北方稀土 2024 年度业绩洞察：挑战与突破并存

基础金属	铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁
稀有金属	稀土稀土矿稀土氧化物稀土金属钕铁硼稀散金属锑铋铟锗镓硒钽锆贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒
新能源	锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

基础金属

铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁

稀有金属

稀土稀土矿稀土氧化物稀土金属钕铁硼 稀散金属锑铋铟锗镓硒钽锆 贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒

新能源

锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰 锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

北方稀土 2024 年度业绩洞察：挑战与突破并存

2025-02-19 10:17:18 来源：北方有色网责任编辑：管理员

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2025 年 1 月 22 日晚，北方稀土公告揭开 2024 年度业绩面纱。过去一年市场复杂，公司有挑战也有成果。

一、业绩概览

预计 2024 年归属于母公司所有者净利润 9.5 亿 - 10.8 亿元，同比大幅减少 12.9 亿 - 14.2 亿元，减幅 54.41% - 59.90%，由市场多因素所致。

二、市场因素

（一）价格走势

2024 年全球经济疲弱、下游需求不及预期，稀土镨钕等产品价格震荡下行、均价同比降，因高科技产业扩张受阻致需求萎缩传导至价格端。

（二）供求格局

供给侧：稀土总量控制指标同比增长但放缓，回收再利用产能释放、进口矿冲击，供应稳中有增。
需求侧：下游磁性材料领域竞争激烈，虽新兴产业发展与政策提振消费，但需求增长及拉动效应不佳，市场供需失衡。

三、生产与销售亮点

（一）产量增长

稀土冶炼分离产品产量约增 1.63%，保障原料供应。
稀土金属产量增约 20.78%，得益于技术研发投入。
磁性材料产量增约 10.42%，顺应新兴产业需求。
抛光材料产量微增 0.26%，坚守细分领域。
储氢材料产量增约 19.78%，提前布局新能源。

（二）营销成效

改革营销体制、优化产品结构，稀土镧铈及镨钕产品销量创新高，提升占有率。
稀土功能材料销量约增 7.40%，附加值提升。
包头稀土产品交易所交易量增约 11.37%，提升价格影响力与话语权。

四、未来展望

北方稀土未来要多策破局，加大研发投入挖掘高精尖领域应用，优化产业布局稳定供需，借助交易所调控市场、重铸领军地位。

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北方稀土 2024 年度业绩洞察：挑战与突破并存

一、业绩概览

二、市场因素

（一）价格走势

（二）供求格局

三、生产与销售亮点

（一）产量增长

（二）营销成效

四、未来展望

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