| 广晟有色 | 7000万元-8500万元 | 扭亏为盈 | 下 | | --- | --- | --- | --- | | 中科三环 | 3500万元-5200万元 | 扭亏为盈 | | 10家稀土永磁行业上市公司披露中报业绩预告 华宏科技预计上半年净利同比最高增近40倍 智通财经7月15日电，据Choice数据统计，截至发稿，包括华宏科技、北方稀土、宁波韵升、有研新材、金力永磁、横店东磁、盛和资源、中国稀土、广晟 有色、中科三环在内的10家稀土永磁行业上市公司披露上半年业绩预告。其中，华宏科技预计上半年净利同比增长3047%-3722%，北方稀土预计上半年净利 同比增长1883%-2015%。环比表现方面，中科三环预计Q2净利环比增长59%-185%，宁波韵升预计Q2净利环比增长42%-163%。小财注：华宏科技昨日盘后 发布业绩预告，今日收盘录得3连板。 | | | 10家稀土永磁行业上市公 | | --- | --- | --- | | 证券简称 | 预计归母净利润 | 同比变动 | | 华宏科技 | 7000万元-8500万元 | 3047%-3722% | | 北方稀土 | 9亿元-9.6亿元 ...

本次黄平先生解除质押的股份暂无后续质押计划，如再质押，黄平先生将根 据后续质押情况及时履行告知义务，公司将及时予以披露。 特此公告。 盛和资源控股股份有限公司董事会 截止本公告日，公司股东黄平先生持有公司股份 96,271,094 股，占公司 总股本的 5.49%。 黄平先生本次解除质押股份 10,640,000 股，占其持股数量的 11.05%，占 公司总股本的 0.61%。本次解除质押后，黄平先生持有股份已累计质押 0 股。 盛和资源控股股份有限公司（以下简称"公司"或"本公司"）于2025年7 月15日接到公司股东黄平先生的通知，黄平先生近日将其质押的股份办理了解除 质押手续，现将具体情况公告如下： | 股东名称 | 黄平 | | --- | --- | | 本次解除质押股份（股） | 10,640,000 | | 占其所持股份比例 | 11.05% | | 占公司总股本比例 | 0.61% | | 解除质押时间 | 2025 年 7 月 14 日 | | 持股数量（股） | 96,271,094 | | 持股比例 | 5.49% | | 剩余被质押股份数量（股） | 0 | | 剩余被质押股份数量占其 ...

Summary of Key Points from the Conference Call Industry Overview - The focus is on the rare earth industry, particularly the developments surrounding MP Company and its relationship with the U.S. government [1][2][3]. Core Insights and Arguments - The U.S. Department of Defense has invested approximately $1 billion in MP Company, acquiring a 15% stake, transitioning the company to a partially state-owned entity [1][2]. - This investment aims to bolster domestic rare earth production and reduce reliance on Chinese imports, similar to China's support for its semiconductor industry [2]. - MP Company is currently facing challenges such as inventory backlog and low efficiency at its separation plant, with a capacity utilization rate of only 30% as of Q1 2025 [1][5]. - The separation costs for MP Company are significantly high at $60 per kilogram, compared to the mining cost of $14 to $15 per kilogram, leading to financial losses [2][5]. - The U.S. government is providing direct financial subsidies and price guarantees, including a minimum price of $110 per kilogram for cerium oxide, which is nearly double the domestic price [6][9]. Market Dynamics - Recent price increases in the rare earth market are attributed to stagnant supply, import restrictions on U.S. minerals, and a seasonal uptick in demand as companies replenish low inventories [10]. - The export volume has been significantly reduced due to regulatory measures, with April exports halving compared to March, and further reductions in May [10]. Future Projections - The U.S. Department of Defense plans to assist MP Company in expanding its magnet production capacity from 1,000 tons to 10,000 tons by 2028, aiming for self-sufficiency in domestic demand [4][5]. - The investment is expected to enhance the competitive position of MP Company and potentially stabilize the rare earth supply chain in the U.S. [7]. Recommendations - Companies such as Northern Rare Earth and Baotou Steel are recommended due to their potential for significant profit increases with rising CPO prices [3][12]. - Shenghe Resources is also highlighted as a direct beneficiary of the U.S. subsidies, with no obligation to sell its 8% stake in MP Company [11][14]. Additional Considerations - The overall sentiment is optimistic regarding the future of the rare earth industry in the U.S., driven by government support and market dynamics [7][14]. - The establishment of a complete and independent rare earth supply chain is a strategic goal for the U.S. to mitigate international market uncertainties [7].

证券代码：600392 证券简称：盛和资源 公告编号：临2025-035 盛和资源控股股份有限公司 2025年半年度业绩预告 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、完整性承担个别及连带责任。 重要内容提示： ● 公司预计2025年半年度实现归属于上市公司股东的净利润为30,500万元到38,500万元。与上年同期相 比，将增加37,351.70万元到45,351.70万元。 ● 预计2025年半年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29,500万元到37,500万 元。与上年同期相比，将增加36,552.10万元到44,552.10万元。 一、本期业绩预告情况 （一）业绩预告期间 2、预计2025年半年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29,500万元到37,500万 元。与上年同期相比，将增加36,552.10万元到44,552.10万元。 （三）本期业绩预告未经注册会计师审计。 二、上年同期业绩情况 （一）归属于上市公司股东的净利润：-6,851.70万元。归属于上市公司股东的扣除非经常性损益的净利 ...

Core Viewpoint - A-share companies are reporting impressive earnings, with some experiencing profit increases exceeding 3000% in the first half of the year, particularly in the rare earth sector [1][3][5]. Group 1: Earnings Performance - Huahong Technology expects a net profit of 70 million to 85 million yuan for the first half of 2025, representing a year-on-year increase of 3047.48% to 3721.94% [3]. - China Rare Earth anticipates a net profit of 136 million to 176 million yuan, turning a profit from a loss of 244 million yuan in the same period last year [3]. - Shenghe Resources projects a net profit of 305 million to 385 million yuan, an increase of 374 million to 454 million yuan compared to the previous year [4]. - Northern Rare Earth expects a net profit of 900 million to 960 million yuan, a year-on-year increase of 1882.54% to 2014.71% [5]. - Other companies like Te Yi Pharmaceutical, Qianfang Technology, and Fenglong Co. also reported significant profit increases, with Te Yi's net profit expected to grow by 1164.22% to 1312.95% [8][9]. Group 2: Market Trends and Insights - Research institutions indicate that industries with strong mid-year earnings typically perform better in stock prices during July and August, suggesting a strategic focus on companies with positive earnings surprises [2]. - The rare earth market is experiencing a price recovery due to improved supply-demand dynamics and supportive national policies, which is expected to enhance the profitability of companies in this sector [3][5]. - The U.S. Department of Defense's investment in MP Materials and the establishment of a minimum price for rare earth products highlight the strategic importance of rare earth resources and may influence domestic pricing expectations [6][7]. Group 3: Future Outlook - Analysts suggest that the market may enter a new upward phase, with a focus on sectors expected to outperform based on mid-year earnings, including domestic consumption, technology independence, and dividend stocks [11].

证券代码：600392 证券简称：盛和资源 公告编号：临 2025-036 盛和资源控股股份有限公司 关于为控股子公司提供担保的进展公告 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、完整性承担个别及连带责任。 重要内容提示： 被担保人名称：乐山盛和稀土有限公司（以下简称"乐山盛和"）、赣州晨光 稀土新材料有限公司（以下简称"晨光稀土"）为盛和资源控股股份有限公司（以下 简称"公司"或"盛和资源"）下属全资子公司。 本次担保金额及已实际为其提供的担保余额：2025 年 6 月，公司在 2024 年年 度股东大会批准的担保额度范围内为乐山盛和提供的融资担保金额为10,000.00 万元， 为晨光稀土提供的融资担保金额为 20,000.00 万元。截止 2025 年 6 月 30 日，公司及 下属控股子公司为乐山盛和提供融资担保余额为 62,000.00 万元，为晨光稀土提供融 资担保余额为 95,700.00 万元。 一、担保情况概述 公司第八届董事会第二十次会议及 2024 年年度股东大会先后审议通过了《关于 2025 年度预计担保额度的议案》， ...

预计 2025 年半年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 29,500 万元到 37,500 万元。与上年同期相比，将增加 36,552.10 万元到 44,552.10 万元。 证券代码：600392 证券简称：盛和资源 公告编号：临 2025-035 盛和资源控股股份有限公司 2025 年半年度业绩预告 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、完整性承担个别及连带责任。 重要内容提示： 公司预计 2025 年半年度实现归属于上市公司股东的净利润为 30,500 万元到 38,500 万元。与上年同期相比，将增加 37,351.70 万元到 45,351.70 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 6 月 30 日。 （二）业绩预告情况 1、经财务部门初步测算，预计 2025 年半年度实现归属于上市公司股东的净利润 为 30,500 万元到 38,500 万元。与上年同期相比，将增加 37,351.70 万元到 45,351.70 万元。 2、预计 2025 年半 ...

Core Viewpoint - The rare earth sector is experiencing significant growth driven by soaring profits from leading companies and rising prices for rare earth materials, leading to a surge in market interest and stock performance [1][2][3]. Group 1: Company Performance - Northern Rare Earth has reported a projected net profit increase of over 55 times, with expected net profit for the first half of 2025 ranging from 900 million to 960 million yuan, marking a year-on-year increase of 1882.54% to 2014.71% [1]. - The company anticipates a non-GAAP net profit of 880 million to 940 million yuan for the same period, reflecting a year-on-year growth of 5538.33% to 5922.76% [1]. - The overall performance of the rare earth sector has improved, with major products like rare earth metals and permanent magnets seeing increased production and sales [2]. Group 2: Price Adjustments - Northern Rare Earth and Baotou Steel announced a price increase for rare earth concentrates, raising the price by 284 yuan per ton, which represents a 1.5% increase from the previous quarter [3]. - As of July 9, 2025, the price of praseodymium-neodymium oxide in China reached 452,500 yuan per ton, with a year-to-date increase of 12.42% and a year-on-year growth of 24.83% [2]. Group 3: Market Dynamics - The rare earth market is currently more active than the previous year, influenced by tightened upstream raw material supply and stimulating policies for downstream consumption [2]. - The Chinese government has implemented regulations to protect rare earth resources, which is expected to support prices in the long term [7][8]. - The crackdown on smuggling and illegal activities in the rare earth sector is likely to have a lasting impact on domestic supply, concentrating the industry around major players [9][10]. Group 4: Institutional Focus - Institutions are focusing on the strategic value of the rare earth sector, emphasizing the unique technological and operational advantages of China's rare earth processing capabilities [10]. - There is a recommendation to pay attention to leading companies in high-performance magnetic materials and those with strong growth potential in the rare earth industry, such as Northern Rare Earth and Kinglong Permanent Magnet [10].

Index Performance - The CSI A500 Index rose by 0.96% this week, closing at 4707.08 points on July 11, marking three consecutive weeks of gains [6] - The average daily trading volume for the week was 4067.87 billion yuan, with a week-on-week increase of 10.89% [6] Component Stocks Performance - The top ten gainers this week included: 1. Zhongyou Capital (000617.SZ) with a gain of 27.78% 2. Quzhou Development (600208.SH) with a gain of 23.67% 3. Northern Rare Earth (600111.SH) with a gain of 21.66% 4. Shenghe Resources (600392.SH) with a gain of 18.99% 5. Harbin Investment (600864.SH) with a gain of 16.36% 6. China Rare Earth (000831.SZ) with a gain of 16.31% 7. Baogang Group (600010.SH) with a gain of 15.47% 8. New Town Holdings (601155.SH) with a gain of 12.98% 9. JA Solar Technology (002459.SZ) with a gain of 12.56% 10. Sungrow Power Supply (300274.SZ) with a gain of 12.50% [4] - The top ten losers included: 1. Huahai Pharmaceutical (600521.SH) with a loss of 9.50% 2. Kelun Pharmaceutical (002422.SZ) with a loss of 8.61% 3. Baillie Gifford (688506.SH) with a loss of 8.43% 4. Junshi Biosciences (688180.SH) with a loss of 7.54% 5. Dongpeng Beverage (605499.SH) with a loss of 6.30% 6. Yingfeng Environment (000967.SZ) with a loss of 5.94% 7. Ziwen Mining (601899.SH) with a loss of 5.79% 8. Juhua Group (600160.SH) with a loss of 5.62% 9. Shandong Gold (600547.SH) with a loss of 5.41% 10. Pudong Development Bank (600000.SH) with a loss of 5.35% [4] Fund Performance - All 38 CSI A500 funds collectively rose this week, with the top performer being the Fortune Fund, which increased by 1.48% [7] - The total scale of these funds reached 1985.44 billion yuan, with the top three being Huatai-PineBridge (189.17 billion yuan), Guotai (178.43 billion yuan), and GF Fund (171.80 billion yuan) [7] Market Insights - Recent reports indicate that the A-share market has broken through key levels, moving away from a "full reduction" mindset, with structural expansion observed [8] - The bond market is experiencing low interest rates and volatility, facing strong resistance both upwards and downwards [8] - The report suggests that the second half of the year will see an influx of incremental capital, driving the market to a new level, with insurance capital leading the way [8] - The technology sector is highlighted as having high probability and return potential due to industry trends and supportive policies [8] - Consumer data shows signs of improvement, with macroeconomic indicators reflecting positive trends, particularly in discretionary consumption [9]

Market Overview - The market showed a strong upward trend in the morning, with both the Shanghai Composite Index and the ChiNext Index rising over 1% [1] - The total trading volume in the morning session reached 1.03 trillion [1] Sector Performance - The rare earth permanent magnet sector experienced a collective surge, with stocks such as Northern Rare Earth, Baogang Co., and Shenghe Resources hitting the daily limit [1] - Financial stocks, including brokerage and banking sectors, continued their strong performance, with stocks like China Merchants Bank and Harbin Investment hitting the daily limit, while Industrial and Commercial Bank of China and Zhihang Innovation reached new highs [1] - The innovative drug concept remained active, with stocks like WuXi AppTec, Kailai Pharmaceutical, and Lianhuan Pharmaceutical also hitting the daily limit [1] - Conversely, the PCB concept stocks faced adjustments, with Jin'an Guoji hitting the daily limit down [1] Stock Movement - A total of 2,667 stocks rose, with 50 stocks hitting the daily limit up; 2,237 stocks declined, with 10 stocks hitting the daily limit down [1] - 21 stocks experienced a "炸板" (a term indicating a stock hitting the limit up and then falling back), with a rate of 33% [1]