最高预增3721.94%！又一家稀土公司业绩飙了，行业回暖浪潮已至

Core Viewpoint - The rare earth industry is experiencing a collective recovery, with several companies, including Huahong Technology, reporting significant profit increases in their semi-annual performance forecasts for 2025 [1][7]. Company Performance - Huahong Technology expects a net profit attributable to shareholders of 70 million to 85 million yuan, representing a year-on-year increase of 3047.48% to 3721.94% compared to 2.224 million yuan in the same period last year [2][3]. - The company has successfully turned around its net profit after deducting non-recurring gains and losses, projecting a profit of 50 million to 65 million yuan, compared to a loss of 83.9643 million yuan in the previous year, marking a growth of 159.55% to 177.41% [2][3]. - Basic earnings per share are expected to be between 0.1217 yuan and 0.1478 yuan, a significant increase from 0.0038 yuan per share in the previous year [3]. Industry Trends - The overall performance improvement in the rare earth sector is attributed to favorable national industrial policies, improved market supply-demand dynamics, and changes in the international trade environment [3][4]. - The rare earth price index increased to 191.5 points as of July 14, up 16.91% from 163.8 points at the beginning of the year, indicating a recovery in the industry [12]. - Other companies in the sector, such as China Rare Earth, Shenghe Resources, and Zhongke Sanhuan, also reported significant profit increases, reflecting a broader trend of recovery in the rare earth market [7][8][11]. Market Dynamics - The average price of rare earths has risen significantly, with praseodymium-neodymium oxide averaging 421,000 yuan per ton, up 13.06% year-on-year, and terbium oxide averaging 6.604 million yuan per ton, up 12.9% [13]. - The domestic market is expected to benefit from high overseas prices, with recent approvals for multiple export licenses indicating a breaking down of market barriers [13]. - The rare earth sector is anticipated to enter a second phase of price increases and profit growth, driven by seasonal stocking expectations and rising prices [13].