CNRE: Humanoid robots will become a new engine for the demand of rare earth magnetic materials

CNRE: Humanoid robots will become a new engine for the demand for rare earth magnetic materials

Rare Earth "Dual Heroes," Performance Soars!

In the rare earth sector, CHINA RAREEARTH and CNRE both reported significant growth in their Q3 2025 financial results. CHINA RAREEARTH's revenue for the first three quarters reached 2.494 billion yuan, a year-on-year increase of 27.73%; net profit was 192 million yuan, a year-on-year increase of 194.67%. CNRE's revenue for the first three quarters was 30.292 billion yuan, a year-on-year increase of 40.50%; net profit was 1.541 billion yuan, a year-on-year increase of 280.27%. Although there was a decline in performance for the third quarter, there are clear signs of overall market recovery, with the rare earth price index significantly rising in July and August

CNRE: Net profit in the third quarter was 610 million yuan, a year-on-year increase of 69.48%

CNRE achieved revenue of 11.425 billion yuan in the third quarter, a year-on-year increase of 33.32%; net profit was 610 million yuan, a year-on-year increase of 69.48%. Revenue for the first three quarters was 30.292 billion yuan, a year-on-year increase of 40.50%; net profit was 1.541 billion yuan, a year-on-year increase of 280.27%

The rare earth permanent magnet sector is experiencing strong fluctuations, with Xiamen Tungsten rising to the limit, followed by gains in Sanchuan Wisdom, CNRE, NCS, JLMAG, and NEWLIFE

The disclosure window for the third quarter report is approaching, and public offering institutions are entering high-performing stocks in advance

The A-share market has currently entered the disclosure window for the third quarter reports of companies. Some companies have already released their third quarter reports for 2025, and over a hundred companies have issued performance forecasts for the third quarter of 2025, with many companies experiencing significant growth in net profit for the first three quarters. High-performing companies have received early positioning from public funds, with companies like Cynda and Enpack seeing substantial increases in performance for the first three quarters being heavily increased by fund companies. High-performing companies such as CNRE and LUXSHARE-ICT are also held by many fund companies