中国稀土2025年中报点评:充分受益政策红利,公司业绩逐步提振

东莞证券
Sep 03, 2025

投资要点:事件:公司发布2025年中报,2025年上半年,公司实现营业收入18.75亿元,同比增长62.38%;实现归母净利润1.62亿元,实现扣非归母净利润1.55亿元,同比扭亏为盈。点评:稀土产品价格上涨,公司业绩逐步提振。单季度来看,2025Q2,公司实现营收收入11.47亿元,同比+34.48%,环比+7.28%;归母净利润为0.89亿元,同比扭亏为盈,环比+21.92%;扣非归母净利润为...

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