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洛阳钼业（603993.SH）新一届管理层任职近三个月后，首次集体公开露面，回应投资者关注的并购与降本等重要问题。

市场解读，海外并购经验丰富的公司董事长兼首席投资官刘建锋，预示着洛阳钼业将强化海外并购；拥有紫金矿业集团总工程师背景的公司常务副总裁兼首席运营官阙朝阳，被视为公司将在矿业降本上发力。

今日下午，洛阳钼业于上海证券交易所举办2025年上半年度业绩说明会。现场座无虚席，参会者多为投资者与券商机构。

对外并购方面，刘建锋称，矿产品种分布未来以铜、金矿为主，同时择机扩张钼钨等小品种，目标是小金属长期贡献约20%毛利。区域选择上，公司积极在非洲、南美洲等主要矿产国家搜寻洽谈，预计未来新项目将陆续落地。开发节奏涵盖在产、扩产及绿地开发资源。

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