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]

稀土矿藏集中在中国，产量占全球7成。在冶炼领域，中国的份额超过9成。中国产稀土磁铁 也被认为占到市场的8成以上。在加强稀土管制的4月，中国的磁铁出口同比减少4成…… 中国在重要矿物稀土的加工领域也在加强1强格局。使用稀土的磁铁对于高科技产品和武器的 制造不可或缺，中国占到全球产量的8成以上。在加强稀土管制的4月，中国的磁铁出口也同 比减少4成，令全球陷入混乱。 中国政府4月把在稀土之中也属于稀有的镝、铽等7种矿物列入出口管制范围。以这些稀土为 原料提升耐热性、提高性能的磁铁的海外供货也受到限制。 中国调查公司铁合金在线的数据显示，4月稀土磁铁的出口量约为3000吨，同比下降43%。 与3月的约5800吨相比踩下急刹车。从出口目的国的减少率来看，美国的59%和韩国的76% 引人注目。 稀土矿藏集中在中国，产量占全球份额的7成。在冶炼领域（从矿石中提取稀土并制造化合 物），中国的市场份额超过9成。中国产稀土磁铁也被认为占到市场的8成以上。 稀土磁铁不仅用于汽车，对于美军主力战斗机F35和导弹等的制造也不可或缺。过去，日本企 业在用于高科技设备的高性能磁铁领域具有优势。但中国政企携手推进提高技术和降低成 本，赢得了 ...