格隆汇11月12日｜国元证券研报指出，盛和资源2025年前三季度实现归母净利润7.88亿元，同比增长 748.07%；2025年Q3实现归母净利润4.11亿元，同比增加154.48%。稀土产品价格上涨，带动业绩高 增。资源布局全球化，提高上游资源保障。公司Tajiri项目资源量达2.68亿吨，年底有望投产；马达加斯 加重砂矿前期推进顺利。锆产品广泛应用于军工与高端制造领域，钛资源具战略价值，整体业务正形成 稀土与锆钛双线协同发展的格局。公司具备完整的稀土产业链，将海外优质资源和国内优质产业相结 合，全球资源布局与长期供给保障,随着产量提升及稀土价格企稳回升，公司业绩有望持续增长。按照 最新股价测算，对应PE估值分别为46.30、43.54和40.30倍，给予公司"增持"的投资评级。 ...

2025年1至6月份，东方锆业的营业收入构成为：锆产品占比100.0%。 （文章来源：每日经济新闻） 东方锆业（SZ 002167，收盘价：14.62元）8月20日晚间发布公告称，公司于近期收到公司董事长兼总 经理冯立明先生出具的《股份减持计划告知函》。持有广东东方锆业科技股份有限公司股份526万股 （占公司总股本比例为0.68%）的董事长兼总经理冯立明先生计划在本公告披露之日起十五个交易日后 的3个月内，以集中竞价方式/大宗交易方式减持公司股份不超过约132万股（占公司总股本比例为 0.17%）。 ...

Core Viewpoint - Dongfang Zirconium announced the convening of its 23rd meeting of the 8th Board of Directors on August 11, 2025, to review various proposals [2] Group 1: Company Performance - For the first half of 2025, Dongfang Zirconium's revenue composition was entirely from zircon products, accounting for 100.0% [2]

Company Performance - Luxfer reported quarterly earnings of $0.23 per share, exceeding the Zacks Consensus Estimate of $0.17 per share, and up from $0.20 per share a year ago, adjusted for non-recurring items [1] - The earnings surprise for this quarter was 35.29%, following a previous quarter where earnings of $0.29 per share surpassed expectations of $0.22 per share by 31.82% [2] - Revenues for the quarter reached $97 million, surpassing the Zacks Consensus Estimate by 11.88%, and an increase from $89.4 million year-over-year [3] Market Outlook - Luxfer shares have declined approximately 23.8% since the beginning of the year, compared to a 6% decline in the S&P 500 [4] - The current consensus EPS estimate for the upcoming quarter is $0.26 on revenues of $100.7 million, and for the current fiscal year, it is $0.96 on revenues of $388.4 million [8] Industry Context - The Manufacturing - General Industrial industry, to which Luxfer belongs, is currently ranked in the bottom 40% of over 250 Zacks industries, indicating potential underperformance compared to higher-ranked industries [9]