业绩变动原因说明：2025年是公司在高质量发展的征程上迈出坚实步伐的一年。上半年，稀土市场行情 整体上涨，公司强化市场研判，调整营销策略，把握采销节奏，实现销售同比增长，有效提升经营创效 水平。同时根据会计准则要求对部分计提的存货跌价准备予以冲回，对上半年利润产生一定正向影响。 但下半年，受市场环境、供需调节等因素影响，部分中重稀土产品价格下行，特别是进入第四季度中重 稀土产品价格下跌明显。根据会计准则要求，第四季度计提存货跌价准备金额环比增加，冲减了公司部 分利润。总体而言，报告期内，公司聚焦年度发展目标，有效应对各种冲击挑战，积极主动作为，全力 以赴稳增长、提效益、促创新，生产经营总体稳中有进，各项工作扎实有序推进。 格隆汇1月26日丨中国稀土(000831.SZ)公布，预计2025年1月1日至2025年12月31日归属于上市公司股东 的净利润1.43亿元-1.85亿元；扣除非经常性损益后的净利润盈利1.33亿元-1.72亿元。 ...

Core 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]

上半年，稀土市场行情整体上涨，公司强化市场研判，调整营销策略，把握采销节奏，实现销售同比增 长，有效提升经营创效水平。同时根据会计准则要求对部分计提的存货跌价准备予以冲回，对上半年利 润产生一定正向影响。但下半年，受市场环境、供需调节等因素影响，部分中重稀土产品价格下行，特 别是进入第四季度中重稀土产品价格下跌明显。根据会计准则要求，第四季度计提存货跌价准备金额环 比增加，冲减了公司部分利润。 中国稀土（000831）(000831.SZ)披露2025年年度业绩预告，公司预计归属于上市公司股东的净利润1.43 亿元至1.85亿元，同比扭亏为盈;扣除非经常性损益后的净利润1.33亿元至1.72亿元。 ...

Core Viewpoint - China Rare Earth (000831.SZ) expects to achieve a net profit attributable to shareholders of between 143 million yuan and 185 million yuan for the year 2025, marking a turnaround from losses in the previous year [1] Financial Performance - The company anticipates a net profit of 133 million yuan to 172 million yuan after deducting non-recurring gains and losses [1] - In the first half of the year, the overall rare earth market experienced an increase, leading the company to enhance market analysis and adjust marketing strategies, resulting in a year-on-year sales growth [1] Market Conditions - The company effectively improved operational efficiency by managing sales and production rhythm [1] - In the second half of the year, market conditions and supply-demand adjustments led to a decline in prices for certain medium and heavy rare earth products, particularly noticeable in the fourth quarter [1] Accounting Adjustments - The company reversed some of the inventory impairment provisions in accordance with accounting standards, positively impacting profits in the first half [1] - However, in the fourth quarter, the company increased the provision for inventory impairment, which negatively affected part of the profits [1]

格隆汇1月26日丨中国稀土(000831.SZ)发布2025年年度业绩预告，预计归属于上市公司股东的净利润为 1.43亿元至1.85亿元，上年同期为亏损2.87亿元，同比扭亏为盈。上半年，稀土市场行情整体上涨，公 司强化市场研判，调整营销策略，把握采销节奏，实现销售同比增长，有效提升经营创效水平。同时根 据会计准则要求对部分计提的存货跌价准备予以冲回，对上半年利润产生一定正向影响。但下半年，受 市场环境、供需调节等因素影响，部分中重稀土产品价格下行，特别是进入第四季度中重稀土产品价格 下跌明显。根据会计准则要求，第四季度计提存货跌价准备金额环比增加，冲减了公司部分利润。 ...

每经AI快讯，1月26日，中国稀土公告，预计2025年年度净利润为1.43亿元至1.85亿元，上年同期 为-2.87亿元。2025年是公司在高质量发展的征程上迈出坚实步伐的一年。上半年，稀土市场行情整体 上涨，公司强化市场研判，调整营销策略，把握采销节奏，实现销售同比增长，有效提升经营创效水 平。同时根据会计准则要求对部分计提的存货跌价准备予以冲回，对上半年利润产生一定正向影响。但 下半年，受市场环境、供需调节等因素影响，部分中重稀土产品价格下行，特别是进入第四季度中重稀 土产品价格下跌明显。根据会计准则要求，第四季度计提存货跌价准备金额环比增加，冲减了公司部分 利润。 （文章来源：每日经济新闻） ...

中国稀土公告，预计2025年年度净利润为1.43亿元至1.85亿元，上年同期为-2.87亿元。2025年是公司在 高质量发展的征程上迈出坚实步伐的一年。上半年，稀土市场行情整体上涨，公司强化市场研判，调整 营销策略，把握采销节奏，实现销售同比增长，有效提升经营创效水平。同时根据会计准则要求对部分 计提的存货跌价准备予以冲回，对上半年利润产生一定正向影响。但下半年，受市场环境、供需调节等 因素影响，部分中重稀土产品价格下行，特别是进入第四季度中重稀土产品价格下跌明显。根据会计准 则要求，第四季度计提存货跌价准备金额环比增加，冲减了公司部分利润。 ...

（一）业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日 （二）业绩预告情况： 证券代码：000831 证券简称：中国稀土 公告编号：2026-001 中国稀土集团资源科技股份有限公司 2025 年年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 单位：万元 项 目 本报告期 上年同期 归属于上市公司股东的 净利润 14,262.02 ～ 18,462.02 -28,690.71 扣除非经常性损益后的 净利润 13,304.21 ～ 17,204.21 -14,469.94 基本每股收益（元/股） 0.1344 ～ 0.1740 -0.2704 备金额环比增加，冲减了公司部分利润。总体而言，报告期内，公司聚焦年度 发展目标，有效应对各种冲击挑战，积极主动作为，全力以赴稳增长、提效益、 促创新，生产经营总体稳中有进，各项工作扎实有序推进。 一是向生产经营要效益。全面推动生产工艺和生产过程优化升级，推进技 改升级项目，加大自动化、数智化改造力度，通过精细化管理和全流程对标管 控生产成本和管理成本，有效实 ...

Group 1 - The rare metals and nickel mining sectors experienced a significant rally, with the China Rare Metals Theme Index rising by 2.08% as of 13:20 on January 26, 2026 [1] - Prices for black tungsten concentrate increased by 11.43% to 536,000 yuan/ton, and ammonium paratungstate prices rose by 12.06% to 790,000 yuan/ton, indicating tightening supply conditions [1] - The mining quotas for nickel in Indonesia are expected to drop significantly in 2026, leading to a projected decline in nickel production to 2.6-2.7 million tons, which could create a global supply shortage of 200,000 tons and drive LME nickel prices up to $22,000/ton [1] Group 2 - The global supply of minor metals is unevenly distributed and heavily influenced by geopolitical factors, with increasing demand from high-tech industries such as AI, military, and semiconductors [2] - As of December 31, 2025, the top ten weighted stocks in the China Rare Metals Theme Index accounted for 59.54% of the index, including companies like Luoyang Molybdenum, Northern Rare Earth, and Ganfeng Lithium [2] Group 3 - The Rare Metals ETF (562800) tracks the China Rare Metals Theme Index, providing a convenient tool for investing in the rare metals sector [3] - Investors can also consider the Rare Metals ETF linked fund (014111) to explore investment opportunities in the rare metals sector [4]

Group 1 - The core viewpoint of the news highlights the rising importance of rare earth resources and the transition of the rare earth industry into a new era of high-quality development, driven by both supply constraints and increasing demand from emerging sectors such as electric vehicles and humanoid robots [1][2] - As of January 26, 2026, the China Securities Rare Earth Industry Index rose by 0.91%, with notable increases in stocks such as Zhongke Co. (up 9.39%) and Xiamen Tungsten (up 8.21%) [1] - A superconducting magnet vibration sample magnetometer, developed by Baotou Rare Earth Research Institute, has been put into operation, featuring a maximum magnetic field of 6T and a maximum measurement temperature of 800°C, which enhances measurement capabilities for permanent magnet materials [1] Group 2 - By December 31, 2025, the top ten weighted stocks in the China Securities Rare Earth Industry Index accounted for 60.4% of the index, including companies like Northern Rare Earth and Jin Feng Technology [2] - The rare earth ETF managed by Jiashi (516150) closely tracks the China Securities Rare Earth Industry Index, providing a convenient tool for investors to access the domestic rare earth industry chain [2] - The formation of a MACD golden cross signal indicates a positive trend in stock performance within the rare earth sector [2]