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、完整性承担个别及连带责任。 证券代码：600392 证券简称：盛和资源 公告编号：临 2026-002 盛和资源控股股份有限公司 2025 年度业绩预增预告 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。 公司预计2025 年度实现归属于母公司所有者的净利润为79,000 万元到91,000 万元，与上年同期相比，将增加 58,280.35 万元到 70,280.35 万元，同比增加 281.28% 到 339.20%。 公司预计 2025 年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为 76,500 万元到 88,500 万元，与上年同期相比，将增加 56,673.91 万元到 68,673.91 万元，同比增加 285.86%到 346.38%。 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 12 月 31 日。 （二）业绩预告情况 1、经公司财务部门初步测算，预计 2025 年度实现归属于母公司所有者的净 ...

格隆汇1月29日｜盛和资源公告，预计2025年度实现归属于母公司所有者的净利润为7.9亿元到9.1亿元， 与上年同期相比，将增加5.83亿元到7.03亿元，同比增加281.28%到339.20%。预计2025年度实现归属于 母公司所有者的扣除非经常性损益的净利润为7.65亿元到8.85亿元，与上年同期相比，将增加5.67亿元 到6.87亿元，同比增加285.86%到346.38%。报告期内，受稀土产业政策和国际局势等因素影响，稀土市 场行情整体上涨，主要稀土产品价格全年销售均价较上一年度涨幅较大。公司紧抓市场机遇，及时调整 产品结构、优化产销结构，加强管理赋能及成本管控，报告期内主要产品销量同比上升，进而驱动业绩 实现大幅增长。 ...

Group 1 - The A-share non-ferrous metal sector experienced a significant rebound after an initial drop, with the non-ferrous ETF Huatai-PineBridge (159652) rising over 3% in the afternoon session, completing an adjustment with a net subscription of 1 million shares, amounting to over 200 million CNY [1] - The trading volume exceeded 800 million CNY, with a turnover rate surpassing 10%, indicating active market participation [1] - Key stocks in the sector saw substantial gains, with companies like Tongling Nonferrous Metals, Northern Copper, and Shenghe Resources hitting the daily limit, while Jiangxi Copper and Yunnan Copper rose over 7% and 9% respectively [1] Group 2 - The non-ferrous ETF Huatai-PineBridge (159652) attracted significant capital inflow, with over 480 million CNY in the last 5 days and over 1.5 billion CNY in the last 20 days, bringing its total scale to 7.348 billion CNY [2] - The precious metals market remains strong, with COMEX gold prices surpassing 5600 USD, reaching a record high, and the Shanghai gold futures contract breaking through the 1200 CNY per gram mark, with a monthly increase of over 25% [2] - The metal industry is entering a weak supply cycle, with global mining supply expected to remain rigid until 2028, while demand is anticipated to rise due to green energy transitions and new production capabilities [2]

流动性方面，有色ETF汇添富盘中换手10.69%，成交7.97亿元，市场交投活跃。拉长时间看，截至1月28日，有色ETF汇添富近1年日均成交1.11亿元。 值得一提的是，有色ETF汇添富(159652)盘中获资金积极涌入，净申购近1亿份，按盘中成交均价估算，净申购金额已超2亿元。 截至2026年1月29日 13:12，中证细分有色金属产业主题指数(000811)强势上涨3.16%，成分股铜陵有色上涨10.06%，西部黄金上涨10.01%，湖南黄金上涨 10.01%，云南铜业，盛和资源等个股跟涨。有色ETF汇添富(159652)一度涨超3%，现涨2.39%，最新价报2.27元。拉长时间看，截至2026年1月28日，有色 ETF汇添富近1周累计上涨13.64%（以上所列股票仅为指数成份股，无特定推荐之意） 规模方面，有色ETF汇添富最新规模达73.48亿元，创近1年新高。（数据来源：Wind） 份额方面，有色ETF汇添富最新份额达33.42亿份，创近1年新高。（数据来源：Wind） 资金流入方面，有色ETF汇添富最新资金净流入1.64亿元。拉长时间看，近5个交易日内有4日资金净流入，合计"吸金"4.88亿元，日均 ...

Core Viewpoint - The data indicates significant capital inflows into various stocks, highlighting investor interest in specific sectors and companies, with notable amounts flowing into BlueFocus and Kweichow Moutai among others [1][2][3] Group 1: Stock Performance and Capital Inflows - BlueFocus saw a capital inflow of 2.814 billion, with a price increase of 14.59% [2] - Kweichow Moutai experienced a capital inflow of 1.638 billion, with a price increase of 3.72% [2] - iFlytek had a capital inflow of 1.599 billion, with a price increase of 10% [2] - Northern Rare Earth attracted 1.397 billion in capital inflow, with a price increase of 8.34% [2] - Tianfu Communication received 1.090 billion, with a price increase of 5.09% [2] - Zhejiang Wenhu Interconnect had a capital inflow of 0.779 billion, with a price increase of 9.98% [2] - TCL Zhonghuan saw a capital inflow of 0.667 billion, with a price increase of 7.99% [2] - Baosteel received 0.608 billion, with a price increase of 4.23% [3] - Changxin Bochuang attracted 0.558 billion, with a price increase of 7.27% [3] - Jiejia Weichuang had a capital inflow of 0.553 billion, with a price increase of 11.6% [3] - Aerospace Science and Technology received 0.524 billion, with a price increase of 7.13% [3] - Yanshan Technology attracted 0.503 billion, with a price increase of 4.81% [3] - Shenghe Resources had a capital inflow of 0.486 billion, with a price increase of 10% [3] - Tianlong Group saw a capital inflow of 0.483 billion, with a price increase of 18.8% [3] - Kunlun Wanwei received 0.436 billion, with a price increase of 6.93% [3] - Junhai received 0.416 billion, with a price increase of 34.46% [3] - 360 had a capital inflow of 0.407 billion, with a price increase of 4.79% [3] - Xinke Mobile U attracted 0.400 billion, with a price increase of 5.92% [3] - Luzhou Laojiao received 0.395 billion, with a price increase of 5.54% [3]

Group 1 - The core viewpoint of the news highlights a significant rebound in the rare earth permanent magnet sector, with the China Securities Rare Earth Industry Index rising by 1.50% as of January 29, 2026, driven by strong performances from key stocks such as Shenghe Resources and San Chuan Wisdom [1] - The rare earth sector has shown outstanding performance within the non-ferrous metal sub-industry, with the SW Small Metals and Metal New Materials indices increasing by 8.68% and 3.61% respectively in the third week of January 2026, indicating a notable contribution from rare earth-related stocks [1] - The report from Galaxy Securities emphasizes that geopolitical tensions are heightening global supply chain security concerns, which is enhancing the strategic position of key metals, including rare earths, and reinforcing the logic of resource self-sufficiency [1] Group 2 - The recovery in rare earth prices, supported by policy backing and pre-Spring Festival inventory demand, is contributing to a restoration of market sentiment, as noted by Guotai Junan Securities [1] - The investment value of rare earths continues to be highlighted in a context of tight supply and demand, with a fundamental basis supporting the upward price trend [1] - As of December 31, 2025, the top ten weighted stocks in the China Securities Rare Earth Industry Index accounted for 60.4% of the index, with key players including Northern Rare Earth and Greeenmech [2] Group 3 - Investors can access rare earth investment opportunities through the Jiashi Rare Earth ETF (516150), which closely tracks the China Securities Rare Earth Industry Index, providing a convenient tool for exposure to the domestic rare earth industry chain [2] - Additionally, the Jiashi Rare Earth ETF linked fund (011036) offers an alternative for off-market investors to capitalize on rare earth investment opportunities [3]

Group 1 - The core point of the news is that Shenghe Resources has seen a stock price increase of 5.31%, reaching 28.75 CNY per share, with a trading volume of 739 million CNY and a turnover rate of 1.49%, resulting in a total market capitalization of 50.394 billion CNY [1] - Shenghe Resources Holdings Co., Ltd. is located in Chengdu, Sichuan Province, established on July 1, 1998, and listed on May 29, 2003. The company's main business involves rare earth smelting, separation, deep processing, and trading, as well as zirconium-titanium mining and processing [1] Group 2 - From the perspective of major fund holdings, one fund under the Fortune Fund has a significant position in Shenghe Resources. The Fortune CSI Rare Earth Industry ETF (159713) reduced its holdings by 46,980 shares in the fourth quarter, now holding 2,119,800 shares, which accounts for 4.23% of the fund's net value, ranking it as the tenth largest holding [2] - The Fortune CSI Rare Earth Industry ETF (159713) was established on August 5, 2021, with a latest scale of 1.079 billion CNY. Year-to-date returns are 16.79%, ranking 405 out of 5,551 in its category; the one-year return is 107.99%, ranking 111 out of 4,285; and since inception, the return is 53.66% [2] - The fund managers of the Fortune CSI Rare Earth Industry ETF are Yin Qinyi and Cao Ludi. Yin Qinyi has a tenure of 1 year and 191 days, with a total fund asset size of 24.192 billion CNY, achieving a best return of 105.04% and a worst return of -13.16% during the tenure. Cao Ludi has a tenure of 5 years and 256 days, with a total fund asset size of 21.581 billion CNY, achieving a best return of 138.03% and a worst return of -44.98% during the tenure [2]

Group 1 - The core viewpoint of the news is that Shenghe Resources has seen a significant increase in its stock price, rising by 5.31% to reach 28.75 yuan per share, with a trading volume of 739 million yuan and a turnover rate of 1.49%, resulting in a total market capitalization of 50.394 billion yuan [1] - Shenghe Resources Holdings Co., Ltd. is located in Chengdu, Sichuan Province, and was established on July 1, 1998. The company was listed on May 29, 2003, and its main business involves rare earth smelting, separation, deep processing, and trading, as well as zirconium-titanium mining and processing [1] Group 2 - From the perspective of major fund holdings, one fund under Guotai Haitong Asset Management has a significant position in Shenghe Resources. The Guotai Haitong CSI 500 Index Enhanced A (014155) held 1.8822 million shares in the fourth quarter, accounting for 1.15% of the fund's net value, making it the fourth-largest holding [2] - The Guotai Haitong CSI 500 Index Enhanced A (014155) was established on December 15, 2021, with a latest scale of 2.202 billion yuan. Year-to-date, it has achieved a return of 14.02%, ranking 863 out of 5,551 in its category. Over the past year, it has returned 53.83%, ranking 1,254 out of 4,285 [2] - The fund managers, Hu Chonghai and Deng Yakun, have different tenures and performance records. Hu Chonghai has been in position for 4 years and 47 days, managing assets totaling 16.452 billion yuan, with the best return of 96.32% and the worst return of 1.08% during his tenure. Deng Yakun has been in position for 1 year and 259 days, managing assets of 4.347 billion yuan, with the best return of 65.34% and the worst return of 9.4% during his tenure [2]

Price Trends - The latest price of praseodymium oxide as of January 28 is 735,000 million yuan per ton [2][4] - The price has increased by 8.89% over the last 5 days [2][4] - Over the last 15 days, the price has risen by 15.29% [2][4] - The price has seen an 18.07% increase over the last 20 days [2][4] - A 24.05% increase has been recorded over the last 30 days [2][4] - The price has surged by 27.83% over the last 60 days [2][4] Related Companies - Key producers in the praseodymium oxide market include Northern Rare Earth (600111) [2][4] - Other notable companies are China Minmetals Rare Earth (000758) [2][4] - China Rare Earth (000831) and Shenghe Resources (600392) are also significant players in this sector [2][4]

1月26日，盛和资源大宗交易成交44.1万股，成交额999.31万元，占当日总成交额的0.32%，成交价22.66元，较市场收盘价25.95元折价12.68%。 | | | | | 厂发证券股份有限 公司成都需求路证 | | | | --- | --- | --- | --- | --- | --- | --- | | 交易日期 2026-01-26 | 证券简称 盛和资源 | 证券代码 600392 | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 22.66 999.31 44.1 | | 厂发证券股份有限 公司成都新光路证 | 卖出营业部 | ...