Core Viewpoint - Guangsheng Nonferrous Metals Co., Ltd. is expected to turn a profit in the first half of 2025, with a projected net profit of 70 million to 85 million yuan, marking an increase of 37.15882 million to 38.65882 million yuan compared to the same period last year [1] Group 1: Financial Performance - The company anticipates a net profit of 70 million to 85 million yuan for the first half of 2025, indicating a turnaround from a loss in the previous year [1] - The expected profit increase is attributed to the overall rise in the rare earth market, increased production scale, and enhanced marketing strategies [1] - Investment income from the company's equity method accounting for its stake in Dabaoshan Company has also increased due to higher copper and sulfur prices [1] Group 2: Business Operations - Guangsheng Nonferrous is engaged in rare earth mining, smelting, separation, deep processing, and non-ferrous metal trading, producing products such as rare earth concentrates, mixed rare earths, rare earth oxides, and rare earth permanent magnet materials [1] - The company has established a complete rare earth industry chain through horizontal integration of "rare earth, tungsten, and copper" and vertical integration from mining to trade [1] - In 2024, the company joined China Rare Earth Group, enhancing its market position [1] Group 3: Technological Innovations - The company, in collaboration with Central South University, has made breakthroughs in rare earth resource development, including the development of environmentally friendly "biometallurgical leaching technology" for rare earth extraction [2] - The "key technology for zero discharge of high-salt wastewater in southern ion-type rare earth smelting" has also reached an internationally advanced level, supporting the construction of a green metallurgy system [2]

Core Viewpoint - The establishment of the joint research and development base for rare earth bio-metallurgy in Baotou represents a significant achievement in the integration of industry, academia, and research, aimed at enhancing the sustainable development of China's rare earth industry [1][2]. Group 1: Joint Research and Development Base - The joint research base was officially inaugurated on June 7, involving top universities and leading companies in the rare earth sector, marking a key milestone in the construction of "two rare earth bases" [1]. - The base focuses on developing rare earth bio-separation technology using advanced methods such as microbial synthesis, aiming to efficiently leach, enrich, and separate rare earth elements from tailings and urban waste [1]. Group 2: Technological Innovations - The project utilizes green bio-metallurgy technology developed by Tsinghua University, which addresses pollution issues associated with chemical methods and significantly improves the efficiency of rare earth resource recovery and product value [2]. - The current demonstration lines for processing 10 tons of rare earth tailings and tons of rare earth waste have been completed and validated [1]. Group 3: Future Directions - The next steps involve focusing on key technological breakthroughs and the transformation of research results, particularly in the comprehensive utilization of rare earth tailings and pilot testing [1].

6月7日，北方稀土产业技术研发中心、稀土新材料技术创新中心产业技术研发中心和生物冶金联合研发 基地在北方稀土冶炼分公司（华美公司）揭牌。 转自：草原云 "我们团队于2019年开发稀土生物绿色分离技术，具有选择性高、环境友好、成本低等优势，这一研究 方向的核心理念是利用微生物的特殊代谢特性，实现稀土元素的高效富集与分离。北方稀土等大企业参 与合作，为项目推进提供了重要保障。"中国科学院院士、清华大学化学系教授张洪杰介绍说，今年清 华大学将与北方稀土合作推进稀土生物冶金的千吨级处理能力验证。 据了解，"高校前沿创新+企业产业落地+平台协同赋能"的合作模式，是三方优质资源的最佳集成，清 华大学国际领先的合成生物驱动稀土回收技术，北方稀土全产业链的应用场景与配套服务，稀土新材料 技术创新中心的技术转化平台。强强联合将有效打通从实验室到生产线的"最后一公里"。 "我们对稀土生物分离技术寄予厚望，希望借助这项技术将白云鄂博尾矿进一步充分利用起来；此外， 北方稀土技术创新中心将聚力承接北方稀土的技术转移转化，以及项目中试验证孵化。我们将持续推动 三方继续深化合作，聚焦关键技术攻关与成果转化，为'两个稀土基地'建设和我国稀土 ...

广晟有色 20250605 摘要 广晟有色由广东省属企业转为中国稀土集团控股，主营稀土、钨、铜产 业，拥有广东省全部稀土采矿证，资源量超 12 万吨，稀土分离产能 5,590 吨/年，并参股华南最大铜硫矿大宝山公司，铜年产量 1.5 万吨， 钨矿储量 6.5 万吨。 2024 年受稀土市场下行影响，广晟有色亏损近 3 亿元；2025 年一季度， 受益于供需格局优化和经营举措，实现扭亏为盈，营收 15.06 亿元，归 母净利润 4,700 万元。 广晟有色通过优化产业链结构，推进增储上产，降低成本，强化分离企 业与贸易企业协同，提升下游盛源公司产品直通率至 97.4%，实现整体 运营效率提升。 公司加强市场研判，采取顺产顺销策略，主要产品销率达 90%以上，构 建原矿保供体系，提高分离端产能利用率，有效应对市场风险。 广晟有色进行营销体系改革，实现统购统销，提升市场价格稳定性，增 强市场竞争力和话语权，推动行业健康发展，避免内卷式竞争。 Q&A 特朗普关税政策的反复对稀土板块产生了哪些影响？ 特朗普关税政策的反复对稀土板块产生了显著影响。5 月 28 日，美国国际贸易 法院裁定禁止执行特朗普政府对多国加征关税的 ...