Core Viewpoint - Jin Molybdenum Co., Ltd. (601958.SH) reported a year-on-year revenue increase of 7.8% for the first three quarters of 2025, reaching 10.885 billion yuan, along with a net profit attributable to shareholders of 2.286 billion yuan, reflecting a growth of 4.17% [1] Financial Performance - The total operating revenue for the first three quarters of 2025 was 10.885 billion yuan, which is a 7.8% increase compared to the previous year [1] - The net profit attributable to the parent company's shareholders was 2.286 billion yuan, showing a year-on-year growth of 4.17% [1] - The basic earnings per share (EPS) stood at 0.709 yuan [1]

股票代码：601958 股票简称：金钼股份 公告编号： 2025-028 金堆城钼业股份有限公司 关于购买董事、高级管理人员责任保险的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 为完善公司风险管理体系，防范董事及高级管理人员正常履行职责 风险，促进董事和高级管理人员更加忠实、勤勉地履行职责，根据《上 市公司治理准则》《上市公司独立董事管理办法》等相关规定，金堆城 钼业股份有限公司（以下简称公司）拟为董事和高级管理人员购买责任 保险（以下简称责任险），现将相关事项公告如下： 一、责任险方案 公司及全体董事、高级管理人员和相关人员（具体以最终签订的保 险合同为准）。 2.保额与保费 保额为人民币 5,000 万元，年保费为人民币 18.8 万元。 3.保险期限 12 个月(具体起止时间以最终签订的保险合同为准，后续每年可续 保或重新投保)。 为提高决策效率，公司董事会将提请股东会授权公司管理层在上述 权限内办理购买责任险的相关事宜（包括但不限于确定被保险人范围； 确定保险公司；根据市场情况确定责任限额、保险费用及其 ...

股票代码：601958 股票简称：金钼股份 公告编号： 2025-029 金堆城钼业股份有限公司 关于新设立全资子公司的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： ●新设立全资子公司名称：金堆城钼业渭南华鑫科技有限公司（名 称以工商行政管理部门核准登记为准） 2025 年 10 月 28 日，公司召开第五届董事会第二十七次会议，以 11 票同意、0 票反对、0 票弃权的表决结果审议通过《关于新设立全资子公 司的议案》，根据《公司章程》规定，该事项在董事会审批权限范围内， 无需提交公司股东会审议。 ●注册资本：20 亿元人民币 ●审议情况：该事项经第五届二十七次董事会审议通过，无需提交 公司股东会审议。 ●相关风险提示：本次投资新设立的全资子公司面临宏观经济、行 业政策、市场竞争、经营管理等方面不确定因素，存在一定经营风险， 可能造成公司投资损失。 一、本次投资概述 （一）投资基本情况 为加快构建现代化产业体系，推进实施"强链、补链、延链"工程， 提升钼基资源综合价值，金堆城钼业股份有限公司（以下 ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 公司董事会及董事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假记载、误 导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息 的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 金堆城钼业股份有限公司 2025 年第三季度报告 证券代码：601958 证券简称：金钼股份 金堆城钼业股份有限公司 2025 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 单位：元 币种：人民币 | | | 本报告期 | | 年初至报告期 | | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 比上年同 | 年初至报告期末 | 末比上年同期 | | | | 期增减变 | | 增减变动幅度 | | | | 动幅度(%) | | (%) | | 营业收入 | 3,926,069,184.56 | 12.04 | 10,885,0 ...

股票代码：601958 股票简称：金钼股份 公告编号： 2025-027 金堆城钼业股份有限公司 第五届董事会第二十七次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 金堆城钼业股份有限公司（以下简称公司）第五届董事会第二十七 次会议通知和材料于 2025 年 10 月 17 日以电子邮件的形式送达全体董事， 会议于 2025 年 10 月 28 日以通讯方式召开。应参会董事 11 人，实际参 会董事 11 人。本次会议的召开符合《公司法》和《公司章程》的规定， 合法有效。与会董事审议提交本次会议的 3 项议案并逐项进行表决，形 成会议决议如下： 一、审议通过关于《公司 2025 年第三季度报告》的议案 《公司 2025 年第三季度报告》已经董事会审计委员会事前审核，并 出具了审核意见。 表决结果：同意 11 票，反对 0 票，弃权 0 票。 二、审议通过《关于购买董事、高级管理人员责任保险的议案》 表决结果：因投保对象包含全体董事，董事会全体成员回避表决， 本议案直接提交公司股东会审议。 详见《金堆城钼业 ...

Core Viewpoint - Jinmoly Co., Ltd. reported a revenue of 3.926 billion yuan for Q3 2025, marking a year-on-year increase of 12.04%, with a net profit attributable to shareholders of 904 million yuan, up 31.42% [1] Financial Performance - For the first three quarters, the company achieved a total revenue of 10.885 billion yuan, reflecting a year-on-year growth of 7.80% [1] - The net profit attributable to shareholders for the same period was 2.286 billion yuan, which is a 4.17% increase year-on-year [1] - Basic earnings per share for Q3 2025 were reported at 0.28 yuan, while for the first three quarters, it was 0.709 yuan [1]

Core Viewpoint - Ammonium Molybdate, a significant compound of transition metal molybdenum, is experiencing steady growth in production and sales due to the development of downstream industries, with a projected production of 63,700 tons in 2024, representing a year-on-year increase of 6.7% [1][7][8] Industry Overview - Ammonium Molybdate is a white powder formed from ammonium ions (NH4+) and molybdate ions ((MoO4)2-), typically existing in various hydrated forms, with the chemical formula (NH4)2MoO4 [1][5] - It is the most important molybdate and one of the key molybdenum compounds [1][5] Production and Demand - In 2024, the cumulative production of Ammonium Molybdate in China is expected to reach 63,700 tons, with a demand of 64,300 tons [1][8] - From January to August 2025, the cumulative production is projected at 45,200 tons, with a demand of 46,400 tons, reflecting year-on-year growth of 5.8% [1][8] - Production is concentrated in Sichuan, Shaanxi, Liaoning, and Jiangsu, which account for approximately 80% of the national total [1][8] Key Producers - Major producers of Ammonium Molybdate in China include Jinduicheng Molybdenum Co., Xiamen Tungsten Co., Luoyang Molybdenum Co., and Jixiang Co. [1][9] - Jinduicheng Molybdenum Co. is the leading enterprise, with a production capacity for high-purity molybdenum trioxide, Ammonium Molybdate, and high-purity disulfide molybdenum, and is the largest molybdenum product manufacturer in Asia [1][9] Import and Export Trade - From 2021 to 2024, China's imports of Ammonium Molybdate showed a "V" shaped trend, while exports declined, indicating a self-sufficient domestic market [1][10] - In 2024, imports and exports were 1,114.9 tons and 496.2 tons, respectively, with imports constituting only 2.9% of the apparent demand [1][10] - The primary source of imports is the United States, accounting for 71.3% of total imports in the first eight months of 2025 [1][10][11] Applications - Ammonium Molybdate is essential for producing molybdenum trioxide and metal molybdenum powder, which are used in various high-end applications, including electronics and aerospace [1][5] - It is also a critical raw material for smelting ferromolybdenum, which enhances the strength and corrosion resistance of steel [1][5]

Core Viewpoint - A total of 80 stocks have shown a continuous improvement in net profit for two consecutive quarters, indicating a positive trend in profitability [1] Group 1: Profitability Trends - As of the third quarter of 2025, 80 stocks have reported profitability with both the third and second quarters showing sequential net profit growth [1] - Continuous improvement in net profit suggests that these companies are in a phase of sustained profitability enhancement [1] Group 2: Valuation Levels - Among the 80 stocks with improving performance, 29 have a rolling price-to-earnings (PE) ratio below 30 times [1] - Xinhua Insurance has the lowest rolling PE ratio at 7.01 times, while several companies like Zijin Mining, Hanhua Environment, and others have PE ratios ranging from 10 to 20 times [1] Group 3: Capital Inflows - Recently, some low PE ratio stocks with continuous performance improvement have attracted increased investment from financing clients [1] - As of October 20, 2023, seven stocks have seen net financing purchases exceeding 100 million yuan since October, with Zijin Mining leading at a net purchase of 2.349 billion yuan [1]

Core Points - The company reported a revenue of 10.885 billion yuan for the first three quarters, representing a year-on-year increase of 7.8% [1] - The net profit attributable to shareholders reached 2.283 billion yuan, showing a year-on-year growth of 4.03% [1] - The company is a significant player in the global molybdenum industry, with a fully integrated industrial chain covering mining, processing, smelting, chemical production, metal processing, research, and trade [1] Operational Performance - The overall operational quality of the company showed a trend of "steady growth" during the reporting period [1] - The company capitalized on the favorable opportunity of rising molybdenum product prices compared to the previous year by implementing various measures such as meticulous management, enhanced production-sales coordination, and effective cost control [1] - Future plans include improving the efficiency of the industrial chain value flow and focusing on high-value-added molybdenum material manufacturing and new material research [1] Strategic Goals - The company aims to advance its "quality, efficiency, and volume" doubling plan and achieve its "second entrepreneurship" goal [2] - The strategic focus will be on "technology, market, and talent" as the three leading factors [2] - The company targets to increase molybdenum concentrate production to 100,000 tons within five years, enhancing the resilience and safety of the supply chain [2]

证券日报网讯 10月16日晚间，金钼股份发布公告称，2025年前三季度公司实现营业总收入1，088， 502.82万元，同比上升7.80%；归属于上市公司股东的净利润228，333.55万元，同比上升4.03%。 （文章来源：证券日报） ...