来源：新浪证券-红岸工作室 2月27日，洛阳钼业涨4.17%，成交额80.35亿元，换手率1.94%，总市值5132.50亿元。 洛阳钼业目前在新浪财经客户端A股市场人气排名第33名。 异动分析 金属铜+黄金概念+金属钴+小金属概念+磷化工 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、2023年10月23日互动易：公司位于澳洲的NPM铜金矿生产黄金，公司拥有80%权益，2022年黄金权 益产量为1.6万盎司，2023年黄金权益产量指引为2.5至2.7万盎司，同比增长56%至69%。2025年半年 报，为布局黄金资源， 2025年上半年公司成功完成厄瓜多尔奥丁矿业（凯歌豪斯金矿）收购并快速推 进开发工作，计划2029年前投产。 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、公司主营业务为钼、钨及黄金等稀贵金属的采选、冶炼，随着公司近年来大力发展贵金属业务，金 银产品的收入和利润贡献比重 ...

来源：新浪证券-红岸工作室 2月26日，洛阳钼业跌1.79%，成交额58.69亿元，换手率1.45%，总市值4927.11亿元。 洛阳钼业目前在新浪财经客户端A股市场人气排名第45名。 异动分析 金属铜+黄金概念+金属钴+小金属概念+磷化工 资金分析 今日主力净流入-6.54亿，占比0.11%，行业排名60/61，该股当前无连续增减仓现象，主力趋势不明显； 所属行业主力净流入-42.15亿，当前无连续增减仓现象，主力趋势不明显。 区间今日近3日近5日近10日近20日主力净流入-6.77亿-6.09亿-20.87亿-30.10亿-53.92亿 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、2023年10月23日互动易：公司位于澳洲的NPM铜金矿生产黄金，公司拥有80%权益，2022年黄金权 益产量为1.6万盎司，2023年黄金权益产量指引为2.5至2.7万盎司，同比增长56%至69%。2025年半年 报，为布局黄 ...

截至9月30日，洛阳钼业股东户数30.42万，较上期增加28.08%；人均流通股0股，较上期增加0.00%。 2025年1月-9月，洛阳钼业实现营业收入1454.85亿元，同比减少5.99%；归母净利润142.80亿元，同比增 长72.61%。 分红方面，洛阳钼业A股上市后累计派现215.62亿元。近三年，累计派现105.76亿元。 机构持仓方面，截止2025年9月30日，洛阳钼业十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股6.95亿股，相比上期增加4747.20万股。华夏上证50ETF（510050）位居第五大流通股东， 持股1.34亿股，相比上期减少365.43万股。华泰柏瑞沪深300ETF（510300）位居第六大流通股东，持股 1.20亿股，相比上期减少517.87万股。易方达沪深300ETF（510310）位居第八大流通股东，持股 8647.42万股，为新进股东。 2月26日，洛阳钼业盘中下跌2.05%，截至10:39，报22.97元/股，成交34.28亿元，换手率0.84%，总市值 4914.27亿元。 资金流向方面，主力资金净流出3.91亿元，特大单买入3.79亿元，占比11. ...

公司项目推进 经济观察网 寒锐钴业（300618）股价随钴概念板块上涨，主要受印尼镍供应收紧提振镍价、公司印尼 项目受益及产业链联动效应等因素影响。 股票近期走势 寒锐钴业股价在2026年2月11日随钴概念板块上涨，板块当日涨2.51%。 行业政策与环境 印尼能源与矿产资源部确认将2026年镍矿石生产配额大幅削减至2.6亿—2.7亿吨，较2025年的3.79亿吨 缩减约34%。全球最大镍矿Weda Bay Nickel的配额更从4200万吨骤降至1200万吨，引发伦敦金属交易所 镍价连续上涨，2月11日盘中涨幅达2.6%。镍价走强对布局镍资源的寒锐钴业形成成本支撑与业绩改善 预期。 寒锐钴业在印尼建设的"年产2万吨镍金属量高冰镍项目"计划于2026年3月底投产。该项目采用富氧侧吹 工艺，预计电解镍成本低于1.3万美元/吨，在印尼供应收缩背景下，低成本产能有望直接受益于镍价上 涨带来的利润空间扩张。 产业链状况 寒锐钴业主营业务为钴粉、电解铜等产品，但通过印尼项目切入镍产业链，形成"钴-铜-镍"多元布局。 镍价上涨通常与钴价产生共振，公司凭借一体化产业链可平滑单一金属价格波动风险。2025年三季度公 司营收同比 ...

Core 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].

Core Viewpoint - Luoyang Molybdenum Co., Ltd. has shown significant stock price appreciation and strong financial performance, indicating potential investment opportunities in the company and the industrial metals sector [2][3]. Stock Performance - As of January 26, Luoyang Molybdenum's stock price increased by 5.40%, reaching 23.99 CNY per share, with a trading volume of 1.756 billion CNY and a turnover rate of 0.42% [1]. - Year-to-date, the stock price has risen by 19.95%, with a 2.92% increase over the last five trading days, 28.29% over the last 20 days, and 36.31% over the last 60 days [2]. Company Overview - Luoyang Molybdenum, established on December 22, 1999, and listed on October 9, 2012, 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 revenue composition includes 48.56% from refined metal product trading, 38.31% from concentrate product trading, and smaller contributions from copper (27.14%), cobalt (6.04%), molybdenum (3.12%), and others [2]. Financial Performance - For the period from January to September 2025, Luoyang Molybdenum reported 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 [2]. Dividend Distribution - Since its A-share listing, Luoyang Molybdenum has distributed a total of 21.562 billion CNY in dividends, with 10.576 billion CNY distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 304,200, reflecting a growth of 28.08% [2]. - Major shareholders include Hong Kong Central Clearing Limited, holding 669.5 million shares, and various ETFs with varying changes in holdings [3].

Group 1 - The core viewpoint of the news is that Weiming Environmental has shown a positive stock performance with a year-to-date increase of 9.46% and a significant rise of 25.70% over the past 60 days [1] - As of January 23, the stock price reached 27.78 CNY per share, with a market capitalization of 47.507 billion CNY [1] - The company's main business involves urban household waste incineration power generation, with revenue composition being 55.72% from equipment, EPC, and services, and 43.82% from project operations [1] Group 2 - As of September 30, the number of shareholders decreased by 4.24% to 27,800, while the average circulating shares per person increased by 4.62% to 61,281 shares [2] - For the period from January to September 2025, Weiming Environmental reported a revenue of 5.880 billion CNY, a year-on-year decrease of 2.74%, while the net profit attributable to shareholders increased by 1.14% to 2.135 billion CNY [2] - The company has distributed a total of 2.969 billion CNY in dividends since its A-share listing, with 1.492 billion CNY distributed over the past three years [2]

Group 1 - The core viewpoint of the news highlights a significant upward movement in the nickel sector, with companies like Zhongwei Co., Ltd. experiencing a rise of over 15% [1] - Other companies in the nickel concept, such as Greeenmei, are approaching their daily limit increase, indicating strong market interest and activity [1] - Additional companies like Weiming Environmental Protection, Huayou Cobalt, Hanrui Cobalt, and Shengtun Mining also showed notable gains, reflecting a broader positive trend in the industry [1]