昨天成交额创下两市个股之首的北方稀土，人气爆棚，今天在万众瞩目之中开盘，股价一路狂飙。 8月26日晚，稀土巨头北方稀土发布半年报，公司2025年上半年营业收入188.66亿元，同比增长45.24%；净利润9.31亿元，同比增长1951.52%。 今日截至午间收盘，北方稀土大涨7.31%，股价报52.7元。至此，今年以来，北方稀土股价上涨超148%，其中7月以来上涨超111%。截至8月20日，公司拥 有股东57万户。 销量猛增，价格上涨 稀土巨头净利润暴增近20倍 近几天，北方稀土的股价可谓跌宕起伏。8月26日，前一日涨9.89%的北方稀土股价大幅下挫，收盘跌近7%，成交额达203.02亿元，居两市个股之首。 北方稀土8月26日晚间发布公告，公司上半年实现营业收入188.66亿元，同比增长45.24%；归属于上市公司股东的净利润9.31亿元，同比大幅增长 1951.52%；扣除非经常性损益后的净利润8.97亿元，同比增长5644.93%。经营活动产生的现金流量净额9.25亿元，同比激增1251.81%，主营业务回款能力 与运营效率大幅改善。 | | 本报告期末 | 上年度末 | 本报告期末比上年度末 | | - ...

中新社北京8月26日电 (记者 陈康亮)中国A股上市公司中国北方稀土(集团)高科技股份有限公司(下称"北 方稀土")26日发布公告称，公司上半年实现归属于上市公司股东的净利润约9.31亿元(人民币，下同)， 同比增长1951.52%；实现归属于上市公司股东的扣除非经常性损益的净利润约8.97亿元，同比增长 5644.93%。 公告还显示，北方稀土上半年实现营业收入约188.66亿元，同比增长45.24%；截至6月末，公司总资产 约473.18亿元，同比增长4.27%；归属于上市公司股东的净资产约232.65亿元，同比增长3.71%。 公开资料显示，北方稀土可生产各类稀土产品11个大类、100余种、上千个规格。公司产品主要分为稀 土原料产品、稀土功能材料产品及稀土终端应用产品，是A股稀土永磁板块市值最大的上市公司。截至 26日收盘，北方稀土总市值逾1775亿元。(完) ...

Group 1 - The stock price of Northern Rare Earth reached 36.45 yuan as of August 5, 2025, with a daily increase of 0.41% and a trading volume of 4.848 billion yuan [1] - Northern Rare Earth is a key player in China's rare earth industry, focusing on the production and sales of rare earth raw materials, functional materials, and some terminal application products [1] - The company expects a net profit attributable to shareholders of 900 million to 960 million yuan for the first half of 2025, representing a year-on-year increase of 1882.54% to 2014.71% due to rising market demand and price recovery for rare earth products [1] Group 2 - On August 5, 2025, the net inflow of main funds was 61.95 million yuan, accounting for 0.05% of the circulating market value, although there was a cumulative net outflow of 3.484 billion yuan over the past five trading days, representing 2.64% of the circulating market value [1]

Group 1 - The first meeting of the China-US economic and trade consultation mechanism is ongoing, with key US officials present [1] - The second round of talks is expected to focus on supply chain issues, particularly in the rare earth sector, with significant price increases observed [2][3] - Rare earth elements are critical for military applications, with specific examples such as the F-35 fighter jet highlighting the importance of dysprosium [3] Group 2 - Despite US efforts to collaborate with other countries for rare earth resource development, China dominates 90% of the global rare earth processing market [5] - Historical supply-demand imbalances in raw materials have led to significant market reactions, with examples from 2020 to 2024 showing dramatic stock price increases [5] - Three companies in the A-share market are highlighted as key investment opportunities, particularly one that controls 68% of China's medium and heavy rare earth mining quotas and supplies 60% to the aerospace sector [6]

Core Viewpoint - Northern Rare Earth reported a decline in revenue and net profit for the fiscal year 2024, primarily due to falling prices of key rare earth products, yet it remains a leader in the industry with the largest market capitalization [1][2]. Financial Performance - In 2023, Northern Rare Earth's operating revenue was 32.966 billion yuan, a year-on-year decrease of 1.58% - The net profit attributable to shareholders was 1.004 billion yuan, down 57.64% year-on-year [1]. Production and Sales - The production of rare earth oxides decreased by 7.26% to approximately 15,500 tons, while sales increased by 6.07% to about 30,600 tons, with inventory down 39.61% to around 23,000 tons [2]. - Rare earth salts production fell by 1.60% to about 125,300 tons, with sales rising by 19.26% to approximately 104,100 tons, but inventory increased by 18.30% to about 137,600 tons [2]. - Rare earth metals production rose by 19.84% to about 36,900 tons, with sales up 13.77% to approximately 35,300 tons, although inventory surged by 78.12% to 3,606.90 tons [2]. Market Outlook - The overall rare earth market is expected to remain weak in 2024, but with gradual improvements in supply and demand dynamics, the price fluctuations of major rare earth products have narrowed compared to the past three years [1]. Future Goals - For 2025, Northern Rare Earth aims to achieve operating revenue of at least 37.217 billion yuan and a total profit of over 2.820 billion yuan, while ensuring alignment between employee income, economic efficiency, and labor productivity [2].