消息面上，美国就业市场数据恶化推高了美联储降息预期。据美国劳工部周四发布的数据，截至12月6 日当周，初请人数增加4.4万人至23.6万人，为2020年3月以来最大增幅，此前一周的申请人数为三年多 来的最低水平。当前市场主流预期仍指向明年初继续降息，摩根大通、摩根士丹利与花旗一致预测明年 1月将再次降息。 国金证券指出，2025年全球主要经济体的内外政策开始进入实质性调整与碰撞阶段，俄乌/中东等冲突 常态化、大国博弈纵深化，加大了全球供应链断裂风险——将"安全"置于"成本"之上，全球经济延续弱 增长态势。欧美开启了降息周期，但主要为应对经济放缓而非刺激繁荣，在此背景下，有色金属或迎来 超级大周期。 智通财经APP获悉，有色股普遍高开，截至发稿，紫金矿业(02899)涨3.51%，报34.24港元；中国宏桥 (01378)涨3.32%，报32.4港元；灵宝黄金(03330)涨3.23%，报18.56港元；洛阳钼业(03993)涨2.8%，报 18.36港元；江西铜业股份(00358)涨2.57%，报34.28港元。 ...

Core Insights - The report highlights significant changes in the Hong Kong Stock Connect holdings, with notable increases and decreases in ownership percentages for various companies. Group 1: Increased Holdings - Zhaoyan New Drug (06127) saw the largest increase in holdings, rising by 3.58% to a total holding of 57.50% [1][2] - Guofu Hydrogen Energy (02582) increased by 1.88%, reaching a holding of 19.85% [1][2] - Red Star Macalline (01528) experienced a 1.48% increase, with a current holding of 45.57% [1][2] - Lion Group (02562) had a notable increase of 5.81% over the last five trading days, bringing its total holding to 34.09% [1][3] - Reshaping Energy (02570) increased by 3.77% in the same period, now holding 6.48% [1][3] Group 2: Decreased Holdings - Hongye Futures (03678) had the largest decrease, down by 1.08% to a holding of 62.20% [1][2] - Shandong Molong (00568) decreased by 0.73%, with a current holding of 53.76% [1][2] - Luoyang Molybdenum (03993) saw a reduction of 0.58%, now holding 28.92% [1][2] - The largest decrease over the last five trading days was seen in Wan Guo Gold Group (02979), which fell by 11.31% to a holding of 0.01% [1][3] - Haotian International Investment (01341) decreased by 4.79%, now at 63.80% [1][3]

Core Insights - Tencent Holdings, China Merchants Bank, and Xiaomi Group lead the market in net inflows, with amounts of 875 million, 725 million, and 540 million respectively [1] - Pop Mart, Luoyang Molybdenum, and China Hongqiao experience the highest net outflows, with amounts of -574 million, -409 million, and -375 million respectively [1] Net Inflows Summary - Tencent Holdings (00700) shows a net inflow of 875 million, representing an increase of 8.35% in net inflow ratio, closing at 602.500 with a decrease of 0.41% [2] - China Merchants Bank (03968) has a net inflow of 725 million, with a net inflow ratio of 54.62%, closing at 52.000 with an increase of 0.39% [2] - Xiaomi Group (01810) reports a net inflow of 540 million, with a net inflow ratio of 7.11%, closing at 41.260 with a decrease of 3.10% [2] Net Outflows Summary - Pop Mart (09992) records a net outflow of -574 million, with a net outflow ratio of -12.71%, closing at 190.300 with a decrease of 5.04% [2] - Luoyang Molybdenum (03993) has a net outflow of -409 million, with a net outflow ratio of -27.72%, closing at 17.920 with a decrease of 6.42% [2] - China Hongqiao (01378) shows a net outflow of -375 million, with a net outflow ratio of -30.29%, closing at 31.340 with a decrease of 3.87% [2] Net Inflow Ratio Leaders - Sichuan Chengyu Expressway (00107) leads with a net inflow ratio of 68.25%, with a net inflow of 7.056 million, closing at 5.560 with a decrease of 0.36% [3] - Tongrentang (03613) follows with a net inflow ratio of 66.47%, with a net inflow of 5.284 million, closing at 8.810 with a decrease of 1.12% [3] - China Merchants Hengsheng Technology (03423) has a net inflow ratio of 63.08%, with a net inflow of 974,000, closing at 9.960 with a decrease of 1.87% [3] Net Outflow Ratio Leaders - China Merchants Port (00144) leads with a net outflow ratio of -58.92%, with a net outflow of -35.2885 million, closing at 15.940 with a decrease of 1.42% [3] - Chongqing Rural Commercial Bank (03618) follows with a net outflow ratio of -54.76%, with a net outflow of -33.6925 million, closing at 6.180 with a decrease of 1.59% [3] - Hisense Home Appliances (00921) shows a net outflow ratio of -54.05%, with a net outflow of -16.1746 million, closing at 24.840 with a decrease of 0.32% [3]

（文章来源：证券日报） 证券日报网讯 12月11日晚间，洛阳钼业发布公告称，截至本公告发布日，公司不存在对外担保逾期的 情形。 ...

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， 二零二五年十二月十一日 於本公告日期，執行董事為劉建鋒先生、彭旭輝先生及闕朝陽先生（職工董事）； 非執行董事為林久新先生、蔣理先生及馬飛先生；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 股票代码：603993 股票简称：洛阳钼业 编号：2025—067 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， ...

股票代码：603993 股票简称：洛阳钼业 编号：2025—067 洛阳栾川钼业集团股份有限公司 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29亿元的担保。 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21.41%。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、控股子公司合计提供最高 余额不超过人民币550亿（或等值外币）担保额度，其中对资产负债 率超过70%被担保对象的担保额度为250亿，对资产负债率不超过70% 的被担保对象的担保额度为300亿；前述担保主要包 ...

本文源自：金融界AI电报 港股有色金属开涨，江西铜业股份(00358.HK)涨3.35%，紫金矿业(02899.HK)涨2%，山东黄金 (017817.HK)、中国铝业(02600.HK)、天齐锂业(09696.HK)、洛阳钼业(03993.HK)跟涨。 ...

Core Viewpoint - Luoyang Molybdenum Co., Ltd. experienced a significant drop in stock price, with a 6.10% decline on December 9, 2023, alongside notable trading activity in margin financing and securities lending [1] Group 1: Financial Performance - For the period from January to September 2025, Luoyang Molybdenum achieved a revenue of 145.49 billion yuan, representing a year-on-year decrease of 5.99% [2] - The company's net profit attributable to shareholders reached 14.28 billion yuan, showing a substantial year-on-year increase of 72.61% [2] Group 2: Shareholder and Institutional Holdings - As of September 30, 2025, the number of shareholders for Luoyang Molybdenum was 304,200, an increase of 28.08% compared to the previous period [2] - The top circulating shareholder, Hong Kong Central Clearing Limited, held 695 million shares, an increase of 47.47 million shares from the previous period [3] - The Huaxia SSE 50 ETF and Huatai-PineBridge CSI 300 ETF saw a decrease in holdings, while the E Fund CSI 300 ETF entered as a new shareholder with 86.47 million shares [3] Group 3: Financing and Trading Activity - On December 9, 2023, Luoyang Molybdenum recorded a financing buy-in of 536 million yuan, with a net buy of 48.35 million yuan after repayments [1] - The total margin financing and securities lending balance reached 3.447 billion yuan, which is above the 90th percentile level over the past year, indicating a high level of trading activity [1] - In terms of securities lending, 102,800 shares were repaid while 186,300 shares were sold, with the selling amount calculated at approximately 3.27 million yuan [1]

Group 1 - The core viewpoint of the article emphasizes the critical role of cobalt in maintaining the stability, safety, and overall electrochemical performance of layered structures, particularly in ternary systems [1] Group 2 - The company, Luoyang Molybdenum, responded to investor inquiries on an interactive platform regarding the importance of cobalt [1] - The stability of cobalt's role in ternary systems remains solid, indicating its continued relevance in the industry [1]

Core Viewpoint - Luoyang Molybdenum Co., Ltd. (603993) reported that as of September 30, 2025, the total number of shareholders is 304,200, and investors are advised to monitor the company's regular reports for updates on shareholder numbers [1] Summary by Category - **Company Information** - The total number of shareholders for Luoyang Molybdenum is 304,200 as of September 30, 2025 [1]