智通财经APP获悉，洛阳钼业(03993)现涨近5%，截至发稿，涨4.43%，报6.6港元，成交额1.36亿港元。
消息面上，据媒体报道，洛阳钼业副总裁Kenny Ives呼吁全球最大钴产国刚果(金)应尽快取消对钴的出口禁令，若钴的出口持续受限，可能促使汽车制造商加速转向不含钴的磷酸铁锂(LFP)电池。据悉，刚果(金)自今年2月起实施为期四个月的钴出口禁令，以尝试抑制因钴供应过剩而导致价格暴跌的局面，有关禁令将于下月到期。
值得注意的是，洛阳钼业4月宣布，将以全现金方式收购加拿大上市公司Lumina黄金，交易总价约5.81亿加元。Lumina公司100%持有位于厄瓜多尔西南部埃尔奥罗省的Cangrejos金矿项目。国投证券指出，该矿山周边多项基础设施完备，开采成本预计将具竞争力，目前仍在矿权范围内及矿体深部进行勘探。未来黄金矿山开发有望成为公司新利润增长点。
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