Xin Lang Zheng Quan·2025-09-10 10:10Core Insights - The industrial metals sector in A-share listed companies has shown overall profit improvement as of the first half of 2025, with many companies reporting better performance compared to the previous year [1] Performance Analysis of Companies Companies with Profit Growth - Eight companies, including Northern Rare Earth and Eastern Tantalum, reported both revenue and profit growth [2] - Notable turnarounds include China Rare Earth, which shifted from a net loss of 244 million yuan in H1 2024 to a profit of 162 million yuan in H1 2025 [2][3] - Other companies that turned losses into profits include Yunnan Zinc Industry and Shenghe Resources, with significant improvements in net profit [2] Companies with Declining Performance - Four companies, including Western Materials and Baoti Group, reported declines in both revenue and profit [5] - Western Materials saw a revenue decrease of 0.35% to 1.539 billion yuan and a net profit drop of 36.03% to 61.16 million yuan [5][10] - Baoti Group's revenue fell by 20.45% to 2.967 billion yuan, with a net profit decline of 49% to 205 million yuan [10] Companies with Revenue Growth but Profit Decline - Companies like Zhongmin Resources and Xiamen Tungsten reported revenue growth but significant profit declines [7] - Zhongmin Resources' revenue increased by 34.89% to 3.267 billion yuan, but net profit plummeted by 81.16% to 89.13 million yuan [8][9] Industry Trends - China Rare Earth led the industry with a revenue growth rate of 62.38%, while Guangsheng Nonferrous Metals experienced the lowest revenue growth, declining by 47.83% [8] - Northern Rare Earth achieved the highest profit growth rate, with a net profit increase of 1951.52% to 931 million yuan [8]