Industry Revenues:

• Mining and Metal Processing: approx. 70%
• Chemical Industry: approx. 15%
• Other Industries (including Electronics and Mechanical Engineering): approx. 15%

TOP 3 Markets:

1. China: approx. 55%
2. USA: approx. 20%
3. Europe: approx. 15%

Jinduicheng Molybdenum Co., Ltd. generates the majority of its revenues from the mining and metal processing industry, particularly through the extraction and processing of molybdenum. The Chinese market is the largest consumer, supported by strong industrial demand in China. The USA and Europe follow as important export markets, also showing significant demand for molybdenum for various industrial applications.

Main production site: Shaanxi Province, China

Jinduicheng Molybdenum Co., Ltd. is one of the largest molybdenum producers in China. The company's main production site is located in Shaanxi Province, which is rich in molybdenum deposits. The company operates several mines and processing plants there to produce molybdenum products. This strategic location enables Jinduicheng to efficiently access raw material deposits and optimize production costs.

Current Growth Strategy: Diversification and International Expansion (2025)

Jinduicheng Molybdenum Co., Ltd. is pursuing a strategy of diversification and international expansion to secure future growth. The company plans to expand its product range, especially in the area of highly refined molybdenum products. This is intended to be achieved through investments in research and development to unlock innovative applications for molybdenum.

Furthermore, the company is focusing on expanding its international presence. It aims to tap into new markets in Asia and Europe to benefit from the increasing demand for molybdenum in the steel and electronics industries. This strategy is supported by strategic partnerships and joint ventures that are intended to facilitate market access.

In addition, Jinduicheng Molybdenum places emphasis on sustainable practices and efficiency improvements in production to reduce costs and minimize environmental impact. This is part of their long-term vision to establish themselves as a leading provider in the global molybdenum industry.

Commodities/Materials: Molybdenum, copper, other metals

Main importing countries: Chile, Peru, USA

Jinduicheng Molybdenum Co., Ltd. is one of the largest producers of molybdenum in China. In addition to its own production, the company also imports molybdenum and other metals to expand its production capacities and meet demand.

Chile and Peru are significant suppliers of copper and molybdenum, making them important trading partners for Jinduicheng. The USA is also a major exporter of molybdenum, which is needed for steel production and other industrial applications.

These imports allow the company to diversify its production processes and respond to global market fluctuations.

Market share: 10% (estimated, 2024)
EBITDA margin: 25% (2024)
Commodity prices: Molybdenum price rose by 8% (2024)

Jinduicheng Molybdenum Co., Ltd. has a significant competitive advantage due to its strong market position as one of the largest molybdenum producers in China. The company benefits from its vertical integration and efficient production processes, leading to a high EBITDA margin of 25%.

The 8% increase in molybdenum prices in 2024 has further strengthened profitability, as the company is able to benefit from the higher commodity prices. Additionally, the strategic location and proximity to key consumer markets in Asia allow the company to minimize transportation costs and quickly respond to market demands.

In the long term, the competitive advantage could be further enhanced through investments in technology and sustainability to meet the increasing industry requirements.

Institutional Investor Share: approximately 45% (2025, estimated) Insider Buys/Sells: No significant changes in the last year (2025, estimated)

The institutional investor share in Jinduicheng Molybdenum Co., Ltd. is around 45%. This indicates that a significant portion of the shares are held by institutional investors, suggesting a certain level of confidence in the company's stability and growth potential.

In 2025, there were no significant insider buys or sells, indicating that the management and other insiders currently do not expect significant changes in the company's valuation or prospects. This stability can be seen as a positive signal for investors, as it indicates a certain confidence in the company's future development.

Market share of Jinduicheng Molybdenum Co., Ltd.: 12% (2025, estimated)

Top competitors and their market shares:

1. China Molybdenum Co., Ltd. - 18%
2. Freeport-McMoRan Inc. - 15%
3. Jinduicheng Molybdenum Co., Ltd. - 12%
4. Grupo México - 10%
5. KGHM Polska Miedź S.A. - 9%
6. Antofagasta PLC - 8%
7. Southern Copper Corporation - 7%
8. Codelco - 6%
9. Teck Resources Limited - 5%
10. Sumitomo Metal Mining Co., Ltd. - 4%

Moat of Jinduicheng Molybdenum Co., Ltd.:

Jinduicheng Molybdenum Co., Ltd. has a moderate moat, mainly supported by its extensive molybdenum reserves and vertically integrated production processes. These factors enable the company to reduce production costs and efficiently control the supply chain.

However, compared to major competitors like China Molybdenum Co., Ltd. and Freeport-McMoRan Inc., Jinduicheng's moat is less pronounced. These companies benefit from greater geographic diversification and a wider product range, giving them a strategic advantage.

In summary, Jinduicheng Molybdenum Co., Ltd. is well positioned in the industry, but lags behind some of the larger and more diversified competitors in terms of the moat. Expanding international presence and tapping into new markets could help strengthen the moat.

Revenue Growth: 10.5% (2024)
Profit Growth: 8.9% (2024)
Return on Equity: 12.3% (2024)

Jinduicheng Molybdenum Co., Ltd. recorded a solid revenue growth of 10.5% in 2024, attributed to strong demand for molybdenum and efficient production increase. The profit growth of 8.9% indicates that the company was able to effectively manage its costs and improve its margins.

The return on equity of 12.3% suggests that the company is efficiently utilizing its investments to generate profits. This is a positive sign for investors as it indicates a healthy financial performance.

Overall, Jinduicheng Molybdenum Co., Ltd. demonstrates a stable financial position with growth potential, suggesting that the stock could be a good investment. However, it is important to also consider external factors such as commodity prices and geopolitical developments that could impact future performance.

Dividend Yield: 3.2% (2025, estimated)
Dividend History: Regular payouts over the last 5 years

Jinduicheng Molybdenum Co., Ltd. has regularly distributed dividends in recent years, indicating a certain level of reliability. The estimated dividend yield of 3.2% in 2025 shows that the company is committed to continuously returning capital to its shareholders.

However, the reliability of dividend payments depends on the volatility of commodity markets, especially molybdenum prices. As long as the company manages its cost structure efficiently and demand for molybdenum remains stable, the dividend policy can be considered relatively reliable.