Xin Lang Cai Jing·2025-08-27 08:52Core 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 [2] - The company is also the second-largest producer of phosphate fertilizer in Brazil, holding 100% indirect rights to the CIL phosphate mine, covering the entire phosphate industry chain [2] 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% [2] - For the first half of 2025, the company reported a revenue of 94.77 billion yuan, a year-on-year decrease of 7.83%, while the net profit attributable to shareholders increased by 60.07% [7] Market Activity - On August 27, the company's stock fell by 2.82%, with a trading volume of 2.86 billion yuan and a market capitalization of 250.53 billion yuan [1] - The stock has experienced a net outflow of 348 million yuan from main funds, indicating a reduction in investment interest [3][4] Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 15.95%, with the average circulating shares per person remaining at zero [6] - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with some increasing their holdings [7]