Core Viewpoint - Luoyang Molybdenum Co., Ltd. has seen a stock price increase of 5.35%, reaching 16.94 CNY per share, with a trading volume of 1.768 billion CNY and a turnover rate of 0.61%, resulting in a total market capitalization of 362.42 billion CNY [1] Company Overview - Luoyang Molybdenum Co., Ltd. was established on December 22, 1999, and listed on October 9, 2012. The company is primarily engaged in the mining, selection, deep processing, trading, and research of precious metals such as molybdenum, tungsten, and gold [1] - The revenue composition of the company 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%) [1] Fund Holdings - According to data, one fund under Shangyin Fund holds a significant position in Luoyang Molybdenum. The Shangyin National Index Free Cash Flow A Fund (024073) held 65,300 shares in the third quarter, accounting for 4.49% of the fund's net value, making it the fifth-largest holding [2] - The Shangyin National Index Free Cash Flow A Fund was established on June 26, 2025, with a current scale of 6.564 million CNY and has achieved a return of 14.73% since inception [2] - The fund managers, Lu Yang and Huang Huang, have tenures of 11 years and 1 year respectively, with varying performance metrics during their management periods [2]

Core Insights - Luoyang Molybdenum Co., Ltd. experienced a 1.53% decline in stock price on November 11, with a trading volume of 2.19 billion yuan [1] - The company reported a net financing outflow of 59.61 million yuan on the same day, with a total financing and securities balance of 3.57 billion yuan [1][2] - For the period from January to September 2025, the company achieved a revenue of 145.49 billion yuan, a year-on-year decrease of 5.99%, while net profit attributable to shareholders increased by 72.61% to 14.28 billion yuan [2] Financing and Securities - On November 11, Luoyang Molybdenum had a financing buy-in of 206 million yuan, with a financing balance of 3.55 billion yuan, representing 1.26% of its market capitalization [1] - The financing balance is above the 90th percentile of the past year, indicating a high level of financing activity [1] - The company also had a securities lending balance of 18.19 million yuan, with a lending volume that exceeds the 80th percentile of the past year [1] Shareholder Information - As of September 30, 2025, the number of shareholders increased to 304,200, reflecting a growth of 28.08% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 4.75 million shares, and several ETFs that adjusted their positions [3]

Group 1 - JPMorgan Chase & Co. reduced its stake in Luoyang Molybdenum Co., Ltd. by selling 2.517 million shares at an average price of HKD 16.4109 per share, totaling approximately HKD 41.31 million [1] - After the reduction, JPMorgan's total holdings in Luoyang Molybdenum decreased to 234,243,043 shares, representing a decrease in ownership percentage from 6.01% to 5.95% [1]

Group 1 - JPMorgan reduced its stake in Luoyang Molybdenum (603993)(03993) by 2,517,461 shares at a price of HKD 16.4109 per share, totaling approximately HKD 41.3138 million [1] - After the reduction, JPMorgan's latest holding is approximately 234 million shares, representing a holding percentage of 5.95% [1]

Core Insights - A significant block trade occurred for Luoyang Molybdenum on November 7, with a volume of 180,000 shares and a transaction value of 2.9772 million yuan, at a price of 16.54 yuan per share [1] - Over the past three months, the stock has seen a total of six block trades, amounting to a cumulative transaction value of 344 million yuan [1] Trading Performance - The closing price of Luoyang Molybdenum on the day of the block trade was 16.54 yuan, reflecting a decrease of 0.18% [1] - The daily turnover rate was 0.93%, with a total trading volume of 2.686 billion yuan, and a net outflow of main funds amounting to 36.1264 million yuan [1] - Over the past five days, the stock has experienced a cumulative decline of 2.93% [1] Financing Data - The latest margin financing balance for Luoyang Molybdenum is 3.537 billion yuan, which has increased by 185 million yuan over the past five days, representing a growth rate of 5.51% [1] Company Background - Luoyang Molybdenum Co., Ltd. was established on December 22, 1999, with a registered capital of 4.2788620352 billion yuan [1]

Group 1 - The core transaction on November 7 involved a block trade of 180,000 shares of Luoyang Molybdenum Co., with a transaction value of 2.9772 million yuan and a price of 16.54 yuan per share, reflecting no premium or discount compared to the closing price [2][3] - Over the past three months, Luoyang Molybdenum has recorded a total of six block trades, amounting to a cumulative transaction value of 344 million yuan [2] - The closing price of Luoyang Molybdenum on the day of the transaction was 16.54 yuan, showing a decrease of 0.18%, with a daily turnover rate of 0.93% and a total trading volume of 2.686 billion yuan [2] Group 2 - The latest margin financing balance for Luoyang Molybdenum is 3.537 billion yuan, which has increased by 185 million yuan over the past five days, representing a growth rate of 5.51% [3] - Luoyang Molybdenum was established on December 22, 1999, with a registered capital of 4.2788620352 billion yuan [3]

Group 1 - The stock of Luoyang Molybdenum Co., Ltd. closed at 16.54 CNY on November 7, experiencing a decline of 0.18% [1] - A block trade occurred with a total volume of 180,000 shares and a transaction amount of 2.9772 million CNY, with a premium rate of 0.00% [1] - The buyer was Guotai Junan Securities Co., Ltd. headquarters, and the seller was Huatai Securities Co., Ltd. Beijing West Third Ring International Financial Center Securities Business Department [1] Group 2 - Over the past three months, the stock has recorded a total of six block trades, amounting to 344 million CNY [1] - In the last five trading days, the stock has seen a cumulative decline of 2.93%, with a total net outflow of 976 million CNY from main funds [1]

Group 1 - On November 7, Luoyang Molybdenum conducted a block trade of 180,000 shares, with a transaction amount of 2.9772 million yuan, accounting for 0.11% of the total transaction amount for the day [1] - The transaction price was 16.54 yuan, which was flat compared to the market closing price of 16.54 yuan [1]

Core Viewpoint - Luoyang Molybdenum Co., Ltd. has shown significant trading activity and financial performance, with a notable increase in net profit despite a decrease in revenue, indicating potential investment opportunities in the company [1][2]. Financial Performance - For the period from January to September 2025, Luoyang Molybdenum achieved operating revenue of 145.485 billion yuan, a year-on-year decrease of 5.99% [2]. - The net profit attributable to shareholders reached 14.280 billion yuan, reflecting a year-on-year growth of 72.61% [2]. Trading Activity - On November 6, 2023, Luoyang Molybdenum's stock price increased by 4.61%, with a trading volume of 3.534 billion yuan [1]. - The company recorded a net financing purchase of 91.2586 million yuan on the same day, with a total financing balance of 35.556 billion yuan, which is 1.22% of its market capitalization [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 304,200, up by 28.08% from the previous period [2]. - The top circulating shareholder, Hong Kong Central Clearing Limited, holds 695 million shares, an increase of 47.472 million shares compared to the last period [3].

我們提述洛陽欒川鉬業集團股份有限公司（「本公司」）日期為2022年10月8日及 2022年10月12日之公告，內容有關（其中包括）委任徐輝先生（「徐先生」）及伍秀 薇女士（「伍女士」）為本公司聯席公司秘書（各自及統稱為「聯席公司秘書」），及 香港聯合交易所有限公司（「聯交所」）向本公司授出的須嚴格遵守聯交所證券上市 規則（「上市規則」）第3.28及第8.17條規定的豁免（「豁免」），豁免期自委任徐先生 為聯席公司秘書之日起計，為期三年。 聯席公司秘書資格的更新及聯席公司秘書辭任 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分內容而產生或因倚 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） 聯席公司秘書資格的更新 及聯席公司秘書辭任 及 變更授權代表 本公司董事（「董事」）會（「董事會」）欣然宣佈，於2025年11月4日，聯交所確認徐 先生於豁免期後符合上市規則第3.28條項下擔任本公司公司秘書的資格。因此 ...