List of leading molybdenum concept stocks
1, Luoyang Molybdenum Industry (603993), which is the fourth largest molybdenum producer in the world. The company is mainly engaged in the mining, smelting, deep processing, trade and scientific research of rare and precious metals such as molybdenum, tungsten and gold, and has a complete industrial chain integrating molybdenum mining, mineral processing, roasting, molybdenum chemical industry and molybdenum metal processing. In terms of output, the company is the largest molybdenum producer in China and the fourth largest molybdenum producer in the world. The company's ferromolybdenum smelting capacity is 25,000 tons/year, and the molybdenum oxide roasting capacity is 40,000 tons/year, ranking first in the domestic industry in terms of production scale. The Sandaozhuang molybdenum-tungsten deposit in Luanchuan currently operated by the company is a super-large primary molybdenum-tungsten deposit, which is part of Luanchuan molybdenum field, the largest primary molybdenum field in the world, and is the second largest scheelite deposit in China.
2. Tongling Nonferrous Metals Co., Ltd. (000630), Tongling Nonferrous Metals Group and China Railway Construction Co., Ltd., the controlling shareholders of the company, set up China Railway Construction Tongguan Investment Co., Ltd. with a registered capital of 2 billion yuan, acquired the equity of Canadian primary mining company CorrienteResourcesInc by tender offer, and acquired 76.47 million common shares at a cash price of 8.6 Canadian dollars per share, accounting for 96.9% of their common shares. Collante Company's main business is the exploration and development of copper, gold, silver and molybdenum, and its main assets are mining rights assets and rights and interests located in the Collante copper belt in southeastern Ecuador. The controlling shareholder actively integrated domestic mineral resources and discovered Shaxi Mine in Lujiang, Anhui Province, Yaojialing Mine in Nanling, Dabieshan Molybdenum Mine in Jinzhai and Guowei Mining in Chifeng City, Inner Mongolia, holding 565,438+0%. The total reserves of these mines are 2 million tons of copper and 800,000 tons of molybdenum.
3. Baiyin Nonferrous Metals Co., Ltd. (60 12 12) has 9,046,900 tons of copper, lead and zinc, including 372,700 tons of copper, 0/74,980 tons of lead and 6,924.44 tons of zinc and gold.
4. Xiamen Tungsten Industry (600549), the shareholders' meeting agreed that the company invested 367 million yuan to acquire 60% equity of Duchang Jinding held by affiliated company Xiamen Sanhong. Duchang Jinding has a registered capital of 65.438+0.6 billion yuan, mainly engaged in tungsten and molybdenum mining (with mining license), processing and sales. The total investment in the construction of Chushan tungsten-molybdenum mine in Jindingyang, Duchang is estimated to be 435 million yuan (excluding investment in mining rights). The production line with a daily processing capacity of 4,500 tons was started from 2065,438+00, 1 065,438+0, and by the end of 2065,438+03, 1 had invested 320 million yuan. The debugging of mechanical and electrical equipment went smoothly. Trial production of 20 13 in March, and formal production of 20148,500 tons/year in April. The mining area is 3375 1 km2, with 46.593 million tons of tungsten ore, 96,426 tons of tungsten trioxide and 7 173 tons of associated metal molybdenum. The amount of molybdenum ore is 322,365,438+10,000 tons, the amount of molybdenum metal is19,866 tons, and the amount of associated tungsten trioxide metal is 6,576 tons.
5. Gold Molybdenum Co., Ltd. (60 1958), the company's main business includes molybdenum mining, mineral processing, smelting, deep processing, scientific research, comprehensive trade operation and related non-ferrous metal trade business. The production scale of the company ranks among the top three molybdenum metal producers and operators in the world, and it is one of the large molybdenum enterprises with the most complete industrial chain, the richest product line and advanced overall tooling technology in China. The company and its subsidiaries are operating two world-class molybdenum mines, namely Jinduicheng Molybdenum Mine and Ruyang Donggou Molybdenum Mine. At the same time, Shapinggou molybdenum deposit in Jinzhai County, Anhui Province, in which the company shares, is the largest single molybdenum deposit in the world.
6. Antai Technology (000969) 201May, which was restructured by the Iron and Steel Research Institute, decided to acquire deep processing enterprises of tungsten and molybdenum materials in February.
7. Jingshi Aviation (000697), a wholly-owned subsidiary of Shaanxi Jingshi Mining Co., Ltd., mainly produces molybdenum fine powder, and its associated ore rhenium is an important strategic metals and a rare element with little content in the earth's crust, which is mainly used in aerospace industry. At present, 80% of rhenium in the world is consumed by aero-engine enterprises.
8. Hongda Co., Ltd. (60033 1), the shareholders' meeting agreed that the price of each share should not be lower than 1 1. 15 yuan, and the raised funds should not exceed 4.5 billion yuan. Among them, 3.958 billion yuan was used for deep processing and comprehensive utilization projects of molybdenum and copper polymetallic resources. 20 10 1 1, the company invested 1 100 million yuan to set up Sichuan Hongda Molybdenum and Copper Co., Ltd., a wholly-owned subsidiary. The overall construction scale of the project is 40,000 tons of molybdenum (metal)/year and 400,000 tons of cathode copper/year. Total investment 104438+0 billion yuan. After the project reaches the final design capacity, the average annual sales revenue (including *) is 34.685 billion yuan/year, the income is * 46 1 billion yuan, and the net profit is138.2 million yuan. (20 12 On July 4th, shifang city Municipal People's Government informed the project to stop construction, and said that Shifang would not build the project in the future. On June 29th, the Mo-Cu project only held a groundbreaking ceremony, but the construction has not yet officially started, and only part of the upfront investment has been generated. If the project is terminated, it will have a certain impact on the company's operating performance. 20 12 annual report revealed that the project did not make substantial progress during the reporting period, and the scheme automatically became invalid when the validity period of the project expired.
9. Ji Xiang Co., Ltd. (603399), a large domestic molybdenum enterprise, has the integrated production capacity of roasting, smelting, molybdenum chemical industry and deep processing of molybdenum metal, and has the right to mine and explore molybdenum, and is gradually developing into molybdenum mining and dressing.
10, mindong electric power (000993), the company holds 20% equity of Fuan Xindi molybdenum industry. Fuan Xindi's business scope is the sales of molybdenum products; Metal smelting technical services; Processing and sales of metal products *; Open-pit/underground mining: molybdenum mine (valid until May 26th, 20031year). (Projects subject to approval according to law can only be operated after approval by relevant departments)
1 1, ST Tianshou (0006 1 1), the company plans to purchase 75% equity of Tianchi Molybdenum held by Tiancheng Mining and 342 million yuan of creditor's rights enjoyed by Tianchi Mining in cash, and the total transaction price is estimated to be about13.06 million yuan. Tianchi Molybdenum has the mining right in the northern section of Jide Molybdenum Mine in shulan city and the exploration right in the southern section of Jide Molybdenum Mine. After Jide Molybdenum Mine is completed and put into operation, Tianchi Molybdenum Industry will mainly engage in molybdenum mining and mineral processing, and the main product will be molybdenum concentrate containing 47% molybdenum.
12, ST tiancheng (600 1 12), for molybdenum and nickel mines, the company continues to complete the annual inspection of mining rights of its mining subsidiaries on schedule to ensure that the mining rights are legal and effective.