603993 洛阳钼业
已收盘 02-11 15:00:00
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花旗:上调洛阳钼业(03993)目标价 维持“买入”评级
智通财经 · 02-10 14:14
花旗:上调洛阳钼业(03993)目标价 维持“买入”评级
港股异动 | 洛阳钼业(03993)涨超4% 公司近日完成巴西金矿收购 黄金业务将与原有铜钴业务形成协同
智通财经 · 02-10 10:12
港股异动 | 洛阳钼业(03993)涨超4% 公司近日完成巴西金矿收购 黄金业务将与原有铜钴业务形成协同
今年,哪些行业能过上好日子?
格隆汇 · 02-10 09:32
今年,哪些行业能过上好日子?
能源金属周报|本周贵金属市场不稳定延续致部分金属价格下跌,后续仍看好关键金属全面行情【华西有色-晏溶团队】
环保有色溶易看 · 02-08
能源金属周报|本周贵金属市场不稳定延续致部分金属价格下跌,后续仍看好关键金属全面行情【华西有色-晏溶团队】
每周股票复盘:洛阳钼业(603993)现2164.82万元大宗交易
证券之星 · 02-08
每周股票复盘:洛阳钼业(603993)现2164.82万元大宗交易
小摩增持洛阳钼业(03993)约806.06万股 每股作价约23.83港元
智通财经 · 02-03
小摩增持洛阳钼业(03993)约806.06万股 每股作价约23.83港元
洛阳钼业(03993)涨4.32% 华泰证券看好公司价值提升 升其目标价59.61%
金吾财讯 · 02-03
洛阳钼业(03993)涨4.32% 华泰证券看好公司价值提升 升其目标价59.61%
2月2日洛阳钼业跌9.21%,南方中证申万有色金属ETF基金重仓该股
证券之星 · 02-02
2月2日洛阳钼业跌9.21%,南方中证申万有色金属ETF基金重仓该股
每周股票复盘:洛阳钼业(603993)完成金矿收购并发行12亿美元可转债
证券之星 · 02-01
每周股票复盘:洛阳钼业(603993)完成金矿收购并发行12亿美元可转债
A股有色金属行业2025Q4基金持仓分析:主动类权益基金大幅增持有色行业
中国银河 · 01-30
A股有色金属行业2025Q4基金持仓分析:主动类权益基金大幅增持有色行业
异动快报:洛阳钼业(603993)1月30日10点19分触及跌停板
证券之星 · 01-30
异动快报:洛阳钼业(603993)1月30日10点19分触及跌停板
大行评级|高盛:上调今明两年金价预测,铜业及金矿股中首选紫金矿业及洛阳钼业
中金财经 · 01-29
大行评级|高盛:上调今明两年金价预测,铜业及金矿股中首选紫金矿业及洛阳钼业
小摩:上调洛阳钼业(03993)目标价至30港元 重申“增持”评级
智通财经 · 01-28
小摩:上调洛阳钼业(03993)目标价至30港元 重申“增持”评级
洛阳钼业(03993.HK)尾盘涨超5%
每日经济新闻 · 01-28
洛阳钼业(03993.HK)尾盘涨超5%
【券商聚焦】摩根大通重申洛阳钼业(03993)“增持”评级 上调其今明两年盈利预测至多3成
金吾财讯 · 01-28
【券商聚焦】摩根大通重申洛阳钼业(03993)“增持”评级 上调其今明两年盈利预测至多3成
富瑞:料2030年黄金业务将占洛阳钼业(03993)毛利10%以上 予“买入”评级
智通财经 · 01-28
富瑞:料2030年黄金业务将占洛阳钼业(03993)毛利10%以上 予“买入”评级
洛阳钼业完成发行12亿美元于2027年到期的零息有担保可换股债券
财中社 · 01-26
洛阳钼业完成发行12亿美元于2027年到期的零息有担保可换股债券
1月26日港股一般金属及矿石行业沽空数据盘点,洛阳钼业、江西铜业股份、赣锋锂业沽空金额位居行业前三
证券之星APP · 01-26
1月26日港股一般金属及矿石行业沽空数据盘点,洛阳钼业、江西铜业股份、赣锋锂业沽空金额位居行业前三
1月26日洛阳钼业涨8.35%,南方中证申万有色金属ETF基金重仓该股
证券之星 · 01-26
1月26日洛阳钼业涨8.35%,南方中证申万有色金属ETF基金重仓该股
洛阳钼业涨8.35%,民生证券二个月前给出“买入”评级
证券之星 · 01-26
洛阳钼业涨8.35%,民生证券二个月前给出“买入”评级
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公司概况
公司名称:
洛阳栾川钼业集团股份有限公司
所属行业:
有色金属矿采选业
上市日期:
2012-10-09
主营业务:
洛阳栾川钼业集团股份有限公司的主营业务是基本金属、稀有金属的采、选、冶等矿山采掘及加工业务和矿产贸易业务。公司的主要产品是矿山采掘及加工、钼、钨、铜(不含NPM)、钴、铌、磷、铜金(NPM)、矿产贸易、矿物金属贸易、精炼金属贸易。
发行价格:
3.00
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14:14","pubTimestamp":1770704068,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,花旗发布研报称,将洛阳钼业2025年、2026年及2027年的净利润预测分别上调3.8%、34.2%、17.5%,至205亿元、339亿元及318亿元人民币。将洛阳钼业目标价从20.6港元上调至28.3港元,并维持“买入”评级。报告指出,洛钼于2025年12月宣布收购巴西黄金资产,并于2026年1月完成交易。该行预计该资产在2026年将贡献7.1吨应占黄金产量,贡献约24亿元人民币净利润。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1403584.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["603993","03993"],"gpt_icon":0},{"id":"2610965936","title":"港股异动 | 洛阳钼业(03993)涨超4% 公司近日完成巴西金矿收购 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10:12","pubTimestamp":1770689554,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,洛阳钼业涨超4%,截至发稿,涨4.09%,报22.9港元,成交额2.37亿港元。消息面上,小摩发布研究报告指出,近日,洛阳钼业完成巴西金矿收购,交易对价10.15亿美元,该矿储量387万盎司。该行认为,公司完成巴西金矿收购后,黄金业务与原有铜钴业务形成协同,叠加铜产能扩张与成本优化,2026-2027年盈利预期上调27%-30%,有望实现连续一年50%以上的盈利增长。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1403507.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation,merge","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["GDXJ","BK0182","1OZmain","NUGT","SGXZ81163826.USD","VXUS","HGmain","VT","GCmain","159934","BK0056","BK4588","COPJ","GLDM","LU0164880469.USD","03993","SGUmain","MHGmain","SGCmain","LU0149721374.USD","DUST","518880","GDX","PALL","BK0012","603993","IAU","LU2213484517.USD","LU2580892789.USD","XME","BK1594","BK1190","CPER","LU1880383366.USD","CPXR","BK4585","SGOL","GLL","159100","159831","QOmain","UGL","BK0196","COPX","GLD","BK0028","BK4504","MGCmain","LU1880383440.USD","QCmain"],"gpt_icon":0},{"id":"2610693716","title":"今年,哪些行业能过上好日子?","url":"https://stock-news.laohu8.com/highlight/detail?id=2610693716","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610693716?lang=zh_cn&edition=full","pubTime":"2026-02-10 09:32","pubTimestamp":1770687174,"startTime":"0","endTime":"0","summary":"A股这7大板块,勾勒出中国经济全貌","market":"hk","thumbnail":"https://img3.gelonghui.com/172d4-20f85b65-639e-4434-ae9f-af24cf4685ac.jpg?guru_height=1664&guru_width=2432&guru_size=642580","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/172d4-20f85b65-639e-4434-ae9f-af24cf4685ac.jpg?guru_height=1664&guru_width=2432&guru_size=642580"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/3807289","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"gelonghui_highlight","symbols":["603993","BK4585","002142","002714","BK4588","02714","02899","002074","ZIJMY","002709","600519","03993","01772","601012","BK4535","601899","002460","300666"],"gpt_icon":0},{"id":"2609764205","title":"能源金属周报|本周贵金属市场不稳定延续致部分金属价格下跌,后续仍看好关键金属全面行情【华西有色-晏溶团队】","url":"https://stock-news.laohu8.com/highlight/detail?id=2609764205","media":"环保有色溶易看","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609764205?lang=zh_cn&edition=full","pubTime":"2026-02-08 19:07","pubTimestamp":1770548832,"startTime":"0","endTime":"0","summary":"根据USGS数据,2024年全球钴矿产量29.0万吨,同比增加21.8%,其中刚果金产量22.0万吨,全球占比76%。2024年12月3日,中国商务部表示,禁止两用物项对美国军事用户或军事用途出口,原则上不予许可镓、锗、锑、超硬材料相关两用物项对美国出口。本周碳酸锂价格下跌主要受贵金属大跌引起市场恐慌情绪影响,锂供给端不确定性仍存的基本面未改。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020819151597a55a80&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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01:02","pubTimestamp":1770483733,"startTime":"0","endTime":"0","summary":"截至2026年2月6日收盘,洛阳钼业(603993)报收于21.99元,较上周的24.33元下跌9.62%。本周,洛阳钼业2月4日盘中最高价报24.05元。2月6日盘中最低价报20.86元。洛阳钼业当前最新总市值4704.61亿元,在工业金属板块市值排名2/60,在两市A股市值排名26/5186。本周关注点交易信息汇总:洛阳钼业2月2日现2164.82万元大宗交易交易信息汇总2月2日洛阳钼业现2164.82万元大宗交易以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026020800000023.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0183","SGXZ49509284.SGD","LU2580892789.USD","LU2213484517.USD","LU1880383440.USD","BK1594","BK1190","BK0012","603993","BK1592","LU1481107354.HKD","BK0056","BK0182","LU0149721374.USD","BK0028","LU2580892862.HKD","LU1880383366.USD","BK0242","BK0196","SGXZ81163826.USD","03993","BK0188","LU0164880469.USD"],"gpt_icon":0},{"id":"2608827012","title":"小摩增持洛阳钼业(03993)约806.06万股 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18:58","pubTimestamp":1770116324,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,香港联交所最新资料显示,1月28日,小摩增持洛阳钼业(03993)806.0604万股,每股作价23.8255港元,总金额约为1.92亿港元。增持后最新持股数目约为2.8亿股,最新持股比例为7.1%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1401150.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0345770308.USD","LU0320765489.SGD","BK4516","BK4585","LU2592432038.USD","SGXZ81163826.USD","LU1496350171.SGD","LU2462157665.USD","LU0208291251.USD","LU1162221912.USD","LU0820561909.HKD","LU1720051017.SGD","SG9999002224.SGD","LU0943347566.SGD","LU1244550494.USD","IE00BLSP4239.USD","LU1145028129.USD","LU1720051108.HKD","LU2237443622.USD","LU0203347892.USD","LU0683600562.USD","IE00BN8TJ469.HKD","LU2023250504.SGD","LU2456880835.USD","LU2213484517.USD","LU2580892789.USD","LU1116320737.USD","LU2237443895.HKD","LU1548497426.USD","LU0234572021.USD","LU1261432733.SGD","IE000M9KFDE8.USD","LU0310799852.SGD","603993","03993","LU1244550577.SGD","LU1280957306.USD","LU0820562030.AUD","LU1551013425.SGD","LU0820561818.USD","LU2417539215.USD","LU2357305700.SGD","LU2237443549.SGD","BK0242","BK1190","LU0345770993.USD","LU0689472784.USD","LU1084165304.USD","LU1116320901.HKD","LU2505996681.GBP"],"gpt_icon":0},{"id":"2608494098","title":"洛阳钼业(03993)涨4.32% 华泰证券看好公司价值提升 升其目标价59.61%","url":"https://stock-news.laohu8.com/highlight/detail?id=2608494098","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608494098?lang=zh_cn&edition=full","pubTime":"2026-02-03 13:22","pubTimestamp":1770096120,"startTime":"0","endTime":"0","summary":"金吾财讯 | 洛阳钼业(03993)股价回升,截至发稿,涨4.32%,报22.2港元,成交额8.01亿港元。消息面上,华泰证券研报指出,看好洛阳钼业价值提升,理由是看好铜、金价上行周期;公司是铜矿行业国内龙头、成长性较好;新增重点布局品种-黄金,或迎来“铜”估值向“铜+金”估值的转变。铜方面,该行预期2025至2028年铜价有望冲击每吨15,000美元以上。展望今年,预计全球电解铜供给仍有限,按年增速2.4%。中长期来看,全球技术进步叠加海外制造业复苏,多周期共振下电解铜需求或保持高增;而供给约束性较强。该机构维持公司“买入”评级,将公司H股目标价从21.27港元升至33.95港元","market":"sh","thumbnail":"https://static.szfiu.com/news/20250110/NDE0ZmVkNmQ0OWQ1YWQ5ZWU5ODBlOTBjYzlmMjcxMzI0MDU1NzE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NDE0ZmVkNmQ0OWQ1YWQ5ZWU5ODBlOTBjYzlmMjcxMzI0MDU1NzE=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1974461","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["603993","03993"],"gpt_icon":0},{"id":"2608851349","title":"2月2日洛阳钼业跌9.21%,南方中证申万有色金属ETF基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2608851349","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608851349?lang=zh_cn&edition=full","pubTime":"2026-02-02 16:39","pubTimestamp":1770021552,"startTime":"0","endTime":"0","summary":"证券之星消息,2月2日洛阳钼业跌9.21%,收盘报22.09元,换手率3.07%,成交量535.62万手,成交额120.86亿元。根据2025基金年报公募基金重仓股数据,重仓该股的公募基金共466家,其中持有数量最多的公募基金为南方基金的南方中证申万有色金属ETF。南方中证申万有色金属ETF目前规模为205.91亿元,最新净值2.3727,较上一交易日下跌8.28%,近一年上涨134.87%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026020200023369.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0182","LU1481107354.HKD","SGXZ81163826.USD","SGXZ49509284.SGD","BK0056","LU0164880469.USD","03993","LU0149721374.USD","BK0012","603993","LU2213484517.USD","LU2580892789.USD","BK1594","BK0183","BK0242","BK1190","BK1592","LU1880383366.USD","LU2580892862.HKD","516650","BK0188","BK0196","BK0028","LU1880383440.USD"],"gpt_icon":0},{"id":"2608592072","title":"每周股票复盘:洛阳钼业(603993)完成金矿收购并发行12亿美元可转债","url":"https://stock-news.laohu8.com/highlight/detail?id=2608592072","media":"证券之星","labels":["shareholding","corporation","merge"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608592072?lang=zh_cn&edition=full","pubTime":"2026-02-01 01:00","pubTimestamp":1769878834,"startTime":"0","endTime":"0","summary":"截至2026年1月30日收盘,洛阳钼业报收于24.33元,较上周的22.76元上涨6.9%。本周,洛阳钼业1月29日盘中最高价报28.78元,股价触及近一年最高点。本周关注点公司公告汇总:洛阳钼业完成收购Aurizona金矿等项目,获黄金资源量501.3万盎司。洛阳栾川钼业集团股份有限公司境外间接控股子公司CMOC Capital Limited已成功发行由公司无条件且不可撤销担保的12亿美元于2027年到期的零息可转换债券,并于2026年1月26日在维也纳证券交易所MTF市场上市。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026020100000008.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding,corporation,merge","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK1592","LU2580892862.HKD","BK0196","BK0183","LU0149721374.USD","BK0056","03993","LU1481107354.HKD","BK0242","BK1594","LU2580892789.USD","SGXZ81163826.USD","BK0182","LU1880383366.USD","BK0188","BK0028","SGXZ49509284.SGD","LU0164880469.USD","LU1880383440.USD","BK1190","603993","BK0012","LU2213484517.USD"],"gpt_icon":0},{"id":"2607016016","title":"A股有色金属行业2025Q4基金持仓分析:主动类权益基金大幅增持有色行业","url":"https://stock-news.laohu8.com/highlight/detail?id=2607016016","media":"中国银河","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2607016016?lang=zh_cn&edition=full","pubTime":"2026-01-30 18:07","pubTimestamp":1769767638,"startTime":"0","endTime":"0","summary":"在铜铝金属价格上涨,铜矿与电解铝上市公司业绩释放确定性高的情况锡,2025Q4主动权益类公募基金增加了对A股铜铝板块的配置。且2025Q4主动权益类公募基金对A股有色金属行业重仓持股比例已创下2010年以来新高,2025Q4主动权益类公募基金对A股有色金属行业重仓股的增持幅度也创下2017Q3以来新高。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260130181212a6bfb999&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260130181212a6bfb999&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["600489","ZIJMY","SG9999006597.SGD","002460","SG9999003461.SGD","002497","BK1190","002466","03993","BK1592","002756","BK1594","BK1509","603993","000807","01772","BK1129","02899","601899","002240","01787","002532","000933","600547","09696","002738"],"gpt_icon":1},{"id":"2607069726","title":"异动快报:洛阳钼业(603993)1月30日10点19分触及跌停板","url":"https://stock-news.laohu8.com/highlight/detail?id=2607069726","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2607069726?lang=zh_cn&edition=full","pubTime":"2026-01-30 10:20","pubTimestamp":1769739633,"startTime":"0","endTime":"0","summary":"证券之星1月30日盘中消息,10点19分洛阳钼业(603993)触及跌停板。其所属行业工业金属目前下跌。领涨股为宁波富邦。该股为磷化工,有色金属,有色 · 钴概念热股。1月29日的资金流向数据方面,主力资金净流出10.45亿元,占总成交额5.92%,游资资金净流出2.67亿元,占总成交额1.51%,散户资金净流入13.12亿元,占总成交额7.43%。近5日资金流向一览见下表:洛阳钼业主要指标及行业内排名如下:以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026013000012070.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0183","SGXZ81163826.USD","BK0188","BK0196","BK0242","BK1190","LU2580892789.USD","LU0149721374.USD","603993","BK0012","BK1594","LU1880383440.USD","LU2213484517.USD","SGXZ49509284.SGD","BK0028","LU1481107354.HKD","LU2580892862.HKD","03993","BK1592","LU0164880469.USD","BK0182","BK0056","LU1880383366.USD"],"gpt_icon":0},{"id":"2607716057","title":"大行评级|高盛:上调今明两年金价预测,铜业及金矿股中首选紫金矿业及洛阳钼业","url":"https://stock-news.laohu8.com/highlight/detail?id=2607716057","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2607716057?lang=zh_cn&edition=full","pubTime":"2026-01-29 12:07","pubTimestamp":1769659621,"startTime":"0","endTime":"0","summary":"高盛发表报告,将2026至2027年金价预测上调10%至16%,预计2026年均价为每盎司4978美元,2027年上半年为每盎司5585美元。该行同时调升2026年铜价预测7%至每吨12200美元。 同时,该行上调洛阳钼业2026至2027年经常性盈利预测20%至24%,H股目标价由21.5港元升至27港元,A股目标价由21.5元升至28元,亦维持“买入”评级。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":"77d99600ca2ea1bb16244253d23bc693","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260129/31982374.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["603993","601899","GLDM","02899","03993","MGCmain"],"gpt_icon":0},{"id":"2606791336","title":"小摩:上调洛阳钼业(03993)目标价至30港元 重申“增持”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2606791336","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606791336?lang=zh_cn&edition=full","pubTime":"2026-01-28 17:13","pubTimestamp":1769591582,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,摩根大通发布研报称,上调对洛阳钼业(03993)今明两年盈利预测27%至30%,并将洛阳钼业(603993.SH)A股及洛钼H股目标价,分别由24元人民币及24港元,上调至30元人民币及30港元,重申“增持”评级。小摩表示,洛钼完成巴西金矿收购后,于周日(25日)举行电话会议,该行上周亦接待其投资者关系团队。该行指,有关会议进一步强化该行对洛钼策略与营运的正面看法。主要业务更新包括:巴西金矿收购顺利完成,管理层目标今年黄金产量6至8吨,并于2030年前达20吨; 以及今年铜产量指引细节,由工艺优化及KFM二期产能上升所支持。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1398571.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["03993","603993"],"gpt_icon":0},{"id":"2606484793","title":"洛阳钼业(03993.HK)尾盘涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2606484793","media":"每日经济新闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606484793?lang=zh_cn&edition=full","pubTime":"2026-01-28 15:39","pubTimestamp":1769585962,"startTime":"0","endTime":"0","summary":"每经AI快讯,洛阳钼业(03993.HK)尾盘涨超5%,截至发稿涨5.51%,报24.14港元,成交额13亿港元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202601283633562282.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202601283633562282.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["603993","LU2580892789.USD","BK0028","LU2580892862.HKD","LU0149721374.USD","BK0183","BK1592","SGXZ49509284.SGD","SGXZ81163826.USD","BK1594","BK0056","LU1880383366.USD","LU1880383440.USD","LU1481107354.HKD","BK1190","BK0182","BK0012","LU2213484517.USD","BK0242","BK0188","BK0196","LU0164880469.USD","03993"],"gpt_icon":0},{"id":"2606762563","title":"【券商聚焦】摩根大通重申洛阳钼业(03993)“增持”评级 上调其今明两年盈利预测至多3成","url":"https://stock-news.laohu8.com/highlight/detail?id=2606762563","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606762563?lang=zh_cn&edition=full","pubTime":"2026-01-28 13:52","pubTimestamp":1769579576,"startTime":"0","endTime":"0","summary":"金吾财讯 | 摩根大通研报指出,洛阳钼业 此前宣布已完成对加拿大上市公司Equinox Gold Corp.旗下位于巴西的Aurizona金矿、RDM金矿及Bahia综合矿区100%权益的收购。摩通指,公司于周日举行电话会议,有关会议进一步强化该行对洛钼策略与营运的正面看法。摩通上调对洛钼今明两年盈利预测27%至30%,并将洛钼A股及洛钼H股目标价,分别由24元人民币及24港元,上调至30元人民币及30港元,重申“增持”评级。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1974103","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["603993","03993"],"gpt_icon":0},{"id":"2606652867","title":"富瑞:料2030年黄金业务将占洛阳钼业(03993)毛利10%以上 予“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2606652867","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606652867?lang=zh_cn&edition=full","pubTime":"2026-01-28 11:22","pubTimestamp":1769570542,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,富瑞发布研报称,洛阳钼业去年12月宣布收购Equinox Gold公司在巴西的黄金资产组合,收购对价最高约为10亿美元。该行现予洛阳钼业H股目标价25.9港元,洛阳钼业A股目标价26.7元人民币,均予“买入”评级。在不考虑进一步扩产或收购的情况下,估计黄金将占洛阳钼业2026年毛利的5%至6%,并于2030年提升至10%以上。管理层初步目标到2030年将黄金产量翻倍,计划主要透过并购实现。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1398393.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["03993","1OZmain","QOmain","GLDM","GCmain","MGCmain","603993","IAU","159831"],"gpt_icon":1},{"id":"2606210852","title":"洛阳钼业完成发行12亿美元于2027年到期的零息有担保可换股债券","url":"https://stock-news.laohu8.com/highlight/detail?id=2606210852","media":"财中社","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606210852?lang=zh_cn&edition=full","pubTime":"2026-01-26 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