← Yunnan Tin overview

Yunnan Tin vs REalloys: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Yunnan Tin Co Ltd (000960.CS)

Q3 2026
▲2▼2

Yunnan Tin's profit jumps, then a maintenance shutdown caps output

  • First-half profit guidance points sharply higher Yunnan Tin told investors it expected first-half 2026 net profit of 1.47–1.57 billion yuan, up 38%–48% from a year earlier. The gain came from running its plants more efficiently, making more metal, and selling into higher prices — all of which support the shares.

    Sets up the profit growth that is the core positive driver for the stock this period.

  • Reported results confirm the strong growth The actual half-year report showed net profit of 1.504 billion yuan, up 41.6%, on revenue of 31.573 billion yuan, up 49.68%. The numbers landed near the top of the earlier guidance, and Yunnan Tin was named among the nonferrous-metal leaders in Shenzhen's strong reporting season.

    Confirms the guided profit growth was real and places the company among the market's strongest half-year performers.

  • Asset write-offs cut reported profit by 445 million yuan Alongside the results, Yunnan Tin scrapped damaged or idle equipment worth 252 million yuan and wrote off 296 million yuan of long-term expenses. Together these one-time charges cut net profit by 445 million yuan, a real drag on the headline number even though they are not cash losses from normal operations.

    The main counterweight to the strong profit report and a genuine hit to reported earnings.

  • Smelter maintenance pauses tin output for up to 45 days The Tin Branch will shut its smelting equipment from September 30 for routine maintenance lasting up to 45 days. That temporarily reduces the company's tin production and the metal it can sell, though management says the full-year plan already accounted for the stoppage.

    A fresh supply-side event that could trim near-term output and sales.

August 2026
▲2▼2

Yunnan Tin's profit jumps, then a maintenance shutdown caps output

  • First-half profit guidance points sharply higher Yunnan Tin told investors it expected first-half 2026 net profit of 1.47–1.57 billion yuan, up 38%–48% from a year earlier. The gain came from running its plants more efficiently, making more metal, and selling into higher prices — all of which support the shares.

    Sets up the profit growth that is the core positive driver for the stock this period.

  • Reported results confirm the strong growth The actual half-year report showed net profit of 1.504 billion yuan, up 41.6%, on revenue of 31.573 billion yuan, up 49.68%. The numbers landed near the top of the earlier guidance, and Yunnan Tin was named among the nonferrous-metal leaders in Shenzhen's strong reporting season.

    Confirms the guided profit growth was real and places the company among the market's strongest half-year performers.

  • Asset write-offs cut reported profit by 445 million yuan Alongside the results, Yunnan Tin scrapped damaged or idle equipment worth 252 million yuan and wrote off 296 million yuan of long-term expenses. Together these one-time charges cut net profit by 445 million yuan, a real drag on the headline number even though they are not cash losses from normal operations.

    The main counterweight to the strong profit report and a genuine hit to reported earnings.

  • Smelter maintenance pauses tin output for up to 45 days The Tin Branch will shut its smelting equipment from September 30 for routine maintenance lasting up to 45 days. That temporarily reduces the company's tin production and the metal it can sell, though management says the full-year plan already accounted for the stoppage.

    A fresh supply-side event that could trim near-term output and sales.

Latest
▲2▼2

Yunnan Tin's profit jumps, then a maintenance shutdown caps output

  • First-half profit guidance points sharply higher Yunnan Tin told investors it expected first-half 2026 net profit of 1.47–1.57 billion yuan, up 38%–48% from a year earlier. The gain came from running its plants more efficiently, making more metal, and selling into higher prices — all of which support the shares.

    Sets up the profit growth that is the core positive driver for the stock this period.

  • Reported results confirm the strong growth The actual half-year report showed net profit of 1.504 billion yuan, up 41.6%, on revenue of 31.573 billion yuan, up 49.68%. The numbers landed near the top of the earlier guidance, and Yunnan Tin was named among the nonferrous-metal leaders in Shenzhen's strong reporting season.

    Confirms the guided profit growth was real and places the company among the market's strongest half-year performers.

  • Asset write-offs cut reported profit by 445 million yuan Alongside the results, Yunnan Tin scrapped damaged or idle equipment worth 252 million yuan and wrote off 296 million yuan of long-term expenses. Together these one-time charges cut net profit by 445 million yuan, a real drag on the headline number even though they are not cash losses from normal operations.

    The main counterweight to the strong profit report and a genuine hit to reported earnings.

  • Smelter maintenance pauses tin output for up to 45 days The Tin Branch will shut its smelting equipment from September 30 for routine maintenance lasting up to 45 days. That temporarily reduces the company's tin production and the metal it can sell, though management says the full-year plan already accounted for the stoppage.

    A fresh supply-side event that could trim near-term output and sales.

REalloys Inc. (ALOY)

Q3 2026
▲3

REalloys Advances U.S. Rare Earth Supply Chain as China Curbs Bite

  • China's export curbs create supply gap China's export restrictions on heavy rare earths like dysprosium and terbium are squeezing global supply, pushing prices for non-Chinese material to 3-4x Chinese levels. REalloys, as a non-Chinese supplier with exclusive offtake and a new metallization plant, stands to benefit from higher prices and surging demand.

    This is the core supply-side force driving ALOY's value: China's restrictions create a shortage that REalloys is positioned to fill.

  • U.S. Army selects REalloys for Tooele plant REalloys was conditionally chosen by the U.S. Army to build and operate heavy rare earth processing facilities at Tooele Army Depot. This secures a strategic site and long-term government demand, with no taxpayer subsidies, and aligns with the 2027 Pentagon ban on Chinese materials.

    This is a major new demand catalyst: a direct government partnership that validates REalloys' technology and locks in future revenue.

  • REalloys builds integrated North American supply chain REalloys is assembling a mine-to-magnet supply chain through feedstock deals (Saskatchewan, Greenland), a metallization facility, and a magnet partnership with JS Link. It raised ~$100 million to accelerate this, positioning itself as a key non-Chinese supplier as Pentagon sourcing rules tighten.

    This shows the company's execution on its strategy, which underpins its long-term growth and competitive edge.

  • Q2 revenue up 83%, but net loss widens REalloys reported 83% revenue growth to $0.8 million, driven by its Ohio facility, and said it is fully funded for upgrades. However, net loss widened to $36.8 million due to non-cash stock compensation. The market focused on the growth and funding, sending shares up 13.7%.

    This is the latest financial update, showing both progress and costs, and explains the recent stock move.

July 2026
▲3

REalloys Advances U.S. Rare Earth Supply Chain as China Curbs Bite

  • China's export curbs create supply gap China's export restrictions on heavy rare earths like dysprosium and terbium are squeezing global supply, pushing prices for non-Chinese material to 3-4x Chinese levels. REalloys, as a non-Chinese supplier with exclusive offtake and a new metallization plant, stands to benefit from higher prices and surging demand.

    This is the core supply-side force driving ALOY's value: China's restrictions create a shortage that REalloys is positioned to fill.

  • U.S. Army selects REalloys for Tooele plant REalloys was conditionally chosen by the U.S. Army to build and operate heavy rare earth processing facilities at Tooele Army Depot. This secures a strategic site and long-term government demand, with no taxpayer subsidies, and aligns with the 2027 Pentagon ban on Chinese materials.

    This is a major new demand catalyst: a direct government partnership that validates REalloys' technology and locks in future revenue.

  • REalloys builds integrated North American supply chain REalloys is assembling a mine-to-magnet supply chain through feedstock deals (Saskatchewan, Greenland), a metallization facility, and a magnet partnership with JS Link. It raised ~$100 million to accelerate this, positioning itself as a key non-Chinese supplier as Pentagon sourcing rules tighten.

    This shows the company's execution on its strategy, which underpins its long-term growth and competitive edge.

  • Q2 revenue up 83%, but net loss widens REalloys reported 83% revenue growth to $0.8 million, driven by its Ohio facility, and said it is fully funded for upgrades. However, net loss widened to $36.8 million due to non-cash stock compensation. The market focused on the growth and funding, sending shares up 13.7%.

    This is the latest financial update, showing both progress and costs, and explains the recent stock move.

Latest
▲3

REalloys Advances U.S. Rare Earth Supply Chain as China Curbs Bite

  • China's export curbs create supply gap China's export restrictions on heavy rare earths like dysprosium and terbium are squeezing global supply, pushing prices for non-Chinese material to 3-4x Chinese levels. REalloys, as a non-Chinese supplier with exclusive offtake and a new metallization plant, stands to benefit from higher prices and surging demand.

    This is the core supply-side force driving ALOY's value: China's restrictions create a shortage that REalloys is positioned to fill.

  • U.S. Army selects REalloys for Tooele plant REalloys was conditionally chosen by the U.S. Army to build and operate heavy rare earth processing facilities at Tooele Army Depot. This secures a strategic site and long-term government demand, with no taxpayer subsidies, and aligns with the 2027 Pentagon ban on Chinese materials.

    This is a major new demand catalyst: a direct government partnership that validates REalloys' technology and locks in future revenue.

  • REalloys builds integrated North American supply chain REalloys is assembling a mine-to-magnet supply chain through feedstock deals (Saskatchewan, Greenland), a metallization facility, and a magnet partnership with JS Link. It raised ~$100 million to accelerate this, positioning itself as a key non-Chinese supplier as Pentagon sourcing rules tighten.

    This shows the company's execution on its strategy, which underpins its long-term growth and competitive edge.

  • Q2 revenue up 83%, but net loss widens REalloys reported 83% revenue growth to $0.8 million, driven by its Ohio facility, and said it is fully funded for upgrades. However, net loss widened to $36.8 million due to non-cash stock compensation. The market focused on the growth and funding, sending shares up 13.7%.

    This is the latest financial update, showing both progress and costs, and explains the recent stock move.