- Northern Rare Earth’s preliminary net income for the first nine months of 2025 increased by 273% to 287%.
- The company’s net income estimate for this period ranges between 1.51 billion yuan and 1.57 billion yuan.
- The current analyst consensus shows 12 buy ratings for Northern Rare Earth, with no hold or sell recommendations.
China Northern Rare Earth Group High-Tech on Smartkarma
Analyst coverage on China Northern Rare Earth Group High-Tech on Smartkarma reveals varying sentiments from top independent analysts. Rahul Jain‘s report titled “CNRE (600111.SH) β H1 FY25 Beat, Downstream Expansion; Valuations Look Stretched” highlights the company’s record profits in H1 FY25 due to production and margin gains, but warns of stretched valuations as shares surged over 200% in the past year.
On the bullish side, Jain’s report “China Northern Rare Earth (600111.SH): Strong H1 Guidance Supports Full-Year Outlook” emphasizes the company’s strong H1 FY2025 earnings guidance, driven by volume recovery and operational leverage. Despite risks, the report suggests that China Northern Rare Earth is on track to meet full-year estimates, aligning with China’s rare earth consolidation strategy. Another report by Jain, “China Northern Rare Earth (Ticker: 600111.SH): Dominant Force Riding REE Upswing,” highlights the company’s near-monopoly in China’s rare earth supply chain, backed by access to the Bayan Obo mine, positioning it with pricing power and resource security amidst surging earnings momentum.
A look at China Northern Rare Earth Group High-Tech Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 2 | |
| Growth | 3 | |
| Resilience | 3 | |
| Momentum | 5 | |
| OVERALL SMART SCORE | 3.0 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
China Northern Rare Earth Group High-Tech Co. Ltd., a company formed by the amalgamation of mining, smelting, separation, and utilization firms in Inner Mongolia’s northern region, shows a promising long-term outlook based on the Smartkarma Smart Scores. With a solid score in growth at 3 and resilience at 3, the company demonstrates potential for future expansion and the ability to withstand economic challenges. Additionally, scoring a high 5 in momentum, China Northern Rare Earth Group High-Tech seems to be gaining positive traction in the market, indicating strong upward movement in its operations.
Although the company scores moderately in value at 2 and dividend at 2, the overall outlook appears optimistic for China Northern Rare Earth Group High-Tech. The combination of growth potential, resilience, and strong momentum suggests a positive trajectory for the company’s future performance and positioning in the market.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.
π‘ Before itβs here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- β Unlimited Research Summaries
- β Personalised Alerts
- β Custom Watchlists
- β Company Analytics and News
- β Events & Webinars
