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洛阳钼业涨超3% 明日盘后将发三季报 机构看好公司远期成长空间
Zhi Tong Cai Jing· 2025-10-23 06:52
Core Viewpoint - Luoyang Molybdenum (603993)(03993) has seen a stock price increase of over 3%, currently up 3.44% at HKD 15.34, with a trading volume of HKD 438 million. The company is expected to release its Q3 2025 report on October 24. [1] Group 1: Company Growth Potential - Luoyang Molybdenum is recognized as a mining company with considerable growth potential in the global copper mining sector. [1] - The company aims to achieve a copper production capacity target of 800,000 to 1,000,000 tons by 2028, driven by the orderly advancement of the TFM Phase III and KFM Phase II projects. [1] - The entry into the gold resource sector, particularly with the Ecuador gold mine project, is anticipated to enhance the company's long-term growth prospects. [1] Group 2: Management and Performance Outlook - The recent restructuring of the management team is seen as a positive step for the company, potentially leading to improved performance in the future. [1] - Overall, the company's long-term growth in performance is expected to be promising. [1]
港股异动 | 洛阳钼业(03993)涨超3% 明日盘后将发三季报 机构看好公司远期成长空间
智通财经网· 2025-10-23 06:48
Core Viewpoint - Luoyang Molybdenum (03993) has shown a significant increase of over 3%, currently trading at HKD 15.34 with a transaction volume of HKD 438 million, indicating positive market sentiment towards the company ahead of its upcoming Q3 2025 report [1] Group 1: Company Growth Potential - The company is recognized as a mining enterprise with considerable growth potential in the global copper market [1] - With the orderly advancement of the TFM Phase III and KFM Phase II projects, the company is expected to achieve a copper production capacity target of 800,000 to 1,000,000 tons by 2028 [1] - The company's entry into the gold resource sector, particularly the Ecuador gold mine project, is anticipated to enhance its long-term growth prospects [1] Group 2: Management and Performance Outlook - The recent adjustments in the company's management team are seen as a strategic move to reposition the company for future growth [1] - There is an expectation for the company's performance to show promising growth in the long term, driven by its strategic initiatives and project developments [1]
洛阳钼业涨2.06%,成交额23.15亿元,主力资金净流入1.14亿元
Xin Lang Cai Jing· 2025-10-23 06:37
Core Viewpoint - Luoyang Molybdenum Co., Ltd. has shown significant stock performance and financial growth, with a notable increase in share price and net profit year-on-year, indicating strong market interest and operational efficiency [1][2]. Group 1: Stock Performance - On October 23, Luoyang Molybdenum's stock rose by 2.06%, reaching 15.86 CNY per share, with a trading volume of 2.315 billion CNY and a turnover rate of 0.85% [1]. - The stock has increased by 147.93% year-to-date, with a 1.02% rise over the last five trading days, 23.91% over the last 20 days, and 76.22% over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent occurrence on October 9 [1]. Group 2: Company Overview - Luoyang Molybdenum, established on December 22, 1999, and listed on October 9, 2012, primarily engages in the mining, selection, deep processing, trading, and research of precious metals such as molybdenum, tungsten, and gold [2]. - The company's revenue composition includes 48.56% from refined metal product trading, 38.31% from concentrate product trading, and smaller contributions from copper (27.14%), cobalt (6.04%), molybdenum (3.12%), and others [2]. Group 3: Financial Performance - For the first half of 2025, Luoyang Molybdenum reported operating revenue of 94.773 billion CNY, a year-on-year decrease of 7.83%, while net profit attributable to shareholders increased by 60.07% to 8.671 billion CNY [2]. - The company has distributed a total of 21.562 billion CNY in dividends since its A-share listing, with 10.576 billion CNY distributed over the past three years [3]. Group 4: Shareholder Information - As of June 30, 2025, the number of shareholders decreased to 237,500, with an average of 0 circulating shares per shareholder [2]. - Major shareholders include Hong Kong Central Clearing Limited, holding 648 million shares, and various ETFs, indicating a diversified institutional interest [3].
洛阳钼业10月22日获融资买入3.96亿元,融资余额31.54亿元
Xin Lang Cai Jing· 2025-10-23 01:17
Core Insights - On October 22, Luoyang Molybdenum Co., Ltd. saw a stock increase of 0.58% with a trading volume of 3.079 billion yuan, indicating strong market interest [1] - The company reported a net financing purchase of 135 million yuan on the same day, with a total financing balance of 3.177 billion yuan, which is at a high level compared to the past year [1] - For the first half of 2025, Luoyang Molybdenum achieved a revenue of 94.773 billion yuan, a year-on-year decrease of 7.83%, while net profit attributable to shareholders increased by 60.07% to 8.671 billion yuan [2] Financing and Trading Activity - On October 22, the financing buy amount for Luoyang Molybdenum was 396 million yuan, with a financing repayment of 262 million yuan, resulting in a net financing purchase of 135 million yuan [1] - The total financing balance of 3.154 billion yuan accounts for 1.16% of the circulating market value, indicating a high level of financing activity [1] - In terms of securities lending, 53,600 shares were repaid while 38,400 shares were sold, with a total selling amount of approximately 596,700 yuan [1] Company Overview - Luoyang Molybdenum Co., Ltd. was established on December 22, 1999, and listed on October 9, 2012, primarily engaged in the mining, processing, and trading of molybdenum, tungsten, and gold [2] - The company's revenue composition includes 48.56% from refined metal product trading, 38.31% from ore product trading, and smaller contributions from copper, cobalt, and other metals [2] - As of June 30, 2025, the number of shareholders was 237,500, a decrease of 15.95% from the previous period [2] Dividend and Shareholder Information - Since its A-share listing, Luoyang Molybdenum has distributed a total of 21.562 billion yuan in dividends, with 10.576 billion yuan distributed over the past three years [3] - As of June 30, 2025, major shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable increases in holdings for some institutional investors [3]
洛阳钼业(03993.HK)拟10月28日举行2025年第三季度业绩说明会
Ge Long Hui· 2025-10-22 13:10
Core Viewpoint - Luoyang Molybdenum Co., Ltd. plans to release its Q3 2025 report on October 24, 2025, after market hours, and will hold a performance briefing on October 28, 2025, to address investor concerns [1] Summary by Categories Company Announcement - The company will announce its Q3 2025 financial results on October 24, 2025, after trading hours [1] - A performance briefing is scheduled for October 28, 2025, from 10:00 to 11:00 AM to facilitate communication with investors [1]
洛阳钼业(03993) - 2025年第三季度业绩说明会


2025-10-22 13:08
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份內容而產生或因倚 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) 2025年第三季度業績說明會 1. 業續說明會類型 4. 投資者參加方式 5. 聯繫人及聯繫方式 聯繫部門:本公司董事會辦公室 聯繫郵箱:603993@cmoc.com 聯繫電話:+86-021-80330506 洛陽欒川鉬業集團股份有限公司(「本公司」)將於2025年10月28日(星期二) 上午10:00-11:00舉行本公司2025年第三季度業績(「第三季度業績」)之業績說 明會(「業績說明會」)。業績說明會將通過上海證券交易所上證路演中心提供 的網上平台採取網路互動方式舉行,藉此,本公司將與投資者就第三季度業 績及本公司的營運進行交流。 為了加強投資者的交流互動及讓投資者對本公司表現作出評價,歡迎本公司 股東及投資者參加本次網上說明會。 2. 網上說明會的召開時間及方式 時間:2025年1 ...
洛阳钼业(03993) - 海外监管公告 - 关於召开2025年第三季度业绩说明会的公告


2025-10-22 13:04
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份內容而產生或因倚 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) 海外監管公告 洛阳栾川钼业集团股份有限公司 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而作出。 以下為洛陽欒川鉬業集團股份有限公司(「本公司」)於上海證券交易所網站 (www.sse.com.cn )所發佈《洛陽欒川鉬業集團股份有限公司關於召開2025年第三季 度業績說明會的公告》。 承董事會命 洛陽欒川鉬業集團股份有限公司 劉建鋒 董事長 中華人民共和國河南省洛陽市, 二零二五年十月二十二日 於本公告日期,執行董事為劉建鋒先生、孫瑞文先生及闕朝陽先生;非執行董 事為林久新先生及蔣理先生;及獨立非執行董事為王開國先生、顧紅雨女士及 程鈺先生。 * 僅供識別 证券代码:603993 证券简称:洛阳钼业 编号:2025-053 关于召开 2025 年第三季度业绩说明会的公告 本公 ...
洛阳钼业(603993) - 洛阳栾川钼业集团股份有限公司关于召开2025年第三季度业绩说明会的公告


2025-10-22 11:00
证券代码:603993 证券简称:洛阳钼业 编号:2025-053 一、 说明会类型 洛阳栾川钼业集团股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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: 投资者可于 2025 年 10 月 22 日(星期三)至 10 月 27 日(星期一) 16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过 公司邮箱 603993@cmoc.com 进行提问。公司将在说明会上对投资者普 遍关注的问题进行回答。 洛阳栾川钼业集团股份有限公司(以下简称"公司")拟于 2025 年 10 月 24 日盘后发布公司 2025 年第三季度报告。为便于广大投资 者更全面深入地了解公司 2025 年第三季度经营成果、财务状况,公 1 会议召开时间:2025 年 10 月 28 日(星期二)10:00-11:00 会 议 召 开 地 点 : 上 海 证 券 交 易 所 上 证 路 演 中 心 ( 网 址 : https://roadshow.sseinfo.com/) ...
洛阳钼业涨0.58%,成交额30.79亿元,人气排名45位!后市是否有机会?附走势预测
Xin Lang Cai Jing· 2025-10-22 07:18
Core Viewpoint - Luoyang Molybdenum Co., Ltd. is a leading player in the non-ferrous metal mining industry, with significant production capabilities in cobalt, copper, tungsten, and other precious metals, indicating strong growth potential in these sectors [3][9]. 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, smelting, deep processing, and trading of precious metals such as molybdenum, tungsten, and gold [8]. - The company has a comprehensive integrated industrial chain and ranks among the top five global producers of molybdenum and tungsten, as well as being the second-largest producer of cobalt and niobium globally [3]. Financial Performance - For the first half of 2025, Luoyang Molybdenum achieved a revenue of 94.773 billion yuan, a year-on-year decrease of 7.83%, while the net profit attributable to shareholders increased by 60.07% to 8.671 billion yuan [9]. - The company has distributed a total of 21.562 billion yuan in dividends since its A-share listing, with 10.576 billion yuan distributed in the last three years [10]. Production and Growth Prospects - The company holds an 80% stake in the NPM copper-gold mine in Australia, with gold equity production guidance for 2023 set at 25,000 to 27,000 ounces, representing a year-on-year increase of 56% to 69% [4]. - In 2025, the company successfully completed the acquisition of Ecuador's Odin Mining (Keg House Gold Mine) and is advancing development work with plans to commence production before 2029 [4]. Market Position - As of October 22, 2023, Luoyang Molybdenum's stock price increased by 0.58%, with a trading volume of 3.079 billion yuan and a market capitalization of 332.468 billion yuan [1]. - The company ranks 45th in terms of market popularity within the A-share market on Sina Finance [2].
洛阳钼业涨2.25%,成交额33.50亿元,人气排名50位!后市是否有机会?附走势预测
Xin Lang Cai Jing· 2025-10-21 07:20
Core Viewpoint - Luoyang Molybdenum Co., Ltd. is experiencing a positive market response, with a 2.25% increase in stock price and a trading volume of 3.35 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 [3]. - 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, boasting a comprehensive integrated industrial chain [3]. - It ranks among the top five molybdenum producers and is the largest tungsten producer, as well as the second-largest cobalt and niobium producer globally [3]. Production and Financial Performance - In 2022, the company's gold equity production from its NPM copper-gold mine in Australia was 16,000 ounces, with a production guidance of 25,000 to 27,000 ounces for 2023, representing a year-on-year increase of 56% to 69% [4]. - For the first half of 2025, the company reported a revenue of 94.77 billion yuan, a year-on-year decrease of 7.83%, while the net profit attributable to shareholders increased by 60.07% to 8.67 billion yuan [9]. Shareholder and Market Activity - As of June 30, 2025, the number of shareholders decreased by 15.95% to 237,500, indicating a consolidation of ownership [9]. - 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 [10]. Market Position and Trends - Luoyang Molybdenum ranks 50th in terms of market popularity within the A-share market, reflecting its significant presence among investors [2]. - The stock has shown a net inflow of 1.67 million yuan today, with the industry ranking at 1 out of 61, indicating a stable interest from institutional investors [5].