洛阳钼业(03993)早盘上涨4.05%,现报6.17港元,成交额1.66亿港元。
洛阳钼业发布2025年第一季度报告,营业收入460.06亿元(人民币,下同),同比减少0.25%;归母净利润39.46亿元,同比增加90.47%。
国联民生证券指出,2025Q1公司利润大幅增长主要由于铜钴产品销售价格同比上涨,同时,公司持续提升精益管理,整体成本同比下降。2025Q1公司销售毛利率为22.34%,同比提高9.54pct,环比提高8.65pct。2025Q1公司矿山板块实现毛利率53.71%,同比提高11.01pct。
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