The downstream demand high prosperity with prosperity with the rare earth industry, a number of listed companies in the semi -annual report of the semi -annual newspaper performance

27aug

Our reporter Meng Tingting Ma Yuli as of August 26, the A -share rare earth sector has a three -year performance report in the 2022 semi -annual performance report. Essence Experts interviewed by the "Securities Daily" reporter believes that considering the continued strong market demand for new energy and other markets, the high prosperity of the rare earth industry is expected to continue. According to data from the semi -annual report, the northern rare earth achieved operating income of 201.29 billion yuan, an increase of 36.74%year -on -year, and the net profit attributable to the mother was 3.127 billion yuan, a year -on -year increase of 53.6%; The net profit of returning to the mother was 1.347 billion yuan, an increase of 148.14%year -on -year; the rare earth of the Ministry of Field was 2.2 billion yuan, an increase of 39.82%year -on -year, and the net profit attributable to the mother was 305 million yuan, an increase of 79.85%year -on -year. Three rare earth companies stated through the semi -annual report that one of the reasons for the significant increase in operating performance in the first half of 2022 was due to the overall demand of the main product market in rare earth, and some rare earth commodity market prices rose greater. The northern rare earth also stated that it has benefited from the year -on -year increase in the national rare earth control plan, and the sales volume of rare earth raw materials products increased year -on -year. Shenghe resources said that during the reporting period, the company used the advantages of rare earth resources to grasp market opportunities, tap production capacity potential, and ensured market supply. The semi -annual revenue scale and profit level reached a record high. In addition, the previous performance forecast released by Guangsheng's color showed that the company is expected to achieve net profit of 160 million yuan to 210 million yuan in the first half of the year, an increase of 91.27%to 151.04%year -on -year; 67%to 116.3%. Gong Tao, chairman of Shenzhen Zhongjinhua Chuang Fund, said in an interview with the Securities Daily reporter: "In the first half of the year, the total amount of mining in China was biased towards light rare soil; and affected by the situation of Myanmar, the importance of the import of rare earth raw materials caused heavy rare earth to heavy soil. The overall supply is insufficient; in addition, in April this year, Europe was in the energy crisis, and the needs of new energy vehicles, industrial energy -saving motors, wind power generation and other needs have been fully opened, which led to a significant increase in demand for heavy soil. Space, and this trend is still expected to continue in the future. "" Rare soil as an important strategic resource has attached great importance to policies and markets. Relevant companies should seize the opportunities of market demand such as new energy vehicles, wind power, and industrial motors to optimize the industrial structure. Realize multi -chain, wide fields, and high -quality development of the rare earth industry. "Zhang Xiaorong, Dean of the In -depth Science and Technology Research Institute, told the Securities Daily reporter. Lin Boqiang, Dean of the China Energy Research Institute of Xiamen University, said in an interview with the Securities Daily reporter: "Rare earth is an important raw material for new energy vehicles, wind power and other new energy industries, and the alternative is poor. In this field, it plays an important supporting role. From the perspective of the second batch of rare earth mining and smelting separation indicators this year, the demand for rare earth is continuously rising, which has driven the growth rate of indicators. " The series of management measures have been introduced one after another. The phenomenon of brutal mining and low -cost and blind exports in my country's rare earth industry have gradually improved. In the future, the entire rare earth industry will develop in a smooth, orderly, and healthy direction. In an interview with the Securities Daily reporter, Tan Haojun suggested that at present, related companies should seize the development opportunities of the industry. At the same time, the government should further regulate all aspects such as rare earth mining and exports to ensure that my country's valuable rare earth resources are reasonable and efficient. use.

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