今年上半年，受稀土原材料价格大幅下降、个别锁价订单延迟执行、行业竞争加剧等因素影响，金力永磁利润承压。该公司上半年归母净利润1.20亿元，同比减少64.02%。国金证券指，下半年尤其四季度需求显著更旺盛叠加《管理条例》正式生效（10月1日）对不合规供应进行严格限制，下半年尤其四季度望迎稀土供需显著改善的局面。jl mag rare-earth (06680) rose more than 3% in the afternoon, as of the time of publication, rose by 3.13%, reported at 5.28 Hong Kong dollars, with a turnover of 10.792 million Hong Kong dollars.
According to the Securities Times APP, jl mag rare-earth (06680) rose more than 3% in the afternoon, as of the time of publication, rose by 3.13%, reported at 5.28 Hong Kong dollars, with a turnover of 10.792 million Hong Kong dollars.
On the news front, on September 2, China Northern Rare Earth announced the listed prices of products for September 2024. Among them, praseodymium neodymium oxide was reported at 0.4032 million yuan/ton, a 4.78% increase from August; neodymium oxide was reported at 0.4116 million yuan/ton, a 4.68% increase from August; praseodymium neodymium metal was reported at 0.5 million yuan/ton, a 4.6% increase from August; neodymium metal was reported at 0.51 million yuan/ton, a 4.51% increase from August.
In the first half of this year, affected by factors such as a substantial decrease in rare earth raw material prices, delayed execution of individual locked-in orders, and intensified industry competition, the net income of jl mag rare-earth came under pressure. The company's net income attributable to shareholders in the first half of the year was 0.12 billion yuan, a decrease of 64.02% compared to the same period last year. Sinolink Securities pointed out that the significant increase in demand in the second half of the year, especially in the fourth quarter, combined with the formal implementation of the 'Regulations' (October 1), which strictly restricts non-compliant supplies, is expected to bring about a significant improvement in the supply and demand of rare earths in the second half of the year, especially in the fourth quarter.
