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

智通财经APP获悉，洛阳钼业(03993)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(平均品位1.45克/吨)。管理层计划2026年贡献6-8吨黄金产量，2030年前将年产量提升至20吨。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...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2610965936?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-02-10 10:12","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2610965936","market":"sh","top_or_hot":-1,"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 黄金业务将与原有铜钴业务形成协同","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，洛阳钼业(03993)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(平均品位1.45克/吨)。管理层计划2026年贡献6-8吨黄金产量，2030年前将年产量提升至20吨。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...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1403507.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<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 黄金业务将与原有铜钴业务形成协同</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n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\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-10 10:12 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1403507.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，洛阳钼业(03993)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(平均品位1.45克/吨)。管理层计划2026年贡献6-8吨黄金产量，2030年前将年产量提升至20吨。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...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1403507.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"GLDM","symbol_name":"SPDR Gold MiniShares Trust","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1403507.html","article_id":"2610965936","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2610965936","pubTimestamp":1770689554,"columns":[{"name":"黄金","id":5,"label_key":null}],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"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。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159100":"巴西","159831":"黄金","159934":"黄金ETF","518880":"黄金ETF华安","603993":"洛阳钼业","GLDM":"SPDR Gold MiniShares Trust","PALL":"abrdn Physical Palladium Shares ETF","NUGT":"二倍做多黄金矿业指数ETF-Direxion","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","IAU":"黄金信托ETF-iShares","CPXR":"USCF DAILY TARGET 2X COPPER INDEX ETF","DUST":"二倍做空黄金矿业指数ETF-Direxion","BK0182":"小金属","XME":"金属与采矿指数ETF-SPDR","GDX":"黄金矿业ETF-VanEck","BK0196":"行业龙头","BK0056":"扶贫","BK4504":"桥水持仓","03993":"洛阳钼业","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","GDXJ":"小型黄金矿业ETF(Market Vectors)","BK4588":"碎股","BK0012":"证金概念","COPX":"铜矿ETF-Global X","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","BK0028":"国家队","LU2580892789.USD":"FRANKLIN SEALAND CHINA A-SHARES \"A\" (USD) ACC","COPJ":"SPROTT JUNIOR COPPER MINERS ETF","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU2213484517.USD":"FRANKLIN TEMPLETON CHINA A-SHARES \"A\" (USD) ACC","UGL":"2倍做多黄金ETF-ProShares","BK1190":"多种金属与采矿","GLD":"黄金ETF-SPDR","CPER":"美国铜指数基金","GLL":"2倍做空黄金ETF-ProShares","VXUS":"国际股票ETF-Vanguard","SGOL":"Abrdn Gold ETF Trust","VT":"世界全股市ETF-Vanguard","BK4585":"ETF&股票定投概念","BK1594":"碳中和概念股"},"translate_title":"Changes in Hong Kong stocks | China Molybdenum (03993) rose more than 4% The company recently completed the acquisition of a Brazilian gold mine. The gold business will form synergy with the original copper and cobalt business","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159100":1.5,"159831":1.5,"159934":0.6,"518880":0.6,"603993":1.5,"DUST":0.6,"PALL":1.5,"QCmain":1.5,"SGOL":1.5,"1OZmain":1.5,"CPER":1.5,"QOmain":1.5,"GLDM":1.5,"XME":1.5,"GLL":1.5,"NUGT":0.6,"SGUmain":0.6,"MGCmain":1.5,"VXUS":1.5,"COPJ":1.5,"03993":1.5,"GCmain":1.5,"GLD":0.6,"UGL":1.5,"COPX":1.5,"VT":1.5,"MHGmain":1.5,"GDXJ":1.5,"HGmain":1.5,"CPXR":1.5,"GDX":1.5,"SGCmain":0.6,"IAU":1.5},"content_text":"智通财经APP获悉，洛阳钼业(03993)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(平均品位1.45克/吨)。管理层计划2026年贡献6-8吨黄金产量，2030年前将年产量提升至20吨。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。该行续指，公司2026年铜产量指引为76-82万吨，增长来自TFM和KFM矿山的工艺优化与技术升级；KFM二期项目将于2027年投产，每年新增约10万吨铜产能。2028年铜产量目标为80-100万吨(基准值80万吨)，TFM三期项目(正进行可行性研究)有望带来额外增量。2026年将通过降低大宗材料采购价、维持全球领先的资本开支与运营成本水平，进一步优化铜业务单位成本。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"corporation,merge","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"CCBot/2.0 (https://commoncrawl.org/faq/)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2610965936","isCrawlerRequest":true}

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

精彩评论

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