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：中盘、航天军工、基金重仓、融 资融券、增持回购等。 11月6日，金钼股份盘中上涨2.01%，截至10:23，报14.70元/股，成交1.15亿元，换手率0.24%，总市值 474.31亿元。 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%。 资金流向方面，主力资金净流出213.46万元，特大单买入468.16万元，占比4.08%，卖出391.56万元，占 比3.42%；大单买入2514.57万元，占比21.94%，卖出2804.63万元，占比24.47%。 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。 金钼股份今年以来股价涨52.17%，近5个交易日跌4.11%，近20日跌10.09%，近60日涨17.13%。 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 ...

11月4日，金钼股份跌5.01%，截至发稿，报14.22元/股，成交3.80亿元，换手率0.81%，总市值458.82亿 元。金钼股份股价已经连续3天下跌，区间累计跌幅3.73%。 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、钼金属产品及配套的硫酸产品的生产和销售;同时开展钼及其它金属产品的贸易业务。 主营业务收入构成为：钼矿产品开采、冶炼及深加工90.14%，商品贸易8.73%，其他1.14%。 从金钼股份十大流通股东角度 中欧红利优享灵活配置混合A（004814）成立日期2018年4月19日，最新规模96.68亿。今年以来收益 41.12%，同类排名1757/8150；近一年收益35.15%，同类排名2295/8043；成立以来收益168.98%。 中欧红利优享灵活配置混合A（004814）基金经理为蓝小康。 截至发稿，蓝小康累计任职时间8年180天，现任基金资产总规模228.39亿元，任职期间最佳基金回报 168.2%， 任职期间最差基 ...

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]

富国中证500指数增强(LOF)A/B（161017）基金经理为李笑薇、方旻、汤杰强。 截至发稿，李笑薇累计任职时间15年296天，现任基金资产总规模136.63亿元，任职期间最佳基金回报 251.62%， 任职期间最差基金回报-18.59%。 方旻累计任职时间10年329天，现任基金资产总规模252.09亿元，任职期间最佳基金回报205.13%， 任 职期间最差基金回报-97.17%。 10月10日，金钼股份跌5.02%，截至发稿，报15.53元/股，成交6.73亿元，换手率1.32%，总市值501.09 亿元。 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、钼金属产品及配套的硫酸产品的生产和销售;同时开展钼及其它金属产品的贸易业务。 主营业务收入构成为：钼矿产品开采、冶炼及深加工90.14%，商品贸易8.73%，其他1.14%。 从基金十大重仓股角度 数据显示，富国基金旗下1只基金重仓金钼股份。富国中证500指数增强(LOF)A/B（161 ...

截至发稿，蓝小康累计任职时间8年155天，现任基金资产总规模136.37亿元，任职期间最佳基金回报 162.08%， 任职期间最差基金回报48.53%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，中欧基金旗下1只基金位居金钼股份十大流通股东。中欧红利优享灵活配置混合A （004814）二季度新进十大流通股东，持有股数628.35万股，占流通股的比例为0.19%。根据测算，今 日浮亏损失约515.25万元。 中欧红利优享灵活配置混合A（004814）成立日期2018年4月19日，最新规模50.6亿。今年以来收益 39.85%，同类排名2427/8166；近一年收益38.08%，同类排名2378/8014；成立以来收益166.55%。 中欧红利优享灵活配置混合A（004814）基金经理为蓝小康。 10月10日，金钼股份跌5.02%，截至发稿，报15.53元/股，成交6.73亿元，换手率1.32%，总市值501.09 亿元。 资料显示，金堆城 ...

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]

Group 1 - The core point of the news is that Jinduicheng Molybdenum Co., Ltd. experienced a 5.02% drop in stock price, 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, chemical products, and metal products, along with trading of molybdenum and other metal 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 - From the perspective of major fund holdings, it is noted that one fund under Yinhua Fund holds a significant position in Jinduicheng Molybdenum, specifically the Yinhua Yuli Mixed Initiation Fund (005848), which held 200,500 shares in the second quarter, accounting for 2.4% of the fund's net value, ranking as the ninth largest holding [2] - The Yinhua Yuli Mixed Initiation Fund was established on December 7, 2018, with a latest scale of 91.2915 million yuan, achieving a year-to-date return of 6.25%, ranking 6651 out of 8166 in its category, and a one-year loss of 0.31%, ranking 7853 out of 8014 [2] - The fund manager, Wan Xin, has been in the position for 1 year and 114 days, with the fund's total asset size at 353 million yuan, achieving a best return of 12.34% and a worst return of 4.86% during his tenure [3]

Core Viewpoint - Jinmoly Co., Ltd. has shown a significant stock price increase of 54.97% year-to-date, with a recent market capitalization of 48.302 billion yuan, indicating strong investor interest and market performance [1][2]. Financial Performance - For the first half of 2025, Jinmoly reported operating revenue of 6.959 billion yuan, reflecting a year-on-year growth of 5.55%, while net profit attributable to shareholders decreased by 8.27% to 1.382 billion yuan [2]. - Cumulatively, since its A-share listing, Jinmoly has distributed a total of 10.336 billion yuan in dividends, with 3.549 billion yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Jinmoly 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 88.957 million shares, an increase of 8.2662 million shares from the previous period [3].

Group 1 - The core viewpoint of the news is that Jinmoly Co., Ltd. experienced a significant stock decline of 5.03% on September 16, with a trading price of 14.91 yuan per share and a total market capitalization of 48.109 billion yuan [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 was established on May 16, 2007, and went public on April 17, 2008, located in Xi'an, Shaanxi Province [1] Group 2 - Western Lide Fund holds a significant position in Jinmoly Co., Ltd., with its fund, Western Lide CSI 500 Index Enhanced A (502000), owning 1.2% of its net value in shares [2] - The fund has reported a floating loss of approximately 1.5475 million yuan due to the recent stock decline [2] - The fund has a total scale of 1.4 billion yuan and has achieved a year-to-date return of 22.86% [2] Group 3 - The fund manager of Western Lide CSI 500 Index Enhanced A is Sheng Fengyan, who has been in the position for nearly 9 years [3] - During his tenure, the fund has achieved a maximum return of 184.65% and a minimum return of -24.88% [3]