Group 1 - The stock price of Luoyang Molybdenum Co., Ltd. (洛阳钼业) fell by 6.2% in the A-share market [1] - The stock price of Luoyang Molybdenum Co., Ltd. decreased by 5.4% in the Hong Kong stock market [1]

Group 1: Precious Metals - The financial attributes of precious metals, particularly gold, are expected to continue to shine, driven by ongoing central bank purchases and a shift in global credit dynamics, with gold prices projected to rise significantly [4][13][36] - Central banks' gold purchases are anticipated to increase from 5% to 21% of global gold demand from 2020 to 2024, with a peak of 23% in 2022, indicating a strong demand for gold as a safe asset [13][19] - Gold prices are projected to exceed $6,000 per ounce by 2026, supported by central bank buying and a decline in real interest rates [33][36][46] Group 2: Industrial Metals - The demand for industrial metals, particularly aluminum and copper, is expected to remain robust, with aluminum nearing production capacity limits domestically and limited supply growth internationally [4][54] - The copper market is facing significant supply disruptions, with major mines experiencing production cuts due to various operational challenges, leading to a tight supply outlook [53][54] - The overall copper production is projected to grow modestly, with a year-on-year increase of 2.5% in 2024 and 1.2% in 2025, but supply constraints may limit growth potential [54][72] Group 3: Minor Metals - Strategic minor metals such as lithium, cobalt, and tungsten are experiencing a revaluation due to increasing demand from energy storage and electric vehicle sectors [5][48] - The lithium industry is expected to see a reversal in its cycle earlier than anticipated, driven by high demand for energy storage solutions [5] - Cobalt supply is tightening significantly, leading to a notable price increase, while nickel prices are supported by clear cost structures and increasing supply disruptions [5][48]

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关于对下属子公司及合 營公司提供担保的公告》。 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， 二零二六年三月十八日 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 证券代码：603993 证券简称：洛阳钼业 公告编号：2026-012 洛阳栾川钼业集团股份有限公司 关于对下属子公司及合营公司提 ...

Group 1 - The company, Luoyang Molybdenum (SH 603993), announced a total external guarantee amount of RMB 29.53 billion, with guarantees to wholly-owned subsidiaries amounting to RMB 28.949 billion, representing 41.58% of the company's most recent audited net assets [1] - As of the announcement date, the exchange rate is approximately 6.89 RMB per USD based on the People's Bank of China's published rate on March 18, 2026 [1] Group 2 - The private credit fund sector is experiencing a redemption wave, with major firms only able to pay out about 70% of obligations, raising concerns reminiscent of the 2008 financial crisis [1] - The ongoing Middle East conflict and a record high in private credit defaults in the U.S. are contributing factors to the current market conditions [1]

证券代码：603993 证券简称：洛阳钼业 公告编号：2026-012 洛阳栾川钼业集团股份有限公司 关于对下属子公司及合营公司提供担保的公告 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。 重要内容提示： 担保对象及基本情况 | 被担保人名称 | 本次担保金额 | | 实际为其提供的担保余额 | 是否在前期 | 本次担保是 | | --- | --- | --- | --- | --- | --- | | | | | （不含本次担保金额） | 预计额度内 | 否有反担保 | | 上海董禾商贸有限公司 | 万美元 5000 | 2.65 | 亿元人民币 | 是 | 否 | | 海南钼兴商贸有限公司 | | 2.72 | 亿元人民币 | 是 | 否 | | 上海董禾商贸有限公司 | 5000 万美元 | 2.65 | 亿元人民币 | 是 | 否 | | 海南钼兴商贸有限公司 | | 2.72 | 亿元人民币 | 是 | 否 | | 埃珂森（上海）企业管理有限公司 | 1200 万美元 | 3.54 | 亿美元 | 是 | 否 | ...

Core Viewpoint - Luoyang Molybdenum Co., Ltd. is a significant player in the non-ferrous metal mining industry, focusing on the extraction and processing of various metals, including molybdenum, tungsten, gold, cobalt, and phosphorus, with a comprehensive integrated industrial chain [2][12][19]. Company Overview - Luoyang Molybdenum was established on December 22, 1999, and listed on October 9, 2012. The company is located in Luoyang, Henan Province, China [19]. - The main business activities include mining, selection, smelting, deep processing, and trading of precious metals [19]. - The 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%) [19]. Production and Financial Performance - The company is the world's second-largest producer of cobalt and the largest producer of tungsten, as well as a leading copper producer [2][12]. - For the period from January to September 2025, Luoyang Molybdenum achieved a revenue of 145.485 billion yuan, a year-on-year decrease of 5.99%, while the net profit attributable to shareholders increased by 72.61% to 14.280 billion yuan [9][20]. - The company has a significant presence in Brazil, being the second-largest producer of phosphate fertilizer, with a phosphate-related product revenue of 2.834 billion yuan in 2017, accounting for 11.82% of total revenue [3][12]. Recent Developments - The company has an 80% stake in the NPM copper mine in Australia, which produced 16,000 ounces of gold in 2022, with a production guidance of 25,000 to 27,000 ounces for 2023, representing a year-on-year increase of 56% to 69% [2][12]. - In 2025, the company plans to complete the acquisition of Ecuador's Odin Mining (Kaigehaos Gold Mine) and expedite development, aiming for production before 2029 [2][12]. Market Activity - On March 18, 2023, Luoyang Molybdenum's stock price decreased by 0.05%, with a trading volume of 3.605 billion yuan and a turnover rate of 1.07%, resulting in a total market capitalization of 415.264 billion yuan [1][11]. - The stock has shown a net outflow of 99.9195 million yuan today, with a lack of clear trends in major shareholder movements [4][15]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 304,200, up by 28.08% from the previous period [9][20]. - Major shareholders include Hong Kong Central Clearing Limited, which holds 695 million shares, an increase of 47.472 million shares compared to the previous period [20].

Core Viewpoint - Luoyang Molybdenum (03993.HK) announced a board meeting scheduled for March 27, 2026, to consider and approve the release of the company's and its subsidiaries' annual performance for the year ending December 31, 2025, and to propose the distribution of a final dividend, along with addressing any other matters [1] Group 1 - The board meeting is set for March 27, 2026 [1] - The meeting will focus on the annual performance for the year ending December 31, 2025 [1] - The company plans to propose a final dividend during this meeting [1]

Core Viewpoint - Luoyang Molybdenum (03993.HK) announced a board meeting scheduled for March 27, 2026, to consider and approve the release of the annual results for the year ending December 31, 2025, and to propose a final dividend, along with addressing any other matters [1] Group 1 - The board meeting will focus on the approval of the company's annual performance and final dividend proposal [1] - The meeting is set to take place on a Friday, which may indicate a strategic timing for investor communications [1] - The financial results will cover the fiscal year ending December 31, 2025, highlighting the company's future performance outlook [1]

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 零二六年三月二十七日（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十二月三十一日止年度的全年業 績及建議派發末期股息，以及處理任何其他事項。 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 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 於本公告日期，本公司之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）；本公司之非執行董事為林久新先生、蔣理先生及馬飛先生；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 中華人民共和國河南省洛陽市 二零二六年三月十七日 ...

有色金属ETF基金（516650）业绩比较基准为中证细分有色金属产业主题指数收益率，管理人为华夏基 金管理有限公司，基金经理为单宽之，成立（2021-06-09）以来回报为114.30%，近一个月回报为 0.12%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 来源：新浪基金∞工作室 3月16日，有色金属ETF基金（516650）开盘跌1.59%，报2.108元。有色金属ETF基金（516650）重仓股 方面，紫金矿业开盘跌2.04%，洛阳钼业跌2.83%，北方稀土跌0.04%，华友钴业跌0.72%，中国铝业涨 0.71%，赣锋锂业跌0.29%，山东黄金跌2.17%，云铝股份涨0.72%，中金黄金跌2.50%，天齐锂业跌 0.46%。 ...