Xin Lang Cai Jing·2025-09-03 07:51Core Viewpoint - Luoyang Molybdenum Co., Ltd. is a significant player in the non-ferrous metal mining industry, focusing on the production of various metals including copper, molybdenum, tungsten, cobalt, niobium, and phosphorus, with a comprehensive integrated industrial chain [3] Company Overview - Luoyang Molybdenum was established on December 22, 1999, and listed on October 9, 2012, with its main business involving the mining, selection, smelting, deep processing, and trading of precious metals [7] - The company's revenue composition includes refined metal product trading (48.56%), concentrate product trading (38.31%), copper (27.14%), cobalt (6.04%), molybdenum (3.12%), phosphorus (2.23%), niobium (1.88%), tungsten (1.17%), and others (0.11%) [7] Production and Financial Performance - As of June 30, 2025, Luoyang Molybdenum achieved operating revenue of 94.773 billion yuan, a year-on-year decrease of 7.83%, while net profit attributable to shareholders increased by 60.07% to 8.671 billion yuan [8] - The company has a significant presence in the gold production sector, with an expected increase in gold equity production from 16,000 ounces in 2022 to a guidance of 25,000 to 27,000 ounces in 2023, representing a year-on-year growth of 56% to 69% [3] Market Position and Shareholder Information - Luoyang Molybdenum ranks as one of the top five molybdenum producers globally and the largest tungsten producer, as well as the second-largest cobalt and niobium producer [3] - As of June 30, 2025, the number of shareholders was 237,500, a decrease of 15.95% from the previous period [8] - The company has distributed a total of 21.562 billion yuan in dividends since its A-share listing, with 10.576 billion yuan in the last three years [9] Recent Market Activity - On September 3, the stock price of Luoyang Molybdenum fell by 1.23%, with a trading volume of 4.654 billion yuan and a turnover rate of 1.96%, leading to a total market capitalization of 292.032 billion yuan [1] - The stock has seen a net outflow of 251 million yuan from major funds today, with a continuous reduction in major fund positions over the past two days [4][5]