CNRE(SH:600111) Ge Long Hui·2025-07-10 02:36Group 1 - The A-share market for rare earth stocks has shown strong performance, with Jingyuntong hitting the daily limit and Northern Rare Earth rising nearly 8% at one point [1] - Several rare earth ETFs, including Huatai-PB Rare Earth ETF and E Fund Rare Earth ETF, have increased by over 1% today and more than 15% year-to-date [2] - The rare earth ETFs track the rare earth industry index, with key stocks including Northern Rare Earth, China Rare Earth, and others [3] Group 2 - Northern Rare Earth has forecasted 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 year-on-year, which is a growth of 1882.54% to 2014.71% [4] - The company expects a net profit of 880 million to 940 million yuan after deducting non-recurring gains and losses, an increase of 865 million to 925 million yuan year-on-year, equating to a growth of 5538.33% to 5922.76% [4] - Northern Rare Earth has reported a recovery in export orders since June, despite some delays due to export permit processing and customs inspections [5] Group 3 - Guotai Junan Securities indicates that the rare earth sector is transitioning from the second to the third phase of its market cycle, with expectations of price increases driven by both domestic and international demand [6] - The current phase is characterized by slow upward movement in stock prices, with significant gains observed in specific companies like Guangsheng Nonferrous [6] - The anticipated increase in rare earth prices is expected to benefit domestic rare earth magnetic material companies, leading to a dual boost in performance and valuation [6]