截至发稿，洛阳钼业(03993.HK)涨8.54%、江西铜业股份(00358.HK)涨8.47%、紫金矿业(02899.HK)涨 3.91%。 ...

Group 1 - The non-ferrous metal sector opened high, indicating positive market sentiment [1] - Companies such as Jingyi Co., Northern Copper, and others reached their daily limit up [1] - Notable performers included Naipu Mining, Luoyang Molybdenum, Jiangxi Copper, Tongling Nonferrous Metals, and Yunnan Copper, all of which opened high [1]

Group 1 - JPMorgan Chase & Co. increased its stake in Luoyang Molybdenum Co., Ltd. by purchasing 987,700 shares at an average price of HKD 12.5361 per share, totaling approximately HKD 12.38 million [1] - Following this transaction, JPMorgan's total holdings in Luoyang Molybdenum rose to 236,188,418 shares, increasing its ownership percentage from 5.97% to 6.00% [1]

| 股份代號: | 03993 | | --- | --- | | 上市法國名稱: | 洛陽樂川鋁業集團股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 25/08/2025 - 25/09/2025 | | 在日本 | 大股東/董事/最高行政人員名 作出披露的 賈入 / 曹出或涉及的 每股的平均價 | | | | 持有權益的股份數目 佔已發行的 有關事件的日期材 | | | --- | --- | --- | --- | --- | --- | --- | | | | | 文章 7 - 1 = | | of a resident of the closed on and | 有投票權殺(日/月/年) { | | CS20250924E00278 | 987.743(L) JPMorgan Chase & Co. | 1101(L) | | HKD 12.5361 | 236,188,418(L) | 6.00(L) 19/09/2025 | | | | | | | 30,602,166(S) | 0.77(S) | | | | | | | 149,941,114(P) | 3.81(P) ...

Core Viewpoint - The importance of ESG (Environmental, Social, and Governance) in the mining industry is emphasized, highlighting that it requires long-term investment and commitment for sustainable development [1][2]. Group 1: ESG Commitment - ESG is viewed as a fundamental aspect for the long-term sustainability of mining companies, not merely a branding exercise [1]. - The mining industry is characterized by high ESG density, making it essential for companies to prioritize ESG initiatives to ensure their ongoing viability [1]. - For Luoyang Molybdenum, ESG is integral to all operations, balancing economic value creation with adherence to environmental standards and community benefits [1]. Group 2: Long-term Investment Perspective - Mining is a long-term investment sector, with operations potentially lasting decades or even centuries [2]. - Luoyang Molybdenum has invested nearly $10 billion in the Democratic Republic of the Congo (DRC), emphasizing the need for a long-term vision and local integration [2]. - The company has invested $325 million in community initiatives since the TFM mine began production, contributing to a stable external environment for operations [2]. Group 3: Global Expansion and Competitive Advantages - Luoyang Molybdenum has evolved from a local company to a global resource player, with over 90% of its assets and revenue derived from overseas [3][4]. - Chinese mining companies possess advantages in technology, manufacturing, and collective spirit, which are beneficial in resource-rich but infrastructure-poor regions [4]. - The internationalization of mining is seen as an extension of industrial chain globalization, with Chinese companies poised to leverage their capabilities in underdeveloped areas [4]. Group 4: Social Responsibility in DRC - The DRC is identified as an underdeveloped region with a GDP of approximately $70 billion in 2024, highlighting the significant responsibility of companies operating there [5]. - Luoyang Molybdenum is committed to community development through infrastructure projects such as roads, bridges, hospitals, and agricultural initiatives [5]. - The company's efforts in the DRC are framed as essential for embedding ESG practices into its operational foundation, ensuring resilience against risks and changes [5].

香港联交所最新资料显示，9月19日，摩根大通增持洛阳钼业（603993）(03993)98.7743万股，每股均价 12.5361港元，总金额约为1238.24万港元。增持后最新持股数目约为2.36亿股，最新持股比例为6.00%。 ...

智通财经APP获悉，香港联交所最新资料显示，9月19日，摩根大通增持洛阳钼业(03993)98.7743万股， 每股均价12.5361港元，总金额约为1238.24万港元。增持后最新持股数目约为2.36亿股，最新持股比例 为6.00%。 ...

Core Viewpoint - Luoyang Molybdenum's recent stock incentive plan is a significant strategic move aimed at attracting top global talent and enhancing organizational capabilities, marking one of the largest incentive plans in the Hong Kong market in recent years [1][2][4] Group 1: Stock Incentive Plan - The company plans to grant up to 393 million H-shares for stock incentives, representing about 10% of the total issued H-shares, with a total value of approximately HKD 5 billion, accounting for 1.8% of the company's market capitalization [1] - This incentive plan is comparable in scale to those of major internet companies, with only four larger plans in the Hong Kong market since 2021 [1] - The last stock incentive plan was implemented over four years ago, indicating a significant increase in the scale and ambition of the current plan [6] Group 2: Strategic Direction - The company is focusing on a dual strategy centered on copper and gold, while diversifying into other metals like molybdenum and tungsten through a multi-variety, multi-country, and multi-stage acquisition strategy [3] - The strategic focus includes enhancing resilience against resource cycle fluctuations and capitalizing on price cycles across different resource types [3] Group 3: Organizational Upgrades - The stock incentive plan is part of a broader organizational upgrade aimed at building a young, international, and professional management team, which has already shown positive results in the company's financial performance [4] - The company reported a net profit of CNY 8.671 billion for the first half of the year, a 60.07% increase year-on-year, and a cash flow of CNY 12.009 billion, up 11.40% [4] Group 4: Talent Development - The company recognizes the need for talent development as a strategic priority, aiming to cultivate and attract top talent to support its global competitiveness [5] - The incentive plan is designed to create a "shared benefits community" among top talents and the company, aligning their interests with the company's long-term vision [5][7] Group 5: Innovative Incentive Approach - The company emphasizes that the incentive scheme will not be a one-size-fits-all approach but will focus on key talents crucial for the company's development [7] - Future incentive plans will be closely aligned with the company's operational strategies and acquisition plans, ensuring that the right talents are incentivized to drive value creation [7]

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第七屆董事會第四次臨 時會議決議公告》《洛陽欒川鉬業集團股份有限公司第七屆監事會第八次會議決議 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， 二零二五年九月二十三日 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 股票代码：603993 股票简称：洛阳钼业 编号：2025—047 洛阳栾川钼业集团股份有限公 ...

洛陽欒川鉬業集團股份有限公司 H股受限制股份計劃 | | 釋義 | 1 | | --- | --- | --- | | 1. | 目的及目標 | 4 | | 2. | 合資格參與者 | 4 | | 3. | 激勵股份的來源、購買價及期限 | 7 | | 4. | 管理 | 7 | | 5. | 計劃授權限額及服務提供者分項限額 | 9 | | 6. | 個人限額 | 10 | | 7. | 向關連人士授予獎勵 | 11 | | 8. | 授予獎勵 | 12 | | 9. | 獎勵的歸屬 | 14 | | 10. | 獎勵失效 | 16 | | 11. | 退扣及取消選定參與者資格 | 17 | | 12. | 其他條款及條件 | 19 | | 13. | 退還股份 | 21 | | 14. | 受託人購買限制 | 21 | | 15. | 收購、供股、公開發售、以股代息計劃 | 22 | | 16. | 註銷激勵股份 | 24 | | 17. | 爭議 | 24 | | 18. | 修改計劃 | 24 | | 19. | 終止 | 25 | | 20. | 預扣 | 25 | | 21. | 雜項 | 26 ...