CNRE(SH:600111) Shang Hai Zheng Quan Bao·2025-07-09 19:18Core Viewpoint - China Northern Rare Earth (Group) High-Tech Co., Ltd. expects significant growth in net profit for the first half of 2025, projecting an increase of over 50% compared to the same period last year, driven by strategic management and market conditions [2][3]. Financial Performance - The company anticipates a net profit attributable to shareholders of 900 million to 960 million yuan for the first half of 2025, representing an increase of 855 million to 915 million yuan, or a year-on-year growth of 1882.54% to 2014.71% [2][3]. - The expected net profit after deducting non-recurring gains and losses is projected to be between 880 million and 940 million yuan, with an increase of 865 million to 925 million yuan, translating to a year-on-year growth of 5538.33% to 5922.76% [3]. Previous Year Comparison - In the same period last year, the total profit was approximately 333.78 million yuan, with a net profit attributable to shareholders of about 45.40 million yuan, and a net profit after deducting non-recurring gains and losses of around 15.61 million yuan [5]. Reasons for Performance Increase - The company has focused on market stabilization and has actively responded to uncertainties such as the Sino-U.S. trade conflict, adhering to strategic planning and production goals [7]. - Efforts include enhancing budget management, reducing costs, improving efficiency, and strengthening marketing operations, which have collectively supported significant growth in operating performance [8]. - The company has also made advancements in production management, marketing innovation, and project construction, contributing to the overall increase in sales and production of key products [9]. Market Position and Recognition - The company has seen a 17.34% increase in market value in the first half of 2025, maintaining its leading position in the rare earth permanent magnet industry [9]. - The stock was included in the CSI A50 Index, enhancing its visibility and investment appeal in the capital market [9].