节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:8/10


4月24日,洛阳栾川钼业集团股份有限公司(以下简称“洛阳钼业”)发布2026年一季度业绩报告,以单季归母净利润77.6亿元的亮眼业绩,再创历史新高。

据财报显示,报告期内,洛阳钼业实现营业收入664.03亿元,同比增长44.34%,环比2025年第四季度增长8.5%;归母净利润77.6亿元,接近2025年全年盈利的四成,同比增长96.65%,环比增长28.07%。

量价齐升叠加战略落地,核心产品产销两旺。2026年以来,洛阳钼业深耕平台化运营与精细化管理,核心产品产销量稳步增长,叠加产品价格上行,推动盈利再创历史新高。主要产品方面,一季度产187880吨,同比增长10.15%;销量182177吨,同比增长47.11%。1月23日完成巴西4座金交割后,黄金首次纳入产品序列,实现产量43027盎司、销售36292盎司;铌产量2670吨,同比增长2.06%,再创单季历史新高;磷肥产销量分别达29.94万吨、32.81万吨,同比分别增长7.14%、42.85%。

“铜金双极”战略成效凸显,多板块协同释放增长动能。一季度,铜、黄金板块分别实现营业收入157.96亿元、12.02亿..

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