洛陽欒川鉬業集團股份有限公司 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之內容概不負責，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分內容而產生或因倚 賴該等內容而引致之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） 董事會召開日期 洛陽欒川鉬業集團股份有限公司（「本公司」）董事會（「董事會」）茲通告謹訂於二 零二五年八月二十二日（星期五）舉行董事會會議，藉以（其中包括但不限於）考 慮及批准刊發本公司及其附屬公司截至二零二五年六月三十日止六個月的中期業 績，以及處理任何其他事項。 承董事會命 劉建鋒 董事長 中華人民共和國河南省洛陽市 二零二五年八月十二日 於本公告日期，本公司之執行董事為劉建鋒先生、孫瑞文先生及闕朝陽先生；本 公司之非執行董事為林久新先生及蔣理先生；及本公司之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 ...

关于变更投资者热线电话的公告 股票代码：603993 股票简称：洛阳钼业 编号：2025—042 洛阳栾川钼业集团股份有限公司 为保证投资者交流渠道通畅，进一步做好投资者关系管理工作， 洛阳栾川钼业集团股份有限公司（以下简称"公司"）将于即日起启 用新的投资者热线：+86-21-80330506，原联系电话将不再作为投资 者热线使用。 洛阳栾川钼业集团股份有限公司董事会 二零二五年八月十二日 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。 除上述变更内容外，公司其他信息均保持不变。敬请广大投资 者关注以上变更，由此给您带来的不便，敬请谅解。 欢迎广大投资者通过投资者热线电话+86-21-80330506以及邮箱 特此公告。 ...

为保证投资者交流渠道通畅，进一步做好投资者关系管理工作， 洛阳栾川钼业集团股份有限公司（以下简称"公司"）将于即日起启 用新的投资者热线：+86-21-80330506，原联系电话将不再作为投资 者热线使用。 洛阳栾川钼业集团股份有限公司董事会 二零二五年八月十二日 股票代码：603993 股票简称：洛阳钼业 编号：2025—042 洛阳栾川钼业集团股份有限公司 关于变更投资者热线电话的公告 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。 除上述变更内容外，公司其他信息均保持不变。敬请广大投资 者关注以上变更，由此给您带来的不便，敬请谅解。 欢迎广大投资者通过投资者热线电话+86-21-80330506以及邮箱 603993@cmoc.com与公司沟通交流。 特此公告。 1 ...

Core Viewpoint - Luoyang Molybdenum Co., Ltd. (03993.HK) announced that its board of directors will hold a meeting on August 22, 2025, to consider and approve the publication of the interim results for the six months ending June 30, 2025, along with addressing any other matters [1] Summary by Category - **Company Announcement** - The board meeting is scheduled for August 22, 2025 [1] - The meeting will focus on the approval of the interim results for the six months ending June 30, 2025 [1] - Other matters will also be addressed during the meeting [1]

洛陽欒川鉬業集團股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：03993） 董事會召開日期 洛陽欒川鉬業集團股份有限公司（「本公司」）董事會（「董事會」）茲通告謹訂於二 零二五年八月二十二日（星期五）舉行董事會會議，藉以（其中包括但不限於）考 慮及批准刊發本公司及其附屬公司截至二零二五年六月三十日止六個月的中期業 績，以及處理任何其他事項。 承董事會命 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之內容概不負責，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分內容而產生或因倚 賴該等內容而引致之任何損失承擔任何責任。 劉建鋒 CMOC Group Limited* 董事長 中華人民共和國河南省洛陽市 二零二五年八月十二日 於本公告日期，本公司之執行董事為劉建鋒先生、孫瑞文先生及闕朝陽先生；本 公司之非執行董事為林久新先生及蔣理先生；及本公司之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 ...

Core Insights - Luoyang Molybdenum Co., Ltd. is emerging as a global player in the mining industry, leveraging strategic acquisitions and resource management to expand its global footprint [1][2] - The company has adopted a "three-step" growth model, starting from local resource management to global resource acquisition and now focusing on strategic synergy across multiple countries and minerals [2][3] - Luoyang Molybdenum has developed a unique business model that combines mining and trading, enhancing its bargaining power and flexibility in commodity price fluctuations [3][4] Strategic Development - The company initially built its foundation on local molybdenum resources, then expanded through acquisitions in countries like the Democratic Republic of Congo and Brazil, and is now focusing on diversifying its asset portfolio [2][3] - Luoyang Molybdenum's acquisition of IXM, a global metal trader, has strengthened its position in the global metal trading market, allowing for better control over metal flows and pricing [3][4] Technological Innovation - The company is advancing its operations through digitalization and smart mining technologies, which enhance operational efficiency and safety [4][5] - Implementation of AI technologies in mining processes has significantly reduced operational errors and improved recovery rates, showcasing the company's commitment to innovation [5][6] ESG and Community Engagement - Luoyang Molybdenum emphasizes sustainable development and has been recognized for its ESG practices, including ecological protection and community empowerment initiatives [7][8] - The company has invested in local infrastructure, education, and health, significantly improving community welfare and agricultural productivity [8][9] Organizational Culture and Governance - The company adopts a decentralized management approach, empowering local teams while maintaining oversight from headquarters, which enhances its adaptability in diverse regulatory environments [9][10] - Luoyang Molybdenum is focused on attracting global talent and enhancing its organizational capabilities to support its ambitious growth plans [10]

Group 1: Company Developments - Zhongji Health announced plans to acquire 100% equity of Xinjiang Xinye Energy Chemical Co., Ltd. through a share issuance, while also raising funds from up to 35 qualified investors [1] - Following the transaction, Zhongji Health's controlling shareholder will change from Liushi State-owned Assets Company to Xinye Group, with the actual controller changing to Xinjiang State-owned Assets Supervision and Administration Commission [2] - The transaction is classified as a major asset restructuring and will result in a reverse listing, with the target asset exceeding 100% of the corresponding indicators of the listed company [2] Group 2: Financial Performance - For the first nine months of 2024, Zhongji Health reported revenue of 298 million yuan and a net loss attributable to shareholders of 43.54 million yuan [2] - As of September 30, 2024, Zhongji Health's total assets amounted to 1.775 billion yuan, with net assets of 173 million yuan [2] Group 3: Industry Trends - The Ministry of Commerce and the General Administration of Customs announced export controls on tungsten, tellurium, bismuth, molybdenum, and indium to safeguard national security and interests [3] - Over 30 small metal concept stocks, including major players like Luoyang Molybdenum and China Railway, have seen significant performance increases, with nearly 70% of these stocks recording price increases this year [4] - Luoyang Molybdenum is projected to achieve a net profit of approximately 12.8 billion to 14.2 billion yuan in 2024, representing a year-on-year increase of 55.15% to 72.12% due to higher sales volumes and prices of copper and cobalt [5] Group 4: Specific Company Performance - Yunnan Germanium is expected to report a net profit of approximately 46 million to 60 million yuan in 2024, reflecting a year-on-year increase of 559.55% to 760.28% due to rising sales and prices of semiconductor materials and germanium products [6]

Market Performance - In July, the A-share market showed strong performance, with the Shanghai Composite Index breaking through 3600 points, driven by policy benefits and sector rotation [2] - The trading volume in the Shanghai, Shenzhen, and Beijing markets increased significantly, with a peak trading volume of over 1.9 trillion yuan on July 22, marking a new high in four months [2] August Market Outlook - The August market performance is crucial for the future trajectory of A-shares, with many investment institutions emphasizing the importance of mid-year reports as a determining factor for market trends [2] - Historical data from 2017 to 2024 indicates that August has generally been a poor month for market performance, with multiple indices showing declines in several years [3] - Analysts predict that the market may experience a downward adjustment in August due to heavy selling pressure after the recent highs and uncertainties surrounding US-China tariff negotiations [3] Sector Focus - Investment recommendations for August include focusing on long-term dividend sectors such as banks and insurance, as well as consumer-related sectors like education and passenger vehicles [3] - The market is expected to maintain a high-level fluctuation, with attention on structural opportunities during the concentrated disclosure period of mid-year reports [4] Stock Recommendations - A total of 358 stocks and ETFs were recommended by 42 brokerage firms for August, with Oriental Fortune and Muyuan Foods being the most frequently recommended stocks [7] - Analysts believe that the short-term risk appetite is likely to continue, benefiting companies like Oriental Fortune due to increased market activity and potential growth in their brokerage and financial services [7] - Muyuan Foods is expected to perform well due to its position as a leading breeding company amid rising pig prices [8] Investment Themes - The investment focus for August includes technology innovation, with an emphasis on sectors that are experiencing high growth and low valuations, as well as potential policy-driven opportunities [9] - Key investment themes highlighted include growth technology (AI, robotics, military), sectors with strong economic support or exceeding performance expectations (rare earths, precious metals), and potential policy surprises in service consumption and real estate [9]

8月11日，沪深两融数据显示，洛阳钼业获融资买入额1.32亿元，居两市第139位，当日融资偿还额1.32 亿元，净卖出41.20万元。 作者：智投君 最近三个交易日，7日-11日，洛阳钼业分别获融资买入1.13亿元、1.81亿元、1.32亿元。 融券方面，当日融券卖出0.22万股，净买入1.06万股。 本文源自：金融界 ...

Core Points - The CSI Tencent Ji'an Value 100 A-Share Index has shown significant growth, with a 6.92% increase over the past month, 13.78% over the past three months, and 14.10% year-to-date [1] - The index is composed of 100 listed companies selected based on their investment value assessments by Tencent and Ji'an Jinxin's evaluation committee [1] - The index's top ten holdings include Huaguang Huaneng (1.94%), Chenxin Pharmaceutical (1.92%), and Taotao Automotive (1.8%) among others [1] Market Composition - The CSI Tencent Ji'an Value 100 A-Share Index is primarily composed of stocks from the Shanghai Stock Exchange (64.71%) and Shenzhen Stock Exchange (35.29%) [1] - The industry distribution of the index shows that Industrial sector holds 27.80%, Consumer Discretionary 17.84%, and Materials 12.44% among others [2] Index Management - The index samples are adjusted biannually, with changes implemented on the next trading day after the second Friday of June and December [2] - In special circumstances, the index may undergo temporary adjustments, such as when a sample company is delisted or undergoes significant corporate changes [2] Fund Tracking - Public funds tracking the CSI Tencent Ji'an include the Galaxy Regular Investment Fund [3]