洛阳钼业方面表示，本次交易符合公司以铜和金为主的投资并购战略规划，有利于进一步培厚公司资源 储备。公司董事长兼首席投资官刘建锋称，公司看好黄金资产的长期市场前景，巴西资源丰富且地缘政 治相对稳定，该项目将与洛阳钼业在巴西的现有业务形成协同。 此次交易预计将于2026年第一季度完成交割，尚需获得巴西及中国相关监管机构的批准。这是继今年4 月收购厄瓜多尔凯歌豪斯金矿后，洛阳钼业在黄金领域的又一次重大布局。公司公告预计，待本次交易 完成，其黄金业务年产量将新增约8吨；待厄瓜多尔项目投产后，公司整体黄金年产量有望突破20吨。 （市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。） 本文源自：市场资讯 洛阳钼业12月15日早间发布公告，宣布其控股子公司CMOC Limited及其下属新设全资子公司，已于北 京时间12月14日与加拿大上市公司Equinox Gold Corp.及其全资子公司签署协议。根据协议，CMOC Limited将以总计10.15亿美元的对价，收购Equinox Gold旗下位于巴西的三座金矿资产100%的权益。 公告显示，此次交易对价包括交割时支付的9亿美元现金， ...

Group 1 - The core viewpoint of the news is that Luoyang Molybdenum Co., Ltd. has shown significant trading activity, with a notable increase in financing and margin trading, indicating strong investor interest [1][2]. Group 2 - On December 12, Luoyang Molybdenum's stock rose by 0.69%, with a trading volume of 4.586 billion yuan. The financing buy-in amount for the day was 320 million yuan, while the financing repayment was 207 million yuan, resulting in a net financing buy of 113 million yuan [1]. - As of December 12, the total balance of margin trading for Luoyang Molybdenum reached 3.459 billion yuan, with the financing balance accounting for 1.12% of the circulating market value, which is above the 90th percentile level over the past year [1]. - In terms of securities lending, on December 12, 236,400 shares were repaid, and 103,000 shares were sold short, with a selling amount of approximately 1.8107 million yuan. The remaining short-selling volume was 1.2617 million shares, with a balance of 22.1807 million yuan, also above the 80th percentile level over the past year [1]. Group 3 - Luoyang Molybdenum Co., Ltd. was established on December 22, 1999, and listed on October 9, 2012. The company primarily engages in the mining, selection, deep processing, trading, and research of precious metals such as molybdenum, tungsten, and gold [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]. - For the period from January to September 2025, Luoyang Molybdenum achieved an operating income 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 [2]. Group 4 - Since its A-share listing, Luoyang Molybdenum has distributed a total of 21.562 billion yuan in dividends, with 10.576 billion yuan distributed in the past three years [3]. - As of September 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 669.5 million shares, an increase of 47.472 million shares compared to the previous period. Other notable shareholders include Huaxia SSE 50 ETF and Haitong Securities [3].

Core Viewpoint - The Shanghai Stock Exchange 180 Index shows a slight increase, with notable gains in key constituent stocks, reflecting a stable market environment amid industrial growth and potential policy changes [1][2]. Group 1: Market Performance - As of December 15, 2025, the Shanghai 180 Index rose by 0.13%, with significant increases in stocks such as China Merchants Energy (up 4.77%) and Ping An Insurance (up 4.62%) [1]. - The Shanghai 180 ETF Index Fund increased by 0.17%, with the latest price reported at 1.2 yuan [1]. Group 2: Industrial Growth - In November, the industrial added value for large-scale enterprises increased by 4.8% year-on-year, driven by advancements in the equipment manufacturing sector [1]. - The equipment manufacturing industry saw a robust growth of 7.7% in added value year-on-year, contributing 56.4% to the overall industrial growth [1]. Group 3: Investment Insights - According to AVIC Securities, the market may remain stable towards the end of the year, with a focus on the impact of potential interest rate hikes by the Bank of Japan on global liquidity [1]. - Recommendations include a balanced allocation between dividend and technology styles, with attention to industries that may experience marginal catalysts, anticipating a "spring rally" [1]. Group 4: ETF Composition - The Shanghai 180 Index consists of 180 securities selected for their large market capitalization and liquidity, reflecting the overall performance of core listed companies in the Shanghai market [2]. - As of November 28, 2025, the top ten weighted stocks in the Shanghai 180 Index account for 26.13% of the index, including major companies like Kweichow Moutai and Ping An Insurance [2].

消息面上，12月15日，洛阳钼业发布公告，洛阳栾川钼业集团股份有限公司(以下简称"公司")控股子公 司洛阳钼业控股有限公司(以下简称"CMOC Limited")及其下属新设全资子公司17536682 Canada Inc.于北 京时间2025年12月14日与加拿大上市公司Equinox Gold Corp.(以下简称"EQX") 及其全资子公司Leagold Mining Corporation签署协议。 智通财经APP获悉，洛阳钼业(03993)逆市涨超3%，截至发稿，涨2.92%，报18.7港元，成交额2.2亿港 元。 CMOC Limited拟以10.15亿美元(包括：交割时支付9亿美元现金，以及在交割一年后与销量挂钩的最高 1.15亿美元的或有现金支付)，通过收购EQX旗下Leagold LatAm Holdings B.V.(以下简称"LatAm") 和 Luna Gold Corp.(以下简称"LGC")100%股权，获得Aurizona金矿、RDM金矿、Bahia综合矿区100% 权 益。 ...

Core Viewpoint - CMOC Limited, a subsidiary of Luoyang Molybdenum Co., Ltd., has signed an agreement to acquire 100% equity of Leagold LatAm Holdings B.V. and Luna Gold Corp. from Equinox Gold Corp. for a total of $1.015 billion, which includes $900 million in cash at closing and up to $115 million in contingent cash payments based on sales performance after one year [2][6] Group 1: Transaction Details - The acquisition includes four operating gold mines: Aurizona, RDM, and the Bahia Complex [3][6] - Aurizona gold mine, located in Maranhão State, Brazil, is expected to produce between 70,000 to 90,000 ounces of gold in 2025 [3][4] - RDM gold mine, situated in Minas Gerais State, Brazil, is projected to yield 50,000 to 60,000 ounces of gold in 2025 [4][6] - The Bahia Complex consists of Fazenda and Santa Luz mines, with a combined production guidance of 125,000 to 145,000 ounces of gold in 2025 [6] Group 2: Resource and Production Insights - The total gold resources from the acquired assets amount to 5.013 million ounces, with an average grade of 1.88 g/t, and gold reserves of 3.873 million ounces at an average grade of 1.45 g/t [6][7] - Fazenda mine has been operational for nearly 40 years, with cumulative gold production exceeding 3.3 million ounces, and its lifespan is expected to extend to 2033 [5][6] - Santa Luz mine employs open-pit mining and has a higher gold recovery rate than previous carbon-in-leach methods [6] Group 3: Strategic Implications - This acquisition marks another significant achievement for Luoyang Molybdenum in the gold sector, following the acquisition of the Odin mine in Ecuador earlier this year [7] - Post-transaction, the company's annual gold production is expected to increase by approximately 8 tons, potentially exceeding 20 tons with the commencement of operations at the Odin mine [7] - The chairman of Luoyang Molybdenum expressed confidence in the long-term market prospects for gold assets, emphasizing the strategic importance of this acquisition in enhancing the company's resource reserves in South America [7]

Core Viewpoint - Company CMOC Limited has signed an agreement to acquire 100% equity of Leagold LatAm Holdings B.V. and Luna Gold Corp. from Equinox Gold Corp. for a total of $1.015 billion, which includes $900 million in cash at closing and up to $115 million in contingent cash payments based on sales after one year [1] Group 1: Acquisition Details - The acquisition involves three gold mining assets: Aurizona Gold Mine, RDM Gold Mine, and Bahia Complex [1] - The total gold resource of the acquired assets is 5.013 million ounces, with an average grade of 1.88 g/t, and total gold reserves of 3.873 million ounces, with an average grade of 1.45 g/t [5] Group 2: Aurizona Gold Mine - Aurizona Gold Mine is located in Maranhão State, Brazil, near Godofredo Viana, and is less than 3 kilometers from the Atlantic Ocean [2] - The expected gold production for Aurizona in 2025 is between 70,000 to 90,000 ounces, with potential peak annual production exceeding 160,000 ounces due to extended mining operations [2] Group 3: RDM Gold Mine - RDM Gold Mine is situated in Minas Gerais State, Brazil, approximately 560 kilometers north of Belo Horizonte [3] - The anticipated gold production for RDM in 2025 is between 50,000 to 60,000 ounces [3] Group 4: Bahia Complex - Bahia Complex consists of Fazenda Gold Mine and Santa Luz Gold Mine, located within 55 kilometers of each other in Bahia State, Brazil [4] - The combined gold production guidance for Bahia Complex in 2025 is between 125,000 to 145,000 ounces, with Fazenda Gold Mine's operational life extended to 2033 based on updated geological data [4]

CMOC Limited 拟以10.15亿美元(包括：交割时支付9亿美元现金，以及在交割一年后与销量挂钩的最高 1.15亿美元的或有现金支付)，通过收购EQX持有的LatAm和LGC 100%股权，获得Aurizona金矿、RDM 金矿、Bahia综合矿区100%权益。 智通财经APP讯， 洛阳钼业(603993.SH)发布公告，公司控股子公司CMOC Limited及其下属新设全资子 公司17536682 Canada Inc.于北京时间2025年12月14日与加拿大上市公司EQX及其全资子公司 Leagold Mining Corporation 签署协议。 公告显示，2025年，Aurizona金矿的黄金产量预计为7万至9万盎司；RDM金矿的黄金产量预计为5万至6 万盎司；Bahia综合矿区的黄金产量指引为12.5万至14.5万盎司；上述资产合计包含黄金资源量501.3万 盎司，平均品位为1.88g/t；黄金储量387.3 万盎司，平均品位为1.45g/t。 本次交易完成后，标的资产LatAm和LGC将纳入公司合并财务报表范围。本次交易涉及的四个金矿均为 在产项目，是继凯歌豪斯金矿后，公司再次在南美布局 ...

Core Viewpoint - CMOC Limited, a subsidiary of Luoyang Molybdenum Co., Ltd., plans to acquire 100% equity of Leagold LatAm Holdings B.V. and Luna Gold Corp. from Equinox Gold Corp. for a total of $1.015 billion, which includes $900 million in cash at closing and up to $115 million in contingent cash payments based on sales performance after one year [1] Group 1: Acquisition Details - The acquisition will provide CMOC Limited with full ownership of the Aurizona gold mine, RDM gold mine, and Bahia integrated mining area [1] - The total consideration for the acquisition is structured as $900 million in cash at closing and a contingent payment of up to $115 million based on sales performance [1] Group 2: Aurizona Gold Mine - Aurizona gold mine is located in Maranhão State, Brazil, near Godofredo Viana, less than 3 kilometers from the Atlantic Ocean [2] - The expected gold production for Aurizona in 2025 is between 70,000 to 90,000 ounces, with potential to extend the mine's life to 11 years and peak annual production exceeding 160,000 ounces [2] Group 3: RDM Gold Mine - RDM gold mine is situated in Minas Gerais State, Brazil, approximately 560 kilometers north of Belo Horizonte [3] - The expected gold production for RDM in 2025 is between 50,000 to 60,000 ounces [3] Group 4: Bahia Integrated Mining Area - The Bahia integrated mining area consists of Fazenda and Santa Luz gold mines, located within 55 kilometers of each other in Bahia State [4] - The combined gold production guidance for the Bahia integrated mining area in 2025 is between 125,000 to 145,000 ounces, with total gold resources of 5.013 million ounces and reserves of 3.873 million ounces [4]

证券代码：603993 证券简称：洛阳钼业 公告编号：2025-068 洛阳栾川钼业集团股份有限公司 关于收购金矿项目的公告 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： 洛阳栾川钼业集团股份有限公司（以下简称"公司"）控股子公司洛阳钼 业控股有限公司（以下简称"CMOC Limited"）及其下属新设全资子公司 17536682 Canada Inc.于北京时间 2025 年 12 月 14 日与加拿大上市公司 Equinox Gold Corp. （以下简称"EQX"）及其全资子公司 Leagold Mining Corporation 签署协议， CMOC Limited 拟以 10.15 亿美元（包括：交割时支付 9 亿美元现金，以及在交 割一年后与销量挂钩的最高 1.15 亿美元的或有现金支付），通过收购 EQX 旗下 Leagold LatAm Holdings B.V.（以下简称"LatAm"）和 Luna Gold Corp.(以下 简称"LGC")100%股权，获得 Aurizona 金矿、 ...

股票代码：603993 股票简称：洛阳钼业 编号：2025—069 洛阳栾川钼业集团股份有限公司 第七届董事会第八次临时会议决议公告 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 担个别及连带责任。 洛阳栾川钼业集团股份有限公司（以下简称"本公司"或"公司"） 第七届董事会第八次临时会议通知于 2025 年 12 月 14 日以电子邮件 方式发出，会议于 2025 年 12 月 14 日以现场结合通讯方式召开。全 体董事一致同意豁免会议通知时限。会议应参加董事 9 名，实际参加 董事 9 名。本次会议的召集、召开符合相关法律法规和本公司《公司 章程》及有关规定，会议决议合法、有效。会议审议通过如下议案： 一、审议通过关于收购金矿项目的议案。 董事会同意公司控股子公司 CMOC Limited 及其下属新设全资子 公司 17536682 Canada Inc.与加拿大上市公司 Equinox Gold Corp. （以下简称"EQX"）及其全资子公司 Leagold Mining Corporation 1 二零二五年十二月十五日 2 签 ...