盛龙股份IPO过会 上半年实现扣非净利润近6亿元

Core Viewpoint - Luoyang Shenglong Mining Group Co., Ltd. has met the conditions for issuance, listing, and information disclosure for its IPO, indicating strong potential for growth in the molybdenum industry [1] Company Overview - Shenglong Mining is a leading large-scale molybdenum company in China, focusing on the comprehensive development and utilization of non-ferrous metal mineral resources, primarily producing and selling molybdenum concentrate and ferromolybdenum [1] - The company possesses four mining rights and one exploration right, with the Nanni Lake molybdenum mine being the largest single molybdenum mine in China, producing at a scale of 16.5 million tons per year [1] Financial Performance - From 2022 to the first half of 2025, Shenglong Mining achieved operating revenues of 1.911 billion, 1.957 billion, 2.864 billion, and 2.289 billion yuan, with the main business income consistently accounting for over 97% of total revenue [2] - The net profit attributable to shareholders was 344 million, 619 million, 757 million, and 604 million yuan during the same period, indicating stable growth in operational performance [2] Industry Context - Molybdenum is a globally scarce strategic mineral, with a crustal abundance of only 0.001%, and is essential in various industries including steel, petrochemicals, and aerospace [2][3] - The demand for molybdenum in China is increasing due to industrial transformation and technological changes, enhancing its strategic importance [3] IPO and Fund Utilization - The company aims to raise 1.53 billion yuan through its IPO to fund the construction of the Angou polymetallic mine project, establish a mining technology R&D center, supplement working capital, and repay bank loans [3] - The Angou polymetallic mine project is a key construction project in Henan Province, aimed at promoting local economic development and resource utilization [3] Strategic Goals - The IPO will enable the company to establish a standardized and efficient decision-making mechanism, expand production scale, and enhance resource reserves and technological investment [4] - The company plans to optimize ecological protection and production safety through technological investment and smart upgrades, integrating compliance governance and green development with social responsibility [4]