1月15日晚间，洛阳栾川钼业集团股份有限公司(以下简称"洛阳钼业（603993）")发布业绩预报，预计 2025年实现归属于上市公司股东的净利润为200亿元至208亿元，同比增长47.8%至53.71%；扣非净利润 为204亿元至212亿元，同比增长55.5%至61.6%。 2025年，洛阳钼业提出"多品种、多国家、多阶段"，聚焦"铜+黄金"两极的并购战略，在黄金资源布局 上连续取得重大突破。2025年6月份，该公司完成厄瓜多尔奥丁矿业的收购，该项目正在前期规划中； 12月份，洛阳钼业又宣布以10.15亿美元并购巴西3个黄金资产，预计2026年第一季度完成交割。因此公 司首次将黄金纳入产品序列，明确全年6吨至8吨黄金的产量目标。 洛阳钼业相关负责人表示，2026年，洛阳钼业将围绕"铜+黄金"战略，继续挖掘现有矿山潜力，用精细 化运营提效管理，并继续择机进行全球资源布局。 结合全球经济研判、供求关系变化，洛阳钼业2026年产量指引为：产铜金属76万吨至82万吨；钴金属10 万吨至12万吨；黄金6吨至8吨。如达到指引上限，2026年洛阳钼业将提前实现产铜80万吨目标。 据透露，洛阳钼业目前正积极推进位于刚果(金) ...

Major Events - Giant Bio (02367) received the Medical Device Registration Certificate from the National Medical Products Administration for its recombinant type I α1 collagen and sodium hyaluronate composite solution [1] - Jitu Express-W (01519) plans to subscribe for 226 million H shares of SF Holding and issue 822 million Class B shares to SF Holding [1] - Zijin Mining (02899) signed a cooperation and equity transfer agreement for the Shapingou Molybdenum Mine project [1] - Jiangxi Copper (00358) subsidiary signed an Investment Option Agreement with First Quantum for exploration cooperation in Kazakhstan's mining projects [1] - Derin Holdings (01709) received conditional approval from the CSRC for Derin Securities to provide virtual asset consulting services [1] - GAC Group (02238) subsidiary GAC Trumpchi received 100 million yuan in funding for industrial transformation and development [1] - Juteng International (03336) suspected of a cyber attack and has initiated a comprehensive investigation [1] Operating Performance - China Southern Airlines (01055) increased passenger capacity input by 11.89% year-on-year in December [1] - Air China (00753) reported a 10% year-on-year increase in passenger turnover in December [1] - China Eastern Airlines (00670) saw a 7.61% year-on-year increase in passenger turnover in December [1] - China Metallurgical Group (01618) new contract amount for 2025 is 1,113.6 billion yuan, a decrease of 10.8% year-on-year [1] - ZhongAn Online (06060) projected total original insurance premium income of approximately 35.643 billion yuan for 2025, an increase of 6.66% year-on-year [1] - China General Nuclear Power Corporation (01164) produced a total of 702.5 tons of natural uranium in the fourth quarter [1] - Jiuxing Holdings (01836) reported a 0.8% year-on-year increase in comprehensive income to 388.6 million USD in the fourth quarter [1] - Luoyang Molybdenum (03993) issued a profit warning, expecting annual net profit attributable to shareholders to be between 20 billion and 20.8 billion yuan, an increase of 47.80% to 53.71% year-on-year [1] - Chongqing Iron and Steel (01053) issued a profit warning, expecting a net loss of 2.5 billion to 2.8 billion yuan for 2025 [1] - Huiju Technology (01729) issued a profit warning, expecting annual net profit to increase by approximately 60% to 70% year-on-year [1]

Mergers and Acquisitions - Zhongyuan Nepe announced plans to acquire 59% of its affiliate Zhongyuan Jikean for 143 million yuan, which will make Zhongyuan Jikean a wholly-owned subsidiary and included in the consolidated financial statements [1] - Jinchuan Co. intends to purchase 24% of Anhui Jinsan Molybdenum for 1.731 billion yuan, increasing its stake in the company to 34% [2] Earnings Disclosure - Muyuan Foods expects a net profit decline of 14.93% to 20.21% for 2025, projecting a profit range of 15.1 billion to 16.1 billion yuan [3] - Meijin Energy anticipates a net loss of 850 million to 1.25 billion yuan for 2025, compared to a loss of 1.143 billion yuan in the previous year, primarily due to market conditions affecting coal and coke prices [4] - Luoyang Molybdenum expects a net profit increase of 47.80% to 53.71% for 2025, projecting a profit range of 20 billion to 20.8 billion yuan [5] - Baofeng Energy forecasts a net profit growth of 73.57% to 89.34% for 2025, estimating a profit of 11 billion to 12 billion yuan [6] Shareholding Changes - Jiuzhitang's major shareholder Li Zhenguo plans to reduce his stake by up to 2%, amounting to no more than 16.9256 million shares, to repay due equity pledge financing [7] - Yifan Transmission's chairman Liu Jincheng intends to reduce his stake by up to 3%, comprising a maximum of 777,700 shares through centralized bidding and 1.5553 million shares through block trading [8] - Aidi Te's major shareholders plan to collectively reduce their stake by up to 3%, totaling no more than 3.1969 million shares [9] - Yuhua Tian's controlling shareholder plans to transfer 5% of its shares, amounting to 1.999296 million shares, through a pricing inquiry [10] Regulatory Issues - Tianji Co. received administrative regulatory measures due to multiple violations, including improper goodwill impairment testing and inaccurate financial accounting, with key executives being held responsible [11] - Wenfeng Co. announced that its vice president Qin Guofen has had his detention lifted and is now under a notice of investigation, with the company's operations remaining normal [12]

Core Viewpoint - Luoyang Molybdenum Co., Ltd. plans to use no more than 20 billion RMB of its idle funds for wealth management and entrusted wealth management products, pending shareholder approval [1][4]. Group 1: Investment Plan - The company and its wholly-owned and controlling subsidiaries intend to invest in high-security, liquid wealth management or entrusted wealth management products, excluding structured deposits [4]. - The total investment balance for these products shall not exceed 20 billion RMB (or equivalent foreign currency), with the investment period effective from the date of approval at the 2025 annual general meeting until the 2026 annual general meeting [4]. - The board of directors approved this proposal on January 15, 2026, and it will be submitted for shareholder approval [4]. Group 2: Risk and Returns - The wealth management and entrusted wealth management products are considered to have controllable risks, although the returns may experience slight fluctuations that could impact the company's overall wealth management income [4].

Group 1 - Huasheng Tiancheng's AI-related revenue currently accounts for a low proportion of overall revenue, indicating that it does not significantly impact the company's performance [2] - CICC's merger with Dongxing Securities and Xinda Securities is still undergoing audit work, which has not yet been completed [2] - Xinhua Department Store confirmed that there are no undisclosed major matters related to semiconductor asset injections, addressing market rumors [3] Group 2 - Zhong Rare Metals signed a strategic cooperation agreement with Xian Dao Group to enhance market share and industry influence in rare metals [4] - Zhongtian Rocket reported losses in its carbon/carbon thermal field materials business due to intensified competition in the photovoltaic industry [5] - Zhongyuan Nepe proposed to acquire 59% of Zhongyuan Jikean's equity for 143 million yuan, which will make it a wholly-owned subsidiary [5] Group 3 - Jiangxi Copper's subsidiary signed a cooperation agreement with First Quantum Minerals for exploration projects [6] - China Nuclear Power's Jiangsu Xuwei Nuclear Energy Heating Power Plant's first unit is set to pour its first concrete on January 16, 2026 [6] - ST Aowei's stock may be delisted if it continues to trade below par value [6] Group 4 - Triangle Tire plans to invest 3.219 billion yuan in a new high-performance tire project in Cambodia, expected to generate annual revenue of 2.585 billion yuan [7] - Baoxin Technology intends to publicly sell part of its subsidiary's assets, with a valuation of 50.2334 million yuan [7] - Nong Shang Environment's computing infrastructure project has not progressed as planned due to funding issues [8] Group 5 - Golden Dragon Fish plans to transfer stakes in two subsidiaries to Mars China for a total of 60 million USD, which is expected to impact its 2026 earnings significantly [8] - Jin Dao Technology intends to issue convertible bonds to raise up to 306 million yuan for various projects [8] - Aerospace Information expects a net loss of 700 million to 980 million yuan for 2025 due to industry changes [10] Group 6 - Tianji Co. forecasts a net profit of 70 million to 105 million yuan for 2025, recovering from a previous loss [10] - Muyuan Foods anticipates a net profit decrease of 12.2% to 17.79% for 2025 [11] - SAIC Group expects a net profit increase of 438% to 558% for 2025, driven by sales growth [12] Group 7 - Haolaike expects a significant drop in net profit for 2025, projecting a decrease of 75.16% to 83.23% [13] - Hainan Development anticipates a net loss of 440 million to 565 million yuan for 2025 [13] - Shuangliang Energy expects to report a loss for 2025 [14] Group 8 - Aijian Group also anticipates a loss for 2025 [14] - Meijin Energy forecasts a net loss of 850 million to 1.25 billion yuan for 2025 [14] - Kunlun Wanwei expects to report a loss for 2025 [14] Group 9 - Xue Rong Biological expects a net profit of 29 million to 40 million yuan for 2025, recovering from a previous loss [15] - Xin Nuo Wei anticipates a net loss of 170 million to 255 million yuan for 2025 due to increased R&D expenses [15] - Shengnuo Biological expects a net profit increase of 204.42% to 280.53% for 2025 [16] Group 10 - Longyuan Construction forecasts a net loss of 1 billion to 1.5 billion yuan for 2025 [17] - Kosen Technology expects a net loss of 245 million to 330 million yuan for 2025 [17] - Daqian Ecology anticipates a net loss of 100 million to 120 million yuan for 2025 [17] Group 11 - Lianfa Co. expects a net profit increase of 38.92% to 58.77% for 2025 [18] - Chongqing Steel anticipates a net loss of 2.5 billion to 2.8 billion yuan for 2025, but expects to reduce losses compared to the previous year [18] - Tongxing Technology forecasts a net profit increase of 74.2% to 125.44% for 2025 [19] Group 12 - Siyuan Electric expects a net profit of 3.163 billion yuan for 2025, a 54.35% increase year-on-year [19] - Luoyang Molybdenum expects a net profit increase of 47.8% to 53.71% for 2025 [20] - Nawei Technology anticipates a net profit increase of 54.51% to 75.03% for 2025 [20] Group 13 - Jingjia Micro expects a net loss of 120 million to 180 million yuan for 2025 [21] - Southwest Securities forecasts a net profit increase of 47% to 57% for 2025 [22] - Wankai New Materials expects a net profit of 156 million to 203 million yuan for 2025, recovering from a previous loss [22] Group 14 - Yilian Network anticipates a slight decrease in net profit for 2025, projecting a decline of 0% to 4% [23] - Baofeng Energy expects a net profit increase of 73.57% to 89.34% for 2025 [23] - Sanmei Co. forecasts a net profit increase of 155.66% to 176.11% for 2025 [23] Group 15 - Zhenyu Technology expects a net profit increase of 96.89% to 116.58% for 2025 [24] - Fute Technology anticipates a net profit increase of 121.98% to 164.26% for 2025 [24] - Guoli Electronics expects a net profit increase of 124.89% to 164.57% for 2025 [24] Group 16 - Shenyu Co. expects a slight decrease in net profit for 2025, projecting a decline of 0.05% to 11.37% [25] - Rongchang Biological plans to increase its share repurchase price limit to 116 yuan per share [26] - Defu Technology plans to repurchase shares for 75 million to 150 million yuan [26] Group 17 - ST Chengchang's stock will resume trading on January 16 after completing a trading fluctuation investigation [27] - Zhi Te New Materials will also resume trading on January 16 after confirming no major changes in business operations [27] - Lio Co. will suspend trading starting January 16 for stock fluctuation investigation [27]

Core Viewpoint - Luoyang Molybdenum Co., Ltd. (603993.SH, 03993.HK) is expected to achieve a net profit of 20 billion to 20.8 billion yuan in 2025, marking the first time the company's annual profit exceeds 20 billion yuan, with a year-on-year increase of 47.80% to 53.71% [1] Financial Performance - The company anticipates a net profit attributable to shareholders of 20 billion to 20.8 billion yuan, an increase of 6.468 billion to 7.268 billion yuan year-on-year [1] - The non-recurring net profit is projected to be 20.4 billion to 21.2 billion yuan, reflecting a year-on-year increase of 7.281 billion to 8.081 billion yuan [1] - The growth rates for the non-recurring net profit are expected to be between 55.5% and 61.6% [1] Production Guidance - For 2026, Luoyang Molybdenum has provided production guidance of 760,000 to 820,000 tons of copper, 100,000 to 120,000 tons of cobalt, 11,500 to 14,500 tons of molybdenum, 6,500 to 7,500 tons of tungsten, 10,000 to 11,000 tons of niobium, 1.05 million to 1.25 million tons of phosphate fertilizer, and 6 to 8 tons of gold [1] - The company expects a physical trade volume of 4 million to 4.5 million tons [1] Project Development - Luoyang Molybdenum is actively advancing the construction of the KFM Phase II project in the Democratic Republic of the Congo, which is expected to add an annual copper production capacity of 100,000 tons upon its completion in 2027 [1]

（文章来源：证券日报） 证券日报网讯 1月15日，洛阳钼业发布公告称，公司第七届董事会第九次临时会议审议通过《关于本公 司2025年产量以及2026年生产指引的议案》等多项议案。 ...

人民财讯1月15日电，【热点】 *ST奥维（维权）：公司股票可能因股价低于面值被终止上市。 利欧股份：将核查股票交易波动情况，16日起停牌。 *ST铖昌：停牌核查结束，股票16日复牌。 志特新材：停牌核查结束，股票16日复牌。 中天火箭：公司炭/炭热场材料业务板块出现亏损。 航天发展：控股股东于公司股票交易异动期间减持1226.09万股。 华胜天成：目前涉及AI业务相关收入占公司整体营收比例较低。 天山铝业2025年三季度利润分配预案：拟10派1元。 力生制药2025年前三季度利润分配预案：拟10派3元。 文峰股份：公司副总经理秦国芬解除留置并变更为责令候查。 天晟新材：公司实控人拟变更为尉立东，16日复牌。 中创智领：拟发行可转债募资不超43.5亿元，用于智能移动机器人制造基地等项目。 金道科技：拟发行可转债募资不超3.06亿元，用于智能物流机器人减速器单元建设等项目。 转自：证券时报 【再融资】 【经营业绩】 金奥博：2025年净利润同比预增40.24%—59.58%。 贝斯美（维权）：2025年预盈2368万元—3406万元，同比扭亏。 雪榕生物：2025年预盈2900万元—4000万元，同比扭亏。 天 ...

智通财经APP讯，洛阳钼业(03993)发布公告，预计2025年度实现归属于公司股东的净利润为人民币200 亿元到人民币208亿元，与上年同期相比，将增加人民币64.68亿元到人民币72.68亿元，同比增加 47.80%到53.71%。 公司2025年度业绩同比大幅上升的原因系公司主要产品销量及价格双双上升，叠加营运成本有效控制。 预计2025年度实现归属于公司股东的扣除非经常性损益的净利润为人民币204亿元到人民币212亿元，与 上年同期相比，将增加人民币72.81亿元到人民币80.81亿元，同比增加55.50%到61.60%。 ...

格隆汇1月15日丨洛阳钼业(03993.HK)公告，在2025年1月1日至2025年12月31日的业绩预告期间，经公 司财务部门初步测算：1.预计2025年度实现归属于公司股东的净利润为人民币200亿元到人民币208亿 元，与上年同期相比，将增加人民币64.68亿元到人民币72.68亿元，同比增加47.80%到53.71%。 2.预计2025年度实现归属于公司股东的扣除非经常性损益的净利润为人民币204亿元到人民币212亿元， 与上年同期相比，将增加人民币72.81亿元到人民币80.81亿元，同比增加55.50%到61.60%。公司2025年 度业绩同比大幅上升的原因系公司主要产品销量及价格双双上升，叠加营运成本有效控制。 ...