证券代码：000962 证券简称：东方钽业 公告编号：2025-072 号 宁夏东方钽业股份有限公司 2025 年度向特定对象发行 A 股股票募集资金使 用可行性分析报告（修订稿） 二〇二五年八月 1 一、本次募集资金使用计划 本次向特定对象发行 A 股股票募集资金总额不超过 120,000.00 万元人民币， 扣除发行费用后将投资于三个建设项目及补充流动资金，具体情况如下: 注：火法冶金熔炼项目总投资中 1,022.00 万元为原有固定资产，不纳入拟使用募集资金 金额。 本次发行的募集资金到位前，公司将根据市场情况利用自筹资金对募集资金 投资项目进行先期投入，并在募集资金到位后予以置换。若实际募集资金净额低 于上述募集资金投资项目拟投入金额，公司股东大会将授权公司董事会及其授权 人士根据实际募集资金净额，按照项目的轻重缓急等情况，调整并最终决定募集 资金投入的优先顺序及各项目的具体投资金额等使用安排，募集资金不足部分由 公司自筹解决。 （一）募投项目可行性分析 近年来钽铌行业格局发生深刻变化，公司迫切需要优化产品结构，加大新需 求领域的投入。 而目前湿法、火法及制品分厂生产装备能力无法满足下游增长需求，因此 ...

0 C C C O O C C O O O O O 0 O 0 0 0 O () O O 0 () () O () () ( ) () () 宁 夏 东 方 锂 业 股 份 有 限 公 司 前次募集资金使用情况鉴证报告 天职业字[2025]35683 号 目 前 次 募 集 资 金 使 用 情 况 鉴 证 报 告 - -1 前 次 募 集 资 金 使 用 情 况 报 告 - 3 您可使用手机"扫一扫"或进入"注册会计师行业统一监管平台（http://acc.mof.agg.com/ 前次募集资金使用情况鉴证报告 天职业字[2025]35683 号 宁夏东方锂业股份有限公司全体股东: 我们审核了后附的宁夏东方锂业股份有限公司(以下简称"东方担业")截至2025年6月 30日的《前次募集资金使用情况报告》。 一、管理层的责任 东方组业管理层的责任是提供真实、合法、完整的相关资料,按照中国证监会《监管规 则适用指引 -- 发行类第7号》编制《前次募集资金使用情况报告》,并保证其内容真实、准 确、完整,不存在虚假记录、误导性陈述或重大遗漏。 二、注册会计师的责任 我们的责任是按照《中国注册会计师其他鉴证业务准则第31 ...

东方钽业公告，2025年上半年营业收入7.97亿元，同比增长34.45%。净利润1.45亿元，同比增长 29.08%。公司经本次董事会审议通过的利润分配预案为：以实施权益分派股权登记日登记的总股本为 基数，向全体股东每10股派发现金红利0.5元（含税），送红股0股（含税），不以公积金转增股本。 ...

二零二五年八月 1 宁夏东方钽业股份有限公司 2025 年半年度报告全文 宁夏东方钽业股份有限公司 2025 年半年度报告 宁夏东方钽业股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人于明、主管会计工作负责人秦宏武及会计机构负责人(会计主 管人员)李瑞筠声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 鉴于国内、国际市场环境的不确定性，本半年度报告中涉及的前瞻性陈 述，譬如未来的计划和发展战略等，不以任何形式构成公司对投资者的实质 承诺，投资者及其他相关人士均应当对此保持足够的投资风险认识，并且应 当理解计划、预测与承诺之间的差异，请投资者注意投资风险。 公司面临的风险见"第三节管理层讨论与分析 十、公司面临的风险和应 对措施"。 公司经本次董事会审议通过的利润分配预案为：以实施权益分派股权登 记日登记的总股本为基数，向全体股东每 10 股派发现金红利 0.5 元（含 税 ...

Core Viewpoint - The article highlights the transformation and growth of Dongfang Tantalum Industry, which has become China's largest manufacturer of tantalum and niobium products, emphasizing its role in meeting national strategic needs and driving technological innovation [1][2]. Group 1: Company Overview - Dongfang Tantalum Industry was established 60 years ago in Ningxia and has developed into a leading enterprise in the tantalum and niobium sector, being one of the top three in the world for tantalum smelting and processing [1]. - The company has a complete industrial chain for tantalum and niobium, including wet and pyrometallurgical processes, and is recognized as a national high-tech enterprise [1][2]. Group 2: Product Development and Market Position - The company focuses on the research and production of high-tech products such as high-capacity tantalum powder, high-purity niobium materials, and high-temperature oxidation-resistant alloys, with over 50% of its products exported [2][3]. - Dongfang Tantalum has implemented a "5+3" development strategy, investing around 2 billion yuan in its main business to enhance product quality and market competitiveness [2]. Group 3: Technological Innovation - The company prioritizes technological advancement, with R&D expenditures exceeding 7% of its revenue, leading to significant innovations in high-performance tantalum and niobium products [3][4]. - Dongfang Tantalum has achieved breakthroughs in various fields, including semiconductors and medical applications, successfully producing 12-inch tantalum targets and 3D printed high-purity porous tantalum materials [3][5]. Group 4: Talent Development - The company emphasizes talent cultivation through a structured approach, fostering a multidisciplinary innovation team led by academicians and supported by leading scientists and young professionals [4][6]. - Dongfang Tantalum employs various incentive mechanisms to motivate its workforce, ensuring a dynamic environment conducive to innovation and growth [5][6]. Group 5: Future Outlook - The strategic value of tantalum and niobium in emerging industries such as semiconductors and aerospace is expected to increase, providing broader market opportunities for the company's products [6].

Core Viewpoint - Dongfang Tantalum Industry (000962.SZ) currently does not produce "vacuum valve" products [1] Company Summary - The company has clarified its product offerings on an interactive platform, confirming the absence of "vacuum valve" products in its production line [1]

Core Insights - The company has achieved a significant breakthrough in the field of 3.9GHz superconducting cavities, which is related to quantum technology [2] - The niobium superconducting cavities produced by the company are primarily used in major national scientific facilities such as high-energy synchrotron radiation sources (HEPS), accelerator-driven transmutation research facilities (CiADS), hard X-ray free electron laser facilities (SHINE), and high-intensity heavy ion accelerator facilities (HIAF) [2]

Market Overview - The small metals sector experienced a decline of 0.4% on August 14, with Zhongkuang Resources leading the drop [1] - The Shanghai Composite Index closed at 3666.44, down 0.46%, while the Shenzhen Component Index closed at 11451.43, down 0.87% [1] Individual Stock Performance - Notable gainers included: - Northern Rare Earth (600111) with a closing price of 38.35, up 2.02% and a trading volume of 2.8679 million shares, totaling 10.997 billion yuan [1] - Huaxi Nonferrous (600301) closed at 25.76, up 1.94% with a trading volume of 219,500 shares, totaling 571 million yuan [1] - Major decliners included: - Zhongkuang Resources (002738) closed at 39.81, down 3.70% with a trading volume of 295,200 shares, totaling 1.194 billion yuan [2] - Tian Gong Co. (920068) closed at 19.90, down 2.93% with a trading volume of 57,400 shares, totaling 1.15 billion yuan [2] Capital Flow Analysis - The small metals sector saw a net outflow of 36.8741 million yuan from institutional investors, while retail investors had a net inflow of 166 million yuan [2] - Specific stock capital flows included: - Northern Rare Earth had a net inflow of 736 million yuan from institutional investors, while retail investors saw a net outflow of 471 million yuan [3] - Yunnan Province (002428) had a net inflow of 41.9803 million yuan from institutional investors, with retail investors experiencing a net outflow of 15.5967 million yuan [3]

有色金属行业资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 000962 | 东方钽业 | 9.98 | 9.42 | 28629.06 | | 601609 | 金田股份 | 10.06 | 10.57 | 26227.57 | | 603993 | 洛阳钼业 | 7.51 | 1.66 | 25545.81 | | 601020 | 华钰矿业 | 9.99 | 10.12 | 22161.59 | | 600366 | 宁波韵升 | 9.99 | 23.12 | 21483.05 | | 600392 | 盛和资源 | 3.33 | 10.71 | 18395.26 | | 300328 | 宜安科技 | 4.45 | 11.74 | 12424.94 | | 000630 | 铜陵有色 | 5.45 | 5.96 | 10922.39 | | 002428 | 云南锗业 | 4.39 | 8.78 | 10344.78 | | 002155 | 湖南黄金 | 4.79 | 5.6 ...

Group 1: Liquidity and Scale of Rare Metal ETF - The turnover rate of the Rare Metal ETF is 4.83%, with a half-day trading volume of 69.3013 million yuan [1] - As of August 12, the latest scale of the Rare Metal ETF reached 1.433 billion yuan, marking a new high since its establishment and ranking first among comparable funds [1] - The latest share count of the Rare Metal ETF is 2.17 billion shares, also a new high in the past three months, ranking first among comparable funds [1] Group 2: Fund Inflows and Performance - The latest net inflow of the Rare Metal ETF is 47.7031 million yuan, with a total of 176 million yuan net inflow over the last five trading days [1] - Over the past year, the net value of the Rare Metal ETF has increased by 63.76%, ranking 338 out of 2954 in the index stock fund category, placing it in the top 11.44% [1] - The highest monthly return since inception is 24.02%, with the longest consecutive monthly gains being three months and the longest gain percentage being 29.68% [1] Group 3: Index Tracking and Major Holdings - The Rare Metal ETF closely tracks the CSI Rare Metal Theme Index, which selects no more than 50 listed companies involved in rare metal mining, smelting, and processing [1] - As of July 31, the top ten weighted stocks in the CSI Rare Metal Theme Index account for 55.85% of the index, including companies like Northern Rare Earth and Ganfeng Lithium [2] Group 4: Market Outlook and Supply Dynamics - The Federal Reserve's interest rate cuts are expected to benefit the industrial metal sector, particularly tin, due to limited supply and ongoing disruptions [2] - Anticipated further interest rate cuts in September 2025 may lead to improved domestic and external demand, positively impacting industrial metals like tin and copper [2] - The expiration of mining permits for certain lithium mines may lead to supply constraints, potentially driving up lithium prices [2]