证券日报网讯3月2日，洛阳钼业（603993）在互动平台回答投资者提问时表示，公司在刚果(金)的业务 范围覆盖铜、钴矿石的勘探、开采、提炼、加工和销售，拥有从开采到加工的全套工艺和流程，主要产 品为阴极铜和氢氧化钴。 ...

每经AI快讯，有投资者在投资者互动平台提问：您好！请问贵公司有规划在刚果金建设钴冶炼厂以寻 求配额制下钴的利益最大化吗？ 洛阳钼业（603993.SH）3月2日在投资者互动平台表示，尊敬的投资者您好，公司在刚果（金）的业务 范围覆盖铜、钴矿石的勘探、开采、提炼、加工和销售，拥有从开采到加工的全套工艺和流程，主要产 品为阴极铜和氢氧化钴。感谢您的关注。 （记者 曾健辉） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 ...

来源：新浪证券-红岸工作室 2月27日，洛阳钼业涨4.17%，成交额80.35亿元，换手率1.94%，总市值5132.50亿元。 洛阳钼业目前在新浪财经客户端A股市场人气排名第33名。 异动分析 金属铜+黄金概念+金属钴+小金属概念+磷化工 1、本公司属于有色金属采矿业，主要从事铜、钼、钨、钴、铌、磷等矿业的采选、冶炼、深加工等业 务，拥有较为完整的一体化产业链条，是全球前五大钼生产商及最大钨生产商、全球第二大钴、铌生产 商和全球领先的铜生产商，同时也是巴西境内第二大磷肥生产商。 2、2023年10月23日互动易：公司位于澳洲的NPM铜金矿生产黄金，公司拥有80%权益，2022年黄金权 益产量为1.6万盎司，2023年黄金权益产量指引为2.5至2.7万盎司，同比增长56%至69%。2025年半年 报，为布局黄金资源， 2025年上半年公司成功完成厄瓜多尔奥丁矿业（凯歌豪斯金矿）收购并快速推 进开发工作，计划2029年前投产。 3、本公司为全球第二大钴生产商，钴产品为氢氧化钴，于国际市场销售。 4、公司主营业务为钼、钨及黄金等稀贵金属的采选、冶炼，随着公司近年来大力发展贵金属业务，金 银产品的收入和利润贡献比重 ...

来源：新浪证券-红岸工作室 2月26日，洛阳钼业跌1.79%，成交额58.69亿元，换手率1.45%，总市值4927.11亿元。 洛阳钼业目前在新浪财经客户端A股市场人气排名第45名。 异动分析 金属铜+黄金概念+金属钴+小金属概念+磷化工 资金分析 今日主力净流入-6.54亿，占比0.11%，行业排名60/61，该股当前无连续增减仓现象，主力趋势不明显； 所属行业主力净流入-42.15亿，当前无连续增减仓现象，主力趋势不明显。 区间今日近3日近5日近10日近20日主力净流入-6.77亿-6.09亿-20.87亿-30.10亿-53.92亿 1、本公司属于有色金属采矿业，主要从事铜、钼、钨、钴、铌、磷等矿业的采选、冶炼、深加工等业 务，拥有较为完整的一体化产业链条，是全球前五大钼生产商及最大钨生产商、全球第二大钴、铌生产 商和全球领先的铜生产商，同时也是巴西境内第二大磷肥生产商。 2、2023年10月23日互动易：公司位于澳洲的NPM铜金矿生产黄金，公司拥有80%权益，2022年黄金权 益产量为1.6万盎司，2023年黄金权益产量指引为2.5至2.7万盎司，同比增长56%至69%。2025年半年 报，为布局黄 ...

来源：新浪证券-红岸工作室 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 2月25日，洛阳钼业涨2.58%，成交额69.19亿元，换手率1.69%，总市值5016.97亿元。 洛阳钼业目前在新浪财经客户端A股市场人气排名第14名。 异动分析 黄金概念+金属铜+金属钴+小金属概念+磷化工 1、2023年10月23日互动易：公司位于澳洲的NPM铜金矿生产黄金，公司拥有80%权益，2022年黄金权 益产量为1.6万盎司，2023年黄金权益产量指引为2.5至2.7万盎司，同比增长56%至69%。2025年半年 报，为布局黄金资源， 2025年上半年公司成功完成厄瓜多尔奥丁矿业（凯歌豪斯金矿）收购并快速推 进开发工作，计划2029年前投产。 2、本公司属于有色金属采矿业，主要从事铜、钼、钨、钴、铌、磷等矿业的采选、冶炼、深加工等业 务，拥有较为完整的一体化产业链条，是全球前五大钼生产商及最大钨生产商、全球第二大钴、铌生产 商和全球领先的铜生产商，同时也是巴西境内第二大磷肥生产商。 3、本公司为全球第二大钴生产商，钴产品为氢氧化钴，于国际市场销售。 4、公司主营业务为钼、钨及黄金等稀贵 ...

Core Viewpoint - Luoyang Molybdenum Co., Ltd. is experiencing a positive market response, with a stock price increase of 2.93% and a trading volume of 5.745 billion yuan, indicating strong investor interest and market activity [1]. Company Overview - Luoyang Molybdenum is primarily engaged in the mining and processing of non-ferrous metals, including molybdenum, tungsten, cobalt, and copper, and is recognized as one of the top five molybdenum producers globally and the largest tungsten producer [3][4]. - The company has a comprehensive integrated industrial chain and is also the second-largest producer of cobalt and niobium globally, as well as a leading copper producer [3][4]. Production and Revenue Insights - The company holds an 80% stake in the NPM copper-gold mine in Australia, with gold production guidance for 2023 set to increase by 56% to 69% compared to 2022, projecting an output of 25,000 to 27,000 ounces [3]. - In 2025, Luoyang Molybdenum plans to complete the acquisition of the Odin Mining project in Ecuador, aiming for production by 2029 [3]. - The company reported a revenue of 145.485 billion yuan for the first nine months of 2025, a decrease of 5.99% year-on-year, while net profit attributable to shareholders increased by 72.61% to 14.280 billion yuan [9]. Market Position and Shareholder Information - As of September 30, 2025, the company had 304,200 shareholders, reflecting an increase of 28.08% from the previous period [9]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 695 million shares, an increase of 47.472 million shares [9]. Financial Performance - The company has distributed a total of 21.562 billion yuan in dividends since its A-share listing, with 10.576 billion yuan distributed over the past three years [9].

Core Viewpoint - Luoyang Molybdenum Co., Ltd. is experiencing a significant increase in gold production and is strategically expanding its operations in the precious metals sector, while also maintaining a strong position in various metal markets [2][3]. Group 1: Company Overview - Luoyang Molybdenum Co., Ltd. is primarily engaged in the mining, selection, smelting, and deep processing of precious metals such as molybdenum, tungsten, and gold, and has a comprehensive integrated industrial chain [2][7]. - The company is one of the top five molybdenum producers globally and the largest tungsten producer, as well as the second-largest cobalt and niobium producer, and a leading copper producer [2][3]. - The company is also the second-largest producer of phosphate fertilizer in Brazil, with a complete phosphate industry chain [3][7]. Group 2: Production and Financial Performance - The company holds an 80% stake in the NPM copper-gold mine in Australia, with gold production guidance for 2023 set to increase by 56% to 69% compared to 2022, reaching between 25,000 to 27,000 ounces [2]. - For the first nine months of 2025, Luoyang Molybdenum achieved a revenue of 145.49 billion yuan, a decrease of 5.99% year-on-year, while net profit attributable to shareholders increased by 72.61% to 14.28 billion yuan [8]. - The company has distributed a total of 21.56 billion yuan in dividends since its A-share listing, with 10.58 billion yuan distributed in the last three years [8]. Group 3: Market Activity and Stock Performance - On February 9, Luoyang Molybdenum's stock rose by 1.96%, with a trading volume of 4.236 billion yuan and a market capitalization of 479.66 billion yuan [1]. - The stock has seen a net outflow of 117 million yuan from major investors, indicating a reduction in holdings over the past three days [4][5]. - The average trading cost of the stock is 18.69 yuan, with the current price approaching a resistance level of 22.70 yuan, suggesting potential for upward movement if this level is surpassed [6].

Group 1 - The Shanghai Stock Exchange issued a regulatory warning to Pengxin Resources and its former chairman due to a four-year vacancy in the position of board secretary, which undermines the professionalism and timeliness of information disclosure [2][4] - The board secretary position has been vacant since January 21, 2022, after the resignation of the previous secretary, with the chairman temporarily assuming the role [3][4] - The lack of a dedicated board secretary can lead to blurred responsibilities, potential delays in information disclosure, and a concentration of power within the chairman, which may damage investor confidence [4][5] Group 2 - Pengxin Resources expects to achieve a net profit of between 210 million and 290 million yuan for 2025, a significant turnaround from a loss of 96.77 million yuan in the previous year, driven by increased production and sales prices of key minerals [6] - The company is currently facing a lawsuit regarding performance compensation claims amounting to approximately 430 million yuan, which could impact future profits [7] - The controlling shareholder has pledged 62.45% of their shares, raising concerns about liquidity and the ability to meet compensation obligations, which could lead to instability in the company's ownership structure [8]

Core Viewpoint - Pengxin Resources has been unable to appoint a board secretary for four consecutive years, leading to regulatory warnings for its two chairmen [2][4][7]. Group 1: Board Secretary Vacancy - The position of board secretary at Pengxin Resources has been vacant since January 21, 2022, with the chairman acting in this role [3][4]. - The Shanghai Stock Exchange issued a regulatory warning to the company's former chairmen, Wang Jian and Wang Jinding, due to the prolonged vacancy [2][5]. - The company has been urged to complete the appointment of a new board secretary and submit a rectification report within one month [5][6]. Group 2: Financial Performance - Pengxin Resources is expected to achieve a net profit of between 210 million to 290 million yuan for 2025, marking an increase of 307 million to 387 million yuan compared to the previous year [11]. - The company anticipates a net profit of 203 million to 283 million yuan after deducting non-recurring gains and losses, an increase of 362 million to 442 million yuan year-on-year [11]. - The growth in performance is attributed to increased production and sales prices of gold, copper, and sulfuric acid, along with a rebound in cobalt hydroxide prices [11]. Group 3: Shareholding and Debt Issues - On January 30, 2025, a court ruling mandated the transfer of 55.55 million shares (2.51% of total shares) from the controlling shareholder, Pengxin Group, to China Great Wall Asset Management Co., Ltd. as debt compensation [3][12]. - Following this transfer, Pengxin Group's shareholding in Pengxin Resources decreased from 18.02% to 15.51% [12]. - Currently, Pengxin Group holds 343 million shares, with a pledge ratio of approximately 84.8%, representing 13.15% of the company's total share capital [13].

Core Viewpoint - The company has faced regulatory scrutiny due to the prolonged vacancy of the board secretary position, which has been filled by the chairman since January 21, 2022, violating relevant regulations [2][3]. Group 1: Regulatory Actions - The Shanghai Stock Exchange issued a regulatory warning to the company's former chairman Wang Jian and Wang Jinding for failing to fulfill their responsibilities in appointing a board secretary [3]. - The company is required to take corrective measures, initiate the appointment process for a qualified board secretary, and submit a rectification report within one month [3]. Group 2: Share Pledge Information - The company's controlling shareholder, Tibet Zhiguan, pledged 23,230,000 shares to Shanghai Rural Commercial Bank, with the funds intended for working capital [4]. - After the pledge, Tibet Zhiguan holds 91,183,431 shares, representing 4.12% of the total share capital, with the pledged shares accounting for 25.48% of their holdings and 1.05% of the company's total shares [4]. Group 3: Shareholder Status - As of the announcement date, the controlling shareholder Pengxin Group and its concerted parties hold a total of 685,137,415 shares, representing 30.96% of the total share capital, with 427,837,580 shares pledged [5]. - The unpledged shares held by Pengxin Group and its concerted parties are insufficient to meet performance compensation commitments, prompting efforts to lift the pledges [5]. Group 4: Financial Performance - The company anticipates a net profit of between 210 million and 290 million yuan for 2025, a significant turnaround from a loss of 96.77 million yuan in the previous year [5]. - The expected profit increase is attributed to higher production and sales prices of gold, copper, and sulfuric acid, along with a rebound in cobalt hydroxide prices [5]. Group 5: Market Performance - As of February 3, the company's stock price decreased by 3.21%, closing at 8.75 yuan per share, with a total market capitalization of 19.363 billion yuan [6].