Group 1 - The Democratic Republic of Congo (DRC) will lift its cobalt export ban on October 16, implementing annual export quotas [1][3] - Cobalt is a critical raw material for batteries and essential for the electric vehicle industry [1] - DRC accounted for approximately 70% of global cobalt production last year, with the export ban initially imposed due to a significant drop in cobalt prices [2][3] Group 2 - The DRC government has stated that illegal mining is fueling violence from the M23 rebel group, and 10% of the export volume will be reserved for national strategic projects [3] - Major cobalt intermediate producers have suspended pricing, and some manufacturers have halted production due to raw material shortages [3] - The demand for cobalt is expected to increase as domestic consumption rises, particularly with the release of new consumer electronics and the end of the overseas summer break [3] Group 3 - Under the quota system, the cobalt industry may face tight balance or even shortages, with expectations of a long-term increase in cobalt prices [3] - Luoyang Molybdenum (603993) plans to optimize resource release in line with local policies to maximize cobalt value, while Hanrui Cobalt (300618) is controlling order intake to manage sales rhythm [3] - Domestic cobalt raw material inventories are expected to last until the end of the year [3] Group 4 - Luoyang Molybdenum is a leading "mining + trading" company with significant production in tungsten, cobalt, niobium, and molybdenum, and is also a major producer of copper and phosphate fertilizers [4] - The company holds an 80% stake in TFM, one of the largest and highest-grade copper-cobalt mines globally, and a 71.25% stake in KFM, a world-class greenfield copper-cobalt mine [4]

Group 1 - The cobalt export ban from the Democratic Republic of Congo has led to significant impacts on the global cobalt market, with major producers suspending quotes and some halting production due to raw material shortages [1] - If the cobalt export ban is extended, a substantial increase in cobalt prices is expected in the short term [1] - Companies like Luoyang Molybdenum and Hanrui Cobalt are adopting strategies to manage market changes, focusing on resource release and controlling order intake [1] Group 2 - Xiwanda's wholly-owned subsidiary, Qianhai Hongsheng, plans to establish a private equity fund in collaboration with several investment institutions, with a total subscription amount of 30 million yuan, focusing on commercial energy storage projects in China [2] - This investment reflects the company's strategic positioning in the new energy sector, potentially providing new growth opportunities and investment returns [2] Group 3 - Fengshan Group has signed a technology development contract with Tsinghua University, but the development is highly uncertain and unlikely to significantly impact the company's main business or 2025 performance [3] - The company is currently focused on traditional business areas while cautiously exploring the new energy sector, facing intense competition in the market [3]

Core Viewpoint - Luoyang Molybdenum Co., Ltd. has experienced significant stock price fluctuations, with a year-to-date increase of 97.44% but a recent decline of 5.89% over the last five trading days [2]. Company Overview - Luoyang Molybdenum Co., Ltd. was established on December 22, 1999, and listed on October 9, 2012. The company is primarily engaged in the mining, selection, deep processing, trading, and research of precious metals such as molybdenum, tungsten, and gold [2]. - The company's main business revenue composition includes: refined metal product trading (48.56%), concentrate product trading (38.31%), copper (27.14%), cobalt (6.04%), molybdenum (3.12%), phosphorus (2.23%), niobium (1.88%), tungsten (1.17%), and others (0.11%) [2]. Financial Performance - For the first half of 2025, Luoyang Molybdenum achieved operating revenue of 94.773 billion yuan, a year-on-year decrease of 7.83%. However, the net profit attributable to the parent company was 8.671 billion yuan, reflecting a year-on-year increase of 60.07% [2]. - The company has distributed a total of 21.562 billion yuan in dividends since its A-share listing, with 10.576 billion yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Luoyang Molybdenum was 237,500, a decrease of 15.95% from the previous period. The average circulating shares per person remained at 0 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 648 million shares, an increase of 6.949 million shares from the previous period. Other notable shareholders include Huaxia SSE 50 ETF and Huatai-PineBridge CSI 300 ETF, which have also increased their holdings [3].

注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 两融数据显示，该股最新融资余额为27.48亿元，近5日增加2.80亿元，增幅为11.35%。 据天眼查APP显示，洛阳栾川钼业集团股份有限公司成立于1999年12月22日。注册资本427886.20352万 人民币。（数据宝） 9月18日洛阳钼业大宗交易一览 | 成交量 （万 | 成交金额 | 成交价 格 | 相对当日收盘 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | | （万元） | | 折溢价（%） | | | | 股） | | （元） | | | | | 20.00 | 247.60 | 12.38 | 0.00 | 华泰证券股份有限公司北京西三 | 国泰海通证券股 | | | | | | 环国际财经中心证券营业部 | 份有限公司总部 | 洛阳钼业9月18日大宗交易平台出现一笔成交，成交量20.00万股，成交金额247.60万元，大宗交易成交 价为12.38元。该笔交易的买方营业部为华泰证券股份有限公司北京西三环国际财经中心证券营业部， 卖方营业部为国泰海通证券股份有限公司 ...

| 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | | | 华泰证券股份有限 | 国泰海通证券股份 | | 2025-09-18 | 洛阳铝业 | 603993 | 247.6 12.38 | 20 | 公司北京西三环国 | 有限公司总部 | | | | | | | 际财经中心证券营 | | 9月18日，洛阳钼业大宗交易成交20万股，成交额247.6万元，占当日总成交额的0.07%，成交价12.38元，较市场收盘价12.38元持平。 ...

Core Viewpoint - Luoyang Molybdenum achieved a net profit attributable to shareholders of approximately 8.671 billion yuan in the first half of the year, an increase of 3.3 billion yuan, representing a growth rate of 60.07%, setting a new historical high for the same period [1] Financial Performance - In Q2, the net profit attributable to shareholders reached 4.725 billion yuan, a year-on-year increase of 41.24% and a quarter-on-quarter increase of 19.75%, indicating a significant improvement in profitability [1] Business Segments - The copper and cobalt business in H1 2024 saw both volume and price increases, serving as the main growth driver for the company [1] - The acquisition of gold resources has strengthened the company's resource layout, with preliminary assessments suggesting potential for further resource reserve increases [1] Future Outlook - The project is planned to commence production in 2028, with an expected annual output of approximately 11.5 tons of gold [1] - The company maintains a "buy" rating based on its growth prospects and financial performance [1]

Group 1 - The core viewpoint of the news is that Luoyang Molybdenum Co., Ltd. has experienced a significant decline in its stock price, dropping 3.28% on September 18, with a cumulative decline of 7.75% over four consecutive days [1] - As of the report, Luoyang Molybdenum's stock price is 12.38 yuan per share, with a trading volume of 3.324 billion yuan and a turnover rate of 1.53%, resulting in a total market capitalization of 264.862 billion yuan [1] - The company primarily engages in the mining, selection, deep processing, trading, and research of precious metals such as molybdenum, tungsten, and gold, with its main business revenue composition being 48.56% from refined metal product trading and 38.31% from concentrate product trading [1] Group 2 - According to data, Zhongjia Fund has a significant holding in Luoyang Molybdenum, with its Zhongjia Xinxing Mixed A Fund holding 7,700 shares, accounting for 0.12% of the fund's net value, ranking as the eighth largest holding [2] - The fund has incurred a floating loss of approximately 3,234 yuan today, with a total floating loss of 8,008 yuan during the four-day decline [2] - Zhongjia Xinxing Mixed A Fund was established on December 2, 2015, with a latest scale of 51.6921 million yuan, and has achieved a year-to-date return of 3.43% [2] Group 3 - The fund managers of Zhongjia Xinxing Mixed A are Zhong Wei and Pang Zhitong, with Zhong Wei having a tenure of 11 years and 319 days and a total fund asset size of 327 million yuan [3] - During Zhong Wei's tenure, the best fund return was 21.22%, while the worst was 0.36% [3] - Pang Zhitong has a tenure of 1 year and 231 days, managing assets of 94.2527 million yuan, with a best return of 9.35% and a worst return of 3.49% during his tenure [3]

Company Overview - Luoyang Molybdenum Co., Ltd. is primarily engaged in the mining, selection, deep processing, trading, and research of rare metals such as molybdenum, tungsten, and gold [2] - The company was established on December 22, 1999, and went public on October 9, 2012 [2] - The main business revenue composition includes refined metal product trading (48.56%), concentrate product trading (38.31%), copper (27.14%), cobalt (6.04%), molybdenum (3.12%), phosphorus (2.23%), niobium (1.88%), tungsten (1.17%), and others (0.11%) [2] Stock Performance - The stock price of Luoyang Molybdenum has increased by 94.78% year-to-date, with a recent decline of 4.15% over the last five trading days [2] - As of September 18, the stock was trading at 12.46 CNY per share, with a market capitalization of 266.57 billion CNY [1] - The trading volume on September 18 was 4.07 billion CNY, with a turnover rate of 0.19% [1] Financial Performance - For the first half of 2025, Luoyang Molybdenum reported a revenue of 94.77 billion CNY, a year-on-year decrease of 7.83%, while the net profit attributable to shareholders increased by 60.07% to 8.67 billion CNY [2] - The company has distributed a total of 21.56 billion CNY in dividends since its A-share listing, with 10.58 billion CNY distributed in the last three years [3] Shareholder Structure - As of June 30, 2025, the number of shareholders was 237,500, a decrease of 15.95% from the previous period [2] - Major shareholders include Hong Kong Central Clearing Limited, holding 648 million shares, and Huaxia SSE 50 ETF, holding 138 million shares, both of which have increased their holdings compared to the previous period [3]

每经AI快讯，港股有色股跌幅居前，截至发稿，江西铜业股份(00358.HK)跌2.48%，报25.2港元；洛阳 钼业(03993.HK)跌2.85%，报12.28港元；中国铝业(02600.HK)跌2.12%，报7.38港元；紫金矿业 (02899.HK)跌1.26%，报28.14港元。 ...

消息面上，据央视新闻报道，当地时间9月17日，美国联邦储备委员会结束为期两天的货币政策会议， 宣布将联邦基金利率目标区间下调25个基点到4.00%至4.25%之间。尽管美联储如预期降息，但在利率 决议后的新闻发布会上，美联储主席鲍威尔强调，此举并不意味着将开启长期的降息周期；鲍威尔承认 劳动力市场疲软，但认为目前情况不足以让美联储采取更大幅度的降息。 国泰海通证券此前发布研报称，美国8月CPI基本符合预期，叠加就业市场走弱逐渐明显，降息预期持 续升温。流动性拐点预期下，对贵金属和工业金属价格均有明显提振。临近9月议息，静待美联储对后 续降息路径指引，同时中美谈判博弈继续，或放大金属价格波动。该行指出，对于工业金属而言，就业 市场的连续走弱使得市场衰退担忧有所抬头，但考虑内外政策托底，叠加即将进入需求旺季，工业品有 望继续表现。 智通财经APP获悉，有色股跌幅居前，截至发稿，江西铜业股份(00358)跌2.48%，报25.2港元；洛阳钼 业(03993)跌2.85%，报12.28港元；中国铝业(02600)跌2.12%，报7.38港元；紫金矿业(02899)跌1.26%， 报28.14港元。 ...