Xin Lang Cai Jing·2025-08-25 08:11Core Viewpoint - Luoyang Molybdenum Co., Ltd. has shown significant stock performance with an 8.73% increase on August 25, 2023, and a total market capitalization of 258.44 billion yuan [1]. Company Overview - Luoyang Molybdenum is engaged in the mining and processing of non-ferrous metals, including molybdenum, tungsten, cobalt, niobium, and phosphorus, and is one of the top five molybdenum producers globally [3]. - The company has a comprehensive integrated industrial chain and is the largest tungsten producer, the second-largest cobalt and niobium producer, and a leading copper producer [3]. - The company is also the second-largest phosphorus fertilizer producer in Brazil, holding 100% indirect rights to the CIL phosphorus mine [3]. Production and Financial Performance - The company has seen a significant increase in gold production, with a guidance of 25,000 to 27,000 ounces for 2023, representing a year-on-year growth of 56% to 69% [3]. - For the first half of 2025, Luoyang Molybdenum reported a revenue of 94.77 billion yuan, a decrease of 7.83% year-on-year, while net profit attributable to shareholders increased by 60.07% to 8.67 billion yuan [8]. Shareholder and Market Activity - As of June 30, 2025, the number of shareholders decreased by 15.95% to 237,500, with no change in average circulating shares per person [8]. - The company has distributed a total of 21.56 billion yuan in dividends since its A-share listing, with 10.58 billion yuan distributed in the last three years [9]. Market Position and Trends - Luoyang Molybdenum ranks 41st in terms of market popularity within the A-share market [2]. - The stock has seen a net inflow of 4.42 billion yuan from major investors, indicating a stable interest in the stock [4][5].