洛阳钼业：洛阳钼业2024年半年度报告

2024823 “”“” 4121417475265717485 (www.sse.com.cn)(www.hkexnews.hk)(www.cmoc.com) 20245001452024200062120244024 2024500145 “+” 4 IXM805 •IXM •TFMIXMIXMIXM •IXMTFMIXM 2024上半年有利润的收入，有现金流的利润 历史新高1,028.1818.56%历史新高54.17670.43%稳健有力107.7923.02% 刚果（金）铜钴 TFMKFMTFM5453.7KFM1552024243.68444.78%123.16 上半年经营亮点 ： •TFM“”TFM•TFMKFM•T F MK F M•TFMThe CopperMark 中国钼钨 202438.8115.53 上半年经营亮点 ： ••3,000 巴西铌磷 100031.125.14%8.26 上半年经营亮点 ： ••HSE 瑞士IXM IXM •期现结合 •风险管控 IXMIXM IXMIXM TFMTenke Fungurume KFMKisanfu CMOC BrasilCatalãoChapadão CMOC BrasilCMOC Brasil Mineração Indústria e Participações Ltda APT C3 571 CMOC Group LimitedCMOC 0379-686039930379-68658017603993@cmoc.com 131852-35898647852-35898359Jojo.Ng@tmf-group.com 471500www.cmoc.com603993@cmoc.com www.stcn.comwww.zqrb.cnwww.cs.com.cnwww.cnstock.comwww.sse.com.cnwww.hkex.com.hk 20245001452024200062120244024 2024500145 2004 TFMKFM “” “” “”“” “+” IXMIXM80IXM ESG ESGESGESG“”ESGMSCIESG 5G40% 1 1,02819%54670%108309 2 31.38101%5.40178%20245,0008%58.336% 3 KFMTFMTFM453.7 4 TFMKFM IXM 5 NziloIITFMKFM 6ESG TFMESGThe Copper Mark2023ESGESGAAMSCI19%“”(FTSE4Good Index Series)2024 MSCI ESG RESEARCH LLC“MSCI”MSCIMSCICMOCMSCIMSCI“”MSCIMSCI () 2024LME9,090.30/4.45%202455LME11,000/510% () 2024MB12.22/20.44%20241-612.450.3%20241-66.831.2%667%(10%)(5%)20241-639.87.6%3C () 202422.57/17.39%202414.6014.566.496.65202472,65225.4% () 2024APT19.78/10.69%202460,27411.38%APT57,3406.33%20241-630% () 202445.95/2.8%2024 () 2024MAP571.4/1413.2%565MAP () 2024AI () 2024202450% () 2024 () 2024 2024 () 2024 () 2024 2024“”(1)TFMKFM(2)(3)(4)ESG349901,70070%(5) 2 TFM12023TFM220222023 IXM IXM2.12% 2 2 (1) 168,078,77090.42% (2) 3 “1.”“2.”“5.”“8.”“9.”“10.”“21.” 4 (1) 2024630759.15620.00202416 202463021,599,240,583A17,665,772,583H3,933,468,000 20246302231 3334 (2) (3) 22 (4) 3133 (5) 3134 1 (1) 1TFM 2KFM 2 IXM 3IXM“2.” 4“5.” IXMIXMIXMIXM “3.”“24.” 22373924 4 1 (1) (2) (3) (4) (5) 2 IXMIXMIXMIXM (1) IXM(VaR)VaR95%VaRVaR (2) IXMIXMIXM (3) IXMMtMIXM“”“”ESG (4) IXMIXMIXM “” 12024 (1)“” “”ESG (2) TFMKFMTFMKFMLME APT IXM (3) NziloIITFMPumpiKFM (4)ESG ESGESGESG 2 (1) TFMTFMBigPumpiTENKFGME886,200Kyaundji2Pumpi10 KFM18,51250196,017 257RC11,123DDH151,9801,251RTK1,2343,7783,941 ChapadaoDDH262,252 72,478271,223 31,662475,222231,932 (2) TFM7.61,52011.91.4111,89524230 KFM5GNSS1,2301,185 BVFRBVO 3A 7,60030,700 2.459592,4051,3001,900 (3) 13.51B(1) 12024531 22024672023 2020202120214,851.3287A24,851.3287202161720210.22%9,702.6574202261020212021<2021><2021>20229222021202312120212022 C32024630 2024630C1 1 12,038 2 16%7.5-10%0.5-0.7%0.16-1.43%12% 13%5%51037% “”“”“” 3 L.D.P.“”“” ESGHSE 2 “”“” 3 4 5 “” 6 7 “2023” 82023 “”8AA3B 13,339.78 2024“”20232023“” TFMTFMKFM11KFMIXM 20081230“”2,0831.3517.2313,517.23 20191252019411(2018)0392020201010(2019)856200 2021521(2021)1145 2023621“”(2019)85620235 2024528[2023]543 199,699 5% 10210130621MTN0011.51.53 202120231016 512.892024480.981,450.153,063.3414,487.112024230.03“”5.01 “1.5.1”“” 512.892024480.981,450.153,063.3414,487.112024230.03“”5.01 / “”2021G-120192021 2 13873222Y110 1 (1) 27.63 22.23 (2) 2.93%10% (3) 2 (1) 1.1 117.16105.05-10.34% 0021.7402024912 1.2 483.94521.117.68% 0021.7402024912 2024630 2024630 20241 – 6 20241 – 6 1. (“”)(“”)(“”)200682540 (“”) 2. 2024823 “”“” 1. 152023 2. 202463012 3. 3. • •• 37 1. 2024630202411630 2. 111231 3. 12 4. 5. 1,0001,0001,0002,000≥5%≥7,500 6. 6.1 6. 6.2 “” 12/22 7. 7.1 7. 7.2 “”“” / “”“”“” 8. “17.3.2.” 9. 10. 10.1 (1)(2)(3) “” 10. 10.2 “” 11. 14(“”) 11. 11.1 ••• 11. 11.1 •• 11.1.1 • • 11. 11.1 11.1.2 11.1.3 11.2 12 12 11. 11.2 11.2.1 (1)(2)(3)(4)(5)(6)(7)(8)(9) 11. 11.2 11.2.1 (10)(11)(12) 30 11.2.2 (1)(2)(3)(4)(5)(6) 11. 11.2 11.2.3 ••11.4.1.2.1)• 11.2.4 11. 11.3 (1)(2)(3) • • 11. 11.4 11.4.1 11.4.1.1 ••• (1)(2)(3) 11. 11.4 11.4.1 11.4.1.1 11.4.1.2 11.4.1.2.1 11. 11.4 11.4.2 11.4.3 11.5 (1) (2) (3) 11. 11.6 11.7 12. 12.1 13. 13.1 14. 14.1 15. 15.1.1 IXMIXMHoldingIXM 1IXM 15.1.2 15.1.3 15.1.4 15. 16. (1)(2) 16. 17. 17.1 7.1 17.2 “”“”“” 22 17. 17.3 17.3.1 17.3.2 17.4 18. 18.1 18.2 18. 18.2 19. 20. 21. 22. 22.1 22. 22.2 (1)(2)(3)(4)(5) 23. 24. 25. 26. 26.1 26.2 ••• 26. 26.3 27. 28. 28.1 28. 28.2 28.3 29. (1) (2) 30. 30.1 (1) (2) (3) (4) 31. 31.1 31.2 32./ 32.1 32./ 32.2 32.3 33. 33.1 33.1.1 33.1.2 •••• 4 8 33. 33.1 33.1.3 33.1.4 12 33.1.5 • • 34. 35. 36. 36.1 [2012]165101 1,0003%1,00011.5%1100.5%10500.2%501000.1%1000.05% 36. 36.1 202213620221215154 “”“” “”“”“”“”“” “”“”“” 36.2 36.2.1 •••• 36. 36.2 36.2.1 36. 36.2 36.2.2 ••• 36.3 37. 37. 37. 14 2018(“2018”) 37 IXM 1. 1. 16.5%8% 23.5%10% 3 25% 2,000,0008