| 交易日期 | 证券商稼 | 证券代码 | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 奥出营业部 是否为专场 | | --- | --- | --- | --- | --- | --- | | 026-01-28 | 暨中矿业 | 600711 | 17.48 218.15 12.48 | 面積有機公司 金 | Ka 難體 | 1月28日，盛屯矿业大宗交易成交12.48万股，成交额218.15万元，占当日总成交额的0.06%，成交价 17.48元，较市场收盘价18.26元折价4.27%。 ...

小摩表示，洛钼完成巴西金矿收购后，于周日(25日)举行电话会议，该行上周亦接待其投资者关系团 队。该行指，有关会议进一步强化该行对洛钼策略与营运的正面看法。主要业务更新包括：巴西金矿收 购顺利完成，管理层目标今年黄金产量6至8吨，并于2030年前达20吨; 以及今年铜产量指引细节，由工 艺优化及KFM二期产能上升所支持。 智通财经APP获悉，摩根大通发布研报称，上调对洛阳钼业(03993)今明两年盈利预测27%至30%，并将 洛阳钼业(603993.SH)A股及洛钼H股目标价，分别由24元人民币及24港元，上调至30元人民币及30港 元，重申"增持"评级。 ...

摩根大通发布研报称，上调对洛阳钼业（603993）(03993)今明两年盈利预测27%至30%，并将洛阳钼业 (603993.SH)A股及洛钼H股目标价，分别由24元人民币及24港元，上调至30元人民币及30港元，重 申"增持"评级。 小摩表示，洛钼完成巴西金矿收购后，于周日(25日)举行电话会议，该行上周亦接待其投资者关系团 队。该行指，有关会议进一步强化该行对洛钼策略与营运的正面看法。主要业务更新包括：巴西金矿收 购顺利完成，管理层目标今年黄金产量6至8吨，并于2030年前达20吨;以及今年铜产量指引细节，由工 艺优化及KFM二期产能上升所支持。 ...

Core Viewpoint - Xizang Zhufeng (600338.SH) expects a significant increase in net profit for the year 2025, driven by operational recovery and favorable market conditions [1] Financial Performance - The company anticipates a net profit attributable to shareholders of the parent company between 441.5 million yuan and 539.6 million yuan for 2025, representing a year-on-year increase of 92.28% to 135.01% [1] - The expected net profit after deducting non-recurring gains and losses is projected to be between 445.1 million yuan and 544 million yuan, reflecting a year-on-year growth of 73.82% to 112.44% [1] Operational Highlights - The company's wholly-owned subsidiary, Tajung Mining Co., has fully restored production to normal capacity, resulting in a significant increase in concentrate product output compared to the same period last year [1] - The company benefits from the sustained high prices of non-ferrous metals and precious metals like silver, which have effectively improved product sales prices and gross profit margins year-on-year [1] Management Efficiency - The company has implemented a quality improvement and efficiency enhancement initiative, optimizing production processes, strengthening refined management, and enforcing strict budget management, which has effectively controlled operational costs [1] - The improvement in management efficiency has contributed positively to the company's performance during the reporting period [1]

Core Viewpoint - Tibet Summit (600338.SH) expects a net profit attributable to shareholders of 442 million to 540 million yuan for 2025, representing a year-on-year increase of 92.28% to 135.01% [2] Group 1: Financial Performance - The company's wholly-owned subsidiary, Tazhong Mining, has fully restored production order to normal capacity, resulting in a significant increase in concentrate product output compared to the same period last year [2] - The company benefits from the sustained high prices of global non-ferrous metals and precious metals such as silver, which has effectively improved the average sales price and gross profit margin of its products year-on-year [2]

消息面上，1月25日，洛阳钼业发布公告表示，其通过控股子公司收购加拿大上市公司Equinox Gold Corp.旗下Aurizona金矿、RDM金矿和Bahia综合矿区100%权益的交易已经于1月23日完成交割。四座金 矿均为在产金矿，2026年将为公司带来6-8吨的黄金年产量。 摩根大通发布研报称，洛钼电话会议进一步强化该行对公司策略与营运的正面看法。主要业务更新包 括：巴西金矿收购顺利完成，管理层目标今年黄金产量6至8吨，并于2030年前达20吨；以及今年铜产量 指引细节，由工艺优化及KFM二期产能上升所支持。该行上调对洛钼今明两年盈利预测27%至30%，并 上调洛钼A股及H股目标价。 智通财经APP获悉，洛阳钼业(03993)尾盘涨超6%，截至发稿，涨5.51%，报24.14港元，成交额13亿港 元。 ...

Core Viewpoint - Morgan Stanley's report indicates that Minmetals Resources is expected to achieve core earnings of $700 million to $730 million for early 2025, aligning with the bank's expectations [1] - After accounting for an impairment of $280 million to $300 million related to the Kinsevere project, the annual net profit is projected to be between $500 million and $520 million [1] Summary by Category - **Earnings Forecast** - Core earnings are projected to reach $700 million to $730 million, consistent with Morgan Stanley's expectations [1] - Net profit is expected to be between $500 million and $520 million after impairment adjustments [1] - **Operational Performance** - Operations at key mining sites, including Las Bambas and Khoemacau, remain stable with normal production ongoing [1] - The company is anticipated to benefit from strong copper prices and improved operational efficiency [1] - **Market Conditions** - Global copper supply is tight, and a weaker dollar is expected to support high copper prices, providing strong backing for overall profitability [1] - Despite short-term impacts from impairments on net profit, the company's core profitability remains robust, with major operational challenges being addressed through financial provisions and substantial improvement measures [1]

Group 1 - The non-ferrous metal sector experienced a rebound on January 28, with several companies reaching their daily limit up, indicating strong market performance [1] - Notable companies that saw significant gains include Nanmin Group, Xiaocheng Technology, Hunan Gold, Sichuan Gold, and others, reflecting a broad-based rally in the sector [1] - Additional companies such as Copper Crown Mining, Naipu Mining Machinery, and Dongfang Tantalum also showed upward movement, suggesting positive sentiment across the industry [1]

中金岭南28日在互动平台表示，截止最新一期公司年报(2025-051)，公司生产白银153吨，黄金267千 克。 ...

还值得注意的是，洛阳钼业1月25日公告称，公司曾于2025年12月15日披露收购金矿项目，通过控股子公司收购加拿大EquinoxGoldCorp.旗下Aurizona金 矿、RDM金矿、Bahia综合矿区100%权益。北京时间2026年1月23日，该收购完成交割。交易涉及金矿含黄金资源量501.3万盎司，平均品位1.88g/t；储量 387.3万盎司，平均品位1.45g/t。2026年黄金预计年化产量6~8吨，将增厚公司资源储备。 杰富瑞近日发表研报指，洛阳钼业去年12月宣布收购Equinox Gold公司在巴西的黄金资产组合，收购对价最高约为10亿美元。相关交易已经完成。该行的 资产净值分析显示，其隐含金价约为每盎司3320美元。公司在去年中期业务更新时表示，黄金将成为公司继铜以外的另一个业务支柱。管理层认为，以 是次收购约10亿美元的成本计算，预期将获得合理回报，并对黄金持建设性看法。该行预计巴西及厄瓜多尔项目在全面达产后，黄金产量每年将达20 吨。在不考虑进一步扩产或收购的情况下，估计黄金将占洛阳钼业2026年毛利的5%至6%，并于2030年提升至10%以上。管理层初步目标到2030年将黄金 产量翻倍， ...