Core Viewpoint - Luoyang Molybdenum (603993) announced plans to hold a semi-annual performance briefing on August 25, 2025, from 15:00 to 16:00 [1] Company Summary - The company is scheduled to conduct a performance explanation meeting for the first half of 2025 [1]

Group 1 - The core viewpoint of the articles highlights the performance and market position of Luoyang Molybdenum Co., Ltd., which has a closing price of 11.11 yuan, a 4.12% increase, and a rolling PE ratio of 15.43 times, with a total market capitalization of 237.69 billion yuan [1] - The company ranks 5th in the small metals industry, which has an average PE ratio of 68.26 times and a median of 66.32 times [1] - As of the first quarter of 2025, 212 institutions hold shares in Luoyang Molybdenum, with a total holding of 422.579 million shares valued at 3.558 billion yuan [1] Group 2 - Luoyang Molybdenum's main business includes mining and processing of base and rare metals, with key products such as molybdenum, tungsten, copper, cobalt, niobium, and phosphate [1] - The latest financial results for the first quarter of 2025 show an operating revenue of 46.006 billion yuan, a year-on-year decrease of 0.25%, and a net profit of 3.946 billion yuan, reflecting a year-on-year increase of 90.47%, with a gross profit margin of 22.33% [1] - The PE ratios of other companies in the industry range from 15.43 times for Luoyang Molybdenum to 42.96 times for Zhongtung High-tech, indicating a significant disparity in valuation within the sector [2]

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* 方式：上證路演中心（http://roadshow.sseinfo.com）視頻直播和網絡互動 3. 參加人員 參加業績說明會的人員為本公司獨立非執行董事和管理層。 截至2025年6月30日半年度業績說明會 1. 業續說明會類型 洛陽欒川鉬業集團股份有限公司（「本公司」）將於2025年8月25日（星期一） 15:00-16:00舉行本公司截至2025年6月30日止半年度業績（「半年度業績」）之 業績說明會（「業績說明會」）。業績說明會將通過上海證券交易所上證路演中 心提供的網上平台採取視頻直播和網絡互動方式舉行，藉此，本公司將與投 資者就半年度業績及本公司的營運進行交流。 為了加強投資者的交流互動及讓投資者對本公司表現作出評價，歡迎本公司 股東及投資者參加本次網上說明會。 2. 網上說明會的召開時間及方式 時間：2025年8月25日（星期一）15:00-16:00 ...

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召開2025年半年度 業績說明會的公告》《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， 二零二五年八月十五日 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 证券代码：603993 证券简称：洛阳钼业 编号：2025-043 本次投资者说明会以视频结合网络互 ...

Core Viewpoint - The recent mid-year performance reports from several Hong Kong-listed non-ferrous metal companies show significant profit increases, driven by rising prices and production of metals like copper and gold [1][4]. Group 1: Company Performance - China Gold International reported a revenue of $580 million, a year-on-year increase of 178%, and a net profit of $202 million, marking a turnaround from losses [2]. - The company achieved a record high quarterly revenue of $307 million in Q2, with a net profit of $116 million, also reflecting a significant year-on-year improvement [2]. - Minmetals Resources announced a net profit of $566 million for the first half of 2025, a more than 600% increase compared to $79.5 million in the same period of 2024 [3]. - Zijin Mining is expected to report a net profit of approximately $32 billion for the first half of 2025, an increase of about 54% from $15.1 billion in the same period last year [3]. Group 2: Metal Prices and Market Trends - The performance growth of companies like Zijin Mining, Minmetals Resources, and China Gold International is primarily attributed to the rising prices of copper, gold, and silver [4]. - In the first half of the year, LME copper prices increased by 12.66%, while COMEX gold and silver prices rose by over 25% [4]. - The demand for copper is expected to surge due to its applications in electric vehicles and data centers, with projections indicating that demand could rise from approximately 500,000 tons annually to nearly 3 million tons by 2050 [4]. Group 3: Supply and Demand Dynamics - There is a projected global copper supply gap of 10 million tons over the next decade, indicating a tightening supply situation [5]. - The transition in the Federal Reserve's monetary policy is anticipated to lower the dollar index and U.S. Treasury yields, which may support copper's financial attributes [5]. - The demand for gold is bolstered by geopolitical tensions and increasing central bank reserves, with expectations of continued upward pressure on gold prices due to anticipated interest rate cuts [6].

Core Viewpoint - The article highlights the significant performance growth of several metal companies in Hong Kong, driven by rising prices and production of metals such as copper and gold [1][2]. Group 1: Company Performance - China Gold International reported a revenue of $580 million for the first half of the year, a year-on-year increase of 178%, and a net profit of $202 million, marking a turnaround from losses [3]. - Minmetals Resources announced a net profit of $566 million for the six months ending June 30, 2025, representing over 600% growth compared to $79.5 million in the same period of 2024 [4]. - Zijin Mining is expected to achieve a net profit of approximately 23.2 billion yuan for the first half of 2025, an increase of about 8.1 billion yuan or 54% compared to 15.1 billion yuan in the same period last year [4]. Group 2: Metal Price Trends - The performance growth of companies like Zijin Mining, Minmetals Resources, and China Gold International is attributed to the rising prices of metals such as copper, gold, and silver [6]. - In the first half of the year, LME copper prices increased by 12.66%, while COMEX gold and silver prices rose by over 25% [6]. - The demand for copper is expected to surge due to its applications in electric vehicles and data centers, with a projected increase in demand from 500,000 tons to nearly 3 million tons annually by 2050 [6]. Group 3: Market Outlook - The global copper supply is facing a significant shortfall, with an estimated gap of 10 million tons over the next decade [6]. - The shift in the Federal Reserve's monetary policy is anticipated to lower the dollar index and U.S. Treasury yields, which could enhance copper's financial attributes [6]. - Gold prices are expected to rise due to geopolitical tensions and increasing central bank reserves, with market expectations of potential interest rate cuts in 2025 [7].

证券代码：603993 证券简称：洛阳钼业 编号：2025-043 洛阳栾川钼业集团股份有限公司（以下简称"公司"）拟于 2025 年 8 月 22 日盘后发布公司 2025 年半年度报告。为便于广大投资者更 全面深入地了解公司 2025 年上半年经营成果、财务状况，公司计划 于 2025 年 08 月 25 日 （星期一） 15:00-16:00 举行 2025 年半年度 1 会议召开时间：2025 年 08 月 25 日 （星期一） 15:00-16:00 会议召开地点：上海证券交易所上证路演中心（网址： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心视频直播和网络互动 业绩说明会，就投资者关心的问题进行交流。 一、 说明会类型 洛阳栾川钼业集团股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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： 投资者可于 2025 年 08 月 18 日 （星期一） 至 08 月 22 日 （星 期五）16:00 前登录上证 ...

股票代码：603993 股票简称：洛阳钼业 编号：2025—044 洛阳栾川钼业集团股份有限公司 关于对外担保计划的公告 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： 一、担保审批及授权情况 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41亿元的担保。 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23.02%。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 ...

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, cobalt, and copper, with a strong market position globally [2][6]. Company Overview - Luoyang Molybdenum is one of the top five molybdenum producers and the largest tungsten producer globally, as well as the second-largest cobalt and niobium producer [2]. - The company has a comprehensive integrated industrial chain, covering mining, smelting, and deep processing of metals [2]. - The company was established on December 22, 1999, and went public on October 9, 2012 [6]. Financial Performance - For the first quarter of 2025, Luoyang Molybdenum reported a revenue of 46.006 billion yuan, a slight decrease of 0.25% year-on-year, while net profit attributable to shareholders increased by 90.47% to 3.946 billion yuan [7]. - The company has distributed a total of 21.562 billion yuan in dividends since its A-share listing, with 10.576 billion yuan in the last three years [8]. Market Activity - On August 15, the stock price of Luoyang Molybdenum increased by 4.12%, with a trading volume of 3.3 billion yuan and a market capitalization of 237.691 billion yuan [1]. - The stock is ranked 29th in terms of market popularity on the Sina Finance A-share market [1]. Business Segments - The main business segments include the mining and processing of precious metals such as molybdenum, tungsten, and gold, with a growing contribution from gold and silver products to revenue and profit [2]. - The company holds a 30% stake in a nickel metal wet smelting project in Indonesia, which has been operational since December last year and is currently ramping up production [2]. Shareholder Structure - As of March 31, 2025, the number of shareholders was 282,600, a decrease of 12.99% from the previous period [7]. - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable reductions in their holdings [8].

Core Insights - The rare metals theme index rose by 2.12% as of August 15, 2025, with significant gains in constituent stocks such as Zhongke Sanhuan (up 8.73%) and Platinum New Materials (up 8.02%) [1][3] - The rare metals ETF (562800) also saw a half-day increase of 2.12%, indicating strong market interest [1] Trading Activity - The rare metals ETF had a turnover rate of 4.49% with a half-day trading volume of 64.58 million yuan [3] - Over the past week, the ETF averaged daily trading of 127 million yuan, ranking first among comparable funds [3] - The ETF's scale increased by 143 million yuan in the past week, also the highest among comparable funds [3] - The ETF's shares grew by 19.5 million in the past week, marking significant growth and leading in new share issuance among comparable funds [3] - In the last five trading days, the ETF attracted a total of 125 million yuan in inflows [3] Performance Metrics - As of August 14, 2025, the rare metals ETF's net value increased by 65.05% over the past year, ranking 354 out of 2961 index stock funds, placing it in the top 11.96% [3] - The ETF achieved a maximum monthly return of 24.02% since inception, with the longest consecutive monthly gain being three months and a maximum cumulative increase of 29.68% [3] - The average return during rising months was 8.13% [3] - The ETF outperformed its benchmark with an annualized excess return of 8.17% over the past three months [3] Key Holdings - As of July 31, 2025, the top ten weighted stocks in the rare metals theme index included Northern Rare Earth, Salt Lake Co., Luoyang Molybdenum, and others, collectively accounting for 55.85% of the index [3] Market Developments - The shutdown of the world's largest single lithium mica mine operated by CATL due to expired mining licenses is expected to increase lithium prices and reduce supply, impacting manufacturers of cathode materials, battery manufacturers, and end vehicle manufacturers [4] - Despite a currently relaxed lithium carbonate market, the uncertainty in resource availability reinforces the "lithium scarcity" narrative, favoring leading companies with compliant mining licenses [4] - Tungsten product prices are reaching new highs due to decreased supply from domestic quotas and environmental inspections, while international supply increases are below expectations [5]