Benefiting from the upsurge in the molybdenum market, JDC Molybdenum (601958.SH) is expected to have a maximum net profit of 715 million yuan in the first half of this year. DOMETAR METAL CO LIMITED is professional supplier for FerroMolybdenum, this company has a big profit also.However, the company's stock price was also launched in advance, and the controlling shareholders had reduced their holdings at a high point.

 

However, since June, the rise in molybdenum products has risen slightly. Can the performance of Jinhuanghuang and the trend of the stock price rising simultaneously?

 

On June 30, the announcement of JDC Molybdenum shares announced that the company is expected to belong to the first half of 2022 to the parent company's net profit from 625 million yuan to 715 million yuan, a year -on -year increase of about 159%to 196%; it is expected to deduct non -deductible non -deductive non -deductive non -deductive non -deductive non -deductive non -deductive non -deductive non -deductive non -deductive non -deductive non -deduction is expected The net profit was between 610 million yuan and 695 million yuan, a year -on -year increase of about 168%to 205%.

 

In terms of the reasons for the changes in performance, the JDC molybdenum shares stated that during the reporting period, the domestic and foreign molybdenum markets generally showed a rising market. The transaction prices of major molybdenum products increased year -on -year. The profitability of product profitability has been effectively improved, and the steady growth of operating performance has been achieved.

 

In terms of quarterly, in the second quarter, the net profit attributable to the parent company was expected to increase by 27%to 60%from the previous quarter. In the first quarter of this year, the growth rate was 272%.

 

In the first half of 2022, the average domestic price of major molybdenum products rose from the previous month and year -on -year. Among them, the average price of 40%-50% molybdenum concentrate was 2644 yuan/ton, an increase of about 15.11%month-on-month, and a year-on-year increase of about 48.96%; the average price of molybdenum and hemolymal was 175,259 yuan/ton, an increase of about 12.04%month-on-month, an increase of about 44.53%year-on-year 44.53% ; The average price of molybdenum mo -molybdenum was 2747 yuan/ton, an increase of about 14.08%month -on -month, an increase of about 46.04%year -on -year; the average price of sodium sodium was 122,241 yuan/ton, an increase of about 20.21%month -on -month, which was about 47.50%year -on -year.

 

According to the statistics of China Tungsten Online, in June, the average price of major domestic molybdenum products declined from the previous month. In late June, the market maintained a stable operation, and the enthusiasm of many steel companies' inquiries decreased, which led to a large resistance of molybdenum prices. Strong quotation.

 

Before the performance was favorable, the stock price of Jinyunwei's shares had been launched in advance. Since June, the stock has risen from 7.38 yuan/share to the current 8.84 yuan/share, and the share price of 9.75 yuan per share within the month is also the high point of this year. As of the closing of June 30, the stock of the stock had a net outflow of 12.91 million yuan.

 

Interface reporter noticed that in the first half of 2021, after the performance of Golden Molybdenum shares will increase by about 78%to 101%year -on -year, the stock also rose sharply. The stock price increased from June to August. It reached 66%, and by the end of last year, the stock fell to less than 7 yuan per share.

 

In addition, in May, the golden molybdenum shares thrown out the directional issuing fundraising plan, while the controlling shareholders planned to reduce their holdings, causing whether to "cooperate" to cash out.

 

In response, researchers in the field of listed companies accepted interface news interviews saying that at present, the controlling shareholders of Jinye molybdenum shares are simultaneous to release liquidity. Because the shares are too concentrated, the stock price cannot go up. Because the company's own performance is good, the probability is not for cash. "

 

In terms of fixed increase, the total amount of funds raised by Golden molybdenum shares will not exceed 1.9 billion yuan. "Elemental upgrade and transformation project" and supplementing mobile funds.

 

In terms of reduction, the announcement on April 28 showed that the controlling shareholder of Golden Molybdenum shares held 73.98%of the controlling shareholders Jinmodin Group intends to reduce its holdings not more than 48.99 million shares (not more than 1%of the company's total shares). The market price will be determined at the time of the implementation of the holdings and no less than 7.00 yuan/share. Earlier, the Golden Molybdenum Group also reduced its holdings of 3.2666 million shares (not more than 1%of the company's total shares) from September 2021 to the end of the year, and the reduction price range was 8.70-9.77 yuan/share.