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中文(ZH) 3连板金钼股份:目前公司尚无产品直接应用于半导体存储芯片领域

Jinneng Technology Denies Molybdenum Use in Semiconductor Memory Chips Amidst Market Rumors

Jinneng Technology has announced that its molybdenum metal products, such as molybdenum powder and targets, are not directly used in semiconductor memory chips. While molybdenum targets are applied in display screen production, their revenue contribution is less than 1%, and the company has no products currently used in semiconductor memory chips, addressing recent market rumors about molybdenum replacing tungsten. Separately, a subsidiary of Xinnuowei received approval for clinical trials of its folate receptor ADC, SYS6041, for ovarian cancer treatment. AI

IMPACT Clarifies market speculation regarding material applications, with no direct impact on AI development or deployment.

RANK_REASON The item is a clarification of market rumors and a report on a clinical trial approval, not a primary release of new technology or a significant industry event.

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COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Jindong Group's three consecutive daily limits: The company currently has no products directly used in the semiconductor memory chip field

    36氪获悉,金钼股份公告,公司拥有钼采矿、选矿、冶炼、化工、金属加工、科研、贸易一体化全产业链条,主要生产钼炉料、钼化工、钼金属三大系列产品,2025年度营业收入占比分别为65.85%、12.89%、15.96%。钼金属产品主要有钼粉、钼板、钼棒、钼丝、钼管、钼靶材等,其中钼靶材产品应用于显示屏生产,近三年营业收入占比均不足1%,对公司经营业绩不构成重大影响。公司关注到近期市场出现“钼材料将替代钨”的相关传闻,目前公司尚无产品直接应用于半导体存储芯片领域。