洛阳钼业（03993）午前股价上涨5.12%，现报13.34港元，成交额4.05亿港元。 责任编辑：卢昱君 近日，甲骨文（Oracle）一份高达3000亿美元（约合人民币2.14万亿元）的算力采购合同，引爆全球投资者对算力、AI相关板块的热情，算力行业未来增长确定性及预期也进一步推高。中原 据了解，钴材料在晶体管接触层中的应用显著提升了器件性能。在5nm等先进制程中，钴硅化合物可大幅降低接触电阻，进而提高晶体管开关速度，为高端AI芯片的算力跃升提供支持。天风证券 ...

洛阳钼业（603993）(03993)涨超5%，截至发稿，涨5.12%，报13.34港元，成交额4.05亿港元。 据了解，钴材料在晶体管接触层中的应用显著提升了器件性能。在5nm等先进制程中，钴硅化合物可大 幅降低接触电阻，进而提高晶体管开关速度，为高端AI芯片的算力跃升提供支持。天风证券 （601162）指出，铜钴业务持续为公司贡献"量+价"。25H1产量超进度完成，未来计划促进TFM东区 17K工艺技改项目落地，继续提产降本，KFM加大勘探力度增储。此外，受刚果(金)暂停钴出口4个月 的临时性政策及市场库存水平下降影响，预计钴价高位支撑公司营收。 消息面上，近日，甲骨文(Oracle)一份高达3000亿美元(约合人民币2.14万亿元)的算力采购合同，引爆全 球投资者对算力、AI相关板块的热情，算力行业未来增长确定性及预期也进一步推高。中原证券 （601375）认为，北美云厂商从AI投资中获得了积极回报，并持续加大AI基础设施的投资力度，推动 AI算力硬件基础设施需求旺盛。 ...

据了解，钴材料在晶体管接触层中的应用显著提升了器件性能。在5nm等先进制程中，钴硅化合物可大 幅降低接触电阻，进而提高晶体管开关速度，为高端AI芯片的算力跃升提供支持。天风证券指出，铜 钴业务持续为公司贡献"量+价"。25H1产量超进度完成，未来计划促进TFM东区17K工艺技改项目落 地，继续提产降本，KFM加大勘探力度增储。此外，受刚果(金)暂停钴出口4个月的临时性政策及市场 库存水平下降影响，预计钴价高位支撑公司营收。 消息面上，近日，甲骨文(Oracle)一份高达3000亿美元(约合人民币2.14万亿元)的算力采购合同，引爆全 球投资者对算力、AI相关板块的热情，算力行业未来增长确定性及预期也进一步推高。中原证券认 为，北美云厂商从AI投资中获得了积极回报，并持续加大AI基础设施的投资力度，推动AI算力硬件基 础设施需求旺盛。 智通财经APP获悉，洛阳钼业(03993)涨超5%，截至发稿，涨5.12%，报13.34港元，成交额4.05亿港元。 ...

Company Overview - Shengtu Mining Group Co., Ltd. is located in Xiamen, Fujian Province, established on January 14, 1997, and listed on May 31, 1996. The company primarily engages in non-ferrous metal mining, metal industry chain value-added services, cobalt materials, and the smelting of lead, zinc, and various valuable metal products [2]. Business Segmentation - The revenue composition of Shengtu Mining is as follows: Energy metals business accounts for 66.55%, basic metals business 27.88%, and metal trading and other activities 5.56% [2]. Stock Performance - As of September 3, Shengtu Mining's stock price increased by 2.55% to 9.25 CNY per share, with a total market capitalization of 28.588 billion CNY. The stock has risen 91.91% year-to-date, with a 16.50% increase over the last five trading days, 17.24% over the last 20 days, and 62.57% over the last 60 days [1]. Capital Flow - The net inflow of main funds into Shengtu Mining was 25.2387 million CNY, with large orders accounting for 28.62% of total purchases and 27.88% of total sales. The company appeared on the "Dragon and Tiger List" once this year, with a net purchase of 431 million CNY on August 29 [1]. Financial Performance - For the first half of 2025, Shengtu Mining reported a revenue of 13.804 billion CNY, representing a year-on-year growth of 20.94%. However, the net profit attributable to shareholders decreased by 5.81% to 1.053 billion CNY [2]. Dividend Distribution - Since its A-share listing, Shengtu Mining has distributed a total of 933 million CNY in dividends, with 388 million CNY distributed over the past three years [3].

Group 1 - The company plans to repurchase shares through centralized bidding, with a total amount not less than 500 million and not exceeding 600 million, at a maximum price of 11.82 yuan per share [1] - The current stock price is 7.87 yuan, representing a cumulative increase of 62.73% this year, and the proposed maximum repurchase price is 50.19% higher than the current price [1] - The company is involved in non-ferrous metal mining and processing, with main business revenue composition: energy metals 66.55%, basic metals 27.88%, and metal trading and others 5.56% [1] Group 2 - As of July 31, the number of shareholders is 118,700, a decrease of 6.18%, while the average circulating shares per person increased by 6.59% to 26,047 shares [2] - For the first half of 2025, the company achieved operating revenue of 13.804 billion, a year-on-year increase of 20.94%, while net profit attributable to shareholders decreased by 5.81% to 1.053 billion [2] Group 3 - The company has distributed a total of 933 million in dividends since its A-share listing, with 388 million distributed in the last three years [3]