Core Viewpoint - Luoyang Molybdenum Co., Ltd. has shown significant stock price appreciation this year, with a year-to-date increase of 185.45% and a recent surge of 12.51% over the last five trading days [2] Company Overview - Luoyang Molybdenum Co., Ltd. was established on December 22, 1999, and listed on October 9, 2012. The company is primarily engaged in the mining, selection, deep processing, trading, and research of precious metals such as molybdenum, tungsten, and gold [3] - 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%) [3] Stock Performance - As of December 5, Luoyang Molybdenum's stock price was 18.26 CNY per share, with a market capitalization of 390.66 billion CNY. The stock experienced a trading volume of 7.52 billion CNY and a turnover rate of 0.24% [1] - The company has appeared on the stock market's "Dragon and Tiger List" once this year, with the most recent occurrence on October 9 [3] Financial Performance - For the period from January to September 2025, Luoyang Molybdenum reported a revenue of 145.49 billion CNY, a year-on-year decrease of 5.99%. However, the net profit attributable to shareholders increased by 72.61% to 14.28 billion CNY [3] - The company has distributed a total of 21.56 billion CNY in dividends since its A-share listing, with 10.58 billion CNY distributed over the past three years [4] Shareholder Structure - As of September 30, 2025, the number of shareholders reached 304,200, an increase of 28.08% from the previous period. The average circulating shares per person remained at 0 [3] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 695 million shares, an increase of 47.47 million shares from the previous period. Other notable shareholders include Huaxia SSE 50 ETF and Huatai-PineBridge CSI 300 ETF, with varying changes in their holdings [4]

Core Viewpoint - Luoyang Molybdenum Co., Ltd. is experiencing a positive market response, with a 2.50% increase in stock price and a trading volume of 4.359 billion yuan, indicating strong investor interest in the company [1] Company Overview - Luoyang Molybdenum is the second-largest cobalt producer globally, primarily selling cobalt products such as cobalt hydroxide in international markets [2] - The company is involved in the mining and processing of various metals, including copper, molybdenum, tungsten, cobalt, niobium, and phosphorus, and is recognized as one of the top five molybdenum producers and the largest tungsten producer globally [2] - The company has been expanding its precious metals business, with increasing revenue and profit contributions from gold and silver products [2] Recent Developments - In 2023, the company reported a significant increase in gold production, with a guidance of 25,000 to 27,000 ounces for 2023, representing a year-on-year growth of 56% to 69% [3] - The company completed the acquisition of Ecuador's Odin Mining (Keg House Gold Mine) in the first half of 2025, aiming for production before 2029 [3] Financial Performance - For the period from January to September 2025, Luoyang Molybdenum achieved a revenue of 145.485 billion yuan, a year-on-year decrease of 5.99%, while net profit attributable to shareholders increased by 72.61% to 14.280 billion yuan [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] Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 304,200, reflecting a rise of 28.08% [8] - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable changes in their holdings [9] Market Position - The company ranks 13th in terms of market popularity in the A-share market, indicating a strong presence among investors [1] - The average trading cost of the stock is 13.14 yuan, with the stock price approaching a resistance level of 18.00 yuan, suggesting potential for upward movement if this level is surpassed [6]

Core Viewpoint - Luoyang Molybdenum Co., Ltd. has shown significant stock price growth this year, with a year-to-date increase of 174.82% and a recent upward trend in trading performance [2][3]. Company Overview - Luoyang Molybdenum Co., Ltd. was established on December 22, 1999, and listed on October 9, 2012. The company is primarily engaged in the mining, selection, deep processing, trading, and research of precious metals such as molybdenum, tungsten, and gold [3]. - 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%) [3]. Stock Performance - As of December 3, the stock price of Luoyang Molybdenum was 17.58 CNY per share, with a trading volume of 1.443 billion CNY and a market capitalization of 376.112 billion CNY [1]. - The stock has experienced a 10.01% increase over the last five trading days, a 10.98% increase over the last 20 days, and a 27.21% increase over the last 60 days [2]. Financial Performance - For the period from January to September 2025, Luoyang Molybdenum achieved a revenue of 145.485 billion CNY, a year-on-year decrease of 5.99%. However, the net profit attributable to shareholders increased by 72.61% to 14.280 billion CNY [3]. - The company has distributed a total of 21.562 billion CNY in dividends since its A-share listing, with 10.576 billion CNY distributed in the last three years [4]. Shareholder Structure - As of September 30, 2025, the number of shareholders reached 304,200, an increase of 28.08% from the previous period. The average circulating shares per person remained at 0 [3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 669.5 million shares, an increase of 47.472 million shares from the previous period [4].

Core Viewpoint - Zhongtung High-tech has shown significant stock performance with a year-to-date increase of 148.62%, indicating strong market interest and potential growth in the tungsten industry [1][2]. Financial Performance - For the period from January to September 2025, Zhongtung High-tech achieved a revenue of 12.755 billion yuan, representing a year-on-year growth of 24.70% [2]. - The net profit attributable to shareholders reached 846 million yuan, marking a substantial increase of 310.28% compared to the previous year [2]. - The company has distributed a total of 880 million yuan in dividends since its A-share listing, with 714 million yuan distributed over the last three years [2]. Stock Market Activity - As of December 2, Zhongtung High-tech's stock price was 22.50 yuan per share, with a market capitalization of 51.269 billion yuan [1]. - The stock has seen a trading volume of 349 million yuan on the same day, with a turnover rate of 1.09% [1]. - The company has appeared on the "Dragon and Tiger List" six times this year, with the most recent appearance on November 5, where it recorded a net purchase of 190 million yuan [1]. Shareholder Structure - As of September 30, 2025, Zhongtung High-tech had 103,100 shareholders, an increase of 120.14% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 54.28% to 12,170 shares [2]. - Major shareholders include Yinhua Xinjia Two-Year Holding Period Mixed Fund and Hong Kong Central Clearing Limited, with notable changes in their holdings [3].

Core Viewpoint - Dongfang Tantalum Industry's stock price has shown significant volatility, with a year-to-date increase of 93.62%, but recent declines in the short term raise questions about future performance [1][2]. Group 1: Stock Performance - As of November 27, Dongfang Tantalum's stock price was 26.28 CNY per share, with a market capitalization of 13.268 billion CNY [1]. - The stock experienced a net outflow of 10.1728 million CNY in principal funds, with large orders showing a buy of 44.0698 million CNY and a sell of 45.4526 million CNY [1]. - Over the past 20 days, the stock has decreased by 20.41%, while it has increased by 29.14% over the past 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Dongfang Tantalum achieved a revenue of 1.199 billion CNY, representing a year-on-year growth of 33.90%, and a net profit attributable to shareholders of 208 million CNY, also up by 33.43% [2]. - The company has distributed a total of 383 million CNY in dividends since its A-share listing, with 91.899 million CNY distributed over the last three years [3]. Group 3: Shareholder Information - As of November 10, the number of shareholders increased to 64,900, a rise of 21.63%, while the average circulating shares per person decreased by 17.79% to 7,725 shares [2]. - Hong Kong Central Clearing Limited is the seventh-largest circulating shareholder, holding 3.6678 million shares, an increase of 410,600 shares from the previous period [3].

Core Viewpoint - Zhongtung High-tech has shown significant stock performance with a year-to-date increase of 148.18%, reflecting strong market interest and investment activity [1][2]. Group 1: Stock Performance - As of November 26, Zhongtung High-tech's stock price reached 22.46 CNY per share, with a trading volume of 5.99 billion CNY and a market capitalization of 51.177 billion CNY [1]. - The stock has experienced a 0.90% increase over the last five trading days, a 9.29% decrease over the last 20 days, and a 16.01% increase over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" six times this year, with the most recent appearance on November 5, where it recorded a net purchase of 1.90 billion CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, Zhongtung High-tech reported a revenue of 12.755 billion CNY, marking a year-on-year growth of 24.70%, and a net profit attributable to shareholders of 846 million CNY, which is a 310.28% increase year-on-year [2]. - The company's main business revenue composition includes 34.74% from ore and powder products, 23.13% from other hard alloys, 21.68% from cutting tools, 16.23% from refractory metals, and 4.22% from trade and equipment [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Zhongtung High-tech reached 103,100, an increase of 120.14% compared to the previous period [2]. - The top ten circulating shareholders include significant institutional investors, with notable changes in holdings among various funds [3].

Core Viewpoint - Luoyang Molybdenum Co., Ltd. has shown significant stock performance with a year-to-date increase of 146.83%, despite a recent decline over the past 20 days [2] Company Overview - Luoyang Molybdenum Co., Ltd. was established on December 22, 1999, and listed on October 9, 2012. The company is primarily engaged in the mining, selection, deep processing, trading, and research of precious metals such as molybdenum, tungsten, and gold [3] - 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%) [3] Stock Performance - As of November 25, Luoyang Molybdenum's stock price increased by 2.87%, reaching 15.79 CNY per share, with a total market capitalization of 337.816 billion CNY [1] - The stock has seen a trading volume of 285 million CNY and a turnover rate of 0.10% [1] - The stock has experienced a net inflow of 27.3474 million CNY from main funds, with significant buying and selling activity from large orders [1] Financial Performance - For the period from January to September 2025, Luoyang Molybdenum achieved a revenue of 145.485 billion CNY, a year-on-year decrease of 5.99%, while the net profit attributable to shareholders increased by 72.61% to 14.280 billion CNY [3] - The company has distributed a total of 21.562 billion CNY in dividends since its A-share listing, with 10.576 billion CNY distributed in the last three years [4] Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 304,200, reflecting a growth of 28.08% [3] - Major shareholders include Hong Kong Central Clearing Limited, which holds 669.5 million shares, an increase of 47.472 million shares from the previous period [4]

Core Viewpoint - The company, Luoyang Molybdenum Co., Ltd., is a significant player in the non-ferrous metals industry, particularly in cobalt, tungsten, and gold production, with a focus on expanding its precious metals business and enhancing its market position [2][7]. Company Overview - Luoyang Molybdenum Co., Ltd. is the second-largest cobalt producer globally, with cobalt products sold in international markets [2]. - The company is involved in the mining and processing of various metals, including copper, molybdenum, tungsten, cobalt, niobium, and phosphorus, and is recognized as one of the top five molybdenum producers and the largest tungsten producer globally [2][7]. - The company has a comprehensive integrated industrial chain and is also the second-largest producer of phosphorus fertilizer in Brazil [2]. Financial Performance - For the period from January to September 2025, the company 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 [8]. - The company has distributed a total of 21.562 billion yuan in dividends since its A-share listing, with 10.576 billion yuan distributed in the last three years [9]. Production and Growth - The company owns 80% of the NPM copper-gold mine in Australia, with gold equity production of 16,000 ounces in 2022 and a guidance of 25,000 to 27,000 ounces for 2023, representing a year-on-year increase of 56% to 69% [3]. - In 2025, the company successfully completed the acquisition of Ecuador's Odin Mining (KGHM Gold Mine) and is advancing development work with plans to commence production by 2029 [3]. Shareholder and Market Activity - As of September 30, 2025, the company had 304,200 shareholders, an increase of 28.08% from the previous period [8]. - The main shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable changes in their holdings [9]. Market Position - The company operates within the non-ferrous metals sector, specifically in industrial metals like copper, and is associated with various investment concepts such as niobium and MSCI China [8].

Core Viewpoint - The stock of Zhongtung High-tech has experienced significant fluctuations, with a year-to-date increase of 149.61% and a recent decline of 0.75% over the last five trading days [1] Group 1: Company Overview - Zhongtung High-tech Materials Co., Ltd. was established on March 18, 1993, and listed on December 5, 1996. The company is located in Zhuzhou, Hunan Province [2] - The main business involves the research, development, production, sales, and trade of hard alloys and rare metals such as tungsten, molybdenum, tantalum, and niobium [2] - The revenue composition includes: 34.74% from ore and powder products, 23.13% from other hard alloys, 21.68% from cutting tools, 16.23% from refractory metals, and 4.22% from trade and equipment [2] Group 2: Financial Performance - For the period from January to September 2025, Zhongtung High-tech achieved operating revenue of 12.755 billion yuan, representing a year-on-year growth of 24.70%. The net profit attributable to shareholders was 846 million yuan, a significant increase of 310.28% year-on-year [2] - The company has distributed a total of 880 million yuan in dividends since its A-share listing, with 714 million yuan distributed over the past three years [3] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders reached 103,100, an increase of 120.14% from the previous period. The average circulating shares per person decreased by 54.28% to 12,170 shares [2] - The top circulating shareholders include Yinhua Xinjia Two-Year Holding Period Mixed Fund, holding 11.1374 million shares, and Hong Kong Central Clearing Limited, holding 10.844 million shares [3]

Core Viewpoint - Zhongtung High-tech has shown significant stock performance with a year-to-date increase of 156.69%, despite a recent decline of 7.45% over the last five trading days [1] Group 1: Stock Performance - As of November 13, Zhongtung High-tech's stock price reached 23.23 CNY per share, with a trading volume of 15.22 billion CNY and a market capitalization of 529.32 billion CNY [1] - The company has appeared on the trading leaderboard six times this year, with the most recent appearance on November 5, where it recorded a net purchase of 1.90 billion CNY [1] - The stock has experienced a 35.61% increase over the past 20 days and a 36.81% increase over the past 60 days [1] Group 2: Company Overview - Zhongtung High-tech, established on March 18, 1993, and listed on December 5, 1996, is located in Zhuzhou, Hunan Province, and specializes in hard alloys and rare metals [2] - The company's main business revenue breakdown includes: 34.74% from ore and powder products, 23.13% from other hard alloys, 21.68% from cutting tools, 16.23% from refractory metals, and 4.22% from trade and equipment [2] - As of September 30, 2025, the company reported a revenue of 12.755 billion CNY, a year-on-year increase of 24.70%, and a net profit of 846 million CNY, reflecting a year-on-year growth of 310.28% [2] Group 3: Shareholder Information - As of September 30, 2025, Zhongtung High-tech had 103,100 shareholders, an increase of 120.14% from the previous period [2] - The top circulating shareholders include Yinhua Xinjia Mixed Fund, holding 11.1374 million shares, and Hong Kong Central Clearing Limited, holding 10.8440 million shares [3] - New shareholders include Southern CSI 1000 ETF, holding 7.4136 million shares, while other major shareholders have seen fluctuations in their holdings [3]