时代浪潮奔涌，国运与产业共振催生核心资产价值。当全球供应链重构遇上新能源产业革命，掌握核心 资源、具备全球竞争力的龙头企业，早已成为格隆汇"下注中国"的关键标的。 洛阳钼业（603993.SH、3993.HK）这家从中国栾川走出的矿企，如今已成长为全球领先的铜钴生产 商，2025年股价暴涨超200%，市值突破4000亿元，正以"资源+贸易+新增长极"三驾马车，书写中国矿 业的全球化传奇。 | | 2025年前三季度营收结构 | | | --- | --- | --- | | | 营收(亿元) | 中 | | 矿产贸易 | 888.9 | 61.1% | | | 386.2 | 26.5% | | | 61.8 | 4.3% | | EF | 46.6 | 3.2% | | 磷肥 | 30.7 | 2.1% | | 25 | 24.8 | · 1.7% | | ਸ਼ਵ | 15.9 | 1.1% | 供需格局更是锦上添花。2025年伦铜价突破1.2万美元/吨，沪铜期货站上10万元/吨；钴价从年初16.9万 元/吨飙升至43万元/吨以上，涨幅超154%。供给端，铜矿长期资本开支不足导致供给刚性，刚果（金） 作为全 ...

Core Viewpoint - SF Holding emphasizes its commitment to long-term sustainable development, focusing on three main areas: "network standard products, digital industry supply chain services, and global end-to-end supply chain services" [1] Group 1: Strategic Focus - The company aims to reduce costs and improve operational efficiency through "network standard products," while exploring new markets to solidify its competitive edge [1] - Digital transformation and global resource allocation are key to developing "digital industry supply chain services" and "global end-to-end supply chain services," which are expected to create a second growth curve for the company [1] Group 2: Resource Allocation - The company is concentrating on core resource positioning, including the layout of the Ezhou hub, to establish a long-term resource foundation and competitive moat for future development [1]