炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 金田股份董秘丁星驰2024年涨薪至161万，但公司2024年归母净利润同比下降12.29%，市值同比下降 11.07%。 创新新材董秘王科芳年薪120万超行业均值，2023年、2024年公司市值持续下挫，其中2023年市值缩水 16.35%，2024年市值缩水21.48%。 新疆众和董秘刘建昊年薪148万超行业均值，2023年、2024年公司市值持续下挫，其中2023年市值缩水 7.85%，2024年市值缩水0.41%。业绩表现来看，2024年公司增收不增利，归母净利润同比下滑 22.94%。 永茂泰董秘王光普年薪百万，但是公司市值已连续三年下挫，利润更是在连续两年巨降后微增。2022- 2024年，公司市值分别缩水13.6%、7.07%、18.58%。公司归母净利润2022年、2023年大幅下滑，分别 同比下降58.56%、67.18%，2024年仅仅微增0.38%。 西藏珠峰董秘孙华年薪超百万，公司市值连续三年下挫。2022-2024年，公司市值分别缩水39.14%、 46.95%、12.25%。 国城矿业董秘马翀年薪超百万，但公司 ...

截至2025年一季报，共有212家机构持仓洛阳钼业，其中基金212家，合计持股数42257.90万股，持股市 值35.58亿元。 洛阳栾川钼业集团股份有限公司的主营业务是基本金属、稀有金属的采、选、冶等矿山采掘及加工业务 和矿产贸易业务。公司的主要产品是矿山采掘及加工、钼、钨、铜（不含NPM）、钴、铌、磷、铜金 （NPM）、矿产贸易、矿物金属贸易、精炼金属贸易。 8月6日，洛阳钼业今日收盘9.51元，上涨1.39%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到13.21倍，创1793天以来新低，总市值2034.60亿元。 从行业市盈率排名来看，公司所处的小金属行业市盈率平均65.31倍，行业中值61.61倍，洛阳钼业排名 第5位。 序号股票简称PE(TTM)PE(静)市净率总市值(元)1洛阳钼业13.2115.042.762034.60亿行业平均 65.3174.704.47233.81亿行业中值61.6162.483.94131.56亿2金钼股份14.6314.012.36417.85亿3锡业股份 18.5120.731.58299.37亿4贵研铂业20.0620.361.62118.00亿 ...

金融界8月6日消息，上证指数低开高走，中证香港300资源指数 (H300资源，H30326)报2861.49点。 从中证香港300资源指数持仓样本的行业来看，石油与天然气占比50.07%、煤炭占比16.61%、贵金属占 比16.13%、工业金属占比15.73%、稀有金属占比0.89%、其他有色金属及合金占比0.56%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 本文源自：金融界 作者：行情君 数据统计显示，中证香港300资源指数近一个月上涨5.70%，近三个月上涨21.06%，年至今上涨 17.37%。 据了解，中证香港300行业主题指数系列从中证香港300指数样本中选取银行、运输、资源、基建、物流 和休闲等行业主题上市公司证券作为指数样本，以反映香港市场不同主题上市公司证券的整体表现。该 指数以20 ...

Core Viewpoint - Luoyang Molybdenum Co., Ltd. is a leading player in the non-ferrous metal mining industry, focusing on the production of various metals including molybdenum, tungsten, cobalt, and copper, with significant market positions globally [2][6]. Company Overview - The company is one of the top five molybdenum producers and the largest tungsten producer globally, as well as the second-largest cobalt and niobium producer, and a leading copper producer [2]. - Luoyang Molybdenum also ranks as the second-largest phosphate fertilizer producer in Brazil, holding 100% indirect equity in the CIL phosphate mine, covering the entire phosphate industry chain [2]. Recent Performance - On August 6, the company's stock rose by 1.39%, with a trading volume of 1.449 billion yuan and a market capitalization of 203.46 billion yuan [1]. - For the first quarter of 2025, the company reported a revenue of 46.006 billion yuan, a slight decrease of 0.25% year-on-year, while net profit attributable to shareholders increased by 90.47% to 3.946 billion yuan [7]. Production and Capacity - The company has a 30% stake in the 60,000-ton nickel metal wet smelting project in Indonesia, which commenced production in December last year and is currently ramping up capacity [2]. - The NPM copper-gold mine in Australia, where the company holds an 80% interest, produced 16,000 ounces of gold in 2022, with a production guidance of 25,000 to 27,000 ounces for 2023, representing a year-on-year increase of 56% to 69% [2]. Financial Metrics - The average trading cost of the company's shares is 7.63 yuan, with the stock price approaching a resistance level of 9.55 yuan, indicating potential for upward movement if this level is breached [5]. - The company has distributed a total of 21.562 billion yuan in dividends since its A-share listing, with 10.576 billion yuan distributed over the past three years [8]. Shareholder Structure - As of March 31, the number of shareholders decreased by 12.99% to 282,600, with no change in the average circulating shares per person [7]. - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable reductions in their holdings compared to previous periods [8].

Core Viewpoint - Luoyang Molybdenum's stock price increased by 1.30% to 9.38 yuan as of August 5, 2025, with a trading volume of 1.593 billion yuan and a fluctuation of 2.59% [1] Group 1: Company Overview - Luoyang Molybdenum primarily engages in the mining, smelting, and deep processing of metals such as copper, molybdenum, tungsten, and cobalt, positioning itself as a global leader in tungsten and molybdenum production and a significant copper producer [1] - The company's operations span multiple countries and regions, including Asia, Africa, and South America [1] Group 2: Financial Performance - The company anticipates a net profit of 8.2 billion to 9.1 billion yuan for the first half of 2025, representing a year-on-year growth of 51.37% to 67.98% [1] - Five brokerage firms, including Zhongyuan Securities and Huayuan Securities, have included Luoyang Molybdenum in their August stock recommendations, primarily based on expectations of rising copper prices [1] Group 3: Market Activity - On August 5, 2025, the net inflow of main funds into Luoyang Molybdenum was 22.718 million yuan, while there was a net outflow of 370 million yuan over the past five days [1]

Group 1 - The copper industry stocks have mostly risen, with notable increases in companies such as Minmetals Resources (+2.61%), Luoyang Molybdenum (+1.53%), Jiangxi Copper (+0.82%), and Zijin Mining (+0.74%) [1] - A mining accident in Chile's O'Higgins region resulted in the death of 6 individuals, including 5 trapped miners, prompting Codelco to initiate an investigation and halt underground operations [1] - The affected mine accounts for over 25% of Codelco's total production, which was 356,000 tons of copper last year, raising concerns about potential impacts on production targets [1] Group 2 - On July 30, the U.S. President signed an announcement addressing the national security implications of copper imports, imposing tariffs on certain copper products [2] - The tariffs do not affect copper raw materials, leading to the disappearance of the COMEX copper premium, while U.S. copper imports have already exceeded last year's total, with 74.3% being unaffected by tariffs [2] - It is anticipated that traders will redirect copper shipments away from the U.S. to other markets such as Europe and Asia, with LME and SHFE copper prices expected to be driven by supply and demand dynamics [2]

Group 1: Copper Market Update - Most copper stocks have risen, with Minmetals Resources up 2.61% at HKD 3.93, Luoyang Molybdenum up 1.53% at HKD 9.31, Jiangxi Copper up 0.82% at HKD 16.02, and Zijin Mining up 0.74% at HKD 21.82 [1] - A mining accident in Chile's O'Higgins region resulted in 6 deaths, with all 5 trapped miners confirmed dead. Codelco has initiated an investigation and halted underground operations, impacting production targets [1] - The affected mine accounts for over 25% of Codelco's total output, which produced 356,000 tons of copper last year. The news of the mine's shutdown has heightened tensions in the already tight copper market [1] Group 2: U.S. Copper Import Tariffs - On July 30, U.S. President Trump signed an announcement addressing the impact of copper imports on national security, imposing tariffs on certain copper products. However, raw copper materials are not restricted by these tariffs [2] - As a result, the COMEX copper premium has disappeared, and U.S. copper imports have already exceeded last year's total, with 74.3% of imports being unaffected by tariffs [2] - It is anticipated that traders will cease shipping copper to the U.S., redirecting it to other markets such as Europe and Asia. LME copper is expected to return to supply-demand pricing, with current LME copper inventories increasing and domestic demand being weak [2]

Group 1: Copper Industry Performance - Most copper stocks have risen, with Minmetals Resources up 2.61% at HKD 3.93, Luoyang Molybdenum up 1.53% at HKD 9.31, Jiangxi Copper up 0.82% at HKD 16.02, and Zijin Mining up 0.74% at HKD 21.82 [1] - The copper market sentiment has been boosted by the recent mining accident in Chile, which resulted in the death of 6 individuals, including 5 trapped miners [1] Group 2: Impact of Chilean Mining Accident - Codelco has initiated an investigation into the cause of the mining accident, and all underground operations have been halted [1] - The affected mine accounts for over 25% of Codelco's total production, which was 356,000 tons of copper last year [1] - It remains unclear how long the production halt will last and whether it will impact the company's production targets [1] Group 3: U.S. Copper Import Tariffs - On July 30, former U.S. President Trump signed an announcement addressing the impact of copper imports on national security, imposing tariffs on certain copper products [2] - The tariffs do not restrict copper raw materials, leading to the disappearance of the COMEX copper premium [2] - U.S. copper imports have already exceeded last year's total, with 74.3% of imports being unaffected by tariffs, suggesting that copper will be redirected to markets outside the U.S., such as Europe and Asia [2] Group 4: Market Dynamics - It is expected that traders will no longer continue shipping copper to the U.S., affecting the supply dynamics [2] - LME copper is currently experiencing inventory accumulation, while domestic demand is weak due to the off-season, indicating that demand resilience may become a pricing factor for copper [2]

Summary of Conference Call Notes Company and Industry Overview - **Industry**: Financial Technology, Semiconductor, Chemical, Military, Agriculture, and New Consumption - **Key Companies**: Tianyang Technology, Wentai Technology, Wanhu Chemical, Gaode Hongai, Muyuan Co., Ltd., Chuan Yi Co., Ltd., Lao Pu Gold, Li Gao Video, and Long Sheng. Key Points and Arguments Tianyang Technology - **Market Position**: Leading in card solutions, with financial services accounting for about one-third and fintech solutions for two-thirds of revenue [2] - **Revenue**: Total revenue for 2024 is projected at 1.76 billion, down 8% year-on-year, with net profit at 78 million, also showing a decline [2] - **Growth Opportunities**: Key business areas like corporate credit are expected to grow over the next three years [2][4] Wentai Technology - **Business Segments**: Divided into product integration and semiconductor businesses, with the latter showing revenue growth in the first half of the year [5][6] - **Market Trends**: The semiconductor segment's revenue is expected to grow, particularly in automotive applications, which account for over 60% of revenue [6][7] - **Future Projections**: Expected revenue decline in product integration but significant profit growth in semiconductors projected for 2025-2027 [8] Wanhu Chemical - **Market Dynamics**: TDI prices are expected to rise due to supply shortages caused by maintenance and accidents at production facilities [9][10] - **Price Trends**: Domestic TDI prices increased by 32% recently, indicating strong demand and supply constraints [10][11] - **Industry Outlook**: Anticipated simultaneous price increases for TDI and MDI, benefiting leading companies like Wanhu [11] Gaode Hongai - **Business Expansion**: Transitioning from a supplier to a comprehensive weapon system provider, with significant contracts signed recently [12][13] - **Financial Performance**: Expected rapid growth in revenue and profit due to increased orders and successful project deliveries [14] Muyuan Co., Ltd. - **Market Position**: Positioned well in the agricultural sector with a focus on cost advantages and stable profit margins [15][19] - **Price Stability**: Government policies are expected to stabilize pork prices, reducing downward pressure on prices [17][18] - **Future Projections**: Anticipated price increases for pork in the coming year, benefiting the company's profitability [18][20] Chuan Yi Co., Ltd. - **Industry Position**: A leading automation instrument company with significant growth potential in domestic and international markets [24][25] - **Market Trends**: Expected growth in demand due to infrastructure projects and a low industry base [24] Lao Pu Gold - **Financial Performance**: Significant revenue growth projected for the first half of the year, with expectations for continued strong performance [27][28] - **Market Outlook**: Anticipated strong demand and expansion in new store openings contributing to revenue growth [28] Li Gao Video - **Market Dynamics**: Stable performance in the supply chain, with growth in revenue and profit despite market pressures [30] - **Product Innovation**: Introduction of new products in response to regulatory changes, enhancing market competitiveness [30][31] Long Sheng - **Cost Management**: Decrease in raw material costs, particularly oil, is expected to improve profit margins [32][33] - **Market Conditions**: Positive outlook due to government policies aimed at stabilizing the economy and improving PPI [34][35] Additional Important Insights - **Overall Market Trends**: The conference highlighted a general trend of companies adapting to market changes and government policies, with a focus on innovation and cost management across various sectors. - **Investment Recommendations**: Analysts recommended several companies as "golden stocks" based on their market positions, growth potential, and financial performance. This summary encapsulates the key insights and projections discussed during the conference call, providing a comprehensive overview of the companies and industries involved.

Group 1 - In August, 42 brokerage firms have released their "golden stock" lists, recommending a total of 370 times across 286 A-shares, including 187 from the main board, 48 from the ChiNext, and 51 from the Sci-Tech Innovation Board [1] - The most popular A-shares include Dongfang Wealth, Luoyang Molybdenum, and Muyuan Foods, which have been recommended 7 times, 5 times, and 5 times respectively [1] - A total of 182 A-shares have seen an increase in recommendation frequency compared to the previous month [1] Group 2 - Among the 19 industries recommended more than 10 times, the most favored sectors include electronic devices, instruments and components, metals, non-metals and mining, and chemicals, with recommendations of 39, 38, and 34 times respectively [1]