截至1月26日收盘，金属钴概念上涨2.70%，位居概念板块涨幅第10，板块内，22股上涨，中钨高新、 兴业银锡、天奇股份等涨停，厦门钨业、中国中铁、洛阳钼业等涨幅居前，分别上涨9.97%、9.23%、 8.35%。跌幅居前的有容百科技、蓝晓科技、当升科技等，分别下跌7.11%、3.06%、2.65%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 禽流感 | 6.89 | 军工信息化 | -4.70 | | 金属铅 | 6.22 | 太赫兹 | -4.42 | | 金属锌 | 5.85 | 同花顺新质50 | -4.24 | | 黄金概念 | 5.02 | 军民融合 | -3.87 | | 动物疫苗 | 4.89 | 卫星导航 | -3.84 | | 芬太尼 | 4.18 | 商业航天 | -3.56 | | 金属铜 | 3.81 | 国产航母 | -3.52 | | 猴痘概念 | 3.13 | 减速器 | -3.51 | | 生物疫苗 | 2.98 | 大飞机 | -3.39 | | 金属钴 | 2.70 ...

Group 1 - The metal cobalt concept increased by 2.02%, ranking 10th among concept sectors, with 21 stocks rising, including ST HZ, Zhongwei New Materials, and Huayou Cobalt, which rose by 16.08%, 7.34%, and 7.06% respectively [1] - The metal cobalt sector saw a net inflow of 1.032 billion yuan, with 17 stocks receiving net inflows, and 7 stocks exceeding 100 million yuan in net inflows, led by Huayou Cobalt with a net inflow of 772 million yuan [2][3] - The top three stocks by net inflow ratio were Zhongjin Lingnan, China Nonferrous Metals, and Huayou Cobalt, with net inflow ratios of 9.48%, 9.13%, and 8.95% respectively [3][4] Group 2 - The top stocks in the metal cobalt sector included Huayou Cobalt, Ganfeng Lithium, and Greenme, with daily price changes of 7.06%, 4.26%, and 2.88% respectively, and significant trading volumes [3][4] - The stocks with the largest declines included Tianqi Co., China Power Construction, and Pengxin Resources, which fell by 1.83%, 1.29%, and 1.21% respectively [1][5] - The trading activity in the metal cobalt sector showed a healthy turnover rate, with notable participation from institutional investors [3][4]

Group 1 - The metal cobalt sector experienced a decline of 1.62%, ranking among the top losers in the concept sector, with companies like Greeenmei, Zhongwei Co., and Rongbai Technology showing significant drops [1][2] - Among the concept stocks, Zhejiang Fu Holdings, China Power Construction, and China Baowu Steel Group were the top gainers, with increases of 2.51%, 0.94%, and 0.59% respectively [1][2] - The metal cobalt sector saw a net outflow of 5.286 billion yuan, with 29 stocks experiencing net outflows, and 12 stocks seeing outflows exceeding 100 million yuan [2] Group 2 - Zijin Mining led the outflow with a net withdrawal of 950.13 million yuan, followed by Greeenmei and Huayou Cobalt with outflows of 750.28 million yuan and 676.95 million yuan respectively [2][3] - The stocks with the highest net inflows included Zhejiang Fu Holdings, Zhongwei Co., and China Baowu Steel Group, with inflows of 52.42 million yuan, 22.11 million yuan, and 17.38 million yuan respectively [2][3] - The trading volume for the metal cobalt sector showed significant turnover rates, with Greeenmei at 12.20% and Zhongwei Co. at 3.68% [3]

铁 业 资金流入比率方面，格林美、大地熊、华宏科技等流入比率居前，主力资金净流入率分别为19.46%、 8.60%、7.17%。（数据宝） 金属钴概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 002340 | 格林美 | 7.99 | 14.93 | 139041.57 | 19.46 | | 000657 | 中钨高 新 | 7.67 | 7.88 | 22813.13 | 6.46 | | 002009 | 天奇股 份 | 3.92 | 30.48 | 7167.36 | 3.01 | | 300073 | 当升科 技 | 0.71 | 3.69 | 6960.10 | 6.10 | | 600549 | 厦门钨 业 | 3.53 | 3.79 | 6514.53 | 2.48 | | 002266 | 浙富控 股 | 4.28 | 4.27 | 6022.42 | 6.55 | | 601390 ...

Core Viewpoint - The company, Luoyang Molybdenum Co., Ltd., is experiencing fluctuations in stock performance, with a recent decline of 2.40% and a market capitalization of 374.4 billion yuan, indicating potential investment opportunities and risks in the metals sector [1]. Company Overview - Luoyang Molybdenum is the world's second-largest cobalt producer, primarily selling cobalt products like cobalt hydroxide in international markets [2]. - The company operates in the non-ferrous metal mining industry, focusing on the extraction, smelting, and deep processing of various metals, including copper, molybdenum, tungsten, cobalt, niobium, and phosphorus [2]. - It ranks among the top five molybdenum producers globally and is the largest tungsten producer, as well as a leading producer of copper and niobium [2]. Financial Performance - For the first nine months of 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 over the past three years [9]. Production and Growth Prospects - The company holds an 80% stake in the NPM copper-gold mine in Australia, with gold production guidance for 2023 set at 25,000 to 27,000 ounces, 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 plans with a target to commence production by 2029 [3]. Market Position and Shareholder Information - As of September 30, 2025, the company had 304,200 shareholders, an increase of 28.08% from the previous period [8]. - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable changes in holdings among the top shareholders [9].

Group 1 - The metal cobalt sector experienced a decline of 6.57%, ranking among the top losers in the market, with companies like Ganfeng Lithium and Hainan Mining hitting the daily limit down [1] - Major stocks within the metal cobalt sector saw significant net outflows, totaling 5.546 billion yuan, with Ganfeng Lithium leading the outflow at 1.011 billion yuan [2] - Other companies with notable net outflows include Huayou Cobalt, Zijin Mining, and Greeenme, with outflows of 900 million yuan, 586 million yuan, and 393 million yuan respectively [2] Group 2 - The top gainers and losers in various concept sectors were reported, with the titanium dioxide concept down by 7.12% and the Sora concept slightly up by 0.31% [2] - The trading volume for Ganfeng Lithium was 7.98%, while its stock price dropped by 10% [3] - Other companies in the metal cobalt sector, such as Rongbai Technology and Hanrui Cobalt, also faced significant declines of 11.99% and 10.98% respectively [3]

Core Insights - The metal cobalt sector experienced a rise of 3.31%, ranking sixth among concept sectors, with 30 stocks increasing in value, including notable gains from Zhongtung High-tech, Guocheng Mining, Hainan Mining, and Xiamen Tungsten [1][2] Sector Performance - The top-performing concept sectors included Hainan Free Trade Zone (+4.35%), BC Battery (+3.89%), and Metal Zinc (+3.60%), while the worst performers were DRG/DIP (-1.31%) and Military Equipment Restructuring Concept (-1.14%) [2] - The metal cobalt sector saw a net inflow of 3.74 billion yuan, with 25 stocks receiving net inflows, and 10 stocks exceeding 100 million yuan in net inflows [2] Key Stocks - Zijin Mining led the net inflow with 878.94 million yuan, followed by Ganfeng Lithium, Luoyang Molybdenum, and Huayou Cobalt with net inflows of 542.84 million yuan, 444.77 million yuan, and 355.20 million yuan respectively [2][3] - The stocks with the highest net inflow ratios included China Metallurgical Group (15.78%), Zijin Mining (13.58%), and China Railway Group (13.38%) [3][4] Stock Performance - Notable stock performances included Zhongtung High-tech (+10.00%), Ganfeng Lithium (+6.22%), and Luoyang Molybdenum (+4.78%), while stocks like Huaxin Environmental Protection and China Ruilin saw declines of -2.48% and -2.15% respectively [1][5]

Group 1 - The Fujian Free Trade Zone concept index rose by 2.65%, ranking fourth among concept sectors, with 96 stocks increasing in value [1][2] - Notable gainers included Luqiao Information, which hit a 30% limit up, and other stocks like Heli Tai, Fujian Cement, and Rishang Group also reached their daily limit [1] - The top gainers in the sector included Xiamen Xinda, Furi Electronics, and Tengjing Technology, with increases of 7.73%, 7.12%, and 6.85% respectively [1] Group 2 - The Fujian Free Trade Zone concept attracted a net inflow of 1.061 billion yuan from main funds, with 69 stocks receiving net inflows [2][3] - The leading stock in terms of net inflow was Aerospace Development, which saw a net inflow of 551 million yuan, followed by Heli Tai, Rongji Software, and Furi Electronics with net inflows of 409 million yuan, 284 million yuan, and 268 million yuan respectively [2] - The net inflow ratios for stocks like Pingtan Development, Rongji Software, and Aerospace Development were 82.30%, 39.66%, and 39.37% respectively [3] Group 3 - The top stocks in the Fujian Free Trade Zone concept based on daily performance included Aerospace Development with a 9.95% increase, Heli Tai with a 10.16% increase, and Rongji Software with a 10.03% increase [3] - Other notable performers included Furi Electronics and Rishang Group, which increased by 7.12% and 10.06% respectively [3] - Conversely, stocks like Xueda Education, Kehua Data, and Zijin Mining experienced declines of 5.45%, 5.22%, and 3.74% respectively [1][5]

Group 1 - The metal cobalt sector experienced a decline of 1.37%, ranking among the top losers in the concept sector, with major companies like Huayou Cobalt, Longbai Group, and China Metallurgical Group seeing significant drops [1][2] - Among the stocks in the cobalt sector, six companies saw price increases, with Zhongtung High-tech, Huaxin Environmental, and Xiamen Tungsten rising by 10.02%, 5.57%, and 1.80% respectively [1][2] - The sector faced a net outflow of 3.813 billion yuan in principal funds, with 29 stocks experiencing net outflows, and seven stocks seeing outflows exceeding 100 million yuan, led by Huayou Cobalt with a net outflow of 1.235 billion yuan [2][3] Group 2 - The top net outflow stocks in the cobalt sector included Huayou Cobalt (-6.46%), Xiamen Tungsten (+1.80%), and Luoyang Molybdenum (-3.12%), with significant outflows recorded [3] - The stocks with the highest net inflows included Zhongtung High-tech, Dangsheng Technology, and Tianqi Co., with net inflows of 583 million yuan, 11.6 million yuan, and 2.344 million yuan respectively [3]

Core Insights - The metal cobalt sector experienced a rise of 2.91%, ranking 7th among concept sectors in terms of growth, with notable stocks such as China Ruilin, Beikong Technology, and Huahong Technology hitting the daily limit up [1][2] - Major gainers included Dadi Bear, Ganfeng Lithium, and Huayou Cobalt, which increased by 11.01%, 9.10%, and 8.68% respectively, while the biggest losers were Jinling Mining, Hailiang Co., and Tianqi Co., which fell by 3.08%, 2.52%, and 2.32% respectively [1][2] Sector Performance - The top-performing concept sectors included Rare Earth Permanent Magnets with a rise of 6.92%, and Military Equipment Restructuring Concept with an increase of 3.51% [2] - The metal cobalt sector's performance was supported by a net inflow of 0.54 billion yuan from main funds, with 16 stocks receiving net inflows, and 8 stocks exceeding 0.1 billion yuan in net inflows [2][3] Fund Flow Analysis - Leading stocks in terms of net fund inflow ratio included Beikong Technology, Huahong Technology, and China Ruilin, with net inflow ratios of 22.70%, 19.57%, and 14.01% respectively [3][4] - Huayou Cobalt topped the net inflow list with 5.84 billion yuan, followed by Huahong Technology, China Metallurgical Group, and Green Beauty with net inflows of 2.51 billion yuan, 2.16 billion yuan, and 2.12 billion yuan respectively [2][3] Stock Performance - Notable stock performances included Huayou Cobalt with an increase of 8.68% and a turnover rate of 7.94%, and Huahong Technology with a rise of 10.00% and a turnover rate of 13.82% [3][4] - The stocks with the largest declines included Jinling Mining, which fell by 3.08%, and Hailiang Co., which decreased by 2.52% [1][4]