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].

Core Viewpoint - The company is set to hold its 2024 Annual General Meeting, where various proposals will be discussed, including the board and supervisory reports, financial results, and future plans for investment and governance [1][2]. Group 1: Board of Directors Report - The company achieved a record high in operational performance despite a decline in molybdenum prices, with a 2.95% increase in molybdenum concentrate production and a 25.73% increase in total sales volume [4][6]. - The total revenue for the year reached 13.571 billion yuan, with a profit of 3.901 billion yuan, completing the annual operational goals [4][6]. - The company has implemented a "four modernization" project management system, investing 369 million yuan in fixed assets, and has made significant progress in resource acquisition and market expansion [4][6]. Group 2: Financial Results and Budget - The company reported total assets of 20.638 billion yuan, a year-on-year increase of 12.82%, and a net asset value of 17.013 billion yuan, up 11.09% [4][6]. - The financial report for 2024 indicates a focus on maintaining revenue growth and cost control, with a target revenue of 13 billion yuan for 2025 [21][22]. - The proposed profit distribution plan for 2024 includes a cash dividend of 4 yuan per 10 shares, totaling approximately 239.85 million yuan [23]. Group 3: Governance and Compliance - The company has strengthened its governance framework, implementing a comprehensive compliance management system and enhancing the decision-making process [6][8]. - The supervisory board has conducted regular meetings to ensure compliance with laws and regulations, maintaining transparency and accountability in financial reporting [16][17]. - The company plans to revise its articles of association to align with new regulatory requirements and improve operational efficiency [26]. Group 4: Future Plans - The company aims to enhance its industrial layout and accelerate transformation, focusing on quality improvement and project implementation [10][11]. - There is a commitment to technological innovation and risk management, with plans to invest in key projects and improve internal controls [12][13]. - The company is also looking to strengthen its market position through strategic resource acquisitions and international trade initiatives [13][14].

Core Viewpoint - Luoyang Molybdenum Group Co., Ltd. plans to cancel repurchased shares and reduce registered capital, following the approval of relevant board meetings [1][2]. Group 1: Share Cancellation and Capital Reduction - The company will cancel 104,930,443 shares from its repurchase account, reducing total share capital from 21,499,240,619 shares to 21,394,310,176 shares [1]. - Registered capital will decrease from 4,299,848,123.8 yuan to 4,278,862,035.2 yuan as a result of the share cancellation [1]. Group 2: Notification to Creditors - The company notifies creditors that they have 30 days from receiving the notice, or 45 days from the announcement date if no notice is received, to claim debts or request guarantees [2]. - Creditors must provide valid debt documents and related evidence to the company to exercise their rights [2].