有研新材 2024 年业绩预减，稀土材料分部亏损成主因

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

有研新材 2024 年业绩预减，稀土材料分部亏损成主因

2025-02-20 09:02:01 来源：北方有色网责任编辑：管理员

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1 月 17 日晚间，有研新材料股份有限公司（以下简称 “有研新材”，股票代码：600206）发布 2024 年度业绩预告，预计全年归属于上市公司股东的净利润在 1.2 亿元到 1.55 亿元之间，与上年同期 2.26 亿元的净利润相比，减少 7146 万元到 10646 万元，同比下降幅度达 31.55% 到 47.01% 。同时，预计归属于上市公司股东的扣除非经常性损益的净利润为 8800 万元到 1.23 亿元，与上年同期相比，减少 5465 万元到 8965 万元，同比下降 30.76% 到 50.46%。

稀土材料分部亏损拖累整体业绩

有研新材在公告中明确指出，本年度业绩变动的主要原因是稀土材料分部出现亏损，预计减少归属于上市公司股东的净利润 1.02 亿元到 1.18 亿元。稀土材料作为有研新材的重要业务板块之一，其亏损对公司整体盈利状况产生了显著影响。

稀土材料市场近年来波动剧烈，多种因素交织导致有研新材稀土材料分部陷入困境。一方面，稀土原材料价格波动频繁，若采购成本居高不下，而产品销售价格未能同步提升，就会压缩利润空间。另一方面，市场竞争日益激烈，众多企业涌入稀土材料领域，使得产品同质化现象严重，有研新材在市场份额争夺和价格谈判中面临较大压力。此外，全球经济环境的不确定性，导致下游行业需求不稳定，对稀土材料的采购意愿和采购量有所下降，进一步影响了有研新材稀土材料业务的营收和利润。

公司积极应对，寻求业绩改善

面对业绩下滑的挑战，有研新材并未坐以待毙，而是积极采取措施应对市场变化。在内部管理方面，公司进一步优化生产流程，通过精细化管理降低生产成本，提高生产效率；加强研发投入，致力于开发高附加值的稀土材料新产品，提升产品竞争力，以拓展市场份额。同时，公司密切关注稀土材料市场动态，根据市场需求调整产品结构，努力寻找新的业务增长点。

从有研新材过往表现来看，公司在技术研发和创新方面具备一定实力。其及下属子公司在科技项目立项、成果获奖以及标准制定等方面成果颇丰，这为公司未来推出新产品、开拓新市场奠定了基础。尽管当前稀土材料分部亏损拖累业绩，但公司其他业务板块如电子薄膜及贵金属材料、红外光学及光电材料、生物医用材料等或许能在一定程度上起到支撑作用。

投资者需理性看待，关注长期发展

此次业绩预减消息发布后，预计会对有研新材的股价和市场表现产生一定影响。不过，投资者应理性看待这一业绩变动。虽然短期业绩下滑，但公司积极应对策略若能有效实施，有望在未来改善业绩。从长期来看，随着全球科技的不断发展，有研新材所处的新材料行业前景广阔，稀土材料在新能源、电子信息等领域仍具有重要应用价值，公司若能把握机遇，实现技术突破和市场拓展，仍具备较大的发展潜力。

本次业绩预告是公司财务部门初步测算的结果，未经审计机构审计。具体财务数据将在公司 2024 年年度报告中详细披露，投资者需持续关注公司后续动态，以便做出合理的投资决策。

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有研新材 2024 年业绩预减，稀土材料分部亏损成主因

稀土材料分部亏损拖累整体业绩

公司积极应对，寻求业绩改善

投资者需理性看待，关注长期发展

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