OBPAI Geek Team•2026/8/12•0 阅读
Глобальные редкоземельные компании 2026
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редкоземельные2026
Main table: FY2025 revenue
Compiled 2026-08-13. Ranked by latest full-year revenue of rare-earth listed companies. FX used only for USD ranking: about USD 1 = CNY 7.2, AUD 1 = USD 0.66. Related: lithium.
| # | Company | Revenue | USD equiv. | YoY / note |
|---|---|---|---|---|
| 1 | China Northern Rare Earth | CNY 42.56bn | ~5.91 | CY2025 +29.1%; net profit attributable ~CNY 2.25bn |
| 2 | Shenghe Resources | CNY 14.99bn | ~2.08 | CY2025 +31.8% |
| 3 | China Rare Earth (000831) | CNY 3.18bn | ~0.44 | CY2025 +5.11%; net profit ~CNY 0.17bn |
| 4 | Lynas Rare Earths | A$556.5m | ~0.37 | FY25 (to Jun 2025); NdPr sales 6,555 t (+18%) |
| 5 | MP Materials | $224.4m | 0.22 | CY2025 +10%; NdPr oxide production 2,599 t (+101%) |
China Northern Rare Earth’s ~CNY 42.6bn still leads listed rare-earth companies by a wide margin. Shenghe follows; China Rare Earth, Lynas and MP Materials sit in the sub-billion-USD band.
Side table: NdPr / REO production cuts
| Cut | Figure | Scope |
|---|---|---|
| Lynas NdPr sales | 6,555 t (+18%) | FY25; high-value NdPr family |
| Lynas total REO sales | 10,970 t (−10%) | FY25; lower-value La/Ce cut |
| MP NdPr oxide production | 2,599 t (+101%) | CY2025; sales 1,994 t |
| MP REO in concentrate | 50,692 t (+12%) | CY2025; ceased concentrate sales to China from Jul 2025 |
How we ranked
Main table uses latest full-year revenue of rare-earth listed companies; Western NdPr / REO volumes sit in the side table. Board defaults to S–D.
| Source | When | Used for |
|---|---|---|
| China Northern RE 2025 AR summary | 2026 | Revenue CNY 42.563bn |
| Shenghe Resources 2025 annual disclosure | 2026 | Revenue CNY 14.991bn |
| China Rare Earth 2025 AR | 2026 | Revenue CNY 3.182bn |
| Lynas FY25 | 2025 | Revenue A$556.5m; NdPr sales |
| MP Materials FY2025 | 2026 | Revenue $224.4m; NdPr / REO |
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文章来源：OBPAI TierList