洛阳钼业涨1.16%，报9.59元/股，股价再创新高，总市值突破2051.71亿元，成交额达2.12亿元。（第一 财经AI快讯） ...

Group 1 - The company appointed Mr. Li Nong as the Chief Engineer, effective from the date of the board's decision until the end of the current board's term [1] - Mr. Li Nong holds a master's degree in engineering and has previously held significant positions in related companies, including Deputy Factory Director and Factory Director at Baoji Titanium Industry Co., Ltd. [1] - The appointment was reviewed and approved by the company's Board of Directors and the Nomination and Compensation Committee prior to the meeting [1]

7月30日晚间，一份由太钢集团、中信泰富特钢、青拓集团三方联合署名的声明在业内流传。 "近期，受到钼精矿价格波动影响，钼铁市场价格出现大幅度上涨，对下游企业造成了严重影响……"声明称，强烈谴责市场上的非理性炒作行 为，并将暂停钼铁采购。 对于上述声明，21世纪经济报道记者分别从业内两个不同渠道进行了核实。而导致钼价上涨的原因，又与近期中国黄金（600916）集团内蒙古 矿业有限公司所发生的安全事故存在一定关联。 相关数据显示，中金集团内蒙古矿业有限公司铜钼矿年产钼精矿11900实物吨，约占国内钼精矿总产量的3.9%左右，目前受事故影响该公司已 经停产。 供应端减少，给市场推涨钼价提供了理由。安泰科数据显示，7月23日至30日，国内钼精矿(45%～50%)平均价由3985元/吨度上涨至4285元/吨 度，同期钼铁(60%Mo)平均价由则由25.25万元/吨升至27.65万元/吨。 与近期频繁异动的焦煤、碳酸锂等商品相比，以上钼产品的供给收缩幅度、价格上涨幅度不算太大，但是架不住钢企正面临着原料端的整体上 行。 7月以来，国内铁矿石、焦炭价格均有不同程度地上涨，7月30日中国炼焦行业协会市场委员会召开专题市场分析 ...

Group 1 - The recent surge in molybdenum prices is attributed to supply constraints caused by an accident at China Gold Group's Inner Mongolia mining company, which has led to a production halt, affecting approximately 3.9% of the country's molybdenum concentrate output [2][6][8] - Molybdenum prices have increased significantly, with domestic molybdenum concentrate prices rising from 3985 RMB/ton to 4285 RMB/ton, and molybdenum iron prices increasing from 252,500 RMB/ton to 276,500 RMB/ton, marking a 9.5% rise over four days [6][10] - The demand for molybdenum iron remains stable, with a 10.47% year-on-year increase in domestic bidding volume for molybdenum iron, and a 15% increase in the production of duplex steel in the first half of the year [7] Group 2 - The steel industry is facing multiple cost pressures, leading to a joint statement from major steel companies condemning irrational market speculation and calling for a return to fundamental pricing based on supply and demand [4][10] - The rising prices of raw materials, including iron ore and coke, have prompted the China Coking Industry Association to recommend further price increases to alleviate operational difficulties in the industry [3][12][13] - The joint statement from leading steel companies highlights the conflict between upstream molybdenum prices and downstream steel production costs, emphasizing the need for a balanced approach to pricing [10][12]

Financial Performance Summary - The company reported total operating revenue of 695,895.90 million RMB, an increase of 5.55% compared to the same period last year [1] - Operating profit decreased to 181,888.02 million RMB, down 8.39% year-on-year [1] - Total profit was 181,893.51 million RMB, reflecting a decline of 8.73% compared to the previous year [1] - Net profit attributable to shareholders was 137,961.86 million RMB, a decrease of 8.45% year-on-year [1] - Basic earnings per share were 0.428 RMB, down 8.35% from the previous year [1] - The weighted average return on equity decreased by 1.58 percentage points to 7.77% [1] Operational Analysis - The decline in profit was attributed to a strategic shift towards increasing high value-added product raw material reserves, while sales volume in the processing segment saw a slight decrease [2] - The company implemented measures to mitigate adverse impacts, including scientific production organization and timely adjustments to sales structure [2] - Plans for the second half of the year include strengthening production and sales coordination, expanding market efforts, and enhancing cost control to achieve annual operational goals [2]

Core Viewpoint - Jinmoly Co., Ltd. (stock code: 601958) reported a revenue of 6.959 billion yuan in the first half of 2025, representing a year-on-year growth of 5.55%. However, the net profit decreased by 8.45% to 1.38 billion yuan [1]. Financial Performance - The company achieved an operating income of 6.959 billion yuan, which is a 5.55% increase compared to the previous year [1]. - The net profit for the period was 1.38 billion yuan, reflecting a decline of 8.45% year-on-year [1]. - The basic earnings per share also saw a year-on-year decrease due to the decline in net profit attributable to shareholders [1]. Strategic Developments - During the reporting period, the company focused on its development strategy by increasing the reserve of raw materials for high value-added products [1]. - The sales volume in the processing segment experienced a slight decline, which contributed to the overall decrease in total profit and net profit attributable to shareholders [1].

智通财经7月14日电，洛阳钼业(603993.SH)发布2025年半年度业绩预告，预计归属于上市公司股东的净 利润为82亿元到91亿元，同比增加51.37%到67.98%。主要原因是主要产品铜钴价格同比上升，叠加铜 产品产销量增长，带动业绩提升。公司主要产品产量实现增长，其中铜金属产量同比增长约12.68%， 钴金属产量同比增长约13.05%。 洛阳钼业：上半年净利同比预增51.37%-67.98% ...

Meeting Overview - The annual general meeting of shareholders was held on June 24, 2025, at the company's headquarters in Xi'an [2] - The meeting was convened by the board of directors and chaired by the chairman, Yan Ping, using a combination of on-site and online voting methods [2] Attendance - Out of 9 current directors, 8 attended the meeting, with one director absent due to work commitments [3] - Out of 3 current supervisors, 2 attended, with one supervisor absent for the same reason [3] - The board secretary and other senior executives were present, while the deputy general manager was absent due to work commitments [3] Resolutions Passed - The following non-cumulative voting resolutions were approved: - 2024 Annual Board Work Report [4] - 2024 Annual Supervisory Board Work Report [4] - 2024 Annual Report and its Summary [5] - 2024 Financial Settlement and 2025 Financial Budget Report [5] - 2024 Profit Distribution Plan [5] - 2025 Daily Related Transactions Plan [5] - 2025 Investment Plan for Technological Transformation, Safety, Environmental Protection, Digitalization, and Equipment Updates [5] - Appointment of the auditing firm for 2025 [5] - Amendment of the Articles of Association to abolish the Supervisory Board [5] Voting Procedures - The voting process complied with the Company Law and the Articles of Association, ensuring legality and validity [2][7] - The controlling shareholder, Jinduicheng Molybdenum Group Co., Ltd., abstained from voting on the related transaction proposal due to legal requirements [6] Legal Verification - The meeting was witnessed by Beijing Guantao (Xi'an) Law Firm, confirming that the meeting's procedures and voting results were lawful and valid [7] Documentation - The resolutions from the annual general meeting and the legal opinion from the law firm are available for review [8][9]

Core Points - The company announced a cash dividend of 0.255 CNY per share (including tax) for A shares [1][2] - The dividend distribution was approved at the annual shareholders' meeting held on May 30, 2025 [1][2] - The record date for the dividend is June 26, 2025, with the ex-dividend date and payment date both set for June 27, 2025 [1][4] Dividend Distribution Details - The total number of shares eligible for the dividend distribution is 21,499,240,619, with A shares accounting for 17,460,842,176 after excluding 104,930,443 shares held in the buyback account [2][3] - The total cash dividend to be distributed amounts to approximately 5.46 billion CNY, with 4.45 billion CNY allocated to A shares [2][3] - The calculation for the ex-dividend reference price for A shares is based on the formula: (previous closing price - cash dividend) / (1 + change in circulating shares ratio) [2][3] Taxation and Payment Procedures - Individual shareholders and mutual funds will have their tax liabilities calculated based on their holding periods, with a tax rate of 20% for holdings of one month or less and 10% for longer periods [4][5] - Qualified Foreign Institutional Investors (QFIIs) will have a uniform withholding tax rate of 10% applied to their dividends [5] - For investors in Hong Kong's Stock Exchange (including both individuals and corporations), the actual cash dividend after tax will be 0.2295 CNY per share [5][6]

Core Viewpoint - The inclusion of the journal "China Molybdenum" in the Chemical Abstracts Service (CAS) database marks a significant milestone for the journal, enhancing its international visibility and expanding the dissemination of its academic achievements [2][3]. Group 1: Journal Recognition - "China Molybdenum" has been officially included in the CAS database, indicating a solid step towards international recognition in the field of chemistry [2]. - CAS is recognized as the world's most authoritative chemical information organization, established in 1907, and is dedicated to collecting and organizing disclosed chemical substance information [2]. Group 2: Contribution and Quality Control - The successful inclusion of "China Molybdenum" is a result of collaborative efforts from various stakeholders, including editorial committee experts, reviewers, and authors dedicated to high-quality research in the molybdenum and related non-ferrous metals fields [3]. - The editorial committee maintains strict academic quality control, ensuring the reliability of the journal's published research [3]. Group 3: Future Directions - The journal aims to continue focusing on the molybdenum and related non-ferrous metals sectors, keeping pace with industry trends and enhancing its academic standards [3]. - "China Molybdenum" is committed to contributing to the high-quality development of the molybdenum industry and striving towards higher international academic goals [3].