国家级"城市矿产"示范基地、国家级资源综合利用基地、国家级再生资源回收体系试点城市、国家 级绿色产业示范基地……凭借着一块块"国字号"招牌，广西梧州按照"种类丰富的再生金属、庞大的资 源集聚、企业高度集中、管理规范化"的独特模式发展再生材料产业，硬是从废旧物中掏出超600亿元产 值。 梧州优势何在？一方面，毗邻粤港澳大湾区，西江水道航运升级，产业基础完善，梧州承接再生材 料产业区位优势明显；另一方面，梧州积极推动完善循环产业链条，已形成涵盖再生不锈钢、再生铜、 再生铝、再生铅锌、再生塑料以及再制造等循环产业体系。产业聚集效应持续发挥，不断激发再生材料 产业动能。 发挥集聚效应 生产车间里，熔炉正旺，钢水通红、火花飞溅。设备轰鸣间，废钢经过熔炼、铸造等多道工序，轧 制成一卷卷精密钢卷。成品库里，钢卷整齐码放，工人正在清点、装车，准备发往浙江、江苏、广东等 地。这是梧州市再生不锈钢制品产业园内永达钢铁集团火热的生产场景。 "考虑不锈钢生产的耗能、水电成本、物流运输、新工安置和培训，入驻园区不是换个地方搞生产 那么简单。"梧州市永达钢铁集团董事长伍灼富盘算起经济账，列举着梧州优良的区位优势：西江水运 便捷，"水公铁 ...

11月17日，金钼股份盘中下跌2.02%，截至13:21，报14.57元/股，成交2.20亿元，换手率0.46%，总市值 470.12亿元。 资金流向方面，主力资金净流出1524.47万元，特大单买入1216.55万元，占比5.52%，卖出1387.83万 元，占比6.30%；大单买入3167.51万元，占比14.37%，卖出4520.69万元，占比20.51%。 金钼股份今年以来股价涨50.83%，近5个交易日跌1.75%，近20日涨0.28%，近60日涨5.81%。 金钼股份所属申万行业为：有色金属-小金属-钼。所属概念板块包括：航天军工、中盘、小金属、 OLED、基金重仓等。 截至9月30日，金钼股份股东户数8.24万，较上期增加10.65%；人均流通股39134股，较上期减少 9.63%。2025年1月-9月，金钼股份实现营业收入108.85亿元，同比增长7.80%；归母净利润22.86亿元， 同比增长4.17%。 分红方面，金钼股份A股上市后累计派现103.36亿元。近三年，累计派现35.49亿元。 机构持仓方面，截止2025年9月30日，金钼股份十大流通股东中，香港中央结算有限公司位居第二大流 通 ...

Core Insights - Gansu listed companies demonstrated robust growth in the first three quarters of 2025, achieving record-high revenues and total assets exceeding 900 billion yuan, showcasing regional industrial resilience and transformation vitality [1] Revenue Performance - The total revenue of 34 A-share listed companies in Gansu reached 1730.47 billion yuan, marking a historical high for the same period, with a year-on-year growth of 2.69%, accounting for 17.36% of the local GDP [2] - Three companies surpassed 10 billion yuan in revenue, with Baiyin Nonferrous Metals achieving 726.43 billion yuan, Jiuquan Iron & Steel at 237.57 billion yuan, and Huatian Technology at 123.80 billion yuan [4] Profitability - Gansu listed companies collectively reported a net profit of 52.65 billion yuan, a significant year-on-year increase of nearly 62%, ending a downward trend since 2022 [6] - Approximately 67.65% of companies reported profits, with 13 companies exceeding 1 billion yuan in net profit, an increase from the previous year [8] Asset Growth - Total assets of Gansu listed companies reached 9338.73 billion yuan, the first time surpassing 900 billion yuan, with a year-on-year growth of 8.57%, the highest growth rate in nearly five years [10] - The number of companies with assets exceeding 10 billion yuan remained stable at 12, with Lanzhou Bank being the first to exceed 500 billion yuan in total assets [12] Net Asset Increase - Total net assets reached 2050.64 billion yuan, marking the first time surpassing 200 billion yuan, with a year-on-year growth of 5.59% [14] - Eight companies reported net assets exceeding 10 billion yuan, with Lanzhou Bank being the first to exceed 40 billion yuan [16] Cash Flow - Operating net cash flow reached 251.86 billion yuan, a year-on-year increase of 492.09%, nearing the historical high of 254.33 billion yuan in 2021 [18] - Twelve companies reported operating net cash inflows exceeding 1 billion yuan, with Lanzhou Bank leading with over 100 billion yuan [21] R&D Investment - R&D expenditures totaled 31.73 billion yuan, maintaining a historical high, despite a slight decrease compared to the previous year [23] - Eight companies reported R&D expenses exceeding 1 billion yuan, with Huatian Technology leading the way [25] Sector Performance - The technology sector, represented by Huatian Technology, showed strong growth with revenues of 123.8 billion yuan, a year-on-year increase of 17.55% [27] - The resource sector, led by Baiyin Nonferrous Metals, exhibited recovery, with revenue growth of 5.21% [28] - The power sector, represented by Gansu Energy, achieved revenue of 65.25 billion yuan, a year-on-year increase of 0.64% [29]

金钼股份所属申万行业为：有色金属-小金属-钼。所属概念板块包括：航天军工、中盘、基金重仓、小 金属、OLED等。 截至9月30日，金钼股份股东户数8.24万，较上期增加10.65%；人均流通股39134股，较上期减少 9.63%。2025年1月-9月，金钼股份实现营业收入108.85亿元，同比增长7.80%；归母净利润22.86亿元， 同比增长4.17%。 分红方面，金钼股份A股上市后累计派现103.36亿元。近三年，累计派现35.49亿元。 机构持仓方面，截止2025年9月30日，金钼股份十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股7630.54万股，相比上期减少1265.15万股。中欧红利优享灵活配置混合A（004814）位居 第五大流通股东，持股1483.96万股，相比上期增加855.61万股。南方中证500ETF（510500）位居第六 大流通股东，持股1407.36万股，相比上期减少28.14万股。南方中证申万有色金属ETF发起联接A （004432）位居第十大流通股东，持股787.97万股，为新进股东。大成新锐产业混合A（090018）退出 十大流通股东之列。 责任编辑：小浪快报 ...

Core Viewpoint - Jinmoly Co., Ltd. has shown a significant stock price increase of 53.93% year-to-date, indicating strong market performance and investor interest [2] Group 1: Stock Performance - As of November 12, Jinmoly's stock price rose by 2.20% to 14.87 CNY per share, with a trading volume of 90.88 million CNY and a market capitalization of 47.98 billion CNY [1] - The stock has experienced a 3.19% increase over the last five trading days, a 2.62% decrease over the last 20 days, and a 13.86% increase over the last 60 days [2] Group 2: Company Overview - Jinmoly Co., Ltd. was established on May 16, 2007, and listed on April 17, 2008, primarily engaged in molybdenum mining, production, and sales of related products [2] - The company's revenue composition includes 90.14% from molybdenum mining and processing, 8.73% from commodity trading, and 1.14% from other sources [2] - Jinmoly is classified under the non-ferrous metals sector, specifically in the small metals category focusing on molybdenum [2] Group 3: Financial Performance - For the period from January to September 2025, Jinmoly reported a revenue of 10.885 billion CNY, reflecting a year-on-year growth of 7.80%, and a net profit attributable to shareholders of 2.286 billion CNY, up 4.17% year-on-year [2] - The company has distributed a total of 10.336 billion CNY in dividends since its A-share listing, with 3.549 billion CNY distributed over the past three years [3] Group 4: Shareholder Information - As of September 30, 2025, the number of shareholders increased by 10.65% to 82,400, with an average of 39,134 circulating shares per shareholder, a decrease of 9.63% [2] - The top circulating shareholder is Hong Kong Central Clearing Limited, holding 76.305 million shares, a decrease of 12.6515 million shares from the previous period [3]

Core Viewpoint - Jinmoly Co., Ltd. has shown a significant increase in stock price and revenue, indicating a positive growth trend in the molybdenum mining and processing industry [1][2]. Financial Performance - As of September 30, 2025, Jinmoly Co., Ltd. achieved a revenue of 10.885 billion yuan, representing a year-on-year growth of 7.80% [2]. - The net profit attributable to shareholders for the same period was 2.286 billion yuan, reflecting a year-on-year increase of 4.17% [2]. - The company has distributed a total of 10.336 billion yuan in dividends since its A-share listing, with 3.549 billion yuan distributed over the last three years [3]. Stock Performance - The stock price of Jinmoly Co., Ltd. increased by 55.18% year-to-date, with a recent slight decline of 0.20% over the last five trading days [1]. - The stock is currently trading at 14.99 yuan per share, with a market capitalization of 48.367 billion yuan [1]. Shareholder Information - The number of shareholders increased by 10.65% to 82,400 as of September 30, 2025, while the average number of circulating shares per shareholder decreased by 9.63% to 39,134 shares [2]. - Major shareholders include Hong Kong Central Clearing Limited, which holds 76.3054 million shares, a decrease of 12.6515 million shares from the previous period [3].

Group 1 - The core viewpoint of the news is that Jinmoly Co., Ltd. has experienced a significant decline in stock price, dropping 5.01% on November 4, with a total market value of 45.882 billion yuan and a cumulative decline of 3.73% over three consecutive days [1] - Jinmoly Co., Ltd. is primarily engaged in molybdenum mining, production, and sales of molybdenum-related products, with 90.14% of its revenue coming from molybdenum mining and processing [1] - The company is located in Xi'an, Shaanxi Province, and was established on May 16, 2007, with its stock listed on April 17, 2008 [1] Group 2 - Among the top shareholders, a fund under China Europe Fund has increased its holdings in Jinmoly Co., Ltd. by 8.5561 million shares, now holding a total of 14.8396 million shares, representing 0.46% of the circulating shares [2] - The fund, China Europe Dividend Preferred Flexible Allocation Mixed A, has reported a year-to-date return of 41.12% and a one-year return of 35.15% [2] - The fund manager, Lan Xiaokang, has been in position for 8 years and 180 days, with the fund's total asset scale at 22.839 billion yuan [3]

Core Viewpoint - Jinmoly Co., Ltd. is a leading player in the global molybdenum industry, focusing on the production and sales of molybdenum products, with a full industry chain advantage [1] Group 1: Business Performance - In Q3 2025, Jinmoly achieved a revenue of 10.885 billion yuan, ranking first in the industry, with a net profit of 2.552 billion yuan, also ranking first [2] - The main business composition includes molybdenum mining, smelting, and deep processing, contributing 6.272 billion yuan, accounting for 90.14% of total revenue [2] Group 2: Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 14.90%, up from 13.00% year-on-year, in line with the industry average [3] - The gross profit margin for Q3 2025 was 37.85%, down from 40.14% year-on-year, also in line with the industry average [3] Group 3: Management and Shareholder Information - The chairman, Yan Ping, has extensive industry experience, while the general manager, Duan Zhiyi, received a salary increase to 729,000 yuan in 2024, up from 516,100 yuan in 2023 [4] - As of September 30, 2025, the number of A-share shareholders increased by 10.65% to 82,400, with an average holding of 39,100 circulating A-shares, down by 9.63% [5] Group 4: Business Highlights - In the first three quarters of 2025, the company reported a total revenue of 10.89 billion yuan, a year-on-year increase of 7.8%, and a net profit of 2.28 billion yuan, up 4.0% year-on-year [6] - The company plans to increase its stake in the Anhui Jinsha Molybdenum Mine from 10% to 34%, which is expected to enhance future production [6] - The company maintains a high dividend payout ratio, with historical rates ranging from 42% to 443% from 2017 to 2024 [6]

Core Viewpoint - Jinmoly Co., Ltd. experienced a stock price decline of 2.03% on October 16, with a current price of 14.96 CNY per share and a total market capitalization of 48.27 billion CNY [1] Financial Performance - For the first half of 2025, Jinmoly reported a revenue of 6.96 billion CNY, representing a year-on-year growth of 5.55%, while the net profit attributable to shareholders decreased by 8.27% to 1.38 billion CNY [2] - Since its A-share listing, Jinmoly has distributed a total of 10.34 billion CNY in dividends, with 3.55 billion CNY distributed over the past three years [3] Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 2.94% to 74,500, while the average number of circulating shares per person increased by 3.03% to 43,303 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder with 88.96 million shares, an increase of 8.27 million shares from the previous period [3]

Group 1 - The stock of Jinduicheng Molybdenum Industry Co., Ltd. fell by 5.02% on October 10, closing at 15.53 yuan per share, with a trading volume of 673 million yuan and a turnover rate of 1.32%, resulting in a total market capitalization of 50.109 billion yuan [1] - The company, established on May 16, 2007, and listed on April 17, 2008, primarily engages in molybdenum mining, production and sales of molybdenum raw materials, molybdenum chemicals, and molybdenum metal products, along with sulfuric acid products [1] - The revenue composition of the company's main business includes 90.14% from molybdenum mining, smelting, and deep processing, 8.73% from commodity trading, and 1.14% from other sources [1] Group 2 - Western Lide Fund has one fund heavily invested in Jinduicheng Molybdenum, specifically the Western Lide CSI 500 Index Enhanced A (502000), which held 1.9588 million shares in the second quarter, accounting for 1.2% of the fund's net value, ranking as the fifth-largest holding [2] - The estimated floating loss for the fund today is approximately 1.6062 million yuan [2] - The Western Lide CSI 500 Index Enhanced A fund was established on February 19, 2020, with a current scale of 1.4 billion yuan, yielding 28.66% year-to-date, ranking 2214 out of 4220 in its category [2]