金钼股份公告，2025年上半年营业收入69.59亿元，同比增长5.55%。净利润13.82亿元，同比下降 8.27%。基本每股收益0.428元／股，同比减少8.35%。 ...

8月18日，洛阳钼业大宗交易成交1400万股，成交额1.51亿元，占当日总成交额的3.64%，成交价10.77元，较市场收盘价10.77元持平。 | 2025-08-18 | 洛阳铝亚 | 603993 | 10.77 | 15078 | 1400 | 海通证券股份有限 公司国际部Y | 中信证券股份有限 公司深圳滨海大道 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | | | 卖出营业部 | ...

Group 1 - The company plans to provide guarantees totaling up to 4.1 billion yuan for its wholly-owned subsidiaries [2][4] - The company has no overdue guarantees as of the announcement date [4][13] - The total amount of external guarantees accounts for 23.02% of the company's most recent audited net assets [4][13] Group 2 - The company has been authorized to provide a maximum guarantee amount of 55 billion yuan for the year 2025, with specific limits for subsidiaries with asset-liability ratios above and below 70% [5] - The guarantees will cover various financial obligations, including loans, bond issuances, and other forms of liabilities [5] - The authorization is valid from the date of the 2024 annual general meeting until the 2025 annual general meeting [5] Group 3 - The company has not yet signed any agreements related to the guarantees mentioned in the plan [11] - The guarantees are deemed necessary for the normal operations of the company and its subsidiaries, which are all wholly-owned [12] - The credit status of the guaranteed parties is considered good, and the overall risk of the guarantees is manageable [12] Group 4 - An investor briefing session is scheduled for August 25, 2025, to discuss the company's half-year performance and financial status [15][18] - Investors can participate in the session via video and online interaction, with opportunities to submit questions beforehand [19] - The session will include participation from independent directors and management [18]

关于变更投资者热线电话的公告 股票代码：603993 股票简称：洛阳钼业 编号：2025—042 洛阳栾川钼业集团股份有限公司 为保证投资者交流渠道通畅，进一步做好投资者关系管理工作， 洛阳栾川钼业集团股份有限公司（以下简称"公司"）将于即日起启 用新的投资者热线：+86-21-80330506，原联系电话将不再作为投资 者热线使用。 洛阳栾川钼业集团股份有限公司董事会 二零二五年八月十二日 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。 除上述变更内容外，公司其他信息均保持不变。敬请广大投资 者关注以上变更，由此给您带来的不便，敬请谅解。 欢迎广大投资者通过投资者热线电话+86-21-80330506以及邮箱 特此公告。 ...

Core Viewpoint - In the context of high volatility in molybdenum prices during the first half of the year, Jinchuan Molybdenum Co., Ltd. reported a significant increase in its performance, with a projected net profit for the first half of 2023 expected to be between 1.33 billion and 1.53 billion yuan, representing a year-on-year increase of approximately 100.01% to 130.09% [1] Group 1: Company Performance - Jinchuan Molybdenum attributes its substantial profit growth to high international molybdenum market prices and effective production organization, product structure optimization, and efficiency improvements [1] - The average price of molybdenum products increased by over 50% year-on-year in the first half of the year, primarily driven by rising demand in the steel sector [2] Group 2: Industry Dynamics - Molybdenum is primarily used as an alloying additive in the steel industry, with about 80% of its application in this sector, making steel demand a key factor influencing molybdenum prices [2] - The steady demand from downstream industries and tight supply conditions have supported strong molybdenum prices, with government investments in steel production further boosting demand [2] - The expansion of molybdenum production capacity is constrained by environmental regulations and carbon neutrality goals, which also supports price stability [2] Group 3: Future Outlook - Jinchuan Molybdenum, as a leading domestic company, is expected to benefit from the growing demand for high-end molybdenum products in high-tech industries, including metal ceramics and nanomaterials [2] - The company possesses rich resource reserves and operates two large open-pit molybdenum mines, with advanced production technology, positioning it well for future growth [3] - Continuous investment in research and development is anticipated to create new competitive advantages for the company [3]

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]