洛阳钼业中期报告2024

中 期 報 告 CMOC Group Limited洛陽欒川鉬業集團股份有限公司 善待自然資源負責任礦業讓世界更美好 20246306 2024823 41214174758636879 (www.sse.com.cn)(www.hkexnews.hk)(www.cmoc.com) 20245001452024200062120244024 2024500145 + 4 IXM805 •IXM •TFMIXMIXMIXM •IXMTFMIXM 2024年上半年有利潤的收入，有現金流的利潤 歷史新高1,028.1818.56%歷史新高54.17670.43%穩健有力107.7923.02%持續增長1,858.8020237.46% 2024 TFMKFMTFM5453.7KFM1552024243.68444.78%123.16 •T F MTFM•TFMKFM•T F MK F M•TFMThe CopperMark 202438.8115.53 ••3,000 100031.125.14%8.26 2024 ••HSE IXM IXM • • IXMIXM IXMIXM C3 CMOC BrasilCatalãoBoa Vista CMOC BrasilCatalãoChapadão 571 TFMTenke Fungurume Mining S.A.(DRC) TFMTenke Fungurume CMOC Group LimitedCMOC 471500www.cmoc.com603993@cmoc.com www.stcn.comwww.zqrb.cnwww.cs.com.cnwww.cnstock.comwww.sse.com.cnwww.hkex.com.hk 20245001452024200062120244024 20244024 2024500145 20242000621 2004 TFMKFM + IXMIXM80IXM+ ESG ESGESGESGESGMSCI ESG 5G40% (1) 1,02819%54670%108309IXM6.64 (2) 31.38101%5.40178%20245,0008%58.336%7,3494,020 (3) KFMTFMTFM453.7 (4) TFMKFM IXM (5) NziloIITFMKFM (6)ESG TFMESGThe Copper Mark2023ESGESGAAMSCI19%(FTSE4Good Index Series)2024 MSCI ESG RESEARCH LLCMSCIMSCIMSCICMOCMSCIMSCIMSCIMSCI 1 (1) 2024LME9,090.30/4.45%202455LME11,000/510% (2) 2024MB12.22/20.44%20241-612.450.3%20241-66.831.2%667%(10%)(5%)20241-639.87.6%3C (3) 202422.57/17.39%202414.6014.566.496.65202472,65225.4% (4) 2024APT19.78/10.69%202460,27411.38%APT57,3406.33%20241-630% (5) 202445.95/2.8%2024 (6) 2024MAP571.4/1413.2%565MAP (1) 2024AI (2) 2024202450% (3) 2024 (4) 20242024 (5) 2024 (6) 2024 2024(1)TFMKFM(2)(3)(4)ESG349901,70070%(5) 2 TFM1) 2023TFM2)20222023 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) 1TFM2KFM 2 IXM 3IXM2. 45. IXMIXMIXMIXM 3.24. 1 2 3 4 5 IXMIXMIXMIXM 1 IXM(VaR)VaR95%VaRVaR 2 IXMIXMIXM 3 IXMMtMIXMESG 4 IXMIXMIXM 2024 1. ESG 2. TFMKFMTFMKFMLME APT IXM 3. NziloIITFMPumpiKFM 4.ESG ESGESGESG (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 1. 2. 9,702.65741.009,702.6574 3. 12A34,851.32872,159,9240.22% 250% 4. 1 60 2 12 3 1230% 2430% 3640% 4) 1IXMRMI 2220222024 5. (22)0147220212021100% 2022920202292224,607,97212,303,9000.057%2022922 6.2022 2023692021202220212022 2023121202229,107,97214,553,9860.067%2023121 7. 20246306 A (1)20241120215214.320226104.4 (2)202463020215214.320226104.4 (i)(ii)20246306(iii) C320246306 20246306C1 1 2 16%7.5-10%0.5-0.7%0.16-1.43%12% 13%5%51037% 3 L.D.P. ESGHSE 200812302,0831.3517.2313,517.23 20191252019411(2018)0392020201010(2019)856200 2021521(2021)1145 2023621(2019)85620235 2024528[2023]543 1 199,699 5% 2024630XV235% (1) (2) (3)99%5,030,220,000A303,000,000H (4)BlackRock,Inc.271,782,169H357,000HTrident Merger, LLC, BlackRock Investment Management, LLC, BlackRock Holdco 2, Inc., BlackRockFinancial Management, Inc., BlackRock Holdco 4, LLC, BlackRock Holdco 6, LLC, BlackRock Delaware HoldingsInc., BlackRock Institutional Trust Company, National Association, BlackRock Fund Advisors, BlackRock CapitalHoldings, Inc., BlackRock Advisors, LLC, BlackRock International Holdings, Inc., BR Jersey International HoldingsL.P., BlackRock Lux Finco S.àr.l., BlackRock Japan Holdings GK, BlackRock Japan Co., Ltd., BlackRock Holdco3, LLC, BlackRock Canada Holdings ULC, BlackRock Asset Management Canada Limited, BlackRock AustraliaHoldco Pty. Ltd., BlackRock Investment Management (Australia) Limited, BlackRock (Singapore) Holdco Pte.Ltd., BlackRock HK Holdco Limited, BlackRock Asset Management North Asia Limited, BlackRock Cayman 1 LP,BlackRock Cayman West Bay Finco Limited, BlackRock Cayman West Bay IV Limited, BlackRock Group Limited,BlackRock Finance Europe Limited, BlackRock (Netherlands) B.V., BlackRock Advisors (UK) Limited, BlackRockInternational Limited, BlackRock Group Limited-Luxembourg Branch, BlackRock Luxembourg Holdco S.àr.l.,BlackRock Investment Management Ireland Holdings Limited, BlackRock Asset Management Ireland Limited,BLACKROCK (Luxembourg) S.A., BlackRock Investment Management (UK) Limited, BlackRock Fund ManagersLimited, BlackRock Life Limited, BlackRock (Singapore) Limited, BlackRock UK Holdco Limited, BlackRock AssetManagement Schweiz AG, EG Holdings Blocker, LLC, Amethyst Intermediate, LLC, Aperio Holdings, LLCAperioGroup, LLC 2024630336 2024630A 20215218,013,287A18,000,000A7,500,000A20229222021240.40A225A540A20231212022240.40A225A540A 2023