CMOC(03993)

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洛阳钼业收盘上涨4.12%,滚动市盈率15.43倍,总市值2376.91亿元
Jin Rong Jie· 2025-08-15 12:13
Group 1 - The core viewpoint of the articles highlights the performance and market position of Luoyang Molybdenum Co., Ltd., which has a closing price of 11.11 yuan, a 4.12% increase, and a rolling PE ratio of 15.43 times, with a total market capitalization of 237.69 billion yuan [1] - The company ranks 5th in the small metals industry, which has an average PE ratio of 68.26 times and a median of 66.32 times [1] - As of the first quarter of 2025, 212 institutions hold shares in Luoyang Molybdenum, with a total holding of 422.579 million shares valued at 3.558 billion yuan [1] Group 2 - Luoyang Molybdenum's main business includes mining and processing of base and rare metals, with key products such as molybdenum, tungsten, copper, cobalt, niobium, and phosphate [1] - The latest financial results for the first quarter of 2025 show an operating revenue of 46.006 billion yuan, a year-on-year decrease of 0.25%, and a net profit of 3.946 billion yuan, reflecting a year-on-year increase of 90.47%, with a gross profit margin of 22.33% [1] - The PE ratios of other companies in the industry range from 15.43 times for Luoyang Molybdenum to 42.96 times for Zhongtung High-tech, indicating a significant disparity in valuation within the sector [2]
洛阳钼业(03993) - 截至2025年6月30日半年度业绩说明会


2025-08-15 12:05
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 CMOC Group Limited* 方式:上證路演中心(http://roadshow.sseinfo.com)視頻直播和網絡互動 3. 參加人員 參加業績說明會的人員為本公司獨立非執行董事和管理層。 截至2025年6月30日半年度業績說明會 1. 業續說明會類型 洛陽欒川鉬業集團股份有限公司(「本公司」)將於2025年8月25日(星期一) 15:00-16:00舉行本公司截至2025年6月30日止半年度業績(「半年度業績」)之 業績說明會(「業績說明會」)。業績說明會將通過上海證券交易所上證路演中 心提供的網上平台採取視頻直播和網絡互動方式舉行,藉此,本公司將與投 資者就半年度業績及本公司的營運進行交流。 為了加強投資者的交流互動及讓投資者對本公司表現作出評價,歡迎本公司 股東及投資者參加本次網上說明會。 2. 網上說明會的召開時間及方式 時間:2025年8月25日(星期一)15:00-16:00 ...
洛阳钼业(03993) - 海外监管公告 - 关於召开2025年半年度业绩说明会的公告、关於对外担保...


2025-08-15 12:00
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 CMOC Group Limited* (於中華人民共和國註冊成立的股份有限公司) (股份代號:03993) 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而作出。 以下為洛陽欒川鉬業集團股份有限公司(「本公司」)於上海證券交易所網站 (www.sse.com.cn )所發佈《洛陽欒川鉬業集團股份有限公司關於召開2025年半年度 業績說明會的公告》《洛陽欒川鉬業集團股份有限公司關於對外擔保計劃的公告》。 承董事會命 洛陽欒川鉬業集團股份有限公司 劉建鋒 董事長 中華人民共和國河南省洛陽市, 二零二五年八月十五日 於本公告日期,執行董事為劉建鋒先生、孫瑞文先生及闕朝陽先生;非執行董 事為林久新先生及蔣理先生;及獨立非執行董事為王開國先生、顧紅雨女士及 程鈺先生。 * 僅供識別 证券代码:603993 证券简称:洛阳钼业 编号:2025-043 本次投资者说明会以视频结合网络互 ...
洛阳钼业(603993) - 洛阳钼业关于召开2025年半年度业绩说明会的公告


2025-08-15 09:16
证券代码:603993 证券简称:洛阳钼业 编号:2025-043 洛阳栾川钼业集团股份有限公司(以下简称"公司")拟于 2025 年 8 月 22 日盘后发布公司 2025 年半年度报告。为便于广大投资者更 全面深入地了解公司 2025 年上半年经营成果、财务状况,公司计划 于 2025 年 08 月 25 日 (星期一) 15:00-16:00 举行 2025 年半年度 1 会议召开时间:2025 年 08 月 25 日 (星期一) 15:00-16:00 会议召开地点:上海证券交易所上证路演中心(网址: https://roadshow.sseinfo.com/) 会议召开方式:上证路演中心视频直播和网络互动 业绩说明会,就投资者关心的问题进行交流。 一、 说明会类型 洛阳栾川钼业集团股份有限公司 关于召开 2025 年半年度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: 投资者可于 2025 年 08 月 18 日 (星期一) 至 08 月 22 日 (星 期五)16:00 前登录上证 ...
洛阳钼业(603993) - 洛阳钼业关于对外担保计划的公告


2025-08-15 09:15
股票代码:603993 股票简称:洛阳钼业 编号:2025—044 洛阳栾川钼业集团股份有限公司 关于对外担保计划的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导 性陈述或者重大遗漏,并对其内容的真实性、准确性和完整性承担法 律责任。 重要内容提示: 一、担保审批及授权情况 2025年5月30日,公司2024年年度股东大会审议通过《关于本公 被担保方:相关全资子公司 本次担保金额:洛阳栾川钼业集团股份有限公司(以下简称"公 司")直接或通过全资子公司(含直接及间接全资子公司,下同) 为其他全资子公司合计提供总额预计不超过41亿元的担保。 本次担保不涉及反担保。 截至本公告披露日公司无逾期担保。 本次担保计划部分被担保方为资产负债率超过70%的全资子公司; 截至本公告披露日,公司对外担保总额占公司最近一期经审计净 资产的23.02%。敬请投资者注意相关风险。 司2025年度对外担保额度预计的议案》,同意授权董事会或董事会授 权人士(及该等授权人士的转授权人士)批准公司直接或通过全资子 公司(含直接及间接全资子公司,下同)或控股子公司(含直接及间 接控股子公司,下同)为其他全资子公司、控股子公 ...
洛阳钼业涨4.12%,成交额33.00亿元,人气排名29位!后市是否有机会?附走势预测
Xin Lang Cai Jing· 2025-08-15 07:56
Core Viewpoint - Luoyang Molybdenum Co., Ltd. is a significant player in the non-ferrous metal mining industry, focusing on the extraction and processing of various metals, including molybdenum, tungsten, cobalt, and copper, with a strong market position globally [2][6]. Company Overview - Luoyang Molybdenum is one of the top five molybdenum producers and the largest tungsten producer globally, as well as the second-largest cobalt and niobium producer [2]. - The company has a comprehensive integrated industrial chain, covering mining, smelting, and deep processing of metals [2]. - The company was established on December 22, 1999, and went public on October 9, 2012 [6]. Financial Performance - For the first quarter of 2025, Luoyang Molybdenum reported a revenue of 46.006 billion yuan, a slight decrease of 0.25% year-on-year, while net profit attributable to shareholders increased by 90.47% to 3.946 billion yuan [7]. - The company has distributed a total of 21.562 billion yuan in dividends since its A-share listing, with 10.576 billion yuan in the last three years [8]. Market Activity - On August 15, the stock price of Luoyang Molybdenum increased by 4.12%, with a trading volume of 3.3 billion yuan and a market capitalization of 237.691 billion yuan [1]. - The stock is ranked 29th in terms of market popularity on the Sina Finance A-share market [1]. Business Segments - The main business segments include the mining and processing of precious metals such as molybdenum, tungsten, and gold, with a growing contribution from gold and silver products to revenue and profit [2]. - The company holds a 30% stake in a nickel metal wet smelting project in Indonesia, which has been operational since December last year and is currently ramping up production [2]. Shareholder Structure - As of March 31, 2025, the number of shareholders was 282,600, a decrease of 12.99% from the previous period [7]. - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable reductions in their holdings [8].
有色金属概念股震荡走强 洛阳钼业再创历史新高
Xin Lang Cai Jing· 2025-08-15 02:14
有色金属概念股震荡拉升,洛阳钼业再创历史新高,盛屯矿业、明泰铝业涨超5%,云铝股份、中孚实 业、中国铝业、云南铜业等跟涨。 ...
上证 180 资源指数下跌0.24%,前十大权重包含陕西煤业等
Jin Rong Jie· 2025-08-14 07:48
金融界8月14日消息,上证指数高开低走,上证 180 资源指数 (180资源,000026)下跌0.24%,报4150.73 点,成交额287.64亿元。 从上证 180 资源指数持仓的市场板块来看,上海证券交易所占比100.00%。 从上证 180 资源指数持仓样本的行业来看,原材料占比55.89%、能源占比44.11%。 资料显示,指数样本每半年调整一次,样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整,调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前,权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时,将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理,参照计算与维护细则处理。若上证180指数 调整样本,或上证180指数中样本公司有特殊事件发生,导致其行业属性发生变化,该指数系列样本进 行相应的调整。 数据统计显示,上证 180 资源指数近一个月上涨8.89%,近三个月上涨13.73%,年至今上涨12.80%。 据了解,上证180主题指数系列是在上证180指数的基础上,分别选择符合基建、资源和运输等主题概念 的上 ...
中证香港300原材料指数报2677.51点,前十大权重包含海螺水泥等
Jin Rong Jie· 2025-08-14 07:43
Core Viewpoint - The China Securities Hong Kong 300 Materials Index has shown significant growth, with a 63.80% increase year-to-date, reflecting strong performance in the materials sector [1][2]. Group 1: Index Performance - The China Securities Hong Kong 300 Materials Index reported a value of 2677.51 points, with a monthly increase of 18.28% and a three-month increase of 38.94% [1]. - The index is designed to reflect the overall performance of different industries in the Hong Kong market, classified according to the China Securities industry classification standards [1]. Group 2: Index Composition - The top ten holdings in the China Securities Hong Kong 300 Materials Index include Zijin Mining (26.36%), China Hongqiao (11.82%), and Luoyang Molybdenum (7.75%) among others [1]. - The index is fully composed of stocks listed on the Hong Kong Stock Exchange, with a 100% representation [1]. Group 3: Industry Breakdown - The industry composition of the index shows that non-ferrous metals account for 80.02%, non-metallic materials for 13.88%, chemicals for 4.39%, and paper and packaging for 1.71% [2]. - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December [2].
同类规模最大的自由现金流ETF(159201)冲击5连涨,在可比基金中跟踪精度最高
Sou Hu Cai Jing· 2025-08-14 02:26
Core Viewpoint - The National Index of Free Cash Flow has shown a positive trend, with significant increases in component stocks, indicating a strong market performance driven by liquidity and supportive policies [1][2]. Group 1: Market Performance - As of August 14, 2025, the National Index of Free Cash Flow rose by 0.19%, with notable gains in stocks such as Mould Technology, which increased by over 8% [1]. - The Free Cash Flow ETF (159201) experienced a 0.09% increase, marking its fifth consecutive rise, with the latest price at 1.09 yuan [1]. - The average daily trading volume of the Free Cash Flow ETF over the past month was 318 million yuan, ranking it first among comparable funds [1]. Group 2: Tracking Accuracy - The Free Cash Flow ETF has demonstrated the highest tracking accuracy among comparable funds, with a tracking error of 0.071% over the past month [1]. Group 3: Top Holdings - As of July 31, 2025, the top ten weighted stocks in the National Index of Free Cash Flow accounted for 57.66% of the index, including SAIC Motor, China National Offshore Oil, Midea Group, and Gree Electric [1][3]. Group 4: Investment Characteristics - The Free Cash Flow ETF is designed to closely track the National Index of Free Cash Flow, selecting stocks with positive and high free cash flow, indicating high quality and strong risk resistance, suitable for long-term investment [4]. - The fund management fee is set at an annual rate of 0.15%, and the custody fee at 0.05%, both of which are among the lowest in the market [4]. Group 5: Market Dynamics - The current market rally is characterized by liquidity-driven dynamics, with active participation from ETFs, retail investors, and leveraged funds, supported by favorable policies aimed at enhancing the capital market [2].