北方稀土（600111）8月26日晚间发布公告，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%。 根据"中国稀土（000831）"网站发布的"CRE指数"(稀土上市公司综合指数)，报告期内，我国稀土相关 上市公司呈现出整体向好的发展态势，经营情况和资本市场表现较去年同期显著提升，CRE指数偏强运 行。 作为全球最大的稀土企业集团，北方稀土主营业务涵盖稀土原料产品、功能材料产品及终端应用产品三 大类。报告期内，公司稀土冶炼分离产品、稀土金属产品及稀土功能材料产量均创同期历史新高，其中 稀土金属产品产量同比增28.10%，稀土功能材料产量同比增长16.65%。 业务布局方面，全产业链协同优势凸显。上游依托控股股东包钢(集团)公司掌控的白云鄂博稀土资源， 稳定获取稀土精矿原料，报告期内采购稀土精矿金额43.35亿元，保障生产链源头稳定；中游强化冶炼 分离环节降本提质，绿色冶炼升级改造项目一期进入产线联动 ...

北方稀土上半年营收增长45%，净利润大增超19倍。 北方稀土（600111）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。 | | | 単位: | | | --- | --- | --- | --- | | 主要会计数据 | 本报告期 (1-6月) | 上年同期 | 本报告期比上 年同期增减 | | | | | (%) | | 营业收入 | 18, 866, 094, 344. 27 | 12, 989, 826, 200. 11 | 45. 24 | | 利润总额 | 1. 532. 967. 159. 76 | 333.779, 115. 38 | 359. 28 | | 归属于上市公司股东的净利润 | 931. 313. 511. 79 | 45.396. 198. 39 | 1.951.52 | | 归属于上市公司股东的扣除 ...

以下文章来源于e公司 ，作者证券时报 余胜良 e公司 . e公司，证券时报旗下专注上市公司新媒体产品，立志打造A股上市公司资讯第一平台。提供7x24小时上市公司标准化快讯，针对可能影响上市公司股价的 主题概念、行业事件及时采访二次解读，从投资者需求出发，直播上市公司有价值的活动、会议。 北方稀土上半年营收增长45%，净利润大增超19倍。 北方稀土（600111）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。 | | | 里\/: T. | 巾秤:人民巾 | | --- | --- | --- | --- | | 主要会计数据 | 本报告期 (1-6月) | 上年同期 | 本报告期比上 年同期增減 | | | | | (%) | | 营业收入 | 18. 866. 094. 344. 27 | 12. 989. 826. 200. ...

Core Viewpoint - In 2024, Northern Rare Earth achieved a revenue of 32.966 billion yuan, a year-on-year decrease of 1.58%, and a net profit attributable to shareholders of 1.004 billion yuan, down 57.64% year-on-year, indicating challenges in the market environment and pricing pressures [1][2][3] Financial Performance - The company reported a revenue of 32.966 billion yuan in 2024, a decline of 1.58% year-on-year [1] - The net profit attributable to shareholders was 1.004 billion yuan, representing a significant drop of 57.64% year-on-year [1] - The net profit after deducting non-recurring gains and losses was 901 million yuan, down 61.12% year-on-year [1] Market Trends - The rare earth price index fell from 198.0 points at the beginning of the year to 163.8 points by year-end, a decrease of approximately 17.27% [2] - The lowest point of the price index during the year was 153.3 points [2] - The overall price trend for major rare earth products, particularly praseodymium and neodymium, showed a downward trajectory due to weak global economic growth and insufficient downstream demand [2] Production and Capacity Expansion - Northern Rare Earth achieved a 1.63% year-on-year increase in the production of smelting and separation products in 2024 [2] - The production of rare earth metal products increased by 19.84%, while magnetic materials and hydrogen storage materials saw production growth of 17.72% and 19.78%, respectively [2][3] - The company completed the construction of a new generation of green rare earth smelting upgrade project, marking the operation of the world's largest rare earth raw material production base [3] Strategic Initiatives - Northern Rare Earth is focusing on expanding its industrial capacity and enhancing its supply chain, with ongoing projects to strengthen its competitive advantage [3] - The company plans to distribute approximately 127 million yuan in cash dividends to shareholders, maintaining a leading position in dividend distribution within the industry [3] - Future plans include optimizing the industrial structure, promoting high-end, intelligent, and green transformation, and enhancing core competitiveness through technological innovation [5] Industry Outlook - The first quarter of 2025 is expected to show significant growth in performance due to improved market conditions and demand recovery [4] - The anticipated net profit for the first quarter of 2025 is projected to be between 425 million and 435 million yuan, representing an increase of 716.49% to 735.70% year-on-year [4] - The rare earth industry is expected to benefit from increased domestic consumption and supportive government policies, leading to improved supply-demand dynamics [5]