来源：新浪证券-红岸工作室 12月16日，洛阳钼业跌2.40%，成交额37.94亿元，换手率1.22%，总市值3744.00亿元。 异动分析 金属钴+金属铜+金属镍+小金属概念+黄金概念 1、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。 2、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。 3、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。 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 ...

异动分析 金属钴+金属镍+金属铜+小金属概念+黄金概念 1、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。 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。 来源：新浪证券-红岸工作室 12月5日，洛阳钼业涨2.91%，成交额44.37亿元，换手率1.39%，总市值3940.83亿元。 洛阳钼业目前在新浪财经客户端A股市场人气排名第19名。 3、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。 4、公司主营业务为钼 ...

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 - 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 - Luoyang Molybdenum Co., Ltd. experienced a decline of 3.91% in stock price on November 4, with a trading volume of 3.279 billion yuan and a market capitalization of 336.532 billion yuan [1]. Company Overview - Luoyang Molybdenum is the second-largest cobalt producer globally, primarily selling cobalt products such as cobalt hydroxide in international markets [3]. - The company operates in the non-ferrous metal mining industry, focusing on the extraction, smelting, and deep processing of metals including copper, molybdenum, tungsten, cobalt, niobium, and phosphorus [3]. - It ranks among the top five molybdenum producers and is the largest tungsten producer, as well as the second-largest cobalt and niobium producer globally [3]. Financial Performance - For the period from January to September 2025, Luoyang Molybdenum 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 [9]. - 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 [10]. Production and Growth Prospects - The company holds an 80% stake in the NPM copper-gold 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% [4]. - In 2025, Luoyang Molybdenum completed the acquisition of Ecuador's Odin Mining (Keg House Gold Mine) and is advancing development with plans to commence production by 2029 [4]. Shareholder and Market Activity - As of September 30, 2025, the number of shareholders increased to 304,200, up by 28.08% from the previous period [9]. - The stock has seen a net outflow of 634 million yuan from major investors today, with a total net outflow of 5.140 billion yuan over the past three days [5][6].

Core Viewpoint - Luoyang Molybdenum Co., Ltd. has shown a significant increase in stock price and trading volume, indicating strong market interest and potential growth in its operations in the metals sector [1] Company Overview - Luoyang Molybdenum is the second-largest cobalt producer globally, with a comprehensive integrated supply chain in non-ferrous metal mining, including copper, molybdenum, tungsten, cobalt, niobium, and phosphorus [2][7] - The company has been expanding its precious metals business, with increasing revenue and profit contributions from gold and silver products [2] Recent Developments - The company signed a share transfer agreement to acquire 100% of Woyuan Holdings, indirectly increasing its stake in Huayue Nickel Cobalt to 30% [2] - In 2023, the company expects a 56% to 69% year-on-year increase in gold production from its NPM copper-gold mine in Australia, with a production guidance of 25,000 to 27,000 ounces [3] Financial Performance - For the first nine months of 2025, Luoyang Molybdenum reported a revenue of 145.49 billion yuan, a decrease of 5.99% year-on-year, while net profit attributable to shareholders increased by 72.61% to 14.28 billion yuan [8] - The company has distributed a total of 21.56 billion yuan in dividends since its A-share listing, with 10.58 billion yuan in the last three years [9] Market Position - The company ranks 47th in market popularity within the A-share market, with a total market capitalization of 375.47 billion yuan [1] - The stock has a current average trading cost of 11.82 yuan, with a recent price approaching a resistance level of 18.00 yuan, indicating potential for upward movement if this level is surpassed [6]

Core Viewpoint - Luoyang Molybdenum Co., Ltd. is a leading player in the non-ferrous metal mining industry, with significant production capabilities in cobalt, copper, tungsten, and other precious metals, indicating strong growth potential in these sectors [3][9]. 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 [8]. - The company has a comprehensive integrated industrial chain and ranks among the top five global producers of molybdenum and tungsten, as well as being the second-largest producer of cobalt and niobium globally [3]. Financial Performance - For the first half of 2025, Luoyang Molybdenum achieved 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 [9]. - 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 [10]. Production and Growth Prospects - 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% [4]. - In 2025, the company successfully completed the acquisition of Ecuador's Odin Mining (Keg House Gold Mine) and is advancing development work with plans to commence production before 2029 [4]. Market Position - As of October 22, 2023, Luoyang Molybdenum's stock price increased by 0.58%, with a trading volume of 3.079 billion yuan and a market capitalization of 332.468 billion yuan [1]. - The company ranks 45th in terms of market popularity within the A-share market on Sina Finance [2].

Core Viewpoint - Luoyang Molybdenum Co., Ltd. is experiencing a positive market response, with a 2.25% increase in stock price and a trading volume of 3.35 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 [3]. - The company operates in the non-ferrous metal mining industry, focusing on the extraction, smelting, and deep processing of metals including copper, molybdenum, tungsten, cobalt, niobium, and phosphorus, boasting a comprehensive integrated industrial chain [3]. - It ranks among the top five molybdenum producers and is the largest tungsten producer, as well as the second-largest cobalt and niobium producer globally [3]. Production and Financial Performance - In 2022, the company's gold equity production from its NPM copper-gold mine in Australia was 16,000 ounces, with a production guidance of 25,000 to 27,000 ounces for 2023, representing a year-on-year increase of 56% to 69% [4]. - For the first half of 2025, the company reported a revenue of 94.77 billion yuan, a year-on-year decrease of 7.83%, while the net profit attributable to shareholders increased by 60.07% to 8.67 billion yuan [9]. Shareholder and Market Activity - As of June 30, 2025, the number of shareholders decreased by 15.95% to 237,500, indicating a consolidation of ownership [9]. - The company has distributed a total of 21.56 billion yuan in dividends since its A-share listing, with 10.58 billion yuan distributed over the past three years [10]. Market Position and Trends - Luoyang Molybdenum ranks 50th in terms of market popularity within the A-share market, reflecting its significant presence among investors [2]. - The stock has shown a net inflow of 1.67 million yuan today, with the industry ranking at 1 out of 61, indicating a stable interest from institutional investors [5].

Core Viewpoint - Luoyang Molybdenum Co., Ltd. is a leading player in the non-ferrous metal mining industry, with significant production capabilities in molybdenum, tungsten, cobalt, and copper, and is experiencing fluctuations in stock performance and market interest [1][2][3]. Company Overview - Luoyang Molybdenum Co., Ltd. is primarily engaged in the mining, selection, smelting, and deep processing of precious metals such as molybdenum, tungsten, and gold, and has a comprehensive integrated industrial chain [2][7]. - The company is one of the top five molybdenum producers globally and the largest tungsten producer, as well as the second-largest cobalt and niobium producer [2][3]. Financial Performance - For the first half of 2025, the company reported a revenue of 94.77 billion yuan, a year-on-year decrease of 7.83%, while the net profit attributable to shareholders increased by 60.07% to 8.67 billion yuan [8]. - The company has distributed a total of 21.56 billion yuan in dividends since its A-share listing, with 10.58 billion yuan distributed in the last three years [9]. Production and Growth - The company has been expanding its precious metals business, with the revenue and profit contribution from gold and silver products increasing annually [3]. - In 2023, the company expects to produce between 25,000 to 27,000 ounces of gold from its NPM copper-gold mine in Australia, representing a year-on-year increase of 56% to 69% [3]. Market Activity - On October 13, the company's stock rose by 3.11%, with a trading volume of 6.81 billion yuan and a turnover rate of 2.37%, indicating a market interest ranking of 49th in the A-share market [1]. - The stock has seen a net outflow of 2.59 million yuan from major investors today, with a continuous reduction in holdings over the past three days [4][5]. Shareholder Structure - As of June 30, 2025, the company had 237,500 shareholders, a decrease of 15.95% from the previous period, with the average circulating shares per person remaining at zero [8]. - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, indicating a diversified ownership structure [9]. Technical Analysis - The average trading cost of the stock is 10.76 yuan, with the current price approaching a resistance level of 18.00 yuan, suggesting potential for a breakout or a pullback [6].

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].