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]

Group 1 - The core viewpoint of the articles highlights the performance and market position of Luoyang Molybdenum Co., Ltd., which has a closing price of 11.11 yuan, a 4.12% increase, and a rolling PE ratio of 15.43 times, with a total market capitalization of 237.69 billion yuan [1] - The company ranks 5th in the small metals industry, which has an average PE ratio of 68.26 times and a median of 66.32 times [1] - As of the first quarter of 2025, 212 institutions hold shares in Luoyang Molybdenum, with a total holding of 422.579 million shares valued at 3.558 billion yuan [1] Group 2 - Luoyang Molybdenum's main business includes mining and processing of base and rare metals, with key products such as molybdenum, tungsten, copper, cobalt, niobium, and phosphate [1] - The latest financial results for the first quarter of 2025 show an operating revenue of 46.006 billion yuan, a year-on-year decrease of 0.25%, and a net profit of 3.946 billion yuan, reflecting a year-on-year increase of 90.47%, with a gross profit margin of 22.33% [1] - The PE ratios of other companies in the industry range from 15.43 times for Luoyang Molybdenum to 42.96 times for Zhongtung High-tech, indicating a significant disparity in valuation within the sector [2]

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* 方式：上證路演中心（http://roadshow.sseinfo.com）視頻直播和網絡互動 3. 參加人員 參加業績說明會的人員為本公司獨立非執行董事和管理層。 截至2025年6月30日半年度業績說明會 1. 業續說明會類型 洛陽欒川鉬業集團股份有限公司（「本公司」）將於2025年8月25日（星期一） 15:00-16:00舉行本公司截至2025年6月30日止半年度業績（「半年度業績」）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視頻直播和網絡互動方式舉行，藉此，本公司將與投 資者就半年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8月25日（星期一）15:00-16:00 ...

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關於召開2025年半年度 業績說明會的公告》《洛陽欒川鉬業集團股份有限公司關於對外擔保計劃的公告》。 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， 二零二五年八月十五日 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：2025-043 本次投资者说明会以视频结合网络互 ...

证券代码：603993 证券简称：洛阳钼业 编号：2025-043 洛阳栾川钼业集团股份有限公司（以下简称"公司"）拟于 2025 年 8 月 22 日盘后发布公司 2025 年半年度报告。为便于广大投资者更 全面深入地了解公司 2025 年上半年经营成果、财务状况，公司计划 于 2025 年 08 月 25 日 （星期一） 15:00-16:00 举行 2025 年半年度 1 会议召开时间：2025 年 08 月 25 日 （星期一） 15:00-16:00 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/） 会议召开方式：上证路演中心视频直播和网络互动 业绩说明会，就投资者关心的问题进行交流。 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 年半年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 08 月 18 日 （星期一） 至 08 月 22 日 （星 期五）16:00 前登录上证 ...

股票代码：603993 股票简称：洛阳钼业 编号：2025—044 洛阳栾川钼业集团股份有限公司 关于对外担保计划的公告 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： 一、担保审批及授权情况 2025年5月30日，公司2024年年度股东大会审议通过《关于本公 被担保方：相关全资子公司 本次担保金额：洛阳栾川钼业集团股份有限公司（以下简称"公 司"）直接或通过全资子公司（含直接及间接全资子公司，下同） 为其他全资子公司合计提供总额预计不超过41亿元的担保。 本次担保不涉及反担保。 截至本公告披露日公司无逾期担保。 本次担保计划部分被担保方为资产负债率超过70%的全资子公司； 截至本公告披露日，公司对外担保总额占公司最近一期经审计净 资产的23.02%。敬请投资者注意相关风险。 司2025年度对外担保额度预计的议案》，同意授权董事会或董事会授 权人士（及该等授权人士的转授权人士）批准公司直接或通过全资子 公司（含直接及间接全资子公司，下同）或控股子公司（含直接及间 接控股子公司，下同）为其他全资子公司、控股子公 ...

Core Viewpoint - Luoyang Molybdenum Co., Ltd. is a significant player in the non-ferrous metal mining industry, focusing on the extraction and processing of various metals, including molybdenum, tungsten, cobalt, and copper, with a strong market position globally [2][6]. Company Overview - Luoyang Molybdenum is one of the top five molybdenum producers and the largest tungsten producer globally, as well as the second-largest cobalt and niobium producer [2]. - The company has a comprehensive integrated industrial chain, covering mining, smelting, and deep processing of metals [2]. - The company was established on December 22, 1999, and went public on October 9, 2012 [6]. 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 [7]. - The company has distributed a total of 21.562 billion yuan in dividends since its A-share listing, with 10.576 billion yuan in the last three years [8]. Market Activity - On August 15, the stock price of Luoyang Molybdenum increased by 4.12%, with a trading volume of 3.3 billion yuan and a market capitalization of 237.691 billion yuan [1]. - The stock is ranked 29th in terms of market popularity on the Sina Finance A-share market [1]. Business Segments - The main business segments include the mining and processing of precious metals such as molybdenum, tungsten, and gold, with a growing contribution from gold and silver products to revenue and profit [2]. - The company holds a 30% stake in a nickel metal wet smelting project in Indonesia, which has been operational since December last year and is currently ramping up production [2]. Shareholder Structure - As of March 31, 2025, the number of shareholders was 282,600, a decrease of 12.99% from the previous period [7]. - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable reductions in their holdings [8].