智通财经APP讯，中国稀土(00769)公布，康定先生已获委任为执行董事;及廖旭铭先生已获委任为非执 行董事，自2026年1月26日起生效。 ...

中国稀土（000831）(00769)公布，康定先生已获委任为执行董事;及廖旭铭先生已获委任为非执行董 事，自2026年1月26日起生效。 ...

格隆汇1月26日丨中国稀土(00769.HK)公告，董事会欣然宣布，(i)康定已获委任为执行董事；及(ii)廖旭 铭已获委任为非执行董事，自2026年1月26日起生效。 ...

Mergers and Acquisitions - Evert plans to acquire equity in Shengpu Co., with the stock suspended. Shengpu focuses on the R&D, production, and sales of precision fluid control equipment and core components, including automatic glue spraying machines and coating equipment [1] - Zijin Mining intends to acquire 100% equity of United Gold for 28 billion yuan, with United Gold holding gold resources of 533 tons as of the end of 2024 [1] - Dinglong Co. plans to acquire 70% equity in Haofei New Materials for 630 million yuan. Haofei is a leading domestic company in new lithium battery dispersants [1] External Investments and Daily Operations - Haike New Source signed a long-term cooperation agreement with BYD Lithium Battery to supply at least 100,000 tons of electrolyte solvent annually [2] - Chuanhuan Technology plans to invest 1.1 billion yuan to build a manufacturing headquarters in East China, focusing on automotive fuel systems and cooling systems [2] - Changyuan Donggu received a notification letter for a designated sales project, with a total lifecycle sales amount expected to be between 2.2 billion and 3 billion yuan [2] Performance Changes - Rockchip expects a net profit of 1.023 billion to 1.103 billion yuan in 2025, representing a growth of 71.97% to 85.42% year-on-year, driven by rapid growth in AIoT computing platforms and breakthroughs in key product lines [3] - Duofuduo anticipates a net profit of 200 million to 280 million yuan in 2025, recovering from a loss of 308 million yuan in the previous year, benefiting from the rapid growth in demand for new energy vehicles and energy storage [3] - Lante Optics expects a net profit of 375 million to 400 million yuan in 2025, an increase of 70.04% to 81.38% year-on-year, supported by its core customer base and diversified product layout [4] - Litong Electronics forecasts a net profit of 270 million to 330 million yuan in 2025, a significant increase of 996.83% to 1240.57% year-on-year, attributed to improved profitability in computing business and reduced losses in manufacturing [4] - Suotong Development expects a net profit of 730 million to 850 million yuan in 2025, an increase of 167.98% to 212.03% year-on-year, driven by favorable market conditions and rising prices in the prebaked anode sector [4] - Chunzong Technology anticipates a net profit of 265 million to 290 million yuan in 2025, a growth of 208.86% to 238.00% year-on-year, with significant gains from investments in Muxi shares [4] - China Rare Earth expects a net profit of 143 million to 185 million yuan in 2025, marking a turnaround from losses [5] - Gallen Electronics anticipates a net profit of 36 million yuan in 2025, also indicating a turnaround from losses [6]

Macro Dynamics - The Ministry of Commerce will optimize the implementation of the old-for-new consumption policy to promote the consumption of durable goods such as home appliances and automobiles [2] - In 2026, the Ministry will implement a special action to boost consumption, focusing on policy issuance, event organization, and improving consumption scenarios [2] Financial Institutions - Agricultural Bank of China will increase risk tolerance assessment requirements for its gold accumulation business starting January 30, 2026, to protect consumer rights [8] - The China Development Bank issued over 200 billion yuan in railway loans in 2025, marking a year-on-year increase of 27.8% [10] Company Dynamics - China Rare Earth expects a net profit of 143 million to 185 million yuan in 2025, reversing a loss of 287 million yuan from the previous year [15] - China Youth Travel Service anticipates a 47.72% decline in net profit for 2025, despite a 13.88% increase in total revenue to 11.339 billion yuan [17] - Junsheng Electronics forecasts a net profit increase of approximately 40.56% for 2025, driven by profitability improvements and business integration measures [18] - Silver Nonferrous, which has seen five consecutive trading limits, reported that silver product revenue accounted for only 4.54% of total revenue in the first half of 2025 [19]

三是向深化改革要潜力。攻坚资源接续保障，解冻盘活所属矿区待开采区资源。推动公司和所属企业公 司治理结构和管理架构改革，压减法人层级，进一步强化对子企业管控水平。系统构建并深入实施市值 管理长效机制，推动公司市场价值与内在价值协同增长。深化内控体系建设，全面提升规范治理水平， 严守安全环保底线和防范系统风险，为公司高质量发展提供坚强保障。 1月26日晚间，中国稀土（000831）发布业绩预告，公司预计2025年归母净利润为1.43亿元—1.85亿元， 同比扭亏为盈，2024年亏损2.87亿元。 值得注意的是，近日，中国稀土集团在总部召开2026年科技工作会。会议强调，集团公司必须站在战略 全局高度，充分发挥中央企业"三个作用"，争当"三个排头兵"。 中国稀土表示，2025年是公司在高质量发展的征程上迈出坚实步伐的一年。上半年，稀土市场行情整体 上涨，公司强化市场研判，调整营销策略，把握采销节奏，实现销售同比增长，有效提升经营创效水 平。同时根据会计准则要求对部分计提的存货跌价准备予以冲回，对上半年利润产生一定正向影响。 具体而言，要坚持战略引领，自觉融入国家发展大局，统筹稀土经济价值与战略价值，以科技创新培育 ...

业绩变动原因说明：2025年是公司在高质量发展的征程上迈出坚实步伐的一年。上半年，稀土市场行情 整体上涨，公司强化市场研判，调整营销策略，把握采销节奏，实现销售同比增长，有效提升经营创效 水平。同时根据会计准则要求对部分计提的存货跌价准备予以冲回，对上半年利润产生一定正向影响。 但下半年，受市场环境、供需调节等因素影响，部分中重稀土产品价格下行，特别是进入第四季度中重 稀土产品价格下跌明显。根据会计准则要求，第四季度计提存货跌价准备金额环比增加，冲减了公司部 分利润。总体而言，报告期内，公司聚焦年度发展目标，有效应对各种冲击挑战，积极主动作为，全力 以赴稳增长、提效益、促创新，生产经营总体稳中有进，各项工作扎实有序推进。 格隆汇1月26日丨中国稀土(000831.SZ)公布，预计2025年1月1日至2025年12月31日归属于上市公司股东 的净利润1.43亿元-1.85亿元；扣除非经常性损益后的净利润盈利1.33亿元-1.72亿元。 ...

Core Viewpoint - China Rare Earth (000831.SZ) forecasts a net profit attributable to shareholders of 143 million to 185 million yuan for the year 2025, marking a turnaround from a loss of 287 million yuan in the previous year, indicating a significant recovery in profitability [1] Group 1: Financial Performance - The company experienced a significant increase in sales due to an overall rise in the rare earth market and adjustments in marketing strategies, leading to improved operational efficiency [1] - In the first half of the year, the reversal of some inventory impairment provisions positively impacted profits [1] - For the fourth quarter, the company anticipates a net loss ranging from 7.56 million to 49.56 million yuan, with analyst consensus predicting a net profit of 190 million yuan, indicating performance below expectations [1] Group 2: Market Conditions - The prices of certain medium and heavy rare earth products have declined significantly, particularly in the fourth quarter, influenced by market conditions and supply-demand adjustments [1] - The company has increased the provision for inventory impairment in the fourth quarter, which has negatively affected profits [1]

上半年，稀土市场行情整体上涨，公司强化市场研判，调整营销策略，把握采销节奏，实现销售同比增 长，有效提升经营创效水平。同时根据会计准则要求对部分计提的存货跌价准备予以冲回，对上半年利 润产生一定正向影响。但下半年，受市场环境、供需调节等因素影响，部分中重稀土产品价格下行，特 别是进入第四季度中重稀土产品价格下跌明显。根据会计准则要求，第四季度计提存货跌价准备金额环 比增加，冲减了公司部分利润。 中国稀土（000831）(000831.SZ)披露2025年年度业绩预告，公司预计归属于上市公司股东的净利润1.43 亿元至1.85亿元，同比扭亏为盈;扣除非经常性损益后的净利润1.33亿元至1.72亿元。 ...

Core Viewpoint - China Rare Earth (000831.SZ) expects to achieve a net profit attributable to shareholders of between 143 million yuan and 185 million yuan for the year 2025, marking a turnaround from losses in the previous year [1] Financial Performance - The company anticipates a net profit of 133 million yuan to 172 million yuan after deducting non-recurring gains and losses [1] - In the first half of the year, the overall rare earth market experienced an increase, leading the company to enhance market analysis and adjust marketing strategies, resulting in a year-on-year sales growth [1] Market Conditions - The company effectively improved operational efficiency by managing sales and production rhythm [1] - In the second half of the year, market conditions and supply-demand adjustments led to a decline in prices for certain medium and heavy rare earth products, particularly noticeable in the fourth quarter [1] Accounting Adjustments - The company reversed some of the inventory impairment provisions in accordance with accounting standards, positively impacting profits in the first half [1] - However, in the fourth quarter, the company increased the provision for inventory impairment, which negatively affected part of the profits [1]