洛阳钼业股票讨论区

The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure.
DBS: Regional Metal - Alpha Edge Investing
$洛阳钼业(603993.SH)$ $紫金矿业(601899.SH)$ $中国铝业(601600.SH)$ $洛阳钼业(03993.HK)$ $紫金矿业(02899.HK)$ $中国铝业(02600.HK)$ $招金矿业(01818.HK)$ $赣锋锂业(01772.HK)$ $中国宏桥(01378.HK)$ $五矿资源(01208.HK)$ $江西铜业股份(00358.HK)$ $赣锋锂业(002460.SZ)$

The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure.
DBS: Metal/Steel/EV battery Updates (17 Jan): Iron ore price retreated from its recent peak - Alpha Edge Investing
$洛阳钼业(603993.SH)$ $紫金矿业(601899.SH)$ $中国铝业(601600.SH)$ $洛阳钼业(03993.HK)$ $紫金矿业(02899.HK)$ $中国铝业(02600.HK)$ $招金矿业(01818.HK)$ $赣锋锂业(01772.HK)$ $中国宏桥(01378.HK)$ $五矿资源(01208.HK)$ $江西铜业股份(00358.HK)$ $赣锋锂业(002460.SZ)$

南下资金全日净流入45.32亿港元，大市成交额缩量至不足千亿港元。
港股再度表现低迷， $恒生科技指数(800700.HK)$ 午后一度大跌2.8%，收跌2.39%报4102.02点， $恒生指数(800000.HK)$ 、 $国企指数(800100.HK)$ 分别跌1.37%和1.63%，恒指下挫近300点。南下资金全日净流入45.32亿港元，大市成交额缩量至不足千亿港元。
盘面上，大型科技股全线下跌， $快手-W(01024.HK)$ 、 $小米集团-W(01810.HK)$ 跌超4%， $阿里巴巴(BABA.US)$ 、 $京东集团-SW(09618.HK)$ 、 $腾讯控股(00700.HK)$ 、 $网易-S(09999.HK)$ 、 $百度集团-SW(09888.HK)$ 皆跌超2%， $美团-W(03690.HK)$ 逆势收红；中信预计行业Q2销售速度将略...

Recently, $洛阳钼业(03993.HK)$ announced that it expects the first phase of the KFM project to go into production in 1H23, and the TFM mixed mine project is also scheduled to go into production in 2023. According to China Securities, with the release of products from the two world-class copper and cobalt projects of TFM and KFM, Luoyang Molybdenum's posit...

CITI:
The changes in risk appetite in the commodities market lead to the recent price corrections on Chinese
steel and aluminum firms, which offers an opportunity to buy in $鞍钢股份(000898.SZ)$, $宝钢股份(600019.SH)$, $紫金矿业(02899.HK)$, $洛阳钼业(03993.HK)$, and $中国铝业(02600.HK)$.