的有关规定编写。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《证券法》、《收购管理办法》和《格式准则第 15 号》的规定，本 报告书已全面披露信息披露义务人在广晟有色拥有权益的股份变动情况。截至本 报告书 ...

证券简称：广晟有色 证券代码：600259 公告编号：临 2025-045 广晟有色金属股份有限公司 关于国有股权无偿划转的提示性公告 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： ?广晟有色金属股份有限公司（以下简称"公司"）股东广东 省稀土产业集团有限公司（以下简称"广东稀土集团"）拟将其持 有的公司无限售条件流通股股份 62,085,335 股（占公司总股本 集团" 为进一步深化集团内部资源整合，优化资源配置，提升产业集 中度，公司股东广东稀土集团与中国稀土集团近期签署了《无偿划 ，拟将其持有公司 62,085,335 股（占公司总股本 18.45%） 转协议》 股份无偿划转至中国稀土集团。 本次无偿划转前，广东稀土集团持有公司股份 129,372,517 股 （占公司总股本 38.45%），为公司控股股东，中国稀土集团通过全 资子公司广东稀土集团间接持有公司股份 129,372,517 股（占公司 总股本 38.45%），为公司实际控制人。 本次无偿划转前，公司的股权控制关系如下图所示： 本次无偿划 ...

Core Viewpoint - The financial performance of China Rare Earth has significantly improved in the first half of 2025, with a notable increase in revenue and a return to profitability, driven by favorable market conditions and strategic adjustments in marketing and production processes [2][7]. Financial Performance - The company achieved a revenue of 1.875 billion yuan, representing a year-on-year increase of 62.38% [3]. - The net profit attributable to shareholders was 161.71 million yuan, a turnaround from a loss of 244.42 million yuan in the same period last year, marking a 166.16% increase [3][7]. - The net profit after deducting non-recurring gains and losses was 154.62 million yuan, compared to a loss of 254.74 million yuan last year, reflecting a 160.70% improvement [3]. - Basic and diluted earnings per share were both 0.1524 yuan, compared to a loss of 0.2303 yuan per share in the previous year, indicating a 166.17% increase [3]. - The weighted average return on equity improved to 3.42% from a negative 5.19% [3]. Market Performance - The stock price of China Rare Earth has surged from 28.05 yuan per share at the beginning of the year to 58.32 yuan per share, representing a 107.91% increase [6][7]. - The total market capitalization of the company reached 619 billion yuan as of August 29 [7]. Industry Trends - The rare earth market has seen an overall price increase, with specific products like rare earth oxides and metals showing significant revenue growth of 85.99% and 37.42%, respectively [7]. - The industry is experiencing a recovery in profitability, with several companies reporting substantial profit increases, indicating a positive trend in the rare earth sector [12]. - Recent policy changes, including the implementation of total quantity control management for rare earth mining and processing, are expected to further tighten supply and support price stability [12][13]. Strategic Developments - China Rare Earth is actively optimizing its resource allocation and production processes to enhance efficiency and profitability [7]. - A recent agreement for the transfer of shares between Guangdong Rare Earth Group and China Rare Earth Group aims to deepen resource integration and improve industry concentration [10].

Core Viewpoint - Guangsheng Nonferrous Metals Co., Ltd. has recently released a revised company charter for August 2025, detailing regulations on organizational structure, management, share issuance and transfer, and financial accounting [1] Group 1: Share Issuance and Changes - All shares of the company are ordinary shares, and issuance follows principles of openness, fairness, and justice. The company can increase capital through various methods such as issuing shares to unspecified or specific objects, distributing bonus shares, and capital reserve transfers, subject to shareholder approval [2] - The company generally cannot repurchase its own shares, except in six specific circumstances, including capital reduction and mergers with other companies holding its shares [2] - Different restrictions apply to share transfers for various stakeholders, with specific limitations on the transfer of shares by founders, controlling shareholders, directors, and senior management [2] Group 2: Shareholder Rights and Responsibilities - Shareholders enjoy rights such as dividend distribution, participation in shareholder meetings, and supervision of company operations, while also being required to comply with laws and the company charter [3] - The shareholder meeting is the company's authority body, consisting of annual and temporary meetings, with specific powers including electing directors and approving major financial decisions [3] Group 3: Board of Directors and Management Responsibilities - The board of directors consists of nine members, including three independent directors, responsible for convening shareholder meetings and executing resolutions [4] - Senior management includes the president, vice presidents, board secretary, and financial director, who are appointed or dismissed by the board of directors [4] Group 4: Party Committee's Role - The company’s party committee is established with approval from higher-level party organizations, playing a leadership role in guiding major operational decisions and ensuring political construction within the enterprise [5] Group 5: Financial Accounting and Profit Distribution - The company establishes financial accounting systems in accordance with laws and regulations, ensuring timely reporting of annual and interim reports [6] - Profit distribution prioritizes reasonable returns to investors, with methods including cash dividends and stock dividends, subject to shareholder approval [6] - The revised charter also details regulations on mergers, divisions, capital increases, reductions, dissolution, and liquidation, ensuring structured operations and management [6]

Core Viewpoint - China Rare Earth (000831) reported a turnaround in performance for the first half of the year, achieving a net profit of 162 million yuan, driven by a rising rare earth market and strategic adjustments in marketing and production processes [1][2]. Financial Performance - Total operating revenue for the first half of the year reached 1.875 billion yuan, representing a year-on-year increase of 62.38% [1]. - The company achieved a net profit attributable to shareholders of 162 million yuan, marking a return to profitability compared to the previous year [1]. - Basic earnings per share were reported at 0.1524 yuan [1]. - The overall gross margin was 13.37%, showing a slight decline year-on-year [1]. Business Segments - Revenue from rare earth oxides increased by 86% year-on-year [1]. - Revenue from rare earth metals and alloys grew by approximately 37% [1]. - Revenue from technical services saw a year-on-year increase of about 70% [1]. Corporate Actions - The company announced plans to absorb and merge its wholly-owned subsidiary, China Rare Earth (Ganzhou) Co., Ltd., to optimize management structure and improve asset management efficiency [2][3]. - The merger will not significantly impact the company's normal operations, financial status, or results [3]. - Following the merger, the company will inherit all assets, debts, and rights from the subsidiary [2]. Market Position - China Rare Earth Group is recognized as a leading enterprise in the global medium and heavy rare earth sector, with significant resource advantages [2]. - The company holds the only ion-type rare earth mining rights in Hunan Province, with proven reserves at a large scale [2]. Stock Market Reaction - On August 29, both China Rare Earth and Guangsheng Nonferrous (600259) experienced a trading halt due to stock price surges [4].

Group 1: Banking Sector Performance - Bank of China reported a net profit of 117.59 billion yuan for the first half of the year, a year-on-year decrease of 0.85% [1] - Industrial and Commercial Bank of China achieved a net profit of 168.1 billion yuan, down 1.4% year-on-year, with total assets exceeding 52 trillion yuan [2] - Agricultural Bank of China saw a net profit increase of 2.7% year-on-year, reaching 139.5 billion yuan [3] - China Construction Bank reported a net profit of 162.64 billion yuan, a decline of 1.45% year-on-year [4] Group 2: Corporate Developments - SMIC announced plans to issue A-shares to acquire minority stakes in its subsidiary, leading to a temporary suspension of its stock [5] - Changfei Fiber reported a net profit of 296 million yuan, down 21.71% year-on-year, despite a revenue increase of 19.38% [6] - China Rare Earth achieved a turnaround with a net profit of 162 million yuan, compared to a loss of 244 million yuan in the previous year [7] - CNOOC Engineering won a bid for two segments of the "BH" project from Qatar Energy, with a contract value of approximately 4 billion USD [8] - Aerospace Hongtu signed a procurement contract for satellite and ground systems with a total value of 990 million yuan [9] - Tailin Micro plans to acquire 100% of Panqi Micro's equity, with its stock set to resume trading [10][11] Group 3: Performance Highlights - Shanshan Co. reported a net profit of 207 million yuan, a significant increase of 1079.59% year-on-year [12] - Wanfu Co. achieved a net profit of 25.14 million yuan, up 91.69% year-on-year [12] - Various companies reported substantial profit increases, including Youyan New Materials with a 218.47% rise and Pacific with a 76.65% increase [12][14]