资料显示，洛阳栾川钼业集团股份有限公司位于河南省洛阳市栾川县城东新区画眉山路伊河以北，成立 日期1999年12月22日，上市日期2012年10月9日，公司主营业务涉及主要从事钼、钨及黄金等稀贵金属 的开采、选冶、深加工、贸易、科研等。生产所需原辅材料、机械设备、仪器仪表、零配件的进口(上 述进出口项目凭资格证书经营)。金属贸易。主营业务收入构成为：精炼金属产品贸易48.56%，精矿产 品贸易38.31%，铜27.14%，钴6.04%，钼3.12%，磷2.23%，铌1.88%，钨1.17%，其他(补充)0.11%。 从基金十大重仓股角度 11月3日，洛阳钼业跌5.16%，截至发稿，报16.16元/股，成交23.55亿元，换手率0.82%，总市值3457.32 亿元。 中庚价值灵动灵活配置混合（007497）基金经理为吴承根。 截至发稿，吴承根累计任职时间5年155天，现任基金资产总规模11.27亿元，任职期间最佳基金回报 130.96%， 任职期间最差基金回报3.34%。 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 ...

Core Viewpoint - Luoyang Molybdenum Co., Ltd. has shown significant stock price growth and strong financial performance, indicating potential investment opportunities in the company [1][2]. Financial Performance - As of September 30, 2025, Luoyang Molybdenum achieved a revenue of 145.49 billion yuan, a year-on-year decrease of 5.99%, while the net profit attributable to shareholders increased by 72.61% to 14.28 billion yuan [2]. - 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 [2]. Stock Market Activity - On October 30, 2023, Luoyang Molybdenum's stock price rose by 2.28% to 17.95 yuan per share, with a trading volume of 2.44 billion yuan and a turnover rate of 0.79% [1]. - The stock has increased by 180.60% year-to-date, with a 12.89% rise in the last five trading days, 42.23% in the last 20 days, and 92.18% in the last 60 days [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased by 28.08% to 304,200, with an average of 0 shares per shareholder [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 695 million shares, an increase of 47.47 million shares from the previous period [3].

资料显示，洛阳栾川钼业集团股份有限公司位于河南省洛阳市栾川县城东新区画眉山路伊河以北，成立 日期1999年12月22日，上市日期2012年10月9日，公司主营业务涉及主要从事钼、钨及黄金等稀贵金属 的开采、选冶、深加工、贸易、科研等。生产所需原辅材料、机械设备、仪器仪表、零配件的进口(上 述进出口项目凭资格证书经营)。金属贸易。主营业务收入构成为：精炼金属产品贸易48.56%，精矿产 品贸易38.31%，铜27.14%，钴6.04%，钼3.12%，磷2.23%，铌1.88%，钨1.17%，其他(补充)0.11%。 来源：新浪证券-红岸工作室 10月13日，洛阳钼业涨3.11%，成交额68.11亿元。两融数据显示，当日洛阳钼业获融资买入额7.11亿 元，融资偿还6.37亿元，融资净买入7356.61万元。截至10月13日，洛阳钼业融资融券余额合计29.84亿 元。 融资方面，洛阳钼业当日融资买入7.11亿元。当前融资余额29.56亿元，占流通市值的0.98%，融资余额 超过近一年90%分位水平，处于高位。 融券方面，洛阳钼业10月13日融券偿还4.09万股，融券卖出14.29万股，按当日收盘价计算，卖出金额 2 ...

Core Viewpoint - Luoyang Molybdenum Co., Ltd. has shown significant trading activity with a notable increase in stock price and high financing levels, indicating strong market interest and potential investment opportunities [1][2]. Financing Activity - On September 25, Luoyang Molybdenum's stock rose by 9.90% with a trading volume of 8.928 billion yuan - The financing buy-in amount for the day was 1.033 billion yuan, while the financing repayment was 1.094 billion yuan, resulting in a net financing outflow of 61.3273 million yuan - As of September 25, the total financing and securities lending balance was 2.542 billion yuan, with the financing balance at 2.519 billion yuan, accounting for 1.04% of the circulating market value, which is above the 90th percentile of the past year [1]. Securities Lending Activity - On the same day, 174,600 shares were repaid in securities lending, while 235,100 shares were sold short, amounting to 3.2608 million yuan based on the closing price - The remaining securities lending volume was 1.6646 million shares, with a balance of 23.088 million yuan, also exceeding the 90th percentile of the past year [1]. Company Overview - Luoyang Molybdenum was established on December 22, 1999, and listed on October 9, 2012, primarily engaged in the mining, selection, deep processing, trading, and research of rare metals such as molybdenum, tungsten, and gold [2]. - The company's main business 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%) [2]. Financial Performance - For the first half of 2025, Luoyang Molybdenum reported operating revenue of 94.773 billion yuan, a year-on-year decrease of 7.83% - The net profit attributable to shareholders was 8.671 billion yuan, reflecting a year-on-year increase of 60.07% [2]. Dividend Distribution - Since its A-share listing, Luoyang Molybdenum has distributed a total of 21.562 billion yuan in dividends, with 10.576 billion yuan distributed over the past three years [3]. Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited, which increased its holdings by 6.9489 million shares to 648 million shares - Other notable shareholders include Huaxia SSE 50 ETF and Huatai-PB CSI 300 ETF, both of which increased their holdings compared to the previous period [3].

Group 1 - The core viewpoint of the news is that Luoyang Molybdenum Co., Ltd. has experienced a significant decline in its stock price, dropping 3.28% on September 18, with a cumulative decline of 7.75% over four consecutive days [1] - As of the report, Luoyang Molybdenum's stock price is 12.38 yuan per share, with a trading volume of 3.324 billion yuan and a turnover rate of 1.53%, resulting in a total market capitalization of 264.862 billion yuan [1] - The company primarily engages in the mining, selection, deep processing, trading, and research of precious metals such as molybdenum, tungsten, and gold, with its main business revenue composition being 48.56% from refined metal product trading and 38.31% from concentrate product trading [1] Group 2 - According to data, Zhongjia Fund has a significant holding in Luoyang Molybdenum, with its Zhongjia Xinxing Mixed A Fund holding 7,700 shares, accounting for 0.12% of the fund's net value, ranking as the eighth largest holding [2] - The fund has incurred a floating loss of approximately 3,234 yuan today, with a total floating loss of 8,008 yuan during the four-day decline [2] - Zhongjia Xinxing Mixed A Fund was established on December 2, 2015, with a latest scale of 51.6921 million yuan, and has achieved a year-to-date return of 3.43% [2] Group 3 - The fund managers of Zhongjia Xinxing Mixed A are Zhong Wei and Pang Zhitong, with Zhong Wei having a tenure of 11 years and 319 days and a total fund asset size of 327 million yuan [3] - During Zhong Wei's tenure, the best fund return was 21.22%, while the worst was 0.36% [3] - Pang Zhitong has a tenure of 1 year and 231 days, managing assets of 94.2527 million yuan, with a best return of 9.35% and a worst return of 3.49% during his tenure [3]

Core Viewpoint - Luoyang Molybdenum Co., Ltd. shows significant trading activity with high financing and margin levels, indicating strong investor interest despite a slight decline in stock price on September 15 [1][2]. Financing Summary - On September 15, Luoyang Molybdenum had a financing buy amount of 278 million yuan and a financing repayment of 265 million yuan, resulting in a net financing purchase of 12.51 million yuan [1]. - The total financing and margin balance reached 2.709 billion yuan, with a financing balance of 2.687 billion yuan, accounting for 1.15% of the circulating market value, which is above the 90th percentile level over the past year [1]. - Margin trading on the same day included a repayment of 250,500 shares and a sale of 32,600 shares, with a selling amount of 435,200 yuan, while the margin balance stood at 22.58 million yuan, also exceeding the 90th percentile level over the past year [1]. Company Overview - Luoyang Molybdenum, established on December 22, 1999, and listed on October 9, 2012, primarily engages in the mining, selection, deep processing, trading, and research of rare metals such as molybdenum, tungsten, and gold [2]. - 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%) [2]. - For the first half of 2025, Luoyang Molybdenum reported operating revenue of 94.773 billion yuan, a year-on-year decrease of 7.83%, while net profit attributable to shareholders increased by 60.07% to 8.671 billion yuan [2]. Dividend and Shareholding Summary - Since its A-share listing, Luoyang Molybdenum has distributed a total of 21.562 billion yuan in dividends, with 10.576 billion yuan distributed over the past three years [3]. - As of June 30, 2025, the company had 237,500 shareholders, a decrease of 15.95% from the previous period, with an average of 0 circulating shares per shareholder [2][3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 648 million shares, an increase of 6.949 million shares, while various ETFs have also increased their holdings [3].

Core Viewpoint - Luoyang Molybdenum Co., Ltd. shows strong trading activity with significant financing and margin trading, indicating investor interest and potential growth opportunities in the company [1][2]. Financial Performance - For the first half of 2025, Luoyang Molybdenum achieved operating revenue of 94.773 billion yuan, a year-on-year decrease of 7.83% [2]. - The net profit attributable to shareholders reached 8.671 billion yuan, reflecting a year-on-year increase of 60.07% [2]. Shareholder and Market Activity - As of September 2, 2023, Luoyang Molybdenum's financing buy-in amounted to 728 million yuan, with a net buy of 188 million yuan [1]. - The total financing and margin trading balance reached 2.530 billion yuan, indicating a high level of investor engagement [1]. - 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 [3]. Shareholding Structure - As of June 30, 2025, the number of shareholders decreased to 237,500, a reduction of 15.95% [2]. - Major institutional shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable increases in their holdings [3].

Core Viewpoint - Luoyang Molybdenum Co., Ltd. has shown significant trading activity and financial performance, with notable increases in net profit and high levels of financing and short selling [1][2][3] Financial Performance - For the period from January to June 2025, Luoyang Molybdenum achieved operating revenue of 94.773 billion yuan, a year-on-year decrease of 7.83% [2] - The company's net profit attributable to shareholders reached 8.671 billion yuan, reflecting a year-on-year increase of 60.07% [2] Trading Activity - On September 1, 2023, Luoyang Molybdenum's stock price increased by 9.47%, with a trading volume of 4.793 billion yuan [1] - The financing buy-in amount for the same day was 594 million yuan, while the financing repayment was 309 million yuan, resulting in a net financing buy-in of 285 million yuan [1] - As of September 1, the total financing and securities lending balance was 2.337 billion yuan [1] Shareholder Information - As of June 30, 2025, the number of shareholders for Luoyang Molybdenum was 237,500, a decrease of 15.95% from the previous period [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 69.4089 million shares [3] Dividend Distribution - Since its A-share listing, Luoyang Molybdenum has distributed a total of 21.562 billion yuan in dividends, with 10.576 billion yuan distributed in the last three years [3] Market Position - The company's main business involves the mining, selection, deep processing, and trading of rare metals such as molybdenum, tungsten, and gold [2] - The revenue composition includes refined metal product trading (48.56%), concentrate product trading (38.31%), and other metals [2]