Zheng Quan Ri Bao Zhi Sheng·2025-07-11 13:14Core Viewpoint - The non-ferrous metal industry is experiencing positive performance forecasts from listed companies, driven by increasing demand in emerging sectors such as new energy and high-end manufacturing, which is expected to enhance the overall valuation of the sector [1][2]. Group 1: Company Performance - Nine A-share listed companies in the non-ferrous metal industry have reported optimistic performance forecasts for the first half of 2025, including China Northern Rare Earth Group High-Tech Co., Ltd. and Zhejiang Huayou Cobalt Co., Ltd. [1] - China Northern Rare Earth expects a net profit attributable to shareholders of 0.9 billion to 0.96 billion yuan, representing a year-on-year increase of 1882.54% to 2014.71% [2]. - Huayou Cobalt anticipates a net profit of 2.6 billion to 2.8 billion yuan, reflecting a year-on-year growth of 55.62% to 67.59% [2]. Group 2: Industry Trends - The non-ferrous metal sector is shifting from a cyclical to a growth-oriented phase, with companies benefiting from the demand in green sectors such as electric vehicles and wind power [1][3]. - The overall performance of upstream resource companies is strong, with a notable increase in orders and a positive outlook on rare earth prices due to market activity and supportive policies [2][3]. Group 3: Technological Development - Technology-driven companies are showing high-quality development, with improvements in product quality and market competitiveness, although their profitability has not been as pronounced as that of resource companies [4]. - Anhui Chuangjiang Technology New Materials Co., Ltd. expects a net profit of 0.24 billion to 0.29 billion yuan, benefiting from technological upgrades in semiconductor materials [4].