数据显示，洛阳钼业8月5日主力资金净流入2271.80万元，但近五日主力资金净流出3.7亿元。 风险提示：市场有风险，投资需谨慎。 截至2025年8月5日15时，洛阳钼业股价报9.38元，较前一交易日上涨1.30%。当日成交额达15.93亿元， 振幅为2.59%。 洛阳钼业主要从事铜、钼、钨、钴等金属的采选、冶炼及深加工业务，是全球领先的钨钼生产商和重要 的铜生产商。公司业务覆盖亚洲、非洲、南美洲等多个国家和地区。 根据公开信息，洛阳钼业预计2025年上半年净利润为82亿元至91亿元，同比增长51.37%至67.98%。中 原证券、华源证券等五家券商将其列入8月金股推荐名单，主要基于铜价中枢上移的预期。 本文源自：金融界 作者：A股君 ...

Group 1 - As of July 29, 2025, Luoyang Molybdenum's stock price was 9.25 yuan, up 0.98% from the previous trading day, with a trading volume of 1.4532 million shares and a transaction amount of 1.334 billion yuan [1] - Luoyang Molybdenum is a leading global producer of tungsten, molybdenum, copper, and cobalt, with operations across Asia, Africa, South America, and Australia [1] - The government of the Democratic Republic of the Congo has implemented a cobalt export ban since February 24, which was extended for an additional three months on June 21, 2025 [1] Group 2 - The cobalt export ban has had a limited impact on Luoyang Molybdenum's operations in the first half of the year, although its trading subsidiary IXM has been unable to fulfill certain contractual obligations [1] - Customs data indicates that China's imports of cobalt products from the Democratic Republic of the Congo decreased by 60.8% month-on-month in June [1] - Industry insiders predict a potential shortage of cobalt raw materials from August to September, which may lead to further increases in cobalt prices [1]