CNRE(SH:600111) Shang Hai Zheng Quan Bao·2026-01-16 19:40Core Viewpoint - China Northern Rare Earth (Group) High-Tech Co., Ltd. expects a significant increase in net profit for the fiscal year 2025, projecting a rise of over 50% compared to the previous year [2][3]. Financial Performance Summary - The company anticipates a net profit attributable to shareholders of the parent company between 2.176 billion yuan and 2.356 billion yuan for 2025, representing an increase of 1.172 billion yuan to 1.352 billion yuan, or a year-on-year growth of 116.67% to 134.60% [2][3]. - The projected net profit, excluding non-recurring gains and losses, is expected to be between 1.96 billion yuan and 2.14 billion yuan, reflecting an increase of 1.059 billion yuan to 1.239 billion yuan, or a year-on-year growth of 117.46% to 137.43% [2][3]. Previous Year Performance - In the previous year, the total profit was approximately 1.837 billion yuan, with a net profit attributable to shareholders of the parent company at around 1.004 billion yuan, and a net profit excluding non-recurring gains and losses of about 901 million yuan [5]. Reasons for Performance Increase - The year 2025 is crucial for the company as it aims to enhance operational quality and efficiency, aligning with national industrial policies and strategic development plans [7]. - The company is focusing on comprehensive budget management, market analysis, and marketing strategies to capture market opportunities, alongside accelerating key project construction and fostering innovation [8]. - The company emphasizes green development and quality, optimizing production and marketing systems, and achieving significant inventory reduction for lanthanum and cerium products [8]. - The company is advancing its industrial system, enhancing project construction, and promoting high-end, intelligent, and green transformation [9]. - Increased investment in research and development is expected to drive performance growth, with a focus on new processes, equipment, and products to enhance the value creation of the industrial chain [9].