截至6月30日，金钼股份股东户数7.45万，较上期减少2.94%；人均流通股43303股，较上期增加3.03%。 2025年1月-6月，金钼股份实现营业收入69.59亿元，同比增长5.55%；归母净利润13.82亿元，同比减少 8.27%。 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。 9月29日，金钼股份盘中上涨2.11%，截至13:18，报14.97元/股，成交2.59亿元，换手率0.54%，总市值 483.02亿元。 资金流向方面，主力资金净流入1821.60万元，特大单买入2031.73万元，占比7.84%，卖出2187.93万 元，占比8.44%；大单买入6020.13万元，占比23.24%，卖出4042.32万元，占比15.60%。 金钼股份今年以来股价涨54.97%，近5个交易日涨0.20%，近20日跌9.27%，近60日涨42.17%。 资料显示，金堆城钼业股份有限公司位于陕西省西安市高新技术产业开发区锦业一路88号金钼股份综合 楼A座，成立日期2007年5月16日，上市日期2008年4月17日，公司主营业务涉及主要从事钼矿开采及钼 炉料、钼化工、钼金 ...

Core Viewpoint - Jinmoly Co., Ltd. has shown significant stock performance with a year-to-date increase of 63.15%, indicating strong market interest and potential growth in the molybdenum sector [1][2]. Financial Performance - For the first half of 2025, Jinmoly reported revenue of 6.959 billion yuan, a year-on-year increase of 5.55%, while net profit attributable to shareholders decreased by 8.27% to 1.382 billion yuan [2]. - Cumulative cash dividends since the company's A-share listing amount to 10.336 billion yuan, with 3.549 billion yuan 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 significant institutional investors, with Hong Kong Central Clearing Limited as the second-largest shareholder, increasing its holdings by 8.2662 million shares [3]. Market Activity - On September 5, 2023, Jinmoly's stock price rose by 2.01% to 15.76 yuan per share, with a trading volume of 1.31 billion yuan and a market capitalization of 50.851 billion yuan [1]. - The stock has experienced a 5.07% increase over the last five trading days, a 21.51% increase over the last 20 days, and a 49.95% increase over the last 60 days [1]. Business Overview - Jinmoly primarily engages in molybdenum mining, smelting, and deep processing, with 90.14% of its revenue derived from these activities, while trading of molybdenum and other metal products accounts for 8.73% [1]. - The company is classified under the non-ferrous metals sector, specifically in the small metals category, focusing on molybdenum [1].

Core Viewpoint - The report highlights the financial performance and operational strategies of Jinduicheng Molybdenum Co., Ltd. for the first half of 2025, indicating a slight increase in revenue but a decline in profit due to strategic investments in high-value products and market conditions [1][4]. Financial Performance - The company's revenue for the first half of 2025 reached approximately 6.96 billion yuan, representing a 5.55% increase compared to the same period last year [2][9]. - Total profit amounted to approximately 1.82 billion yuan, showing an 8.73% decrease year-on-year [2][4]. - Net profit attributable to shareholders was approximately 1.38 billion yuan, down 8.27% from the previous year [2][4]. - The company's net cash flow from operating activities was negative at approximately -708.88 million yuan, a significant decline compared to the previous year's positive cash flow [2][9]. Operational Highlights - The company aims to enhance its industry chain value and efficiency through a four-in-one industrial structure focusing on resource development, deep processing, R&D innovation, and global trade [3][4]. - The average international molybdenum price was reported at 20.6 USD per pound, a 1.0% decrease year-on-year, while domestic molybdenum iron prices increased by 0.4% to 229,000 yuan per ton [4][5]. - The production of key products exceeded planned targets, with molybdenum concentrate production achieving 52% of the annual target, reflecting a 0.11% year-on-year increase [4][5]. Strategic Initiatives - The company is focused on a "quality, efficiency, and volume" growth plan and aims to build a modern industrial system supported by new projects and growth points [4][9]. - Significant investments are being made in R&D, with 77 projects underway, of which 76 are on schedule, indicating a strong commitment to innovation [5][7]. - The company has established a comprehensive global marketing network, capturing over 12% of the global molybdenum market share [7][8]. Future Outlook - The company plans to achieve a production target of 100,000 tons of molybdenum concentrate within five years, enhancing its supply chain resilience and competitive advantage [8][9]. - Continuous efforts will be made to develop high-end, high-value-added products while adhering to green and low-carbon development principles [8][9].