Core Viewpoint - Luoyang Molybdenum Co., Ltd. (603993) (03993) experienced a stock price increase of over 3%, currently trading at 18.7 HKD with a transaction volume of 220 million HKD, following the announcement of a significant acquisition deal [1] Group 1: Acquisition Details - On December 15, Luoyang Molybdenum announced that its subsidiary CMOC Limited signed an agreement with Equinox Gold Corp. and its wholly-owned subsidiary Leagold Mining Corporation [1] - The acquisition involves CMOC Limited purchasing 100% equity of Leagold LatAm Holdings B.V. and Luna Gold Corp. for a total of 1.015 billion USD, which includes an upfront payment of 900 million USD and a contingent cash payment of up to 115 million USD linked to sales, payable one year after closing [1] - The deal grants CMOC Limited 100% ownership of the Aurizona Gold Mine, RDM Gold Mine, and Bahia integrated mining area [1]

Core Viewpoint - CMOC Limited, a subsidiary of Luoyang Molybdenum Co., Ltd., is acquiring 100% equity of LatAm and LGC from EQX for $1.015 billion, which includes $900 million in cash at closing and up to $115 million in contingent cash payments based on sales performance [1][2] Group 1: Transaction Details - The acquisition involves four operating gold mines: Aurizona, RDM, and Bahia, which are expected to significantly enhance the company's gold production capacity [2] - The total gold resource from the acquired assets is 5.013 million ounces with an average grade of 1.88 g/t, while the gold reserves are 3.873 million ounces with an average grade of 1.45 g/t [1] - Post-transaction, the company's annual gold production is projected to reach 8 tons, aligning with its strategic focus on copper and gold investments [2] Group 2: Strategic Implications - This acquisition marks the company's continued expansion into South America, following its previous investment in the Kayser House gold mine [2] - The transaction is expected to bolster the company's resource reserves and support its investment and acquisition strategy centered on copper and gold [2]

Group 1 - The core point of the news is that Luoyang Molybdenum Co., Ltd. plans to acquire 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 [1] - The acquisition will allow Luoyang Molybdenum to indirectly hold 100% of the rights to three gold mines in Brazil, which contain a total gold resource of 5.013 million ounces and an average grade of 1.88 g/t [1] - Following this acquisition, the company's annual gold production is expected to reach 8 tons, contributing to a potential total gold output of over 20 tons when combined with another acquisition in Ecuador [1] Group 2 - Luoyang Molybdenum is a leading player in the non-ferrous metals industry, controlling various strategic mineral resources globally, including copper, cobalt, molybdenum, nickel, and gold [2] - The company has previously completed three acquisitions totaling $4.3 billion, securing an 80% stake in the TFM copper-cobalt project and a 95% stake in the KFM copper-cobalt project in the Democratic Republic of Congo [2] - According to the company's five-year development plan, copper production is expected to increase to 800,000 to 1 million tons by 2028, while cobalt production is projected to reach 90,000 to 100,000 tons, further solidifying its position in the global copper-cobalt supply chain [2] - The company's financial performance has improved significantly, with a reported revenue of 145.485 billion yuan for the first three quarters, a slight decrease of 5.99% year-on-year, and a net profit of 14.280 billion yuan, a substantial increase of 72.61% year-on-year [2] - In the third quarter, the company achieved a revenue of 50.713 billion yuan, a year-on-year decline of 2.36%, while the net profit surged by 96.40% to 5.608 billion yuan [2]

Group 1 - The core point of the article is that Luoyang Molybdenum (603993.SH, 03993.HK) announced the acquisition of 100% equity in three gold mining assets located in Brazil from Equinox Gold for a total consideration of $1.015 billion [2] - The transaction will be executed in two stages, with $900 million paid in cash at closing and up to $115 million as contingent cash payments linked to sales one year after closing [2] - The acquired assets hold a total gold resource of 5.013 million ounces and a gold reserve of 3.873 million ounces, which will increase Luoyang Molybdenum's annual gold production by approximately 8 tons after the transaction is completed [2]

Core Viewpoint - Luoyang Luanchuan Molybdenum Group Co., Ltd. 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 potential contingent payments of up to $115 million based on gold sales in the first operational year after closing [1][2]. Group 1 - The acquisition includes four operating gold mines: Aurizona in Maranhão, Bahia complex (including Fazenda and Santa Luz mines) in Bahia, and RDM mine in Minas Gerais, with a total gold resource of 5.013 million ounces and a gold reserve of 3.873 million ounces [2]. - The expected gold production from these assets is 247,300 ounces in 2024, with guidance for 250,000 to 270,000 ounces in 2025 [2]. - The chairman and chief investment officer of Luoyang Molybdenum expressed confidence in the long-term market prospects for gold assets, stating that this acquisition is a significant step in the company's "copper-gold dual-pole" merger strategy [2]. Group 2 - The transaction is expected to close in the first quarter of 2026 and has been approved by the company's board without the need for shareholder approval, pending necessary regulatory approvals [2]. - Luoyang Molybdenum's recent acquisition follows a previous purchase of the Cangrejos gold mine in Ecuador in April 2025, and upon completion, the company's annual gold production is expected to increase by approximately 8 tons, potentially exceeding 20 tons with the Ecuadorian asset [2]. - As of December 15, Luoyang Molybdenum's stock price rose by 1.93% to 17.92 CNY per share, with a total market capitalization of approximately 383.3 billion CNY [3].

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].

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]