盛和资源控股股份有限公司2025 年半年度报告 公司代码：600392 公司简称：盛和资源 盛和资源控股股份有限公司 盛和资源控股股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，不 存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人谢兵、主管会计工作负责人黄平及会计机构负责人（会计主管人员）李抗声明： 保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 公司拟向全体股东每股派发现金红利0.05元(含税)。截至2025年6月30日，公司总股本 例约为公司2025年半年度归属于上市公司股东净利润的23.25%。本预案尚需提交公司股东会审议 通过后方可实施。 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告中所涉及的未来计划、发展战略等前瞻性描述不构成公司对投资者的实质承诺，敬请 投资者注意投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违 ...

证券代码：600392 证券简称：盛和资源 公告编号：临 2025-045 盛和资源控股股份有限公司 为深入贯彻党的二十大和中央金融工作会议精神，落实国务院《关于进一步 提高上市公司质量的意见》的要求，公司积极响应上海证券交易所《关于开展沪 市公司"提质增效重回报"专项行动的倡议》，提高公司发展质量、增强投资者 回报、提升投资者获得感，持续推动公司"提质增效重回报"专项行动取得积极 成效。现将 2025 年上半年专项行动情况报告如下： 一、聚焦主业，提升公司经营质量 公司坚持负责任的关键原材料国际化供应商的发展定位，以稀土产业链、锆 钛独居石产业链和循环经济产业链为主营业务方向，坚持资源立企，充分发挥体 制机制优势，开发利用全球资源。 公司积极开展技术创新，在上半年成功获得 16 项专利授权及软件著作授权； 乐山盛和牵头实施四川省科技厅重大揭榜挂帅项目和四川省重大专项产业化项 目，为持续发展筑牢技术根基。 培育创新文化，健全创新激励机制，持续优化生产工艺，加快发展新质生产力， 以创新驱动公司高质量发展。 三、增强回报，提升投资者获得感 公司高度重视股东回报，已连续多年实施现金分红。2020 至 2024 年度 ...

基金代码基金简称近一年收益成立时间基金经理019624泉果嘉源三年持有期混合A7.972023年12月5日钱 思佳 019625泉果嘉源三年持有期混合C7.532023年12月5日钱思佳 018329泉果思源三年持有期混合 A6.232023年6月2日刚登峰 018330泉果思源三年持有期混合C5.812023年6月2日刚登峰 016709泉果旭源 三年持有期混合A4.482022年10月18日赵诣 016710泉果旭源三年持有期混合C4.062022年10月18日赵诣 附调研内容：董秘郭晓雷先生主要向投资者介绍了公司2024年及2025年一季度经营业绩及部分重点工作 相关情况: 受主要产品价格波动影响,2024年度公司实现营业收入113.71亿元,与上年同比减少36.39%;归 属于上市公司股东净利润2.07亿元,与上年同比减少37.73%。2025年第一季度公司实现营业收入29.92亿 元,同比增长3.66%,归属于上市公司股东净利润1.68亿元,同比增长178.09%。去年,在稀土资源方面,公司 继续深化和Peak公司在坦桑尼亚Ngualla稀土矿项目的合作,已就项目的投资资金、开发方案以及权益比 例达 ...

Group 1 - The core viewpoint of the news is that Shenghe Resources is experiencing a significant decline in revenue and net profit for the year 2024, but shows positive growth in the first quarter of 2025 [1] - For the year 2024, Shenghe Resources is projected to have an operating income of 11.371 billion yuan, a decrease of 36.39% year-on-year, and a net profit attributable to shareholders of 207 million yuan, a decrease of 37.73% year-on-year [1] - In the first quarter of 2025, the company achieved an operating income of 2.992 billion yuan, an increase of 3.66% year-on-year, and a net profit attributable to shareholders of 168 million yuan, an increase of 178.09% year-on-year [1] Group 2 - Shenghe Resources continues to deepen its cooperation with Peak Company on the rare earth mining project in Tanzania and has successfully acquired Jiacheng Mining and African Resources Company to secure resources for the zircon-titanium industry chain [1] - The production line of the Fungoni project in Tanzania has been put into operation, with an expected mineral processing capacity of 100,000 tons of heavy minerals per year by September 2025 [1] - The suspension of rare earth concentrate exports to China by MP Company is not expected to have a significant impact on Shenghe Resources' production and operations [1] Group 3 - Domestic rare earth prices have not been significantly affected by overseas market trends, and the outlook for future development is positive [1] - Capital expenditures for overseas zircon-titanium resource projects are mainly focused on infrastructure construction, which is within the company's financial capacity [1] - The company expects sustained growth in the production and sales of its main products and plans to adjust inventory strategies flexibly based on market trends to achieve stable production and enhanced efficiency [1]

Group 1 - The core viewpoint of the article highlights the recent research conducted by Shanghai Shifeng Asset Management on Shenghe Resources, revealing significant changes in the company's financial performance for 2024 and Q1 2025 [1] - Shenghe Resources is projected to have a revenue of 11.371 billion yuan in 2024, a decrease of 36.39% year-on-year, and a net profit attributable to shareholders of 207 million yuan, down 37.73% year-on-year [1] - In Q1 2025, the company achieved a revenue of 2.992 billion yuan, an increase of 3.66% year-on-year, and a net profit of 168 million yuan, showing a substantial growth of 178.09% year-on-year [1] Group 2 - The company continues to deepen its collaboration with Peak on the rare earth mining project in Tanzania and has successfully acquired Jiacheng Mining and African Resources Company to secure resources for the zircon-titanium industry chain [1] - The first production line of the Tanzania Fungoni project has been put into operation, with an expected annual processing capacity of 100,000 tons of heavy minerals by September 2025 [1] - The suspension of rare earth concentrate exports to China by MP Company is not expected to have a significant impact on Shenghe Resources' production and operations [1] Group 3 - Domestic rare earth prices have not been significantly affected by overseas market trends, with positive expectations for future development [1] - Capital expenditures for overseas zircon-titanium resource projects are primarily focused on infrastructure construction, which is within the company's financial capacity [1] - The company anticipates sustained growth in the production and sales volume of its main products and plans to adjust inventory strategies flexibly based on market trends to ensure stable production and enhanced profitability [1]