Group 1 - JPMorgan Chase & Co. increased its stake in Luoyang Molybdenum Co., Ltd. by purchasing 4.3287 million shares at an average price of HKD 10.4968 per share, totaling approximately HKD 45.4377 million [1] - Following the purchase, JPMorgan's total holdings in Luoyang Molybdenum rose to 239,231,469 shares, increasing its ownership percentage from 5.97% to 6.08% [1]

Group 1 - As of August 18, 2025, Luoyang Molybdenum's stock price closed at 10.77 yuan, down 0.34 yuan, a decrease of 3.06% from the previous trading day [1] - The trading volume on that day was 3.6559 million hands, with a transaction amount of 3.995 billion yuan [1] - Luoyang Molybdenum is primarily engaged in the mining, smelting, and deep processing of minerals such as copper, molybdenum, tungsten, cobalt, niobium, and phosphorus, possessing a complete industrial chain from mining to downstream processing [1] Group 2 - On August 18, a block trade occurred involving 14 million shares, with a transaction amount of 151 million yuan, and the transaction price was in line with the closing price of the day [1] - The buyer of this block trade was Haitong Securities Co., Ltd. International Department Y, while the seller was CITIC Securities Co., Ltd. Shenzhen Binhai Avenue Securities Business Department [1] - On that day, the net outflow of main funds was 47.5247 million yuan, accounting for 0.03% of the circulating market value, while the net inflow over the past five days was 94.0409 million yuan, accounting for 0.05% of the circulating market value [1]

Summary of Key Points Core Viewpoint - On August 18, 2023, a significant block trade of Luoyang Molybdenum Co., Ltd. occurred, with a transaction volume of 14 million shares and a transaction value of 1.51 billion yuan, indicating active trading interest in the stock [2]. Trading Activity - The block trade price was 10.77 yuan, which matched the closing price of the stock on the same day, reflecting no premium [2]. - The buyer was Haitong Securities Co., Ltd. International Department Y, while the seller was CITIC Securities Co., Ltd. Shenzhen Binhai Avenue Securities Department [2]. Stock Performance - Luoyang Molybdenum's closing price on August 18 was 10.77 yuan, down 3.06% from the previous day, with a daily turnover rate of 2.09% and a total trading volume of 39.95 billion yuan [2]. - The stock experienced a net outflow of 89.41 million yuan in main funds throughout the day, but it had accumulated a 9.67% increase over the past five days, with a total net inflow of 112 million yuan [2]. Margin Trading Data - The latest margin financing balance for Luoyang Molybdenum was 1.91 billion yuan, showing a decrease of 3.38 million yuan over the past five days, which represents a decline of 0.18% [2].

香港联交所最新资料显示，8月13日，小摩增持洛阳钼业（603993）(03993)432.8719万股，每股作价 10.4968港元，总金额约为4543.77万港元。增持后最新持股数目约为2.39亿股，最新持股比例为6.08%。 ...

香港联交所最新资料显示，8月13日，小摩增持洛阳钼业(03993)432.8719万股，每股作价10.4968港元， 总金额约为4543.77万港元。增持后最新持股数目约为2.39亿股，最新持股比例为6.08%。 ...

8月18日，洛阳钼业大宗交易成交1400万股，成交额1.51亿元，占当日总成交额的3.64%，成交价10.77元，较市场收盘价10.77元持平。 | 2025-08-18 | 洛阳铝亚 | 603993 | 10.77 | 15078 | 1400 | 海通证券股份有限 公司国际部Y | 中信证券股份有限 公司深圳滨海大道 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | | | 卖出营业部 | ...

Core Viewpoint - The article discusses the recent performance and operational highlights of Luoyang Molybdenum Co., Ltd., including stock price movements, market capitalization, and key business segments. Company Overview - Luoyang Molybdenum Co., Ltd. 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 and the largest tungsten producer [2][6] - The company has a comprehensive integrated industrial chain and is also the second-largest producer of cobalt and niobium globally, as well as a leading copper producer [2] Recent Performance - On August 18, the company's stock fell by 3.06%, with a trading volume of 39.95 billion yuan and a turnover rate of 2.09%, resulting in a total market capitalization of 230.42 billion yuan [1] - As of March 31, the company reported a revenue of 46.006 billion yuan for the first quarter of 2025, a slight decrease of 0.25% year-on-year, while net profit attributable to shareholders increased by 90.47% to 3.946 billion yuan [7] Business Segments - The company has been expanding its precious metals business, with the revenue and profit contribution from gold and silver products increasing year by year [2] - 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% [2] Market Activity - The main net inflow of funds today was -203 million yuan, indicating a reduction in main funds over the past three days [3][4] - The average trading cost of the stock is 7.92 yuan, with the current price fluctuating between resistance at 11.36 yuan and support at 9.70 yuan, suggesting potential for short-term trading [5] Shareholder Information - As of March 31, the number of shareholders decreased to 282,600, a reduction of 12.99% [7] - 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 [8]

本文源自：金融界 作者：行情君 截至2025年一季报，洛阳钼业营业总收入460.06亿元、净利润39.46亿元。 8月22日，洛阳钼业将披露2025财年中报。 8月18日，洛阳钼业(03993)盘中下跌2.01%，截至14:06，报10.73元/股，成交4.47亿元。 洛阳栾川钼业集团主要从事有色金属矿采选及加工、矿产贸易业务，是全球领先的铜、钴、钼、钨和磷 肥生产商。公司在2024年位居《财富》中国500强第145位，并致力于通过全球化发展和现代化治理，实 现成为世界级资源公司的愿景。 ...

Core Viewpoint - Luoyang Molybdenum Co., Ltd. shows a significant increase in stock price and trading volume, indicating positive market sentiment and potential investment opportunities [1] Financing Summary - On August 15, Luoyang Molybdenum experienced a financing buy-in of 318 million yuan, with a net buy of 10.35 million yuan after repayments [1] - The total financing balance reached 1.928 billion yuan, which is 0.98% of the circulating market value, indicating a low financing level compared to the past year [1] - The company repaid 111,200 shares in short selling while selling 31,400 shares, with a short selling amount of approximately 348,900 yuan [1] Company Profile - Luoyang Molybdenum, established on December 22, 1999, and listed on October 9, 2012, primarily engages in the mining, processing, and trading of rare metals such as molybdenum, tungsten, and gold [2] - The revenue composition includes refined metal products (58.08%), concentrate products (30.34%), copper (19.65%), cobalt (4.10%), and other metals [2] Financial Performance - For the first quarter of 2025, Luoyang Molybdenum reported a revenue of 46.006 billion yuan, a slight decrease of 0.25% year-on-year, while net profit attributable to shareholders increased by 90.47% to 3.946 billion yuan [2] Dividend 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] Institutional Holdings - As of March 31, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable reductions in holdings compared to the previous period [3]

Core Viewpoint - Luoyang Molybdenum (603993) announced plans to hold a semi-annual performance briefing on August 25, 2025, from 15:00 to 16:00 [1] Company Summary - The company is scheduled to conduct a performance explanation meeting for the first half of 2025 [1]