北方稀土上半年净利同比预减超九成，稀土市场整体表现弱势

读创客户端07-11

北方稀土(600111)7月11日晚间披露2024年半年度业绩预告。经公司财务部门初步测算，预计2024年半年度实现归母净利润3700万元到5400万元，与上年同期（法定披露数据）相比，将减少10.02亿元到10.19亿元，同比减少94.89%到96.50%。根据公告，2024年上半年，受下游需求增长不及预期等市场供求关系因素影响，稀土市场整体表现弱势。以镨钕产品为代表的主要稀土产品价格自年初以来...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2450330501?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-07-11 18:33","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2450330501","market":"sh","top_or_hot":-1,"title":"北方稀土上半年净利同比预减超九成，稀土市场整体表现弱势","media":"读创客户端","content":"<div>\n<p>北方稀土(600111)7月11日晚间披露2024年半年度业绩预告。经公司财务部门初步测算，预计2024年半年度实现归母净利润3700万元到5400万元，与上年同期（法定披露数据）相比，将减少10.02亿元到10.19亿元，同比减少94.89%到96.50%。根据公告，2024年上半年，受下游需求增长不及预期等市场供求关系因素影响，稀土市场整体表现弱势。以镨钕产品为代表的主要稀土产品价格自年初以来...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202407111841419f33ff74&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>北方稀土上半年净利同比预减超九成，稀土市场整体表现弱势</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n北方稀土上半年净利同比预减超九成，稀土市场整体表现弱势\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-11 18:33 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202407111841419f33ff74&s=b><strong>读创客户端</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北方稀土(600111)7月11日晚间披露2024年半年度业绩预告。经公司财务部门初步测算，预计2024年半年度实现归母净利润3700万元到5400万元，与上年同期（法定披露数据）相比，将减少10.02亿元到10.19亿元，同比减少94.89%到96.50%。根据公告，2024年上半年，受下游需求增长不及预期等市场供求关系因素影响，稀土市场整体表现弱势。以镨钕产品为代表的主要稀土产品价格自年初以来...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202407111841419f33ff74&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0188","symbol_name":"融资融券","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202407111841419f33ff74&s=b","article_id":"2450330501","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202407111841419f33ff74&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2450330501","pubTimestamp":1720694025,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"根据公告，2024年上半年，受下游需求增长不及预期等市场供求关系因素影响，稀土市场整体表现弱势。以镨钕产品为代表的主要稀土产品价格自年初以来总体呈现下行走势，上半年主要稀土产品均价同比降低。北方稀土表示，尽管公司综合施策努力降低不利因素对公司经营业绩的影响，但受稀土产品价格下跌等因素影响，2024年半年度实现归母净利润同比下降。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159715":"稀土","600111":"北方稀土","BK0188":"融资融券","BK0028":"国家队","BK0182":"小金属","BK0183":"MSCI概念","BK0233":"有色加工","BK0196":"行业龙头","BK0084":"稀土永磁"},"translate_title":"Northern Rare Earth's net profit in the first half of the year is expected to decrease by more than 90% year-on-year, and the overall performance of the rare earth market is weak","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159715":1,"600111":1},"content_text":"北方稀土(600111)7月11日晚间披露2024年半年度业绩预告。经公司财务部门初步测算，预计2024年半年度实现归母净利润3700万元到5400万元，与上年同期（法定披露数据）相比，将减少10.02亿元到10.19亿元，同比减少94.89%到96.50%。根据公告，2024年上半年，受下游需求增长不及预期等市场供求关系因素影响，稀土市场整体表现弱势。以镨钕产品为代表的主要稀土产品价格自年初以来总体呈现下行走势，上半年主要稀土产品均价同比降低。供给方面看，上半年国家下达的第一批稀土总量控制指标同比增长，市场稀土资源回收再利用产能稳步释放，进口矿增量影响市场供需，稀土产品市场供应量稳中有增；需求方面看，下游稀土磁性材料、抛光材料、储氢材料等领域市场竞争激烈，需求拉动效应不足，需求增长不及预期，稀土市场整体呈弱势走势。北方稀土表示，尽管公司综合施策努力降低不利因素对公司经营业绩的影响，但受稀土产品价格下跌等因素影响，2024年半年度实现归母净利润同比下降。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。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。值得一提的是，北方稀土业绩下滑早有迹象。今年第一季度，北方稀土实现营业收入57.62亿元，同比下降37.59%，实现归母净利润5205.20万元，同比下降幅度达到94.35%。2023年全年，北方稀土实现营收334.97亿元，同比下降10.1%；实现归母净利润23.71亿元，同比下降60.38%。截至7月11日收盘，北方稀土涨2.82%报17.50元/股，总市值632.64亿元。来源：读创财经","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2450330501"}