机构持仓方面，截止2025年9月30日，洛阳钼业十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股6.95亿股，相比上期增加4747.20万股。华夏上证50ETF（510050）位居第五大流通股东， 持股1.34亿股，相比上期减少365.43万股。华泰柏瑞沪深300ETF（510300）位居第六大流通股东，持股 1.20亿股，相比上期减少517.87万股。易方达沪深300ETF（510310）位居第八大流通股东，持股 8647.42万股，为新进股东。 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%。 截至9月30日，洛阳钼业股东户数30 ...

Core Insights - Luoyang Molybdenum Co., Ltd. experienced a 2.50% increase in stock price on December 3, with a trading volume of 4.359 billion yuan [1] - The company reported a net financing outflow of 40.16 million yuan on the same day, with a total financing and securities balance of 3.248 billion yuan [1] - For the period from January to September 2025, the company achieved a revenue of 145.485 billion yuan, a year-on-year decrease of 5.99%, while net profit attributable to shareholders increased by 72.61% to 14.280 billion yuan [2] Financing and Securities - On December 3, Luoyang Molybdenum had a financing buy-in of 342 million yuan, with a financing balance of 3.229 billion yuan, representing 1.05% of the circulating market value [1] - The financing balance is above the 90th percentile of the past year, indicating a high level of financing activity [1] - The company had a securities lending balance of 18.418 million yuan, with a lending volume of 104.53 million shares, also above the 70th percentile of the past year [1] Shareholder Information - As of September 30, 2025, the number of shareholders increased to 304,200, up by 28.08% from the previous period [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 4.7472 million shares to 69.5 million shares [3] - New institutional shareholders include E Fund CSI 300 ETF, which holds 8.6474 million shares [3]

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 December 1, Luoyang Molybdenum's stock rose by 6.53%, with a trading volume of 6.512 billion yuan. The financing buy-in amounted to 480 million yuan, while financing repayment was 507 million yuan, resulting in a net financing outflow of 26.71 million yuan [1]. - As of December 1, the total financing and securities lending balance for Luoyang Molybdenum was 3.174 billion yuan, with the financing balance of 3.155 billion yuan accounting for 1.05% of the circulating market value, which is above the 80th percentile of the past year [1]. Securities Lending Activity - On the same day, Luoyang Molybdenum repaid 298,700 shares in securities lending and sold 51,600 shares, with the selling amount calculated at 892,200 yuan. The remaining securities lending volume was 1.0537 million shares, with a balance of 18.2185 million yuan, exceeding the 70th percentile of the past year [1]. Company Overview - Luoyang Molybdenum Co., Ltd., established on December 22, 1999, and listed on October 9, 2012, primarily engages in the mining, selection, deep processing, and trading 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]. Financial Performance - For the period from January to September 2025, Luoyang Molybdenum reported a revenue of 145.485 billion yuan, a year-on-year decrease of 5.99%, while the net profit attributable to shareholders increased by 72.61% to 14.280 billion yuan [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 September 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited, holding 669.5 million shares (an increase of 47.472 million shares), and various ETFs with changes in their holdings [3].

Core Viewpoint - Luoyang Molybdenum Co., Ltd. has shown significant fluctuations in financing activities and stock performance, with a notable increase in net profit despite a decrease in revenue for the first nine months of 2025 [1][2]. Financing Activities - On November 27, Luoyang Molybdenum experienced a financing buy-in of 210 million yuan, with a net financing outflow of approximately 21.69 million yuan [1]. - The total financing balance reached 3.19 billion yuan, accounting for 1.14% of the circulating market value, indicating a high level of financing activity compared to the past year [1]. - The company had a margin balance that exceeded the 80th percentile of the past year, suggesting elevated borrowing levels [1]. Stock Performance - On November 27, the stock price of Luoyang Molybdenum fell by 0.19%, with a trading volume of 2.686 billion yuan [1]. - The company had a margin sell-out of 69,900 shares on the same day, with a total sell-out value of approximately 1.11 million yuan [1]. Business Overview - Luoyang Molybdenum primarily engages in the mining, processing, and trading of rare metals such as molybdenum, tungsten, and gold, with a diverse revenue structure [2]. - As of September 30, 2025, the company reported 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]. Shareholder Structure - As of September 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited, which increased its holdings by 47.47 million shares [3]. - The company has seen a rise in the number of shareholders, with a total of 304,200, reflecting an increase of 28.08% compared to the previous period [2].

从基金十大重仓股角度 数据显示，国海富兰克林基金旗下1只基金重仓洛阳钼业。国富焦点驱动混合A（000065）三季度持有 股数1.86万股，占基金净值比例为0.54%，位居第六大重仓股。根据测算，今日浮盈赚取约1.43万元。 11月25日，洛阳钼业涨5.02%，截至发稿，报16.12元/股，成交18.64亿元，换手率0.67%，总市值 3448.76亿元。 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%。 国富焦点驱动混合A（000065）成立日期2013年5月7日，最新规模4981.09万。今年以来收益2.89%，同 类排名7082/8136；近一 ...

Core Viewpoint - On November 18, Luoyang Molybdenum Co., Ltd. experienced a decline of 3.05% in stock price with a trading volume of 3.052 billion yuan, indicating a significant market reaction [1] Financing Summary - On the same day, the company had a financing buy-in amount of 190 million yuan and a financing repayment of 294 million yuan, resulting in a net financing outflow of 105 million yuan [1] - As of November 18, the total financing and securities lending balance for Luoyang Molybdenum was 3.486 billion yuan, with the financing balance of 3.470 billion yuan accounting for 1.28% of the circulating market value, which is above the 90th percentile of the past year [1] - The company repaid 323,500 shares in securities lending and sold 36,900 shares, with the selling amount calculated at 574,200 yuan, while the remaining securities lending volume was 1.012 million shares, with a balance of 15.7467 million yuan, also above the 70th percentile of the past year [1] Company Overview - Luoyang Molybdenum Co., Ltd. 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] - For the period from January to September 2025, the company reported operating revenue of 145.485 billion yuan, a year-on-year decrease of 5.99%, while the net profit attributable to shareholders increased by 72.61% to 14.280 billion yuan [2] Shareholder Structure - As of September 30, 2025, the top ten circulating shareholders of Luoyang Molybdenum included Hong Kong Central Clearing Limited as the fourth largest shareholder with 695 million shares, an increase of 47.472 million shares from the previous period [3] - The fifth largest shareholder, Huaxia SSE 50 ETF, held 134 million shares, a decrease of 3.6543 million shares, while Huatai-PB CSI 300 ETF held 120 million shares, a decrease of 5.1787 million shares [3] - E Fund CSI 300 ETF entered as a new shareholder with 86.4742 million shares [3]

Core Insights - Luoyang Molybdenum Co., Ltd. experienced a slight decline of 0.36% in stock price on November 14, with a trading volume of 3.322 billion yuan [1] - The company reported a net financing outflow of approximately 38.41 million yuan on the same day, indicating a higher level of financing activity compared to the previous year [1] Financing and Margin Trading - On November 14, Luoyang Molybdenum had a financing buy-in of 378 million yuan, with a total financing balance of 3.593 billion yuan, representing 1.23% of its market capitalization [1] - The financing balance is at a high level, exceeding the 90th percentile of the past year [1] - The company also saw a securities lending activity with 118,200 shares repaid and 16,100 shares sold, resulting in a selling amount of approximately 270,200 yuan [1] - The securities lending balance stood at 17.379 million yuan, also at a high level, exceeding the 70th percentile of the past year [1] Company Overview - Luoyang Molybdenum, established on December 22, 1999, and listed on October 9, 2012, primarily engages in the mining, processing, and trading of precious 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 period from January to September 2025, Luoyang Molybdenum reported a revenue of 145.485 billion yuan, a year-on-year decrease of 5.99%, while net profit attributable to shareholders increased by 72.61% to 14.280 billion yuan [2] Shareholder and Dividend Information - 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 September 30, 2025, the number of shareholders increased to 304,200, reflecting a growth of 28.08% [2] - Major shareholders include Hong Kong Central Clearing Limited, which holds 695 million shares, an increase of 47.472 million shares from the previous period [3]

Core Insights - Luoyang Molybdenum Co., Ltd. experienced a 1.53% decline in stock price on November 11, with a trading volume of 2.19 billion yuan [1] - The company reported a net financing outflow of 59.61 million yuan on the same day, with a total financing and securities balance of 3.57 billion yuan [1][2] - For the period from January to September 2025, the company achieved a revenue of 145.49 billion yuan, a year-on-year decrease of 5.99%, while net profit attributable to shareholders increased by 72.61% to 14.28 billion yuan [2] Financing and Securities - On November 11, Luoyang Molybdenum had a financing buy-in of 206 million yuan, with a financing balance of 3.55 billion yuan, representing 1.26% of its market capitalization [1] - The financing balance is above the 90th percentile of the past year, indicating a high level of financing activity [1] - The company also had a securities lending balance of 18.19 million yuan, with a lending volume that exceeds the 80th percentile of the past year [1] Shareholder Information - As of September 30, 2025, the number of shareholders increased to 304,200, reflecting a growth of 28.08% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 4.75 million shares, and several ETFs that adjusted their positions [3]

Core Points - Luoyang Molybdenum Co., Ltd. experienced a 5.16% decline in stock price, trading at 16.16 CNY per share with a total market capitalization of 345.73 billion CNY as of November 3 [1] - The company, 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 [1] - The revenue composition of the company 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%) [1] Fund Holdings - Zhonggeng Fund holds a significant position in Luoyang Molybdenum, with its "Zhonggeng Value Dynamic Flexible Allocation Mixed Fund" (007497) owning 3.924 million shares, accounting for 5.47% of the fund's net value, making it the fourth-largest holding [2] - The fund has reported a year-to-date return of 36.98% and a one-year return of 31.58%, ranking 2188 out of 8223 and 2610 out of 8115 respectively [2] - The fund manager, Wu Chenggen, has been in position for 5 years and 155 days, with the fund's total assets amounting to 1.127 billion CNY and a best return of 130.96% during his tenure [2]

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].