智通财经APP获悉，洛阳钼业(03993)午后涨近4%，截至发稿，涨3.22%，报18.62港元，成交额4.21亿港 元。 银河证券发布研报称，此次交易是公司继凯歌豪斯金矿后，公司再次在南美布局的金矿项目，该项目将 与公司巴西银磷资产形成良好协同效应，进一步增强公司黄金资产布局。若本次交易能顺利完成，公司 黄金的年产量预计将达8吨；待厄瓜多尔奥丁矿业投产后，公司黄金年产量有望突破20吨。 消息面上，洛阳钼业近期宣布，将以总计10.15亿美元的对价收购加拿大矿业企业Equinox Gold位于巴西 三个金矿资产的100%权益，包括Aurizona金矿、RDM金矿以及Bahia综合体。公司看好黄金资产的长期 市场前景，购买巴西业务资产是公司落实"铜金双极"并购战略的重大举措。 ...

Core Viewpoint - The acquisition of three gold mines in Brazil by China Molybdenum Co., Ltd. for $1.015 billion marks a strategic shift towards precious metals, enhancing its resource portfolio and annual gold production by approximately 8 tons [1][10]. Group 1: Acquisition Details - The acquisition involves three gold mines: Aurizona, RDM, and Bahia, with a total purchase price of $1.015 billion [3][12]. - The payment structure includes $900 million in cash at closing and $115 million contingent on sales, reducing initial financial pressure [3][12]. - The acquired assets contain 5.013 million ounces of gold resources with an average grade of 1.88 g/t and 3.873 million ounces of gold reserves with an average grade of 1.45 g/t [3][12]. Group 2: Production Potential - The mines are expected to produce 247,300 ounces of gold in 2024, with guidance for 2025 set between 250,000 to 270,000 ounces, significantly boosting the company's market position in gold [3][12]. - Aurizona is projected to yield 70,000 to 90,000 ounces in 2025, while RDM is expected to produce 50,000 to 60,000 ounces [4][14]. - The Bahia complex, which includes Fazenda and Santa Luz mines, is anticipated to contribute 125,000 to 145,000 ounces in 2025, making it the largest contributor among the acquired assets [5][14]. Group 3: Financial Assessment - The acquisition is deemed financially reasonable, with the target companies showing revenues of 4.177 billion yuan and net profits of 689 million yuan in 2024 [6][15]. - The price-to-earnings (PE) ratio for the acquisition is calculated at 5.3 times, with a cost per ton of gold resources at 0.46 billion yuan, reflecting a conservative valuation compared to market prices [6][15]. - Analysts predict that the acquisition will enhance the company's earnings, estimating net profits of 19.7 billion, 28.9 billion, and 30.6 billion yuan for 2025-2027 [6][15]. Group 4: Strategic Synergy - The gold mines will complement the existing niobium and phosphate operations in Brazil, allowing for shared infrastructure and reduced operational costs [7][16]. - The acquisition aligns with the company's strategy to diversify its product offerings and mitigate risks associated with metal price fluctuations [7][16]. - Following the acquisition, the company's annual gold production could exceed 20 tons, positioning it as a significant player in the gold sector among Chinese enterprises [7][16]. Group 5: Market Context - The current global economic environment, characterized by central banks increasing gold reserves and geopolitical uncertainties, supports a favorable outlook for gold prices [8][17]. - The mining acquisition market is becoming increasingly active, highlighting the scarcity of quality resources, making this acquisition timely [8][17]. - This strategic move helps balance the company's portfolio between new energy metals and traditional precious metals, enhancing resilience against industry cycles [8][17].

Core Viewpoint - Luoyang Molybdenum Co., Ltd. is actively expanding its gold mining assets, having spent over 10 billion RMB on two acquisitions this year, indicating a strategic shift towards gold alongside its core copper business [4][6][8]. Group 1: Acquisition Details - The company has acquired a Brazilian gold mine project for 9 billion USD, with additional payments linked to gold sales, potentially totaling up to 1.15 billion USD [5][6]. - The total gold resources from the acquired mines are estimated at 5.013 million ounces, with an average grade of 1.88 g/t, and the annual gold production is expected to reach 8 tons post-acquisition [5][6]. - Earlier in June, the company completed the acquisition of Lumina Gold, gaining 100% ownership of the Cangrejos Project in Ecuador, which has a resource estimate of 638 tons of gold [6][8]. Group 2: Market Context and Performance - In the current market, gold has regained focus due to liquidity trends and risk aversion, with prices increasing over 50% this year, enhancing confidence in the company's gold acquisitions [5][7]. - For the first three quarters of the year, the company reported revenues of 145.485 billion RMB, a decrease of 5.99%, while net profit increased by 72.61% to 14.280 billion RMB, driven primarily by copper sales [7]. - The company’s copper production reached a historical high of 543,400 tons, with sales increasing by 10.56% [7].

继今年4月份成功并购厄瓜多尔凯歌豪斯金矿之后，洛阳钼业再披露重大投资计划——12月15日，洛阳钼业宣布，将以总计10.15亿美元的对价收购加拿大矿 业企业Equinox Gold位于巴西四个金矿资产的100%权益。 据了解，今年是洛阳钼业加速布局全球优质资产与战略资源的关键一年。上半年，洛阳钼业进行管理层大调整，引进多位具有丰富海外并购经验的高管，再 次迈开了其海外资产并购的步伐。此次并购巴西金矿资产是洛阳钼业在黄金资源上又一重大战略布局，若交易顺利完成，其黄金业务年产量将新增约8吨。 摆脱困境顺利上市 洛阳钼业是一家全球化的大型有色金属矿业企业，业务覆盖多大洲，在行业内处于全球领先地位。2007年，公司在港交所挂牌上市，2012年又登陆上交所， 完成"A+H"两地上市布局。 以洛阳钼业目前的营收规模与资产总额来看，很难想象其曾经也是一家濒临破产的企业。洛阳钼业的前身是原冶金部在河南省洛阳市栾川县设立的小型钼选 厂。栾川县地处山区，矿产资源丰富，尤其是钼矿探明储量世界第三、亚洲第一。这为洛阳钼业的前身提供了得天独厚的资源条件。 1996年至2002年，国内外钼价持续低迷，市场需求不足，导致企业产品销售困难，收 ...

公告显示，上述金矿2025年的黄金产量分别预计为7万至9万盎司、5万至6万盎司、12.5万至14.5万盎 司。这些矿山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。此次交易完成后，洛阳钼业金的年产量预计达到8吨。 继今年上半年时隔11年收购贵金属资产后，洛阳钼业（603993）（603993.SH）再度出手，出资逾70亿 元拿下了巴西四座金矿。 黄金是洛阳钼业除了铜之外另一发力的品种，此次收购也是公司今年第二度出手拿下金矿资产。据贝壳 财经记者计算，今年两笔金矿收购合计耗资已超过人民币百亿元。 贝壳财经记者了解到，洛阳钼业此次收购的巴西金矿项目预计将在明年一季度完成交割。与尚未投产的 凯歌豪斯金矿相比，新收购的巴西金矿均为在产项目，意味着可以较快贡献利润。 在全球流动性潮汐与避险情绪交织的当下，今年黄金再度成为市场焦点。一名接近洛阳钼业人士向贝壳 财经记者表示，矿山不仅要看短期的交易，也要看长期的运营能力和发展潜力。 70亿元拿下四个金矿，年内收购金矿耗资已超百亿 12月15日，洛阳钼业公告称，公司控股子公司洛阳钼业控股有限公司（"洛钼 ...

继今年4月份成功并购厄瓜多尔凯歌豪斯金矿之后，洛阳钼业再披露重大投资计划——12月15日，洛阳钼业宣布，将以总计10.15亿美元的对价收购加拿大矿 业企业Equinox Gold位于巴西四个金矿资产的100%权益。 开启"买买买"模式 自步入良性发展轨道，洛阳钼业借助一系列收购实现了从国内钼钨企业到全球化综合矿业集团的跨越。尤其是在A股上市之后收购动作愈发密集，覆盖铜 钴、铌磷、镍钴、黄金等多个矿产领域，还纳入了全球顶尖金属贸易平台。 2013年12月，洛阳钼业以8.2亿美元的价格收购澳大利亚北帕克斯铜金矿（NPM）80%权益，这是公司首次大规模海外矿产收购，为其后续全球化矿产布局 积累了海外项目运营和管理的初步经验。 据了解，今年是洛阳钼业加速布局全球优质资产与战略资源的关键一年。上半年，洛阳钼业进行管理层大调整，引进多位具有丰富海外并购经验的高管，再 次迈开了其海外资产并购的步伐。此次并购巴西金矿资产是洛阳钼业在黄金资源上又一重大战略布局，若交易顺利完成，其黄金业务年产量将新增约8吨。 摆脱困境顺利上市 洛阳钼业是一家全球化的大型有色金属矿业企业，业务覆盖多大洲，在行业内处于全球领先地位。2007年，公司 ...

果然财经|10.15亿美元！洛阳钼业收购4座巴西在产金矿 12月15日，洛阳栾川钼业集团股份有限公司发布公告称，控股子公司洛阳钼业控股有限公司及其下属新 设全资子公司与加拿大上市公司 Equinox Gold Corp.及其全资子公司Leagold Mining Corporation签署协 议。据智通财经，将以总计10.15亿美元的对价收购位于巴西三个金矿资产的100%权益，包括Aurizona 金矿、RDM 金矿以及Bahia综合矿区。 果然财经|10.15亿美元！洛阳钼业收购4座巴西在产金矿 大众报业·齐鲁壹点13:30 | 拟申报高校设置事项基本信息 | | --- | | 序号 建校基础 办学体制 办学层次 名称 | | 1 茶鲁中医药学院 山东中医药高等专科学校 本科 公办 | | 2 临沂工学院 断建 民办非营利性 本料 | | 广东惠州一山坡于14日晚突发火灾 当地回应:火势当晚扑灭 无人员伤亡 | 热门评论我要评论 微信扫码 移动端评论 暂无评论 鲁ICP备15022957号-13 鲁公网安备 37010202002220号 鲁新网备案号201000101 电信增值业务许可证： 鲁B2-20 ...

Core Viewpoint - The company, Luoyang Molybdenum Co., Ltd., is experiencing fluctuations in stock performance, with a recent decline of 2.40% and a market capitalization of 374.4 billion yuan, indicating potential investment opportunities and risks in the metals sector [1]. Company Overview - Luoyang Molybdenum is the world's second-largest cobalt producer, primarily selling cobalt products like 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 various metals, including copper, molybdenum, tungsten, cobalt, niobium, and phosphorus [2]. - It ranks among the top five molybdenum producers globally and is the largest tungsten producer, as well as a leading producer of copper and niobium [2]. Financial Performance - For the first nine months of 2025, the company reported a revenue 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 [8]. - The company has distributed a total of 21.562 billion yuan in dividends since its A-share listing, with 10.576 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 production guidance for 2023 set at 25,000 to 27,000 ounces, representing a year-on-year increase of 56% to 69% [3]. - In 2025, the company successfully completed the acquisition of Ecuador's Odin Mining (KGHM Gold Mine) and is advancing development plans with a target to commence production by 2029 [3]. Market Position and Shareholder Information - As of September 30, 2025, the company had 304,200 shareholders, an increase of 28.08% from the previous period [8]. - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable changes in holdings among the top shareholders [9].

Group 1 - The company announced the acquisition of 100% equity in three gold mining assets in Brazil from Equinox Gold for a total consideration of $1.015 billion, which includes an upfront payment of $900 million and contingent payments of up to $115 million based on gold sales in the first operational year post-transaction [1][4] - The acquisition agreement was signed on December 14, 2025, and is expected to be completed in the first quarter of 2026, pending necessary regulatory approvals [4] - This acquisition follows a previous purchase of the Odin Mine in Ecuador in April 2025, and is expected to increase the company's annual gold production by approximately 8 tons, with total production potentially exceeding 20 tons after the Odin Mine commences operations [4] Group 2 - The company was listed on the Hong Kong Stock Exchange in 2007 and on the Shanghai Stock Exchange in 2012, ranking 145th in the 2024 Fortune China 500 and 621st in the 2024 Forbes Global 2000 [5] - In 2024, the company's revenue reached 213.029 billion yuan, marking the first time it surpassed the 200 billion yuan threshold, making it the first enterprise in Henan Province to achieve this milestone [5]

西部证券研报指出，经公司董事会批准，洛阳钼业将以总计10.15亿美元的对价收购加拿大矿业企业 Equinox Gold位于巴西三个金矿资产的100%权益，包括Aurizona金矿、RDM金矿以及Bahia综合体。交 易预计于26年第一季度完成交割，尚需获得巴西反垄断机构和中国相关监管部门的审批。金矿业务再获 成长，铜金双极格局再提速。2025年以来，洛钼加速黄金资产布局，上半年收购了厄瓜多尔金矿、年末 继续加码巴西项目，持续兑现"多品种、多国家、多阶段"的并购规划。待厄瓜多尔奥丁矿业投产后，叠 加巴西在产金矿，公司黄金年产量将近20吨。有望开启第二成长曲线。维持"买入"评级。 ...