北方稀土(600111.SH)：預計2024年淨利潤同比減少54.41%到59.9%
格隆匯1月22日丨北方稀土(600111.SH)公佈，經公司財務部門初步測算，預計2024年度實現歸屬於母公司所有者的淨利潤95,000萬元到108,000萬元，與上年同期（法定披露數據）相比，將減少129,000萬元到142,000萬元，同比減少54.41%到59.90%。預計2024年度實現歸屬於母公司所有者的扣除非經常性損益的淨利潤82,000萬元到95,000萬元，與上年同期（法定披露數據）相比，將減少137,000萬元到150,000萬元，同比減少59.10%到64.71%。
2024年，受全球經濟增長乏力及下游需求增長不及預期等市場供求關係因素影響，以稀土鐠釹產品為代表主要稀土產品價格總體呈震盪下行走勢，均價同比下降。供給方面，國家下達的兩批稀土總量控制指標同比增長但增速放緩，市場稀土資源回收再利用產能持續釋放，進口礦影響市場供需，稀土產品市場供應量穩中有增；需求方面，下游稀土磁性材料等主要應用領域競爭激烈，新能源汽車、人形機器人、工業電機等產業快速發展及“兩新”“兩重”政策出台提振消費，但需求增長及拉動效應不及預期，稀土市場整體表現弱勢。
2024年，預計公司稀土冶煉分離產品產量同比增長約1.63%；稀土金屬產量同比增長約20.78%；磁性材料產品產量同比增長約10.42%；拋光材料產品產量同比增長約0.26%；儲氫材料產品同比增長約19.78%；應用領域實現稀土永磁電機批量化生產。強化營銷體制改革，優化產品結構，稀土鑭鈰及鐠釹產品銷量創歷史新高，市場佔有率不斷提升；預計稀土功能材料銷量同比增長約7.40%；包頭稀土產品交易所交易量同比增長約11.37%，價格影響力持續提升。強化內外部橫縱向對標提升，深化降本增效，噸稀土加工成本同比降低5.1%；強化籌融資管理，優化融資結構，有息負債綜合融資成本進一步降低；嚴控重點工程項目建設費用支出，開源節流提升經營質量。重點建設項目及產業鏈併購有序推進，公司投資建設的新一代綠色採選冶稀土綠色冶煉升級改造項目一期建成投產；投資建設再生資源填埋工程，為公司生產經營提供有力保障；重組包頭市中鑫安泰磁業有限公司，填補稀土鑭鈰金屬生產空白，優勢互補做強做大公司稀土金屬產業；與寧波招寶磁業有限公司等重組成立新公司建設高性能釹鐵硼磁性材料項目，延鏈補鏈強鏈提升公司磁性材料產能和技術水平；與福建省金龍稀土股份有限公司合資成立新公司建設氧化稀土分離生產線項目，進一步提升公司稀土資源掌控力和稀土原料產品供給能力。加快高端化、數智化、綠色化轉型升級，深化改革創新，推進ESG等管理提升，加大研發投入，優化科研體制機制，強化績效考核與風險防控，加快推進“兩個稀土基地”建設，統籌謀劃、綜合施策不斷提升公司高質量發展質效，加快打造“世界一流稀土領軍企業”。
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