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铜价驱动,洛阳钼业国庆后涨停,市值冲3800亿背后,铜钴业务依赖存挑战
Hua Xia Shi Bao· 2025-10-11 14:15
Core Viewpoint - Luoyang Molybdenum Co., Ltd. has experienced significant stock price fluctuations, driven primarily by rising copper prices, with a notable increase of 24% in stock price over a few trading days, reaching a historical high of 18 yuan per share [2][4][6]. Company Performance - Since April 9, 2023, Luoyang Molybdenum's stock price has surged by 218%, increasing its market capitalization from 121 billion yuan to a peak of 384 billion yuan, and maintaining a market cap of 357.7 billion yuan as of October 10, 2023 [2][4]. - The company reported a net profit of 8.671 billion yuan for the first half of 2025, reflecting a year-on-year increase of 60.07% [2][11]. Market Dynamics - The stock price of Luoyang Molybdenum is closely linked to copper prices, which have risen from 9,154 USD/ton to 10,867 USD/ton since April 11, 2023, marking an increase of 18.7% [8]. - The company has strategically positioned itself in the copper and cobalt markets, capitalizing on the growing demand driven by the global energy transition [3][10]. Strategic Initiatives - Luoyang Molybdenum has focused on acquiring high-quality mining resources, including significant stakes in world-class mines, which has established a long-term cost advantage [3][9]. - The company has adopted a "mining + trading" dual-driven model to maximize the value of its mining industry chain [6][10]. Challenges and Future Outlook - Despite strong performance, Luoyang Molybdenum faces challenges related to its dependence on cyclical industries and market volatility, particularly in the context of global supply chain uncertainties [2][4]. - The company is exploring new growth paths to reduce reliance on cyclical profits and ensure sustainable growth [2][10].
洛阳钼业跌3.18%,成交额77.24亿元,人气排名34位!后市是否有机会?附走势预测
Xin Lang Cai Jing· 2025-10-10 07:33
Core Viewpoint - Luoyang Molybdenum Co., Ltd. is experiencing a decline in stock price, with a 3.18% drop on October 10, 2023, and a total market capitalization of 357.13 billion yuan [1]. Company Overview - Luoyang Molybdenum is engaged in the mining and processing of non-ferrous metals, including molybdenum, tungsten, cobalt, niobium, and phosphorus, and is one of the top five molybdenum producers globally [3][4]. - The company has a comprehensive integrated industrial chain and is the largest tungsten producer, the second-largest cobalt and niobium producer, and a leading copper producer [3][4]. Financial Performance - For the first half of 2025, Luoyang Molybdenum reported a revenue of 94.77 billion yuan, a year-on-year decrease of 7.83%, while net profit attributable to shareholders increased by 60.07% to 8.67 billion yuan [9]. - The company has distributed a total of 21.56 billion yuan in dividends since its A-share listing, with 10.58 billion yuan in the last three years [10]. Production and Growth - The company has increased its focus on precious metals, with the revenue contribution from gold and silver products rising annually [4]. - In 2023, the gold production guidance from its NPM copper-gold mine in Australia is projected to be between 25,000 to 27,000 ounces, representing a year-on-year increase of 56% to 69% [4]. Market Position - Luoyang Molybdenum ranks 34th in terms of market popularity in the A-share market [2]. - The company is classified under the non-ferrous metals industry, specifically in the industrial metals sector, with a focus on copper [9].
洛阳钼业(603993.SH):公司目前生产经营活动正常 生产成本和销售情况未出现大幅波动
智通财经网· 2025-10-09 12:50
Core Viewpoint - Luoyang Molybdenum Co., Ltd. (603993.SH) announced that its main products include copper, cobalt, molybdenum, tungsten, niobium, and phosphorus, and it is also engaged in trading various bulk commodities. The company confirmed that its production and operational activities are normal, with no significant fluctuations in production costs or sales conditions [1] Group 1 - The company produces a variety of key products including copper, cobalt, molybdenum, tungsten, niobium, and phosphorus [1] - The company is involved in trading multiple bulk commodities [1] - The company has conducted a self-inspection and found that its production and operational activities are normal [1] Group 2 - There have been no significant fluctuations in production costs [1] - There have been no significant changes in sales conditions [1]
洛阳钼业(03993)A股股票交易异常波动 不存在应披露而未披露的重大信息
智通财经网· 2025-10-09 12:17
Core Viewpoint - Luoyang Molybdenum Co., Ltd. (03993) announced that its A-share stock experienced an abnormal trading fluctuation, with a cumulative closing price increase exceeding 20% over three consecutive trading days on September 29, September 30, and October 9, 2025 [1] Summary by Relevant Sections - **Stock Trading Fluctuation** - The company's A-share stock recorded a cumulative closing price increase of over 20% within three consecutive trading days, indicating significant market activity [1] - **Company Self-Examination** - Following the abnormal trading activity, the company conducted a self-examination and consulted with its controlling shareholder and actual controller, confirming that there are no major events affecting the stock's trading fluctuations [1] - **Disclosure of Information** - As of the date of the announcement, both the company and its controlling shareholder and actual controller have stated that there are no undisclosed major information that could impact the stock's trading [1]
洛阳钼业A股股票交易异常波动 不存在应披露而未披露的重大信息
Zhi Tong Cai Jing· 2025-10-09 12:16
Core Viewpoint - Luoyang Molybdenum Co., Ltd. (603993) (03993) announced that its A-share stock experienced an abnormal trading fluctuation, with a cumulative closing price deviation exceeding 20% over three consecutive trading days from September 29 to October 9, 2025 [1] Summary by Relevant Sections - Company Self-Examination: The company conducted a self-examination and consulted with its controlling shareholder and actual controller, confirming that there are no significant matters affecting the abnormal trading fluctuation [1] - Disclosure Status: As of the date of this announcement, the company and its controlling shareholder and actual controller do not have any undisclosed significant information that should be disclosed [1]
洛阳钼业(03993.HK)A股股价异常波动 无应披露重大信息
Ge Long Hui· 2025-10-09 12:13
敬请广大投资者注意二级市场交易风险,理性决策,审慎投资。 格隆汇10月9日丨洛阳钼业(03993.HK)公告,洛阳栾川钼业集团股份有限公司股票于2025年9月29日、9 月30日及10月9日连续3个交易日内收盘价格涨幅偏离值累计超过20%,属于股票交易异常波动。 经公司自查,并书面征询控股股东及实际控制人,截至本公告披露日,公司及控股股东、实际控制人均 不存在影响公司股票交易异常波动的重大事项,不存在应披露而未披露的重大信息。 ...
洛阳钼业(03993) - 海外监管公告 - 股票交易异常波动公告


2025-10-09 12:00
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 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股票交易異常波動公 告》。 承董事會命 洛陽欒川鉬業集團股份有限公司 劉建鋒 股票代码:603993 股票简称:洛阳钼业 编号:2025-050 洛阳栾川钼业集团股份有限公司 股票交易异常波动公告 董事長 中華人民共和國河南省洛陽市, 二零二五年十月九日 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 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、 ...
洛阳钼业(603993) - 洛阳钼业股票交易异常波动公告


2025-10-09 10:48
(一)生产经营情况 股票代码:603993 股票简称:洛阳钼业 编号:2025-050 洛阳栾川钼业集团股份有限公司 股票交易异常波动公告 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: 一、股票交易异常波动的具体情况 公司股票于2025年9月29日、9月30日及10月9日连续3个交易日内 收盘价格涨幅偏离值累计超过20%,属于股票交易异常波动。 二、公司关注并核实的相关情况 洛阳栾川钼业集团股份有限公司(以下简称"公司"或"本公司") 股票于2025年9月29日、9月30日及10月9日连续3个交易日内收盘 价格涨幅偏离值累计超过20%,属于股票交易异常波动。 经公司自查,并书面征询控股股东及实际控制人,截至本公告披 露日,公司及控股股东、实际控制人均不存在影响公司股票交易 异常波动的重大事项,不存在应披露而未披露的重大信息。 敬请广大投资者注意二级市场交易风险,理性决策,审慎投资。 针对公司股票交易异常波动,公司对有关事项进行了核查,并书 面征询了本公司控股股东、实际控制人,现将有关情况说明如下: 1、经公 ...
洛阳钼业:目前生产经营活动正常,不存在应披露而未披露的重大事项
Xin Lang Cai Jing· 2025-10-09 10:45
Core Viewpoint - The stock of Luoyang Molybdenum Co., Ltd. experienced an abnormal trading fluctuation, with a cumulative closing price increase exceeding 20% over three consecutive trading days [1] Group 1: Stock Performance - The stock price increased significantly on September 29, September 30, and October 9, 2025, indicating a potential market reaction or speculation [1] - The company confirmed that the trading fluctuation is classified as an abnormal stock trading situation [1] Group 2: Operational Status - The company stated that its production and operational activities are normal, with no significant fluctuations in production costs or sales [1] - There are no undisclosed significant information that could affect the stock price or investor decisions [1] Group 3: Product and Trade Activities - Luoyang Molybdenum primarily produces copper, cobalt, molybdenum, tungsten, niobium, and phosphorus [1] - The company is also engaged in trading various bulk commodities, indicating a diversified business model [1]
洛阳钼业:公司股票连续3个交易日收盘价格涨幅偏离值累计超过20%
Xin Lang Cai Jing· 2025-10-09 10:40
Core Viewpoint - The stock of Luoyang Molybdenum Co., Ltd. experienced an abnormal trading fluctuation, with a cumulative closing price increase exceeding 20% over three consecutive trading days [1] Company Information - Luoyang Molybdenum's main products include copper, cobalt, molybdenum, tungsten, niobium, and phosphorus [1] - The company is also engaged in trading various bulk commodities [1] - As of the announcement date, the company's production and operational activities are normal, with no significant fluctuations in production costs or sales conditions [1] Stock Trading Activity - The stock price deviation was noted on September 29, September 30, and October 9, 2025 [1] - The company conducted a self-examination and consulted with its controlling shareholders and actual controllers, confirming no undisclosed significant information affecting stock trading [1]