Xin Lang Cai Jing·2025-12-02 01:24Core Viewpoint - Luoyang Molybdenum Co., Ltd. has shown significant trading activity with a notable increase in stock price and high financing levels, indicating strong market interest and potential investment opportunities [1][2]. Financing Activity - On December 1, Luoyang Molybdenum's stock rose by 6.53%, with a trading volume of 6.512 billion yuan. The financing buy-in amounted to 480 million yuan, while financing repayment was 507 million yuan, resulting in a net financing outflow of 26.71 million yuan [1]. - As of December 1, the total financing and securities lending balance for Luoyang Molybdenum was 3.174 billion yuan, with the financing balance of 3.155 billion yuan accounting for 1.05% of the circulating market value, which is above the 80th percentile of the past year [1]. Securities Lending Activity - On the same day, Luoyang Molybdenum repaid 298,700 shares in securities lending and sold 51,600 shares, with the selling amount calculated at 892,200 yuan. The remaining securities lending volume was 1.0537 million shares, with a balance of 18.2185 million yuan, exceeding the 70th percentile of the past year [1]. Company Overview - Luoyang Molybdenum Co., Ltd., established on December 22, 1999, and listed on October 9, 2012, primarily engages in the mining, selection, deep processing, and trading of rare metals such as molybdenum, tungsten, and gold [2]. - 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%) [2]. Financial Performance - For the period from January to September 2025, Luoyang Molybdenum reported a 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]. Dividend Distribution - 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 September 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited, holding 669.5 million shares (an increase of 47.472 million shares), and various ETFs with changes in their holdings [3].