近期以来，黄金价格也因创新高屡屡刷屏——4月22日，金价又一次因涨价刷屏热搜，伦敦金(现货黄 金)价格一度触及3500.12美元/盎司的历史高点，COMEX黄金价格则再次刷新历史纪录至3509.9美元/盎 司，两者均是首次突破3500美元大关。当天，国内部分品牌金店的克重黄金价格也一度因上涨到1082元 左右冲上热搜。 在此之际，洛阳钼业这一笔"买金"行为也可谓带来实质性利好。 从盘面上来看，近两日洛阳钼业AH股价录得不俗涨势——4月22日，洛阳钼业H股强势拉升，盘中一度 涨超12%，截止收盘大涨9.58%报于6.06港元;洛阳钼业A股当日股价也一度涨超6%，而后收涨4.05%至 7.2元。 然而，虽然"买金"行为强势凸显公司的现金实力，但从估值水平来看，洛阳钼业A股市盈率TTM为11.35 倍，洛阳钼业H股市盈率TTM为8.65倍，均处于历史地位且低于行业平均水平。 故此，令人好奇的是，洛阳钼业这一次"买金"行为能否增加公司价值砝码，带动公司估值向上呢? 年营收突破2000亿元，财务状况显著改善 国际、国内金价再创历史新高之际，铜钴龙头洛阳钼业(03993，603993.SH)豪掷近"万金"买金矿。 4月2 ...

每经记者 王佳飞 每经编辑 杨夏 洛阳钼业在官网宣布收购Lumina黄金 图片来源：洛阳钼业官网 洛阳钼业相关工作人员告诉《每日经济新闻》记者："就当前的市场环境看，黄金是全球市场关注的避险资产。公司也对黄金未来的市场持乐观态度。" 对黄金未来的市场持乐观态度 4月22日，洛阳钼业（SH603993，股价7.2元，市值1547.95亿元）在其官网宣布，将以全现金方式收购加拿大上市公司Lumina黄金（TSXV:LUM）全部已发 行和未发行的所有普通股，交易总价约为5.81亿加元（按4月22日人民币对加元中间价计算，约合人民币30.4亿元）。 受此消息影响，Lumina黄金股价在当地时间4月21日上涨28.89%，收盘价为1.16加元。 但值得注意的是，Lumina黄金2024年前三季度净亏损与综合亏损（Net loss and comprehensive loss for the period）为约3314.64万美元。事实上近年来， Lumina黄金一直处于亏损状态，2020年净亏损与综合亏损约797.28万美元，2021年为792.36万美元，2022年为2223.61万美元，2023年为1725.25万 ...

Group 1 - A surge of Chinese innovative companies is applying for IPOs in Hong Kong, with 51 new applications in the first quarter, nearly a quarter from A-share listed companies [2] - The total financing from 15 newly listed stocks reached 18.2 billion HKD, a significant increase of 287% compared to 2024, primarily driven by mainland companies [2] - Over 100 Chinese companies are currently in the IPO queue in Hong Kong, including notable firms like Heng Rui Medicine and Hai Tian Flavoring [2] Group 2 - Luoyang Molybdenum announced a cash acquisition of Lumina Gold for approximately 3 billion RMB, with a 41% premium over the closing price [3] - Three robot-themed funds have surpassed 10 billion RMB in scale, with significant growth observed in the first quarter [3] - The stock market for robot components has seen speculative trading, with some ST stocks experiencing price increases detached from their fundamentals [3] Group 3 - Hainan Junda New Energy Technology Co., Ltd. has passed the main board listing hearing at the Hong Kong Stock Exchange, with plans to issue up to 87.17 million shares [4] - New Lai Fu's acquisition of Guangzhou Jin Nan Magnetic Materials has raised concerns due to the related party transaction, as the actual controller is also the largest shareholder of the target company [5] - The ongoing equity battle for ST Xinchao has intensified, with Yitai B shares planning to spend approximately 11.8 billion RMB to acquire a controlling stake [5]

金融界4月22日消息，A股三大指数收盘涨跌不一，中证中部崛起龙头企业指数 (中部崛起，H30004)报 3118.84点。 数据统计显示，中证中部崛起龙头企业指数近一个月下跌5.23%，近三个月下跌0.87%，年至今下跌 2.17%。 据了解，中证区域龙头企业指数系列选取相应区域各二级行业中规模大、市场占有率高的龙头上市公司 证券作为指数样本，覆盖国内区域经济版图，为关注中国区域经济发展的投资者提供全面参考。该指数 以2004年12月31日为基日，以1000.0点为基点。 从指数持仓来看，中证中部崛起龙头企业指数十大权重分别为：山西汾酒（12.0%）、大秦铁路 （11.52%）、海螺水泥（10.48%）、洛阳钼业（10.02%）、阳光电源（9.99%）、牧原股份 （4.93%）、晶科能源（3.16%）、铜陵有色（2.98%）、华菱钢铁（2.97%）、爱尔眼科（2.74%）。 从中证中部崛起龙头企业指数持仓的市场板块来看，上海证券交易所占比58.40%、深圳证券交易所占 比41.60%。 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。财务调整因子及权重因子 ...

Group 1 - The core point of the news is that Luoyang Molybdenum Co., Ltd. announced the acquisition of Lumina Gold Company for CAD 581 million amid rising global gold prices, with its stock prices increasing significantly in both A-share and Hong Kong markets [2] - The acquisition will be conducted in cash and is aimed at enhancing the company's gold resource portfolio, reflecting a positive long-term outlook on gold prices [2][4] - Lumina Gold holds the Cangrejos gold mine project in Ecuador, which has a substantial resource base and competitive extraction costs due to its favorable geological and infrastructural conditions [3][4] Group 2 - The Cangrejos project has a resource estimate of 1.376 billion tons with an average gold grade of 0.46 g/t, containing approximately 638 tons of gold, and a mine life expectancy of 26 years [3] - The acquisition price of CAD 1.27 per share represents a 41% premium over Lumina's closing price on April 17 [4] - Luoyang Molybdenum's revenue and profit reached historical highs in 2024, with total revenue of CNY 213 billion, a 14% year-on-year increase, and a net profit of over CNY 13.5 billion, a 64% increase [4]

Group 1 - Luoyang Molybdenum announced the acquisition of all issued and unissued common shares of Lumina Gold for approximately CAD 581 million (about RMB 3 billion), with a per-share price of CAD 1.27, representing a 41% premium over the closing price on April 17 [1] - Lumina Gold's core asset is the Cangrejos project in Ecuador, which has a resource of 1.376 billion tons with an average gold grade of 0.46 g/t, containing 638 tons of gold, and reserves of 659 million tons with an average gold grade of 0.55 g/t, containing 359 tons of gold, with an expected mine life of 26 years [1] - The current gold market is bullish, with spot gold reaching USD 3,470 per ounce, a historical high, and Goldman Sachs predicting gold prices to rise to USD 3,700 per ounce by the end of 2025 and USD 4,000 per ounce by mid-2026 [1] Group 2 - Luoyang Molybdenum has extensive experience in overseas asset acquisitions, including the purchase of NPM copper-gold mine in Australia in 2013, CIL phosphate mine and NML niobium mine in Brazil in 2016, TFM copper-cobalt mine in the Democratic Republic of Congo in 2016 and 2017 for nearly USD 3.8 billion, KFM copper-cobalt mine in 2020 for USD 550 million, and IXM mineral trading company in Switzerland [2] - In 2024, Luoyang Molybdenum reported a revenue of RMB 213.03 billion and a net profit attributable to shareholders of RMB 13.53 billion, a year-on-year increase of 64.03%, driven by significant increases in copper and cobalt production and rising copper prices [2] - The company’s core products include copper, cobalt, molybdenum, tungsten, niobium, and phosphate, with copper production reaching 650,200 tons, a 55% year-on-year increase, contributing approximately RMB 21 billion to gross profit, accounting for nearly 60% of total gross profit [2]

明牌珠宝直线 拉升涨停， 四川黄金、 鹏欣资源、 洛阳钼业、 西部黄金、 潮宏基、 晓程科技、 山东黄 金等涨幅靠前。消息面上，现货黄金日内涨近50美元，突破3470美元/盎司，继续刷新历史高点。 ...

A股黄金股持续震荡走强，四川黄金涨超8%，鹏欣资源涨超6%，洛阳钼业、西部黄金、晓程科技纷纷 上扬。消息面上，现货黄金连续刷新高位至3470美元。 ...

洛阳钼业：拟30亿元收购一储量359吨的海外金矿 智通财经4月22日电，智通财经记者从洛阳钼业相关人士处获悉，公司拟通过海外实体以全现金方式收 购加拿大上市公司Lumina黄金全部已发行和未发行的所有普通股，交易总价约为5.81亿加元（折合人民 币约30亿元）。本次收购的核心资产为位于厄瓜多尔Cangrejos金矿项目100%股权。据预可研报告， Cangrejos保有资源量13.76亿吨，金平均品位0.46g/t，内蕴黄金金属638吨；储量6.59亿吨，金平均品位 0.55g/t，内蕴黄金金属359吨。未来矿山寿命预计26年。（智通财经记者 梁祥才） ...

金融界4月21日消息，上证指数低开高走，中证香港300资源指数 (H300资源，H30326)报2342.69点。 本文源自：金融界 作者：行情君 从指数持仓来看，中证香港300资源指数十大权重分别为：中国海洋石油（30.27%）、中国石油股份 （12.09%）、中国神华（10.59%）、紫金矿业（10.42%）、中国石油化工股份（9.56%）、中国宏桥 （3.67%）、中煤能源（3.33%）、招金矿业（3.3%）、兖矿能源（2.6%）、洛阳钼业（2.2%）。 从中证香港300资源指数持仓的市场板块来看，香港证券交易所占比100.00%。 从中证香港300资源指数持仓样本的行业来看，石油与天然气占比52.33%、煤炭占比18.61%、贵金属占 比15.80%、工业金属占比9.90%、稀有金属占比2.94%、其他有色金属及合金占比0.41%。 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 ...