洛阳钼业董事长：未来并购以铜、金为主会陆续有新项目落地

基础金属	铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁
稀有金属	稀土稀土矿稀土氧化物稀土金属钕铁硼稀散金属锑铋铟锗镓硒钽锆贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒
新能源	锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

基础金属

铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁

稀有金属

稀土稀土矿稀土氧化物稀土金属钕铁硼 稀散金属锑铋铟锗镓硒钽锆 贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒

新能源

锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰 锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

洛阳钼业董事长：未来并购以铜、金为主会陆续有新项目落地

2025-08-26 09:21:55 来源：财联社责任编辑：韩泽楷

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洛阳钼业(603993.SH)新一届管理层在任职近三个月后首次集体公开露面，解答了备受投资者关注的公司在并购与降本等方面问题。

其中，海外并购经验丰富的公司董事长兼首席投资官刘建锋被市场解读为洛阳钼业将强化海外并购;有紫金矿业集团总工程师背景的公司常务副总裁兼首席运营官阙朝阳被视为洛阳钼业将要在矿业降本上发力。

今日下午，洛阳钼业在上海证券交易所举办2025年上半年度业绩说明会。财联社记者在现场看到，参会者多由投资者与券商机构组成，现场座无虚席。

对外并购方面，刘建锋表示，矿产品种分布方面，未来主要为铜、金矿为主的两大矿种，同时对于钼钨等小品种择机选择扩张，其中，小金属能长期贡献20%左右毛利是公司的基本目标。区域选择上，公司正积极在包括非洲和南美洲等世界主要矿产国家搜寻和洽谈，预计未来会陆续有一些新项目落地。在开发节奏上，将覆盖在产、扩产、绿地开发资源。

关于降本方面，阙朝阳表示，从吨矿角度拆分成本来看，各个分项之间下降的幅度各不相同，如运营效率提升、措施执行到位，大致降幅在3%-15%左右，位于刚果金的KFM与TFM矿的整体成本下降空间较大，其中TFM从所拥有的资源禀赋与目前开发状况来看，在刚果金可比同行业中，开矿成本处于中游水平，未来有较大的降本空间。

阙朝阳对公司今年产量做出了预估，从目前半年度整体完成过半的情况来看，预计今年产量完成处于指引目标的中位数靠上区间。

从上述两位公司高管履历来看。刘建锋历任中国海油集团商务总监、复星国际洛克石油执行董事兼首席财务官、洲际油气(600759.SH)执行总裁兼首席财务官、新奥能源(02688.HK)执行董事兼总裁及湖州燃气(06661.HK)副董事长，曾主导多宗大型跨国并购与资源整合项目。

阙朝阳曾任紫金矿业集团海内外多个大型项目、区域公司、事业部总经理，集团公司副总裁兼总工程师。

财务数据方面，洛阳钼业2025年上半年营收约947.73亿元，同比下降7.83%;归母净利润约86.71亿元，同比增长60.07%。

产量方面，截至今年上半年，各品种均完成指引目标超半的进度。其中，产铜35.36万吨，同比增长约12.68%;产钴6.11万吨，同比增长约13.05%;二者年产量完成进度均为56%。

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