中科三环 2024 年业绩预降超九成，多重因素施压盈利空间

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

中科三环 2024 年业绩预降超九成，多重因素施压盈利空间

2025-02-19 10:48:06 来源：北方有色网责任编辑：管理员

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1 月 20 日晚间，中科三环发布 2024 年度业绩预告，数据显示其业绩大幅下滑，预计全年归属于上市公司股东的净利润仅为 1000 万元 - 1500 万元，同比下降幅度高达 94.55% - 96.37% ，基本每股收益也低至 0.0082 元 / 股–0.0124 元 / 股。

从业绩下滑原因来看，市场环境的复杂性对中科三环造成了多方面的冲击。在原材料层面，稀土原材料价格下跌看似是成本降低的利好，实则带来了一系列负面连锁反应。产品价格受其影响同比下降，导致毛利收窄。同时，稀土原材料价格下降使得公司资产减值损失增加，进一步压缩了利润空间。比如，公司此前储备的原材料在价格下跌后，账面价值降低，需要计提更多的资产减值准备。

下游需求端也不容乐观，部分下游应用领域需求不足，市场竞争愈发激烈。在这种情况下，中科三环产品价格下降，市场份额的争夺更加艰难，即使产品产量有所增长，也难以弥补价格和需求双重下滑带来的损失。以其在工业电机领域的产品销售为例，受行业整体需求放缓影响，订单量明显减少。

回顾中科三环过往业绩，2023 年其净利润表现尚可，然而 2024 年却遭遇如此大幅度的下滑，这一转变凸显了市场环境变化对企业的巨大影响。与之形成对比的是，在稀土永磁行业中，部分企业通过技术创新和多元化布局，在类似的市场环境下保持了相对稳定的业绩增长。

展望未来，中科三环需要积极探索破局之路。在技术研发上加大投入，开发高附加值产品，提高产品竞争力，从而提升产品价格和毛利率。同时，拓宽下游应用领域，降低对单一领域的依赖，寻找新的利润增长点。比如，在新兴的人形机器人领域提前布局，争取在未来市场中占据一席之地。

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中科三环 2024 年业绩预降超九成，多重因素施压盈利空间

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