Group 1: Management Shareholding Increase - On February 3, 2026, the company's Vice President and Secretary of the Board, Mr. Sun Kai, purchased 40,000 shares, representing 0.0023% of the total share capital, reflecting confidence in the company's future development and long-term investment value [1] - Prior to this purchase, Mr. Sun held 200,000 shares, and this number remained unchanged at the end of the previous fiscal year [1] Group 2: Stock Price Fluctuation - The company's stock experienced a cumulative decline of 23.70% over three consecutive trading days from January 30 to February 3, 2026, which meets the criteria for abnormal stock price fluctuations set by the Shenzhen Stock Exchange [5] - The company conducted an internal review and confirmed that there were no undisclosed significant matters affecting the stock price, and the operational environment remained stable [6] - The board attributed the stock price fluctuation primarily to significant recent volatility in the market prices of the company's main products, such as silver [6]

Group 1 - A landslide occurred in the Pemali district of Bangka County, Indonesia, burying 8 tin miners, with 6 confirmed dead [2][3] - The landslide happened on February 2 at around 5 PM local time while the workers were searching for tin, resulting in a sudden ground collapse [3] - Rescue operations are still ongoing to locate the remaining miners [3]

Group 1 - The company stated that updates regarding the Maimeng mining project should be based on official announcements, and it will comply with disclosure obligations as per relevant regulations [2] - The company emphasized that the prices of non-ferrous metals are influenced by various factors including macroeconomic conditions, industry cycles, and market sentiment, urging investors to view market fluctuations rationally [2] - The company is making steady progress on the Shaoguan Wanhou mining exploration and transition project, and will adhere to regulatory requirements for information disclosure [2] Group 2 - The company indicated that operational data and prices related to its zinc business should be referenced from its periodic reports and official disclosures [2] - The company's resource layout and reserve situation have been disclosed in its periodic reports, with specific details available in the relevant sections [2]

证券日报网讯2月3日，西部矿业（601168）在互动平台回答投资者提问时表示，截至2026年1月30日， 公司股东总户数为14.20万户。 ...

Core Viewpoint - The recent sharp decline in gold prices has led to significant losses for both individual investors and trading platforms, while the founder of Luoyang Molybdenum, Yu Yong, has emerged as a major beneficiary due to his control over cobalt resources, which are increasingly critical in the global market [1][3][5]. Group 1: Market Impact - Individual investors have reported losses after a sudden drop in gold prices, with some losing thousands after previously making significant profits [1]. - The gold trading platform "Jie Wo Rui" has faced severe financial issues, leaving hundreds of merchants at risk of losing their investments [3]. Group 2: Yu Yong's Success - Yu Yong, the founder of Luoyang Molybdenum, controls nearly one-third of the global cobalt supply, positioning his company advantageously in the market [5][7]. - His wealth has surged to 95 billion, drawing attention from U.S. officials who express concerns over the concentration of cobalt supply in Chinese hands [7]. Group 3: Background and Strategy - Yu Yong's journey from a paper factory worker to a prominent figure in the mining industry is marked by strategic foresight and patience [9][11]. - He acquired Luoyang Molybdenum during a period of financial distress for the company, recognizing its potential despite competition from larger firms [11][13]. - By adopting a strategy of becoming a minority shareholder initially, he was able to implement significant reforms that turned the company around, leading to substantial profit growth [14][16]. Group 4: Major Investments - Yu Yong's first major gamble was acquiring the TFM copper-cobalt mine in the Democratic Republic of Congo for $2.65 billion during a market downturn, which later proved to be a lucrative investment as cobalt prices soared [18][20]. - His second significant acquisition was the KFM copper-cobalt mine for $550 million, further solidifying his control over cobalt resources [21][23]. Group 5: Strategic Vision - Yu Yong's success is attributed to his long-term vision, focusing on future industry trends rather than short-term gains, particularly in the context of the global energy transition [24][25]. - He has strategically invested in the entire supply chain, including a significant stake in CATL, allowing for a vertically integrated operation from mining to battery production [29][31]. - This integration provides Luoyang Molybdenum with enhanced pricing power and risk management capabilities in the fluctuating market [29][31].

华源证券近日发布有色金属大宗金属周报：锂电需求"淡季不淡"，碳酸锂供需反转，锂价进入上行周 期。本周碳酸锂价格上涨12.86%至15.8万元/吨，锂辉石精矿上涨5.32%至1980美元/吨。本周碳酸锂期货 主力合约2605上涨1.94%至14.62万元/吨。周五碳酸锂期货跌停，或主要系广期所加大监管力度，投机 资金获利了结所致。 钴：钴原料偏紧格局仍未改变，钴价有望延续上行。本周MB钴上涨0.59%至25.68美元/磅，国内电钴价 格下跌1.31%为45.2万元/吨。刚果（金）自10月16日起解除钴出口禁令，改为实施钴出口配额制。供给 端，刚果（金）决定将允许2025年第四季度的钴出口配额延续至2026年3月底，考虑到运输周期，预计 国内原料或将在今年3月后才能陆续到港，钴原料结构性偏紧逻辑不变，钴价有望延续上涨。建议关 注：华友钴业、洛阳钼业、腾远钴业、力勤资源、寒锐钴业。 以下为研究报告摘要： 风险提示：下游复产不及预期风险；国内房地产需求不振风险；新能源汽车增速不及预期风险。（华源 证券 田源,张明磊,田庆争,陈婉妤,陈轩） 投资要点： 铜：库存累积叠加关税预期推迟，铜价短期或迎来高位震荡。本周伦铜/沪 ...

证券日报网讯 2月3日，中金岭南在互动平台回答投资者提问时表示，目前公司参股的澳大利亚公司暂 无钴资源，公司暂无金属锡资源。参股比例等相关信息已在定期报告及过往公告中披露，请您以公司指 定信息披露媒体发布的公告为准。后续若有相关业务变动，公司将严格按照相关规定履行信息披露义 务。 （编辑 王雪儿） ...

据香港交易所披露，摩根大通（JPMorgan）对洛阳栾川钼业集团股份有限公司 - H股的多头持仓比例于 2026年1月28日从6.9%增至7.1%。 来源：滚动播报 ...

据香港交易所披露，摩根大通（JPMorgan）对洛阳栾川钼业集团股份有限公司 - H股的多头持仓比例于 2026年1月28日从6.9%增至7.1%。 来源：滚动播报 ...

2月3日，有色板块持续回暖，湖南黄金冲击涨停，盛和资源、云南锗业、北方稀土、中国稀土等涨超 4%，有色矿业ETF招商（159690）涨超2%。 上周，贵金属出现历史性行情，受交易拥挤、新任美联储主席和美股科技股下跌压制，贵金属整体出现 暴跌，尤其是前期涨幅过高的白银，单日最大跌幅超过30%，黄金最大跌幅超过10%。今日盘中，金银 现货价格反弹，截至发稿，伦敦银现涨超5%，伦敦金现涨超3%。 中邮证券指出，短期来看，由于获利盘出清导致价格可能会出现剧烈震荡，不排除进一步下跌可能性， 但伦敦金可以在4800-4900盎司之间寻找低位筹码。长期来看，去美元化的进程不会转向，此次调整不 是贵金属行情的结束，耐心等待价格转向的时点。 有色矿业ETF招商（159690）所跟踪的有色矿业指数是一只高度聚焦于有色金属产业链最上游——矿产 资源开采环节的指数，当有色金属价格（如铜价、金价、锂价）上涨时，上游矿产公司的利润会直接、 快速地提升，因此有色矿业指数表现出更强的价格弹性，贝塔值更高，在商品牛市或通胀环境中进攻性 十足。 数据来源:Wind_截至2026.1.30。 了 指数介绍 主流有色主题指数历史行情 388%- 3 ...