According to the data of the semi-annual report, the operating income of rare earth in the north reached 20 1.29 billion yuan, up 36.74% year-on-year, and the net profit returned to the mother reached 365.438+0.27 billion yuan, up 53.6% year-on-year. Hesheng Resources achieved an operating income of 8.762 billion yuan, up 8.0 16% year-on-year, and a net profit of1347 million yuan, up14814% year-on-year; Minmetals Rare Earth achieved an operating income of 2.2 billion yuan, a year-on-year increase of 39.82%, and a net profit of 305 million yuan, a year-on-year increase of 79.85%.
The three rare earth companies all said through semi-annual reports that one of the reasons for the sharp increase in operating performance in the first half of 2022 was that the overall market demand for major rare earth products was improving, and the market prices of some rare earth commodities rose by a large margin. Northern Rare Earth also said that thanks to the year-on-year increase in the national total rare earth control plan in the first half of the year, the sales volume of rare earth raw materials products increased year-on-year. Hesheng Resources said that during the reporting period, with the advantage of rare earth resources, the company seized market opportunities, tapped production potential and guaranteed market supply, and the revenue scale and profit level in the first half of the year reached record highs.
In addition, Guangsheng Nonferrous's previously released performance forecast shows that the company expects to achieve a net profit of 65.438+0.6 billion yuan to 26.5438+0.4 billion yuan in the first half of the year, an increase of 965.438+0.27% year-on-year to 654.38+0.05%; Deducting non-net profit1690,000 yuan to 2190,000 yuan, up 67% to1/6.3% year-on-year.
Gong Tao, chairman of Shenjinzhong Huachuang Fund, said in an interview with the Securities Daily: "In the first half of the year, the total amount of new domestic mining was biased towards light rare earths; However, due to the situation in Myanmar, the import of heavy rare earth raw materials is under pressure, resulting in insufficient overall supply of heavy rare earth; In addition, in April this year, Europe fell into an energy crisis, and the demand for new energy vehicles, industrial energy-saving motors and wind power generation was fully opened, which led to a large increase in the demand for heavy rare earths. The rapid and continuous increase in the price of praseodymium and neodymium products has brought huge profit margins, and it is expected that this trend will continue in the future. "
"As an important strategic resource, rare earths have always been highly valued by policies and markets. Relevant enterprises should seize the opportunity of expanding market demand for new energy vehicles, wind power generation and industrial motors, optimize the industrial structure, and realize the multi-chain, wide-ranging and high-quality development of the rare earth industry. " Zhang Xiaorong, president of Shenzhen Institute of Science and Technology, told the Securities Daily reporter.
Lin, dean of China Energy Research Institute of Xiamen University, said in an interview with Securities Daily: "Rare earth is an important raw material for new energy industries such as new energy vehicles and wind power, and its substitutability is poor. As a strategic resource, rare earth plays an important supporting role in many fields. Judging from the second batch of rare earth mining and smelting separation indicators this year, the demand for rare earths continues to rise, which has led to an increase in the growth rate of indicators. "
"With the introduction of a series of management measures such as China's" Regulations on the Management of Rare Earths ",the phenomena of barbaric mining and blind low-price export that once existed in China's rare earth industry have gradually improved, and the whole rare earth industry will develop in a stable, orderly and healthy direction in the future." Tan Haojun, an adjunct professor at Zhongnan University of Economics and Law, suggested in an interview with Securities Daily that at present, relevant enterprises should seize the opportunity of industry development, and the government should further standardize all aspects of rare earth mining and export to ensure that China's precious rare earth resources are reasonably and efficiently utilized.