敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 格隆汇10月9日丨洛阳钼业(03993.HK)公告，洛阳栾川钼业集团股份有限公司股票于2025年9月29日、9 月30日及10月9日连续3个交易日内收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动。 经公司自查，并书面征询控股股东及实际控制人，截至本公告披露日，公司及控股股东、实际控制人均 不存在影响公司股票交易异常波动的重大事项，不存在应披露而未披露的重大信息。 ...

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股票交易異常波動公 告》。 承董事會命 洛陽欒川鉬業集團股份有限公司 劉建鋒 股票代码：603993 股票简称：洛阳钼业 编号：2025-050 洛阳栾川钼业集团股份有限公司 股票交易异常波动公告 董事長 中華人民共和國河南省洛陽市， 二零二五年十月九日 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 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、 ...

今日（10月9日）有色金属板块领涨市场，揽尽有色金属行业龙头的有色龙头ETF（159876）场内价格 盘中飙涨超9%，收涨8.9%，刷新上市以来的高点，收盘涨幅高居全市场ETF涨幅榜第八位！全天成交 额1.71亿元，创历史新高！ ETF放量突破上市高点，或为资金买点信号！事实上，有色龙头ETF（159876）全天获资金实时净申购 1.29亿份！ 成份股狂掀涨停潮！有色龙头ETF（159876）标的指数60只成份股全部涨超1%，40只个股涨超4%，其 中，西部超导、紫金矿业、北方稀土、洛阳钼业、山东黄金、赣锋锂业等16只个股涨停。 值得关注的是，深交所数据显示，上一交易日（9月30日），有色龙头ETF（159876）单日吸金3463万 元，截至9月30日，有色龙头ETF（159876）最新规模3.47亿元，再创历史新高！ 2、铜方面，长假期间大宗商品价格持续上涨。LME铜价强势上涨，于10月3日突破10500美元/吨重要压 力位，并于10月6日创出近一年高点。南华期货指出，节前全球第二大铜矿（印度尼西亚Grasberg铜 矿）事故，或导致今明两年的全球铜矿供应预期急剧收紧，推升了铜金属价格。 3、稀土方面，10 ...

Market Overview - On October 9, the A-share market opened high and closed higher, with the Shanghai Composite Index rising by 1.32% to close at 3933.97 points, marking the highest level since August 2015 [2][3] - The Shenzhen Component Index increased by 1.47% to 13725.56 points, and the ChiNext Index rose by 0.73% to 3261.82 points, both reaching new highs since February 2022 [2][3] Sector Performance - The non-ferrous metals sector has been the standout performer in the A-share market, with a year-to-date increase of 77.56%, outperforming hardware equipment (59.07%) and semiconductors (58.74%) [3] - On October 9, the non-ferrous metals sector surged by 6.67%, with stocks like Western Superconducting (688122.SH) and Northern Rare Earth (600111.SH) hitting the daily limit [5] - Gold prices reached a historical high, with domestic gold jewelry prices exceeding 1160 yuan per gram [6] Investment Trends - Investors are showing a strong interest in resource security and technology competition, which are seen as key structural themes for future market performance [8][9] - The market is expected to maintain a "bull market second phase" with continued inflow of incremental capital, supporting a steady upward trend [9] - Analysts predict that the upcoming quarterly reports will show a rebound in profit growth for most industries, further strengthening market confidence [9] Future Outlook - The consensus among analysts is that the market will experience a "shaking upward" trend, with a focus on resource security and technological advancements as critical investment themes [8][9] - The upcoming Fourth Plenary Session is anticipated to influence market expectations and trading directions [9] - The technology sector is expected to continue its growth trajectory, although there may be short-term valuation concerns [10]

（一）生产经营情况 股票代码：603993 股票简称：洛阳钼业 编号：2025-050 洛阳栾川钼业集团股份有限公司 股票交易异常波动公告 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、股票交易异常波动的具体情况 公司股票于2025年9月29日、9月30日及10月9日连续3个交易日内 收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动。 二、公司关注并核实的相关情况 洛阳栾川钼业集团股份有限公司（以下简称"公司"或"本公司"） 股票于2025年9月29日、9月30日及10月9日连续3个交易日内收盘 价格涨幅偏离值累计超过20%，属于股票交易异常波动。 经公司自查，并书面征询控股股东及实际控制人，截至本公告披 露日，公司及控股股东、实际控制人均不存在影响公司股票交易 异常波动的重大事项，不存在应披露而未披露的重大信息。 敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 针对公司股票交易异常波动，公司对有关事项进行了核查，并书 面征询了本公司控股股东、实际控制人，现将有关情况说明如下： 1、经公 ...

Core Viewpoint - The stock of Luoyang Molybdenum Co., Ltd. experienced an abnormal trading fluctuation, with a cumulative closing price increase exceeding 20% over three consecutive trading days [1] Group 1: Stock Performance - The stock price increased significantly on September 29, September 30, and October 9, 2025, indicating a potential market reaction or speculation [1] - The company confirmed that the trading fluctuation is classified as an abnormal stock trading situation [1] Group 2: Operational Status - The company stated that its production and operational activities are normal, with no significant fluctuations in production costs or sales [1] - There are no undisclosed significant information that could affect the stock price or investor decisions [1] Group 3: Product and Trade Activities - Luoyang Molybdenum primarily produces copper, cobalt, molybdenum, tungsten, niobium, and phosphorus [1] - The company is also engaged in trading various bulk commodities, indicating a diversified business model [1]

Market Performance - On October 9, A-shares opened high and closed higher, with the Shanghai Composite Index rising by 1.32% to 3933.97 points, marking the highest level since August 2015 [2][4] - The Shenzhen Component Index increased by 1.47% to 13725.56 points, and the ChiNext Index rose by 0.73% to 3261.82 points, both reaching new highs since February 2022 [2][4] - A total of 3115 stocks in the market saw gains, indicating a broad-based rally [2] Sector Performance - The non-ferrous metals sector emerged as a standout performer, with a year-to-date increase of 77.56%, outperforming hardware equipment (59.07%) and semiconductors (58.74%) [2] - On October 9, the non-ferrous metals sector surged by 6.67%, with stocks like Western Superconducting (688122.SH) and Northern Rare Earth (600111.SH) hitting the daily limit [6] - Other sectors such as power generation equipment and technology stocks also performed well, with notable gains in semiconductor stocks [4][6] Gold and Precious Metals - International spot gold prices reached a record high of over $4000 per ounce on October 8, leading to significant increases in domestic gold jewelry prices [7] - Multiple gold-related stocks, including Shandong Gold (600547.SH) and Zhongjin Gold (600589.SH), hit historical highs [7] - The rise in gold prices is attributed to global market conditions, including concerns over U.S. government shutdowns and expectations of interest rate cuts [7] Future Market Outlook - Analysts predict a "shaking upward" trend for the market in October, with continued inflow of incremental liquidity and a focus on structural characteristics [9] - The market is expected to maintain a bullish sentiment, with the upcoming Fourth Plenary Session of the 19th Central Committee anticipated to influence market expectations [9][10] - Overall, the market is likely to experience a rebound in earnings growth for most industries due to low base effects from the previous year, reinforcing market confidence [9]

Core Viewpoint - The stock of Luoyang Molybdenum Co., Ltd. experienced an abnormal trading fluctuation, with a cumulative closing price increase exceeding 20% over three consecutive trading days [1] Company Information - Luoyang Molybdenum's main products include copper, cobalt, molybdenum, tungsten, niobium, and phosphorus [1] - The company is also engaged in trading various bulk commodities [1] - As of the announcement date, the company's production and operational activities are normal, with no significant fluctuations in production costs or sales conditions [1] Stock Trading Activity - The stock price deviation was noted on September 29, September 30, and October 9, 2025 [1] - The company conducted a self-examination and consulted with its controlling shareholders and actual controllers, confirming no undisclosed significant information affecting stock trading [1]

Market Overview - The Shanghai Composite Index rose by 1.32% on October 9, with 23 industries experiencing gains, led by the non-ferrous metals and steel sectors, which increased by 7.60% and 3.38% respectively [1] - The non-ferrous metals industry topped the gainers list for the day [1] - The media and real estate sectors saw declines of 1.43% and 1.39% respectively [1] Capital Flow Analysis - The main capital flow showed a net outflow of 19.966 billion yuan across the two markets, with 12 industries experiencing net inflows [1] - The non-ferrous metals industry had the highest net inflow of 5.361 billion yuan, coinciding with its 7.60% increase [1] - The construction and decoration industry also saw a rise of 2.17% with a net inflow of 1.868 billion yuan [1] Non-Ferrous Metals Sector Performance - The non-ferrous metals sector increased by 7.60%, with 131 out of 137 stocks in the sector rising, including 20 stocks hitting the daily limit [2] - The sector had a net inflow of 5.361 billion yuan, with 78 stocks experiencing net inflows, and 22 stocks seeing inflows exceeding 100 million yuan [2] - The top stock in terms of net inflow was Northern Rare Earth, with an inflow of 2.969 billion yuan, followed by Jinli Permanent Magnet and Zhongzhou Special Materials with inflows of 532 million yuan and 449 million yuan respectively [2] Non-Ferrous Metals Sector Outflow - The non-ferrous metals sector also had stocks with significant net outflows, with 8 stocks seeing outflows exceeding 100 million yuan [4] - The largest outflow was from Huayou Cobalt, with a net outflow of 1.202 billion yuan, followed by Zijin Mining and Luoyang Molybdenum with outflows of 837 million yuan and 388 million yuan respectively [4]

Core Insights - The report highlights a strong performance in the A-share market, with major indices achieving significant monthly gains, particularly the ChiNext Index which rose by 12.04% in September [4] - The stock portfolio for October 2025 shows a diverse range of companies with strong investment themes, including overseas expansion, innovative pharmaceuticals, and recovery in the wind power sector [2][3] Company Summaries Huaxin Cement (600801) - The company is actively expanding overseas, aiming to double its cement production capacity from 25 million tons to approximately 50 million tons by 2025 [10] - Despite a slight decline in cement sales, non-cement business segments such as aggregates and concrete have shown significant growth [10] - The company reported a revenue of 34.217 billion yuan in 2024, marking a 1.36% increase year-on-year, with a notable recovery in net profit in the first half of 2025 [10] Luoyang Molybdenum (603993) - The company achieved record high operating performance with a revenue of 94.773 billion yuan and a net profit of 8.671 billion yuan in the first half of 2025, reflecting a 60.07% year-on-year increase [12] - The company is expanding its global footprint, particularly in gold resources, and has successfully acquired a mining project in Ecuador [16] - The diversified product portfolio, including copper and cobalt, positions the company well against market fluctuations [16] Heng Rui Medicine (600276) - The company reported a stable growth in Q2 2025, with a revenue of 8.556 billion yuan, up 12.53% year-on-year, and a net profit of 2.576 billion yuan, up 24.88% [20] - The innovative drug segment is a key driver of growth, contributing significantly to overall revenue [20] - The company is focusing on accelerating the commercialization of new products to enhance future growth [20] CATL (300750) - The company reported a revenue of 178.886 billion yuan in the first half of 2025, with a net profit of 30.485 billion yuan, reflecting a 33.33% increase year-on-year [24] - CATL continues to innovate with new products in the electric vehicle battery sector, maintaining a strong market position [24] - The company is expanding its production capacity and has significant cash reserves to support its growth strategy [24] Goldwind Technology (002202) - The company achieved a revenue of 28.537 billion yuan in the first half of 2025, a 41.26% increase year-on-year, with a notable improvement in profitability [29] - The sales of large wind turbine units have significantly increased, with a sales capacity of 10.64 GW, up 106.60% year-on-year [29] - The international business segment has also seen substantial growth, with a revenue increase of 75.34% [29] XCMG Machinery (000425) - The company reported a revenue of 54.808 billion yuan in the first half of 2025, a growth of 8.04% year-on-year, with a net profit of 4.358 billion yuan [34] - The company is focusing on expanding its overseas business, which now accounts for 46.61% of total revenue [34] - The growth in demand for earth-moving machinery and the recovery in the lifting machinery sector are key highlights [34] Inovance Technology (300124) - The company reported a revenue of approximately 9 billion yuan in the first half of 2025, with a 50% increase in its new energy business [38] - The company is leveraging its multi-platform and customized solutions to enhance its market position [38] - Significant growth in international sales, particularly in emerging markets, is noted [38] Changdian Technology (600584) - The company achieved a revenue of 18.605 billion yuan in the first half of 2025, a 20.14% increase year-on-year, despite a decline in net profit [43] - Changdian Technology is recognized as a leading player in advanced packaging technology within the semiconductor industry [43] - The company is focusing on automotive electronics and has seen a 34.2% increase in revenue from this segment [43] Luxshare Precision (002475) - The company reported a revenue of 1245.03 billion yuan in the first half of 2025, with a net profit of 6.644 billion yuan, reflecting a 23.13% increase [48] - The consumer electronics segment continues to grow steadily, with significant contributions from new product launches [48] - The automotive business has shown remarkable growth, with an 82.07% increase in revenue [48] Kingsoft Office (688111) - The company is focusing on integrating AI technologies into its office solutions, aiming to enhance productivity and user experience [49] - The report indicates a strong market position and growth potential in the AI-driven office software sector [49]