ZGXT(SZ:000831) Ge Long Hui A P P·2026-01-26 09:14Core Viewpoint - China Rare Earth (000831.SZ) forecasts a net profit attributable to shareholders of 143 million to 185 million yuan for the year 2025, marking a turnaround from a loss of 287 million yuan in the previous year, indicating a significant recovery in profitability [1] Group 1: Financial Performance - The company experienced a significant increase in sales due to an overall rise in the rare earth market and adjustments in marketing strategies, leading to improved operational efficiency [1] - In the first half of the year, the reversal of some inventory impairment provisions positively impacted profits [1] - For the fourth quarter, the company anticipates a net loss ranging from 7.56 million to 49.56 million yuan, with analyst consensus predicting a net profit of 190 million yuan, indicating performance below expectations [1] Group 2: Market Conditions - The prices of certain medium and heavy rare earth products have declined significantly, particularly in the fourth quarter, influenced by market conditions and supply-demand adjustments [1] - The company has increased the provision for inventory impairment in the fourth quarter, which has negatively affected profits [1]