Xin Lang Cai Jing·2025-11-19 01:24Core Viewpoint - On November 18, Luoyang Molybdenum Co., Ltd. experienced a decline of 3.05% in stock price with a trading volume of 3.052 billion yuan, indicating a significant market reaction [1] Financing Summary - On the same day, the company had a financing buy-in amount of 190 million yuan and a financing repayment of 294 million yuan, resulting in a net financing outflow of 105 million yuan [1] - As of November 18, the total financing and securities lending balance for Luoyang Molybdenum was 3.486 billion yuan, with the financing balance of 3.470 billion yuan accounting for 1.28% of the circulating market value, which is above the 90th percentile of the past year [1] - The company repaid 323,500 shares in securities lending and sold 36,900 shares, with the selling amount calculated at 574,200 yuan, while the remaining securities lending volume was 1.012 million shares, with a balance of 15.7467 million yuan, also above the 70th percentile of the past year [1] Company Overview - Luoyang Molybdenum Co., Ltd. was established on December 22, 1999, and listed on October 9, 2012, primarily engaged in the mining, selection, deep processing, trading, and research of rare metals such as molybdenum, tungsten, and gold [2] - The company's main business 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%) [2] - For the period from January to September 2025, the company reported operating revenue of 145.485 billion yuan, a year-on-year decrease of 5.99%, while the net profit attributable to shareholders increased by 72.61% to 14.280 billion yuan [2] Shareholder Structure - As of September 30, 2025, the top ten circulating shareholders of Luoyang Molybdenum included Hong Kong Central Clearing Limited as the fourth largest shareholder with 695 million shares, an increase of 47.472 million shares from the previous period [3] - The fifth largest shareholder, Huaxia SSE 50 ETF, held 134 million shares, a decrease of 3.6543 million shares, while Huatai-PB CSI 300 ETF held 120 million shares, a decrease of 5.1787 million shares [3] - E Fund CSI 300 ETF entered as a new shareholder with 86.4742 million shares [3]