9月16日，金钼股份跌5.03%，截至发稿，报14.91元/股，成交5.27亿元，换手率1.08%，总市值481.09亿 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，西部利得基金旗下1只基金重仓金钼股份。西部利得中证500指数增强A（502000）二季度持 有股数195.88万股，占基金净值比例为1.2%，位居第五大重仓股。根据测算，今日浮亏损失约154.75万 元。 西部利得中证500指数增强A（502000）成立日期2020年2月19日，最新规模14亿。今年以来收益 22.86%，同类排名2220/4222；近一年收益56.82%，同类排名1748/3804；成立以来收益32.03%。 西部利得中证500指数增强A（502000 ...

9月16日，金钼股份跌5.03%，截至发稿，报14.91元/股，成交5.27亿元，换手率1.08%，总市值481.09亿 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，平安基金旗下1只基金重仓金钼股份。平安中证500指数增强A（009336）二季度持有股数 1.66万股，占基金净值比例为0.69%，位居第六大重仓股。根据测算，今日浮亏损失约1.31万元。 平安中证500指数增强A（009336）成立日期2020年5月27日，最新规模1102.59万。今年以来收益 19.44%，同类排名2615/4222；近一年收益47.18%，同类排名2240/3804；成立以来收益24.4%。 平安中证500指数增强A（009336）基金经理为俞瑶 ...

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].

Group 1 - The stock of Jinchuan Molybdenum Co., Ltd. fell by 5.15% on September 3, closing at 16.57 CNY per share, with a trading volume of 439 million CNY and a turnover rate of 0.81%, resulting in a total market capitalization of 53.465 billion CNY [1] - Jinchuan Molybdenum Co., Ltd. was established on May 16, 2007, and listed on April 17, 2008. The company primarily engages in the mining of molybdenum ore and the production and sales of molybdenum furnace materials, molybdenum chemicals, molybdenum metal products, and associated sulfuric acid products [1] - The revenue composition of the company is as follows: 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 Jinchuan Molybdenum Co., Ltd. The Western Lide CSI 500 Index Enhanced A (502000) held 1.9588 million shares in the second quarter, accounting for 1.2% of the fund's net value, making it the fifth-largest holding [2] - The estimated floating loss for the fund today is approximately 1.763 million CNY [2] - The Western Lide CSI 500 Index Enhanced A (502000) was established on February 19, 2020, with a current scale of 1.4 billion CNY. Year-to-date returns are 21.07%, ranking 2125 out of 4222 in its category; one-year returns are 50.37%, ranking 1773 out of 3783; and since inception, returns are 30.11% [2] Group 3 - The fund manager of Western Lide CSI 500 Index Enhanced A (502000) is Sheng Fengyan, who has been in the position for 8 years and 286 days. The total asset scale of the fund is 6.336 billion CNY [3] - During his tenure, the best fund return achieved was 174.82%, while the worst return was -24.88% [3]