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： ● 业绩预告的具体适用情形：净利润实现扭亏为盈。 ● 经中稀有色金属股份有限公司（以下简称"公司"）财务部门初步测算，公司预计2025年度实现归属于 母公司所有者的净利润为10,000万元至13,000万元，与上年同期（法定披露数据）相比，将实现扭亏为 盈。 （二）业绩预告情况 ● 公司预计2025年度实现归属于母公司所有者的扣除非经常性损益后的净利润为13,000万元至16,000万 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12月31日。 经公司财务部门初步测算，预计2025年度实现归属于母公司所有者的净利润为10,000万元至13,000万 元，与上年同期（法定披露数据）相比，将实现扭亏为盈。 预计2025年度实现归属于母公司所有者的扣除非经常性损益后的净利润为13,000万元至16,000万元。 二、上年同期经营业绩和财务情况 （一）利润总额：-35,522.82万元。归属于母公司所有者的净利润：-29,850.37万元 ...

025年稀土市场行情整体呈上涨趋势，公司紧跟市场行情积极把握机遇，通过强化市场研判、统筹企业 管理、加强上下游营销业务协同，并创新市场营销模式，推动稀土冶炼分离与永磁材料产销量实现增 长，从而达成预期利润。第四季度因中重稀土产品价格下降、推进改革出清以及确认参股企业投资减值 等因素影响，公司第四季度业绩有所下滑。 智通财经APP讯，中稀有色(600259.SH)发布2025年度业绩预告，预计2025年度实现归属于母公司所有 者的净利润为10,000万元至13,000万元，与上年同期(法定披露数据)相比，将实现扭亏为盈。 ...

南财智讯1月27日电，中稀有色发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 10000万元—13000万元，预计同比扭亏；预计2025年全年归属于上市公司股东的扣除非经常性损益的净 利润为13000万元—16000万元。本期业绩扭亏的主要原因：（一）2025年稀土市场行情整体呈上涨趋 势，公司紧跟市场行情积极把握机遇，通过强化市场研判、统筹企业管理、加强上下游营销业务协同， 并创新市场营销模式，推动稀土冶炼分离与永磁材料产销量实现增长，从而达成预期利润。第四季度因 中重稀土产品价格下降、推进改革出清以及确认参股企业投资减值等因素影响，公司第四季度业绩有所 下滑。（二）2025年公司持续聚焦主业发展，加大力度清理低效资产、退出亏损企业，不断优化资产结 构，从根本上减少亏损源。因上述改革出清等工作承担相关改革成本，影响了公司当期部分损益。 （三）公司参股企业大宝山公司保持稳产高产，因报告期内铜硫钙价格持续上涨，企业盈利增加，公司 按权益法核算的投资收益金额增加。 ...

2025年公司持续聚焦主业发展，加大力度清理低效资产、退出亏损企业，不断优化资产结构，从根本上 减少亏损源。因上述改革出清等工作承担相关改革成本，影响了公司当期部分损益。 2025年稀土市场行情整体呈上涨趋势，公司紧跟市场行情积极把握机遇，通过强化市场研判、统筹企业 管理、加强上下游营销业务协同，并创新市场营销模式，推动稀土冶炼分离与永磁材料产销量实现增 长，从而达成预期利润。第四季度因中重稀土产品价格下降、推进改革出清以及确认参股企业投资减值 等因素影响，公司第四季度业绩有所下滑。 格隆汇1月27日丨中稀有色(600259.SH)公布，经公司财务部门初步测算，预计2025年度实现归属于母公 司所有者的净利润为10,000万元至13,000万元，与上年同期（法定披露数据）相比，将实现扭亏为盈。 预计2025年度实现归属于母公司所有者的扣除非经常性损益后的净利润为13,000万元至16,000万元。 ...

每经AI快讯，1月27日，中稀有色公告，预计2025年度归母净利润为1亿元至1.3亿元，与上年同期相 比，将实现扭亏为盈。2025年稀土市场行情整体呈上涨趋势，公司紧跟市场行情积极把握机遇，通过强 化市场研判、统筹企业管理、加强上下游营销业务协同，并创新市场营销模式，推动稀土冶炼分离与永 磁材料产销量实现增长，从而达成预期利润。 （文章来源：每日经济新闻） ...

Core Viewpoint - Shenghe Resources reported significant growth in its Q3 2025 financial results, with a revenue of 10.456 billion yuan, a year-on-year increase of 26.87%, and a net profit of 788 million yuan, a remarkable increase of 748.07% [1][2] Financial Performance - For the first three quarters of 2025, Shenghe Resources achieved a total revenue of 10.456 billion yuan, reflecting a year-on-year growth of 26.87%, while net profit reached 788 million yuan, marking a staggering increase of 748.07% [1][2] - In Q3 alone, the company experienced a revenue growth of 52.59% year-on-year and a net profit growth of 154.48%, second only to the first quarter's growth of 178.09% [2][3] - The increase in revenue and profit is attributed to rising prices of rare earth products, capacity release, and effective cost control, leading to a significant improvement in gross profit margins [1][2] Market Dynamics - The price of major rare earth products has seen substantial increases, with the price of rare earth concentrate rising to 26,205 yuan per ton, a 37.13% increase from the previous quarter [2] - The sales volume of rare earth oxides increased by 9.5%, while the sales volume of rare metals surged by 37.71% [3] Strategic Developments - Shenghe Resources is enhancing its global resource matrix by acquiring the Australian Peak company, which includes the development rights to the world-class Ngualla rare earth mine [4][5] - The Ngualla mine is noted for its large scale, high grade, and low cost, with a total rare earth reserve of 18.5 million tons and an average grade of 4.8% [5] Capacity Expansion - The company is also upgrading its Tanzanian Fungoni project to increase production capacity to 150,000 tons per year, with completion expected by the end of the year [5] - The production of rare earth oxides and metals has been steadily increasing, with production growth rates of 18.74% and 19.82% respectively in Q3 [3] Investor Interest - The strong performance of Shenghe Resources has attracted attention from public fund managers, with significant increases in holdings in the company by various ETFs [6]

Group 1 - The core viewpoint of the news is that Guangsheng Nonferrous (600259.SH) reported a significant increase in net profit for Q3 2025, while the overall revenue for the first three quarters saw a substantial decline compared to the previous year [1] - In Q3 2025, the company achieved an operating income of 1.957 billion yuan, while the total operating income for the first three quarters was 4.634 billion yuan, reflecting a year-on-year decrease of 46.97% [1] - The net profit attributable to shareholders for Q3 2025 expanded to 55.0619 million yuan, marking a year-on-year increase of 111.25%, and the net profit for the first three quarters turned positive at 128 million yuan [1] Group 2 - The rare earth market is experiencing an overall price increase, which has allowed the company to capitalize on market opportunities by expanding production scale [1] - The company has strengthened market analysis and management coordination, leading to growth in the production and sales of rare earth smelting separation and rare earth permanent magnet materials [1] - The company is actively working on governance of loss-making enterprises and reducing excess capacity, which has generated some revenue [1] Group 3 - Citic Securities reports that the strategic importance of rare earth resources has risen to a core dimension of national security, indicating a new era of high-quality development for the rare earth industry [2] - Recent export control policies from the Ministry of Commerce and the General Administration of Customs have highlighted the strategic attributes of rare earth resources [2] - The supply of rare earths is expected to strengthen due to rigid constraints and declining imports, while demand from sectors like new energy vehicles, consumer electronics, and emerging fields is anticipated to grow [2]

Core Viewpoint - The company has reported significant growth in production and sales across various product categories, driven by strategic management and market responsiveness, leading to a solid foundation for future performance [5][6][8]. Financial Data - The financial report for the third quarter and the first three quarters of 2025 has not been audited, and the company assures the accuracy and completeness of the financial information presented [2][10]. - The company has emphasized the importance of accurate financial reporting and has taken legal responsibility for the information disclosed [1][21]. Non-Recurring Gains and Losses - The company has identified non-recurring gains and losses in accordance with relevant regulations, although specific amounts and details are not provided in the summary [3]. Shareholder Information - The company has reported on the total number of shareholders and the status of major shareholders, although specific figures are not disclosed in the summary [4]. Operational Highlights - The company has focused on enhancing production efficiency and reducing costs, achieving significant year-on-year growth in the production and sales of rare earth products, including a 26.67% increase in rare earth metal production and a 23.50% increase in sales [6][8]. - The company has implemented a comprehensive production management strategy, emphasizing quality and customer-centric approaches, which has led to improved inventory turnover and accounts receivable management [6]. Project Development - Key projects, including the green mining and refining upgrades, are progressing well, with several projects nearing completion or in the early stages of development [7][8]. Research and Innovation - The company has made substantial advancements in research and development, with numerous projects and patents filed, contributing to the enhancement of its technological capabilities and product offerings [8]. Board and Supervisory Meetings - The board and supervisory meetings have approved the third-quarter report and other significant resolutions, ensuring compliance with legal and regulatory requirements [12][25].

Core Insights - Northern Rare Earth achieved a significant increase in net profit for Q3 2025, reaching 610 million yuan, a year-on-year growth of nearly 70% [1] - The company reported a total revenue of 11.425 billion yuan for Q3, marking a 33.32% increase compared to the previous year [1] - For the first three quarters of 2025, total revenue was 30.292 billion yuan, up 40.50%, with net profit soaring by 280.27% to 1.541 billion yuan [1] Financial Performance - Q3 revenue was 11.425 billion yuan, a 33.32% increase year-on-year [1] - Q3 net profit reached 610 million yuan, reflecting a 69.48% year-on-year growth [1] - Basic earnings per share for Q3 were 0.1688 yuan [1] - For the first three quarters, revenue totaled 30.292 billion yuan, a 40.50% increase, with net profit at 1.541 billion yuan, up 280.27% [1] Product Sales and Production - Sales prices for major rare earth products increased year-on-year, contributing to higher sales volume and gross profit [1] - Production and sales of rare earth smelting and separation products increased year-on-year [1] - Rare earth metal production rose by 26.67%, with sales up by 23.50% [1] - Production of rare earth functional materials increased by 22.23%, with sales growing by 21.27% [1] - All three product categories achieved historical highs in production and sales for the same period [1] Market Dynamics - The price of rare earth concentrate for Q4 2025 was adjusted to 26,205 yuan per ton, a 37.13% increase, marking the highest rise in recent years [2] - Northern Rare Earth is accelerating key project developments, including the first phase of a new generation upgrade project nearing completion and the orderly advancement of the second phase [2] - A joint venture with Fujian Jinlong Rare Earth Co., Ltd. is progressing with preliminary work on a 5,000-ton rare earth separation project [2] Stock Performance and Shareholding - Since Q3 2025, Northern Rare Earth's stock price has increased by 114% [3] - Institutional holdings have shown divergence, with notable increases from certain funds while others have reduced their positions [3] - Wang Bin, a prominent investor, has become the sixth largest circulating shareholder with a 0.83% stake [3]

Core Viewpoint - Northern Rare Earth reported a significant increase in net profit and revenue for Q3 2025, driven by rising product prices and sales volume, indicating strong market performance and operational efficiency [2][4]. Financial Performance - In Q3 2025, the company achieved a revenue of 11.425 billion yuan, a year-on-year increase of 33.32%, and a net profit attributable to shareholders of 610 million yuan, up 69.48% [2]. - For the first three quarters of 2025, total revenue reached 30.292 billion yuan, reflecting a 40.50% year-on-year growth, while net profit surged by 280.27% to 1.541 billion yuan [2]. - The basic earnings per share for Q3 were reported at 0.1688 yuan [2]. Product Performance - The sales prices of major rare earth products increased year-on-year, with production and sales volumes also showing significant growth [2]. - For the first three quarters, the production of rare earth metal products rose by 26.67%, and sales increased by 23.50%. Additionally, the production of rare earth functional materials grew by 22.23%, with sales up by 21.27% [2]. Market Dynamics - The price of rare earth concentrate for Q4 2025 was adjusted to 26,205 yuan per ton, marking a 37.13% increase, the highest in recent years [3]. - The company is accelerating key project developments, including the first phase of a new generation upgrade project and a joint venture for a 5,000-ton rare earth separation project [3]. Shareholder Activity - Since Q3 2025, the company's stock price has increased by 114%, with notable changes in institutional holdings [4]. - New significant shareholders include "bull" investor Wang Bin, while some funds have reduced their holdings [4].