本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 公司预计2025年半年度实现归属于上市公司股东的净利润为7,000万元至8,500万元，与上年同期相 比，将增加37,158.82 万元到38,658.82 万元。 ● 公司预计2025年半年度实现归属于上市公司股东的扣除非经常性损益的净利润为8,818.16 万元至 10,318.16 万元，与上年同期相比，将增加39,174.67 万元到40,674.67 万元。 一、本期业绩预告情况 （一）业绩预告期间 2025年1月1日至2025年6月30日。 （二）业绩预告情况 2.预计2025年半年度实现归属于上市公司股东的扣除非经常性损益的净利润为8,818.16 万元至10,318.16 万元，与上年同期相比，将增加39,174.67 万元到40,674.67 万元。 二、上年同期业绩情况 1.经财务部门初步测算，预计2025年半年度实现归属于上市公司股东的净利润为7,000万元至8,500万 元，与上年同期相比，将增加37,158.82万元到38,658.8 ...

7月11日晚间，北方稀土（600111）发布股票异动公告，公司目前生产经营一切正常，有序组织开展生 产经营管理各项工作。 北方稀土今年上半年业绩预增。据预测，公司2025年半年度实现归母净利润9亿元到9.6亿元，同比增长 1882.54%到2014.71%；预计扣非后净利润8.8亿元到9.4亿元，同比增长5538.33%到5922.76%。 公司介绍，上半年公司在生产营销方面，强化生产体系管理，推动所属冶炼分离企业产线联动及工艺升 级，进一步提升产线运行效率，持续优化原料和产品结构，满足特殊化、定制化、特色化等高附加值产 品市场需求。同时，公司深化横纵向对标提升，冶炼分离及稀土金属加工成本进一步降低，并强化营销 运作，冶炼分离、稀土金属、稀土功能材料、永磁电机等主要产品产销量同比实现不同幅度增长。 重大资产项目进展方面，北方稀土巩固增强原料产业优势，绿色冶炼升级改造项目一期建成投产。 去年12月公司公告，以自有资金出资1.53亿元与公司参股公司福建省金龙稀土股份有限公司合资成立北 方金龙（包头）稀土有限公司（以下简称"北方金龙"），并以北方金龙为主体建设年产5000吨氧化稀土 分离生产线项目，推动稀土资源高质 ...

7月9日，行业龙头北方稀土发布2025年半年度业绩预告，其表现远超市场预期。公告显示，公司预计上 半年实现归属于上市公司股东的净利润同比大幅增长1882.54%至2014.71%。更为突出的是，其扣除非 经常性损益后的净利润增幅高达5538.33%至5922.76%。这一爆炸性增长数据迅速点燃市场热情。 7月10日，北方稀土与包钢股份双双发布公告，宣布上调第三季度稀土精矿关联交易价格。值得注意的 是，这已是双方自2024年三季度以来的连续第四次季度上调，该消息进一步为已经沸腾的市场情绪添柴 加薪。 稀土作为现代工业不可或缺的关键战略资源，在全球贸易格局复杂化的背景下，其资源价值与战略意义 日益受到广泛关注与重估。投资者对该板块的兴趣度持续升温，近期涌入沪深交易所互动平台，密集询 问各稀土企业生产经营、市场前景等最新情况，全景为您精选来自上市公司最真实的声音。（以下内容 均摘自深交所互动易、上证e互动、上市公司公告等） 【投资者问】2025年公司将投产高性能特种粉末和1万吨非晶带材项目，同时推进稀土永磁技改项目 a. 新项目投产计划是否属实？进度如何？ 安泰科技 [000969] ：2024年，公司已完成安泰北 ...

铜作为最主流的导电材料，在各行各业都有着广泛甚至深入的应用，被誉为现代工业的"新石油"和"全 球宏观经济晴雨表"，铜价也长期趋势优于其他工业金属，2025年以来，铜一直是市场关注的焦点，近 期海外宣布将对铜加征50%关税，消息一出纽交所的铜期货价格创下历史新高。 AI、数据中心、智能电动汽车等前沿科技产业在持续推动全球的铜消费增长，铜及铜合金材料未来的 需求弹性，特别是应用于新兴高端领域的需求弹性将超越多数大宗商品，成为支撑前沿科技发展的必要 条件之一。 在"产品、客户双升级"策略指引下，金田股份持续强化中高端产品的生产、研发与销售，并不断扩大新 型高端领域的应用场景，重点聚焦新能源汽车、清洁能源、半导体、人工智能等战略新兴产业，并且在 芯片算力、机器人电机、无人机等细分领域取得突破，使得公司的产品附加值、整体盈利能力有了进一 步的提升。 距离2025年上半年收官已一周有余，随着半年报披露时段临近，上市公司半年报预告逐渐增多，其中已 经涌现出了一大批业绩优秀的个股，良好的预告表现无疑为近期较强的市场表现注入了信心。 产品、客户双升级，金田股份上半年业绩大涨 7月11日盘后，金田股份（601609.SH）披露了 ...

Market Overview - On July 11, the A-share market closed with a total of 69 stocks hitting the daily limit, excluding 7 ST stocks and 1 delisted stock, resulting in 61 stocks hitting the limit; 30 stocks failed to maintain their limit, with an overall limit-hitting rate of 69.7% [1] Top Performers - Baogang Co., a leader in rare earths, had the highest limit order volume at 2.4071 million hands; followed by Greenland Holdings, Shenzhou New Materials, and Jingyun Tong with limit order volumes of 1.1592 million hands, 676,900 hands, and 673,100 hands respectively [2] - Baogang Co. announced an adjustment in the price of rare earth concentrate for Q3 2025 to 19,109 yuan/ton (excluding tax, dry weight, REO=50%) [2] - The company aims to enhance its product structure by focusing on "high-quality specialty steel + series of rare earth steel" to become a leading supplier and service provider of rare earth steel new materials in China [2] Rare Earth Sector - The rare earth sector saw collective gains with stocks like Huahong Technology, Northern Rare Earth, China Rare Earth, and Shenghe Resources also hitting their limits [4] - Northern Rare Earth and Baogang Co. both announced price increases for rare earth concentrate in Q3 [4] - Huahong Technology has a total production capacity of 15,000 tons/year for rare earth permanent magnet materials, with ongoing projects in Shandong and Inner Mongolia [4] - China Rare Earth reported an increase in operating profit year-on-year due to timely adjustments in marketing strategies in response to rising prices in Q1 2025 [5] Financial Sector - The financial sector also saw stocks like Nanhua Futures, Bank of China Securities, Zhongyuan Securities, and Harbin Investment Holdings hitting their limits [6] - Nanhua Futures has obtained licenses for securities trading and advisory services, enhancing its market participation capabilities [6] - Bank of China Securities is focusing on transforming wealth management for individual clients and building an ecosystem for institutional clients [6] - Zhongyuan Securities is enhancing its asset management business by collaborating with wealth management and investment banking divisions [7] Pharmaceutical Sector - The pharmaceutical sector had stocks like Kailaiying, WuXi AppTec, Haobio, and Lianhuan Pharmaceutical hitting their limits [7] - Kailaiying reported stable growth in new orders, particularly in small molecule orders, while emerging business orders are growing rapidly [7] - WuXi AppTec is committed to reducing R&D barriers through its unique CRDMO business model, enhancing client R&D efficiency [7] - Haobio is collaborating with China Biopharmaceutical to leverage synergies between in vitro diagnostics and pharmaceutical businesses [7] Investment Trends - The top net purchases on the Dragon and Tiger list included Hengbao Co., China Rare Earth, and Zhongke Jin Cai, with Hengbao Co. seeing over 100 million yuan in net purchases [8] - The top net purchases by institutions were Haobio, Guorui Technology, and Zhongke Jin Cai, with amounts of 134 million yuan, 65.21 million yuan, and 52.26 million yuan respectively [10] - The Shenzhen Stock Connect saw a net purchase of 100 million yuan in Chutianlong, while the Shanghai Stock Connect had a net sale of 85.28 million yuan in Bank of China Securities [11]

Group 1 - The rare earth permanent magnet sector showed significant activity, with the sector index rising by 5.64% and several stocks, including Northern Rare Earth (600111) and China Rare Earth (000831), hitting the daily limit [1] - Northern Rare Earth announced a projected net profit increase of 1882.54% to 2014.71 million by the first half of 2025, driven by market stabilization, increased production and sales, and cost reduction efforts [1] - The global market size for rare earth permanent magnets is expected to reach approximately $17 billion in 2024 and $27 billion in 2025, indicating substantial growth potential for the industry [1] Group 2 - Northern Rare Earth is the largest supplier of light rare earth products in China and globally, focusing on rare earth raw materials, functional materials, and some end-use products [2] - China Rare Earth primarily engages in the production and operation of rare earth oxides and offers technology research and consulting services [3] - Shenghe Resources has a diverse range of rare earth products, including both light and heavy rare earths [4] - Jiuwu Hi-Tech specializes in the development of membrane separation technology for ion-type rare earth mining and the research of rare earth leachate pretreatment processes [4] - Baotou Steel's main products include rare earth concentrates and fluorite [5] - Jinchuan Magnetics is a leading supplier of high-performance rare earth permanent magnet materials in the new energy and energy-saving sectors [6] - Guangsheng Nonferrous Metals focuses on rare earth mining, smelting separation, deep processing, and non-ferrous metal trading [7] - China Nonferrous Metal Industry's Technology is a leader in lead-zinc smelting and rare earth separation technologies in China [8]

Core Viewpoint - Northern Rare Earth has achieved a significant turnaround in its operating performance, with projected net profit for the first half of 2025 expected to reach between 900 million to 960 million yuan, representing a year-on-year increase of 1882.54% to 2014.71% [2][4] Financial Performance - The company anticipates a net profit attributable to shareholders of 900 million to 960 million yuan for the first half of 2025, an increase of 855 million to 915 million yuan compared to the same period last year [4] - The projected non-net profit is expected to be between 880 million to 940 million yuan, reflecting a year-on-year growth of 5538.33% to 5922.76% [4] - In the same period last year, the net profit attributable to shareholders was 45.3962 million yuan, and the non-net profit was 15.6075 million yuan, both showing a decline of over 95% [4] Operational Factors - The turnaround is attributed to reduced costs in smelting separation and rare earth metal processing, as well as increased production and sales of key products such as rare earth metals and functional materials [2][6] - The company has implemented strategies to enhance production efficiency and marketing operations, leading to different levels of growth in the sales volume of its main products [6][7] Market Dynamics - The increase in demand for rare earth materials, driven by the rapid development of industries such as electric vehicles and robotics, has contributed to rising prices, further supporting the company's performance [7] - The company has leveraged stable domestic market demand and improved its operational management to achieve significant growth in its financial results [6] Competitive Advantage - Northern Rare Earth possesses a strong competitive edge due to its comprehensive resource and industrial chain, being the largest rare earth enterprise group globally [10] - The company has exclusive mining rights to the world's largest iron and rare earth coexisting mine, which enhances its resource utilization and production capabilities [9] Historical Performance - Since 2010, the company's profitability has shown a notable increase, with cumulative profits reaching 26.868 billion yuan and cumulative dividends of 5.358 billion yuan [11]

国际油价盘中直线跳水，截至发稿，NYMEX WTI原油跌超2%，ICE布油跌近2%。 突发跳水。 | < W | ICE布油 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | B.IPE | | | | | | | 68.91 | | 昨结 | 70.19 | 总手 | 16.17万 | | | -1.28 | -1.82% 开盘 | | 70.06 | 现手 | | 14 | | 最高价 | 70.48 | 持 仓 | 50.09万 | 外 盘 | 7.27万 | | | 最低价 | 68.79 | 看 ਦੇ | -8637 | 内 型 | 8.91万 | | | 分时 | 五日 | EK | 周Ｋ | 月K | 更多 | (0) | | 疊加 | | | | 均价:0.00 | | | | 71.59 | | | | 1.99% | 68.90 | 10 | | | | | | | 68.89 | 1 | | | | | | 14:21 | 68.90 | 11 | | | | | | 14:21 | 68.90 | 7 | | 70. ...

证券代码：301548 证券简称：崇德科技 湖南崇德科技股份有限公司 同时，轴承产品作为工业装备的关键核心零部件，客户十分注重轴承性能的 可靠性、稳定性和服务保障的及时性，对轴承生产企业的业绩和品牌要求较高。 凭借卓越的技术创新实力、良好的产品品质、丰富的行业经验和快速响应的服务 能力，以及产品覆盖面更广、价格更优、产品交付周期更短等优势，公司已在下 游各行业树立起良好的口碑和品牌形象，建立了优质的客户资源优势，成为多家 主流能源配套厂商、石油化工、工业驱动设备及船舶配套厂商的供应商，为客户 提供各类满足其实际应用需求的产品。公司主要客户不仅包括了国内行业标杆企 业及大型国有企业集团，还包括多家国际知名跨国行业标杆企业。 3、公司的经营情况？ 答：2024 年公司实现营业收入 5.18 亿元，归母净利润 1.15 亿元，扣非归母净利 润为 9,602.09 万元；2025 年一季度公司实现营业收入 1.21 亿元，实现归母净利润 2,780.84 万元，扣非归母净利润为 2,246.96 万元。 2024 年度，公司产品分行业来看，工业驱动领域的营业收入为 2.98 亿元（滚动 轴承及相关产品的营业收入都分在 ...

生产营销方面，公司强化生产体系管理，推动所属冶炼分离企业产线联动及工艺升级，进一步提升产线 运行效率，持续优化原料和产品结构，满足特殊化、定制化、特色化等高附加值产品市场需求。深化横 纵向对标提升，冶炼分离及稀土金属加工成本进一步降低。全力保障原料产品供应，以市场需求为导 向，深化营销模式创新，强化营销运作，冶炼分离、稀土金属、稀土功能材料、永磁电机等主要产品产 销量同比实现不同幅度增长。重点项目建设方面，全面巩固规模优势，加快推进重点项目建设，新一代 稀土绿色采选冶稀土绿色冶炼升级改造项目一期进入产线联动调试收尾阶段，二期工艺设计等有序推 进；产业链并购重组、合资合作等延链补链强链资本运作项目蹄疾步稳高效推进。研发创新方面，持续 锻造科研长板，科技创新成果丰硕，制定科技创新改革方案，围绕优化科研管理体系等重点领域明确6 个改革方向，提出23项改革任务；加强产业转化中心建设，科研成果转化率不断提升；充分发挥科研平 台优势，新产品研发取得新成果。 西部证券表示，受美国关税政策影响，稀土作为中国重要反制资源，稀土战略地位显著，稀土价格整体 走势偏强，公司业绩有望受益。 （文章来源：证券时报网） 稀土板块10日盘中 ...