Xin Lang Cai Jing·2026-02-11 07:44Core Viewpoint - Luoyang Molybdenum Co., Ltd. is experiencing a positive market response, with a stock price increase of 2.93% and a trading volume of 5.745 billion yuan, indicating strong investor interest and market activity [1]. Company Overview - Luoyang Molybdenum is primarily engaged in the mining and processing of non-ferrous metals, including molybdenum, tungsten, cobalt, and copper, and is recognized as one of the top five molybdenum producers globally and the largest tungsten producer [3][4]. - The company has a comprehensive integrated industrial chain and is also the second-largest producer of cobalt and niobium globally, as well as a leading copper producer [3][4]. Production and Revenue Insights - The company holds an 80% stake in the NPM copper-gold mine in Australia, with gold production guidance for 2023 set to increase by 56% to 69% compared to 2022, projecting an output of 25,000 to 27,000 ounces [3]. - In 2025, Luoyang Molybdenum plans to complete the acquisition of the Odin Mining project in Ecuador, aiming for production by 2029 [3]. - The company reported a revenue of 145.485 billion yuan for the first nine months of 2025, a decrease of 5.99% year-on-year, while net profit attributable to shareholders increased by 72.61% to 14.280 billion yuan [9]. Market Position and Shareholder Information - As of September 30, 2025, the company had 304,200 shareholders, reflecting an increase of 28.08% from the previous period [9]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 695 million shares, an increase of 47.472 million shares [9]. Financial Performance - The company has distributed a total of 21.562 billion yuan in dividends since its A-share listing, with 10.576 billion yuan distributed over the past three years [9].