7月31日，沪深两融数据显示，洛阳钼业获融资买入额1.86亿元，居两市第101位，当日融资偿还额2.00 亿元，净卖出1397.30万元。 最近三个交易日，29日-31日，洛阳钼业分别获融资买入1.07亿元、1.52亿元、1.86亿元。 融券方面，当日融券卖出3.55万股，净买入10.53万股。 本文源自：金融界 作者：智投君 ...

Group 1 - The stock price of Luoyang Molybdenum Co. closed at 8.94 yuan on July 31, down 0.40 yuan, a decrease of 4.28% from the previous trading day, with a trading volume of 2.225 billion yuan and a turnover rate of 1.41% [1] - Luoyang Molybdenum is primarily engaged in the mining, smelting, and deep processing of metals such as molybdenum, tungsten, copper, and gold, with applications in industries like steel, electronics, and chemicals. The company covers a complete industrial chain including mining, smelting, and logistics [1] - On the news front, U.S. President Trump announced a 50% tariff on imported semi-finished copper products, excluding refined copper, leading to a general decline in copper mining stocks and concerns about potential changes in the global copper trade landscape. Data shows that in 2024, China will account for only 5.2% of U.S. copper imports, indicating a relatively limited impact on China's downstream copper industry [1] Group 2 - On July 31, Luoyang Molybdenum experienced a net outflow of 354 million yuan in principal funds, representing 0.23% of its circulating market value [2]

Core Viewpoint - Luoyang Molybdenum Co., Ltd. is experiencing a decline in stock price and has a low rolling P/E ratio compared to its industry peers, indicating potential undervaluation in the small metals sector [1][2]. Company Summary - The closing stock price of Luoyang Molybdenum is 8.94 yuan, down 4.28%, with a rolling P/E ratio of 12.41 times and a total market capitalization of 191.27 billion yuan [1]. - The company ranks 5th in the small metals industry, which has an average P/E ratio of 66.66 times and a median of 63.92 times [1][2]. - As of the first quarter of 2025, 212 institutions hold shares in Luoyang Molybdenum, with a total holding of 422.58 million shares valued at 3.56 billion yuan [1]. Business Operations - Luoyang Molybdenum's main business includes mining and processing of base and rare metals, as well as mineral trading [1]. - Key products include molybdenum, tungsten, copper (excluding NPM), cobalt, niobium, phosphorus, copper gold (NPM), and refined metal trading [1]. Financial Performance - In the first quarter of 2025, the company reported revenue of 46.01 billion yuan, a year-on-year decrease of 0.25%, and a net profit of 3.95 billion yuan, a year-on-year increase of 90.47%, with a gross profit margin of 22.33% [1].

7月31日，洛阳钼业(03993)盘中下跌4.22%，截至10:42，报9.08元/股，成交3.01亿元。 洛阳栾川钼业集团主要从事有色金属矿采选及加工、矿产贸易业务，是全球领先的铜、钴、钼、钨和磷 肥生产商。公司在2024年位居《财富》中国500强第145位，并致力于通过全球化发展和现代化治理，实 现成为世界级资源公司的愿景。 截至2025年一季报，洛阳钼业营业总收入460.06亿元、净利润39.46亿元。 本文源自：金融界 作者：行情君 ...

Core Viewpoint - The company, Luoyang Molybdenum Co., Ltd., is a significant player in the non-ferrous metal mining industry, focusing on various metals including molybdenum, tungsten, cobalt, and copper, with a comprehensive integrated industrial chain [2]. Company Overview - Luoyang Molybdenum is one of the top five molybdenum producers globally and the largest tungsten producer, as well as the second-largest cobalt and niobium producer, and a leading copper producer [2]. - The company is also the second-largest producer of phosphate fertilizer in Brazil, holding 100% indirect equity in the CIL phosphate mine, covering the entire phosphate industry chain [2]. - The company was established on December 22, 1999, and went public on October 9, 2012, with its main business involving the mining, selection, smelting, deep processing, and trading of precious metals [6]. Financial Performance - 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 the net profit attributable to shareholders increased by 90.47% to 3.946 billion yuan [7]. - Cumulative cash dividends since the company's A-share listing amount to 21.562 billion yuan, with 10.576 billion yuan distributed over the past three years [8]. Recent Developments - The company has a 30% stake in the 60,000-ton nickel metal wet smelting project in Indonesia, which began production in December last year and is currently ramping up capacity [2]. - The NPM copper mine in Australia, where the company holds an 80% stake, 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]. Market Activity - On July 30, the company's stock rose by 0.97%, with a trading volume of 2.006 billion yuan and a turnover rate of 1.22%, bringing the total market capitalization to 199.823 billion yuan [1].

洛阳钼业股价创出历史新高，截至9:46，该股上涨1.73%，股价报9.41元，成交量4998.05万股，成交金 额4.69亿元，换手率0.29%，该股最新A股总市值达1643.07亿元，该股A股流通市值1643.07亿元。 证券时报·数据宝统计显示，洛阳钼业所属的有色金属行业，目前整体跌幅为0.05%，行业内，目前股价 上涨的有44只，涨幅居前的有金钼股份、斯瑞新材、上大股份等，涨幅分别为4.52%、2.67%、2.27%。 股价下跌的有92只，跌幅居前的有中钨高新、惠同新材、盛和资源等，跌幅分别为6.32%、4.69%、 4.49%。 公司发布的一季报数据显示，一季度公司共实现营业收入460.06亿元，同比下降0.25%，实现净利润 39.46亿元，同比增长90.47%，基本每股收益为0.1800元，加权平均净资产收益率5.49%。 7月15日公司发布上半年业绩预告，预计实现净利润82.00亿元至91.00亿元，同比变动区间为 51.37%~67.98%。（数据宝） （文章来源：证券时报网） 两融数据显示，该股最新（7月29日）两融余额为19.49亿元，其中，融资余额为19.34亿元，近10日减少 1.80 ...

Group 1 - As of July 29, 2025, Luoyang Molybdenum's stock price was 9.25 yuan, up 0.98% from the previous trading day, with a trading volume of 1.4532 million shares and a transaction amount of 1.334 billion yuan [1] - Luoyang Molybdenum is a leading global producer of tungsten, molybdenum, copper, and cobalt, with operations across Asia, Africa, South America, and Australia [1] - The government of the Democratic Republic of the Congo has implemented a cobalt export ban since February 24, which was extended for an additional three months on June 21, 2025 [1] Group 2 - The cobalt export ban has had a limited impact on Luoyang Molybdenum's operations in the first half of the year, although its trading subsidiary IXM has been unable to fulfill certain contractual obligations [1] - Customs data indicates that China's imports of cobalt products from the Democratic Republic of the Congo decreased by 60.8% month-on-month in June [1] - Industry insiders predict a potential shortage of cobalt raw materials from August to September, which may lead to further increases in cobalt prices [1]

Core Viewpoint - Luoyang Molybdenum Co., Ltd. is experiencing fluctuations in financing and stock performance, with a notable decrease in financing net purchases and a high level of short selling, indicating potential market concerns about the company's stock [1][2]. Financing Summary - On July 25, Luoyang Molybdenum had a financing buy amount of 146 million yuan and a financing repayment of 189 million yuan, resulting in a net financing outflow of 43.54 million yuan [1]. - The total financing balance as of July 25 is 1.989 billion yuan, which accounts for 1.23% of the circulating market value, indicating a low financing balance compared to the past year [1]. - The company’s short selling activity on the same day included a repayment of 93,600 shares and a sale of 56,400 shares, with a total selling amount of approximately 519,400 yuan, while the short selling balance is at 13.6 million yuan, exceeding the 90th percentile of the past year [1]. Company Overview - Luoyang Molybdenum, established on December 22, 1999, and listed on October 9, 2012, primarily engages in the mining, selection, deep processing, trading, and research of rare metals such as molybdenum, tungsten, and gold [2]. - The revenue composition of the company includes refined metal products (58.08%), concentrate products (30.34%), copper (19.65%), cobalt (4.10%), molybdenum (2.96%), and other minor contributions [2]. Financial Performance - For the first quarter of 2025, Luoyang Molybdenum reported a revenue of 46.006 billion yuan, a slight decrease of 0.25% year-on-year, while the net profit attributable to shareholders increased by 90.47% to 3.946 billion yuan [2]. Dividend Information - Since its A-share listing, Luoyang Molybdenum has distributed a total of 21.562 billion yuan in dividends, with 10.576 billion yuan distributed over the past three years [3]. Institutional Holdings - As of March 31, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 578 million shares, a decrease of 41.905 million shares from the previous period [3]. - Other notable shareholders include various ETFs, all of which have seen a reduction in their holdings compared to the previous period [3].

Core Viewpoint - Luoyang Molybdenum Co., Ltd. has achieved significant growth, with a market capitalization exceeding 200 billion yuan and a revenue of 213.03 billion yuan in 2024, ranking 138th in the Fortune China 500 list. The company is focused on sustainable growth through resource acquisitions and project expansions [1][4]. Group 1: Financial Performance - In the first half of the year, the company expects a net profit attributable to shareholders between 8.2 billion and 9.1 billion yuan, representing a year-on-year increase of 51.37% to 67.98% [4]. - The average price of LME copper increased by only 2.5% in the first half, yet the company anticipates a 12.68% increase in copper production to approximately 360,000 tons [4][8]. - The cobalt price has rebounded significantly due to an export ban from the Democratic Republic of Congo, with the average price rising from $9.95 per pound to over $16 per pound [5][6]. Group 2: Project Development - The company maintains its production capacity targets for the TFM and KFM projects, with a goal of reaching 800,000 to 1,000,000 tons of copper capacity by 2028 [10][15]. - The Cangrejos gold mine in Ecuador is expected to start production before 2029, with an average annual gold output of approximately 370,000 ounces (11.5 tons) [11][15]. - The company has a strong cash flow, with operating cash inflow expected to reach 32.4 billion yuan in 2024, a 108.4% increase year-on-year [12]. Group 3: Acquisition Strategy - The company is focusing on acquisitions primarily in copper and gold, while also considering opportunities in other metals [13]. - The company does not prioritize short-term price fluctuations but evaluates acquisition opportunities based on a long-term perspective of 10 to 20 years [2][14]. - The company has identified multiple potential acquisition projects and is well-prepared for future resource acquisitions [13][15].

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。 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64.24倍，行业中值55.44倍，洛阳钼业排名 第5位。 本文源自：金融界 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。 作者：行情君 7月21日，洛阳钼业今日收盘8.63元，上涨5.12%，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11.98倍，创13天以来新低，总市值1846.33亿元。 最新一期业绩显示，2025年一季报，公司实现营业收入460.06亿元，同比-0.25%；净利润39.46亿元，同 比90.47%，销售毛利率22.33%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)1洛阳钼业11.9813.642.511846.33亿行业平均 64.2468.404.35221.77亿行业中值55.4457 ...