人民财讯1月15日电，洛阳钼业（603993）1月15日公告，预计2025年度实现归属于上市公司股东的净利 润为200亿元到208亿元，同比增加47.8%到53.71%。2025年业绩同比大幅上升的原因系公司主要产品量 价齐升、运营成本有效管控。 ...

每经AI快讯，1月15日，洛阳钼业（603993）(603993.SH)公告称，洛阳钼业预计2025年度归属于上市公 司股东的净利润为200亿元到208亿元，同比增加47.80%到53.71%。报告期内，公司主要产品量价齐 升，运营成本有效管控，推动业绩同比大幅增长。 ...

格隆汇1月15日｜洛阳钼业公告，公司预计2025年度实现归属于上市公司股东的净利润为人民币（下 同）200亿元到208亿元，与上年同期（法定披露数据，下同）相比增加64.68亿元到72.68亿元，同比增 加47.80%到53.71%。预计2025年度实现归属于上市公司股东的扣除非经常性损益的净利润为204亿元到 212亿元，与上年同期相比增加72.81亿元到80.81亿元，同比增加55.50%到61.60%。公司2025年业绩同 比大幅上升的原因系公司主要产品量价齐升、运营成本有效管控。 ...

洛阳钼业1月15日公告，预计2025年度归属于上市公司股东的净利润为200亿元到208亿元，同比增加 47.80%到53.71%。报告期内，公司主要产品量价齐升，运营成本有效管控，推动业绩同比大幅上升。 ...

洛阳钼业公告，公司预计2025年度实现归属于上市公司股东的净利润为人民币（下同）200亿元到208亿 元，与上年同期（法定披露数据，下同）相比增加64.68亿元到72.68亿元，同比增加47.80%到53.71%。 预计2025年度实现归属于上市公司股东的扣除非经常性损益的净利润为204亿元到212亿元，与上年同期 相比增加72.81亿元到80.81亿元，同比增加55.50%到61.60%。公司2025年业绩同比大幅上升的原因系公 司主要产品量价齐升、运营成本有效管控。 ...

洛阳钼业公告，预计2025年度归属于上市公司股东的净利润为200亿元到208亿元，同比增加47.80%到 53.71%。报告期内，公司主要产品量价齐升，运营成本有效管控，推动业绩同比大幅增长。 （文章来源：第一财经） ...

Core Viewpoint - Luoyang Molybdenum Co., Ltd. is experiencing a positive market response, with a 3.22% increase in stock price and a total market capitalization of 514.53 billion yuan, indicating strong investor interest in the company [1]. Company Overview - Luoyang Molybdenum is the second-largest cobalt producer globally, primarily selling cobalt products such as cobalt hydroxide in international markets [2]. - The company operates in the non-ferrous metal mining industry, focusing on the extraction, smelting, and deep processing of metals including copper, molybdenum, tungsten, cobalt, niobium, and phosphorus, and is among the top five molybdenum producers and the largest tungsten producer globally [2]. - The company has a comprehensive integrated industrial chain and is also the second-largest producer of phosphorus fertilizer in Brazil [2]. Financial Performance - For the first nine months of 2025, Luoyang Molybdenum reported a revenue of 145.49 billion yuan, a year-on-year decrease of 5.99%, while the net profit attributable to shareholders increased by 72.61% to 14.28 billion yuan [8]. - The company has distributed a total of 21.56 billion yuan in dividends since its A-share listing, with 10.58 billion yuan distributed over the past three years [9]. Production and Growth Prospects - The company holds an 80% stake in the NPM copper-gold mine in Australia, with gold equity production of 16,000 ounces in 2022 and a guidance of 25,000 to 27,000 ounces for 2023, representing a year-on-year increase of 56% to 69% [3]. - Luoyang Molybdenum is actively expanding its gold resources, having completed the acquisition of Ecuador's Odin Mining (Kaigehaos Gold Mine) and is progressing towards production by 2029 [3]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 304,200, reflecting a growth of 28.08% compared to the previous period [8]. - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable changes in their holdings [9].

Core Viewpoint - Precious metal prices continue to reach new highs, driving the strength of non-ferrous metal stocks in the A-share market, particularly Luoyang Molybdenum (603993.SH), which has seen significant price increases and is included in the "Betting on China" top ten core assets list for 2026 [1] Group 1: Stock Performance - Luoyang Molybdenum's stock price increased over 5% to reach 24.55 yuan, setting a new historical high [1] - The stock has cumulatively risen 210% in 2025 and has gained nearly 22% in the first nine trading days of this year [1] Group 2: Company Strengths - Luoyang Molybdenum holds approximately 23% of the global cobalt reserves and possesses world-class copper-cobalt mining clusters, with core mines having copper and cobalt grades significantly above industry averages [1] - The KFM Phase II production will add an additional 100,000 tons of copper capacity, supported by the Congo (Kinshasa) cobalt export quota benefits, which will enhance performance growth [1] Group 3: Cost Management and Business Model - The company leverages resource endowment advantages and digital reforms to reduce costs, maintaining relatively low copper production costs [1] - The "mining + trading" model helps to smooth out cyclical fluctuations, giving the company a leading risk resistance capability in the industry [1] Group 4: Market Opportunities - The demand for copper and cobalt is benefiting from the expansion of the new energy sector [1] - The completion of the Brazilian gold mine acquisition and the layout of the Ecuadorian gold mine are establishing a "copper-gold dual pole" strategy [1] - H-share equity incentives are tied to the core team, indicating strong long-term growth certainty [1]

Group 1 - Precious metal prices have risen collectively, boosting the performance of non-ferrous metal stocks in the A-share market [1] - Luoyang Molybdenum (603993.SH) was included in the "Betting on China" top ten core assets list for 2026, with a 4.3% increase to 23.78 yuan, reaching a historical high [1] - The stock has cumulatively increased by 210% in 2025 and over 18% in the first eight trading days of this year [1] Group 2 - Luoyang Molybdenum holds approximately 23% of global cobalt reserves and possesses world-class copper-cobalt mining clusters [1] - The KFM Phase II production will add 100,000 tons of copper capacity, supported by the Congo (Kinshasa) cobalt export quota [1] - The company benefits from resource endowment advantages and digital reforms to reduce costs, maintaining relatively low copper production costs [1] Group 3 - The "mining + trading" model smooths out cyclical fluctuations, providing industry-leading risk resistance [1] - Copper and cobalt are benefiting from the expansion of demand in the new energy sector [1] - The acquisition of Brazilian gold mines and the layout of Ecuadorian gold mines create a "copper-gold dual pole" strategy [1] - H-share equity incentives are tied to the core team, indicating strong long-term growth certainty [1]

| | | | 交易日期 证券简称 | | 证券代码 | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | | 卖出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | | 026-01-13 | 洛阳相业 | 603993 | 22.8 2736 120 | 公開建築格格室 | 公營是黎醫與幫 | | ко | 1月13日，洛阳钼业大宗交易成交120万股，成交额2736万元，占当日总成交额的0.5%，成交价22.8元， 较市场收盘价22.8元持平。 ...