来源：新浪证券-红岸工作室 10月10日，洛阳钼业跌3.18%，成交额77.24亿元，换手率2.59%，总市值3577.13亿元。 洛阳钼业目前在新浪财经客户端A股市场人气排名第34名。 异动分析 金属铜+金属镍+金属钴+小金属概念+黄金概念 1、本公司属于有色金属采矿业，主要从事铜、钼、钨、钴、铌、磷等矿业的采选、冶炼、深加工等业 务，拥有较为完整的一体化产业链条，是全球前五大钼生产商及最大钨生产商、全球第二大钴、铌生产 商和全球领先的铜生产商，同时也是巴西境内第二大磷肥生产商。 2、2025年半年报，本集团全资子公司洛钼控股与NewstrideLimited 签订股权转让协议，约定以 1,125.87 美元的对价受让沃源控股有限公司 ( 沃源控股 )100% 股份，从而间接取得沃源控股持有的华越镍钴 21% 股份。 2020 年 7 月 25 日，洛钼控股通过沃源控股认购华越镍钴新增注册资本的方式将对 华越镍 钴持有的股权增持至 30% 。沃源控股向华越镍钴派驻一名董事及一名监事，因具有重大影响，故作为 联营企业核算。 3、本公司为全球第二大钴生产商，钴产品为氢氧化钴，于国际市场销售。 4、公司主营业务为 ...

Group 1 - The niobium concept sector has seen a significant increase, with Luoyang Molybdenum Co., Ltd. reaching its daily limit up [1]

Core Viewpoint - The niobium concept sector is experiencing a strong performance, with Luoyang Molybdenum Co., Ltd. reaching its daily limit up [1] Group 1 - The niobium concept sector is showing strength in the market [1] - Luoyang Molybdenum Co., Ltd. has hit the daily trading limit, indicating significant investor interest [1]

Core Viewpoint - The company, Luoyang Molybdenum Co., Ltd., is a significant player in the non-ferrous metal mining industry, focusing on molybdenum, tungsten, and precious metals, with a notable increase in gold production forecasted for 2023 [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, smelting, deep processing, and trading of precious metals such as molybdenum, tungsten, and gold [7]. - 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%) [7]. Production and Financial Performance - The company holds an 80% stake in the NPM copper mine in Australia, which produced 16,000 ounces of gold in 2022, with a production guidance of 25,000 to 27,000 ounces for 2023, representing a year-on-year increase of 56% to 69% [2]. - For the first half of 2025, the company reported a revenue of 94.773 billion yuan, a year-on-year decrease of 7.83%, while the net profit attributable to shareholders increased by 60.07% to 8.671 billion yuan [8]. Market Position and Industry Standing - Luoyang Molybdenum is among the top five molybdenum producers globally and the largest tungsten producer, as well as the second-largest cobalt and niobium producer, and a leading copper producer [2][3]. - The company is also the second-largest phosphorus fertilizer producer in Brazil, with a complete phosphorus industry chain covering all aspects of production [3]. Shareholder and Market Activity - As of June 30, 2025, the number of shareholders decreased to 237,500, with an average of 0 circulating shares per person [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].

Core Viewpoint - The company, Luoyang Molybdenum Co., Ltd., is a significant player in the non-ferrous metal mining industry, focusing on the production of molybdenum, tungsten, and precious metals like gold, with a strong emphasis on expanding its precious metal business [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, smelting, deep processing, and trading of precious metals [7]. - 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%) [7]. Production and Financial Performance - The company holds an 80% stake in the NPM copper-gold mine in Australia, with gold equity production guidance for 2023 set at 25,000 to 27,000 ounces, representing a year-on-year increase of 56% to 69% [2]. - For the first half of 2025, the company reported a revenue of 94.773 billion yuan, a year-on-year decrease of 7.83%, while the net profit attributable to shareholders increased by 60.07% to 8.671 billion yuan [8]. - The company is the second-largest producer of phosphorus fertilizer in Brazil and has a complete phosphorus industry chain, with phosphorus-related product revenue of 2.834 billion yuan in 2017, accounting for 11.82% of total revenue [3]. Market Activity - On September 22, the company's stock rose by 1.60%, with a trading volume of 2.481 billion yuan and a market capitalization of 271.922 billion yuan [1]. - The company has experienced a net outflow of 7.6914 million yuan from major funds today, with a continuous reduction in major fund positions over the past three days [4][5]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 15.95% to 237,500, with an average of 0 circulating shares per person [8]. - Major shareholders include Hong Kong Central Clearing Limited, which holds 648 million shares, and Huaxia SSE 50 ETF, which holds 138 million shares, both of which have increased their holdings compared to the previous period [9].

Core Viewpoint - Luoyang Molybdenum Co., Ltd. has experienced significant stock price fluctuations, with a year-to-date increase of 97.44% but a recent decline of 5.89% 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 [2]. - 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%) [2]. Financial Performance - For the first half of 2025, Luoyang Molybdenum achieved operating revenue of 94.773 billion yuan, a year-on-year decrease of 7.83%. However, the net profit attributable to the parent company was 8.671 billion yuan, reflecting a year-on-year increase of 60.07% [2]. - 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 [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Luoyang Molybdenum was 237,500, a decrease of 15.95% from the previous period. The average circulating shares per person remained at 0 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 648 million shares, an increase of 6.949 million shares from the previous period. Other notable shareholders include Huaxia SSE 50 ETF and Huatai-PineBridge CSI 300 ETF, which have also increased their holdings [3].

Company Overview - Luoyang Molybdenum Co., Ltd. is primarily engaged in the mining, selection, deep processing, trading, and research of rare metals such as molybdenum, tungsten, and gold [2] - The company was established on December 22, 1999, and went public on October 9, 2012 [2] - The 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%) [2] Stock Performance - The stock price of Luoyang Molybdenum has increased by 94.78% year-to-date, with a recent decline of 4.15% over the last five trading days [2] - As of September 18, the stock was trading at 12.46 CNY per share, with a market capitalization of 266.57 billion CNY [1] - The trading volume on September 18 was 4.07 billion CNY, with a turnover rate of 0.19% [1] Financial Performance - For the first half of 2025, Luoyang Molybdenum reported a revenue of 94.77 billion CNY, a year-on-year decrease of 7.83%, while the net profit attributable to shareholders increased by 60.07% to 8.67 billion CNY [2] - The company has distributed a total of 21.56 billion CNY in dividends since its A-share listing, with 10.58 billion CNY distributed in the last three years [3] Shareholder Structure - As of June 30, 2025, the number of shareholders was 237,500, a decrease of 15.95% from the previous period [2] - Major shareholders include Hong Kong Central Clearing Limited, holding 648 million shares, and Huaxia SSE 50 ETF, holding 138 million shares, both of which have increased their holdings compared to the previous period [3]

Core Viewpoint - Zhongtung High-tech has shown significant stock performance with a year-to-date increase of 108.84%, indicating strong market interest and potential growth in the tungsten industry [1][2]. Company Overview - Zhongtung High-tech Materials Co., Ltd. was established on March 18, 1993, and listed on December 5, 1996. The company specializes in the research, development, production, sales, and trade of hard alloys and rare metals such as tungsten, molybdenum, tantalum, and niobium [2]. - The main revenue sources for Zhongtung High-tech include: - Concentrates and powder products: 34.74% - Other hard alloys: 23.13% - Cutting tools and tools: 21.68% - Refractory metals: 16.23% - Trade and equipment: 4.22% [2]. Financial Performance - For the first half of 2025, Zhongtung High-tech achieved a revenue of 7.849 billion yuan, representing a year-on-year growth of 15.31%. The net profit attributable to shareholders was 510 million yuan, showing a remarkable increase of 247.28% [2]. - The company has distributed a total of 880 million yuan in dividends since its A-share listing, with 854 million yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, Zhongtung High-tech had 46,800 shareholders, a decrease of 8.15% from the previous period. The average circulating shares per person increased by 8.85% to 26,620 shares [2]. - The top ten circulating shareholders include: - Hong Kong Central Clearing Limited: 29.916 million shares (an increase of 4.6167 million shares) - Southern CSI 1000 ETF: 8.4049 million shares (an increase of 2.1378 million shares) - Yinhua Xinjia Two-Year Holding Period Mixed Fund: 5.3235 million shares (a decrease of 1.48 million shares) - Huaxia CSI 1000 ETF: 4.9635 million shares (new shareholder) [3].

Group 1 - The stock price of Zhongtung High-tech increased by 2.05% on September 12, reaching 19.93 CNY per share, with a trading volume of 564 million CNY and a turnover rate of 2.29%, resulting in a total market capitalization of 45.42 billion CNY [1] - Year-to-date, Zhongtung High-tech's stock price has risen by 120.22%, with a 3.43% increase over the last five trading days, an 11.72% increase over the last 20 days, and a 72.55% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent occurrence on July 30, where it recorded a net buy of -353 million CNY [1] Group 2 - Zhongtung High-tech, established on March 18, 1993, and listed on December 5, 1996, is located in Zhuzhou, Hunan Province, and specializes in the research, development, production, sales, and trade of hard alloys and rare metals such as tungsten, molybdenum, tantalum, and niobium [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] - As of June 30, 2025, Zhongtung High-tech reported a revenue of 7.849 billion CNY, a year-on-year increase of 15.31%, and a net profit attributable to shareholders of 510 million CNY, a year-on-year increase of 247.28% [2] Group 3 - As of June 30, 2025, the top ten circulating shareholders of Zhongtung High-tech include Hong Kong Central Clearing Limited as the third-largest shareholder with 29.916 million shares, an increase of 4.6167 million shares from the previous period [3] - The Southern CSI 1000 ETF ranks as the sixth-largest circulating shareholder with 8.4049 million shares, an increase of 2.1378 million shares from the previous period [3] - Huaxia CSI 1000 ETF is a new shareholder, holding 4.9635 million shares, ranking as the tenth-largest circulating shareholder [3]

Core Viewpoint - The company, Luoyang Molybdenum Co., Ltd., is experiencing growth in its gold production and has a diversified portfolio in the mining sector, particularly in precious and industrial metals [2][3]. Company Overview - Luoyang Molybdenum Co., Ltd. was established on December 22, 1999, and listed on October 9, 2012. The company primarily engages in the mining, selection, smelting, deep processing, and trading of precious metals such as molybdenum, tungsten, and gold [7]. - 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%) [7]. Production and Financial Performance - The company holds an 80% stake in the NPM copper-gold mine in Australia, with gold equity production guidance for 2023 set at 25,000 to 27,000 ounces, representing a year-on-year increase of 56% to 69% [2]. - For the first half of 2025, the company reported operating revenue of 94.773 billion yuan, a year-on-year decrease of 7.83%, while net profit attributable to shareholders increased by 60.07% to 8.671 billion yuan [8]. Market Position and Industry Standing - Luoyang Molybdenum is among the top five molybdenum producers globally and the largest tungsten producer, as well as the second-largest cobalt and niobium producer [2][3]. - The company is also the second-largest producer of phosphate fertilizer in Brazil, with a complete phosphate industry chain covering all aspects of production [3]. Shareholder and Institutional Holdings - As of June 30, 2025, the company had 237,500 shareholders, a decrease of 15.95% from the previous period. The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 648 million shares, an increase of 6.949 million shares [8][9].