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稀土價格走勢樂觀 機構預計這些稀土永磁股全年業績向好
7月9日盤後,北方稀土發佈業績預告,預計2025年半年度實現歸母淨利潤9億元至9.6億元,同比增加1882.54%至2014.71%;實現扣非淨利潤8.8億元到9.4億元,同比增加5538.33%至5922.76%。北方稀土表示,公司對未來稀土價格走勢持樂觀看法。廣發證券認爲,在關稅政策不確定性背景下,中國稀土開採指標有望加強管理,稀土永磁的戰略價值仍將持續發酵。業績方面,除北方稀土外,目前暫無稀土永磁股發佈2025年半年報相關報告。但從兩家及以上機構一致預測來看,機構對於稀土永磁股2025年經營表現普遍看好。14只稀土永磁股2025年有望實現淨利潤10%以上增長或扭虧爲盈。機構預計7股業績實現翻倍。此外,機構一致預測盛新鋰能、中國稀土和廣晟有色2025年業績有望實現扭虧爲盈。
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