Group 1 - The company announced a change in its sponsor representative, with Zhang Jun Guo and Li Jun Qing appointed as the new continuous supervision sponsors for the specific object stock issuance in 2022 [2]

Group 1 - The company, Dongfang Tantalum Industry, reported that as of September 19, 2025, it had a total of 39,378 shareholders [2]

本次保荐代表人变更后，公司 2022 年度向特定对象发行股票持 续督导保荐代表人为张俊果和李俊卿，持续督导期限至中国证券监督 管理委员会和深圳证券交易所规定的持续督导义务结束为止。 证券代码：000962 证券简称：东方钽业 公告编号：2025-079 号 宁夏东方钽业股份有限公司 关于更换保荐代表人的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 宁夏东方钽业股份有限公司（以下简称"公司"）于 2025 年 9 月 22 日收到招商证券股份有限公司（以下简称"招商证券"）出具的《关 于更换保荐代表人的函》。 招商证券作为公司 2022 年度向特定对象发行 A 股股票项目的保 荐机构，原委派张俊果和陈春昕担任保荐代表人负责持续督导工作， 法定持续督导期间至 2024 年 12 月 31 日。但鉴于公司本次向特定 对象发行股票募集资金尚未使用完毕，根据中国证券监督管理委员会 和深圳证券交易所相关规定，招商证券仍需对公司募集资金的管理和 使用继续履行持续督导职责，直至募集资金使用完毕。 现由于陈春昕工作调整将不再负责公司募集资金持续督导工作， 为保证持续督导 ...

Group 1 - The number of shareholders for Dongfang Tantalum decreased to 39,378 as of September 20, representing a decline of 3,356 shareholders or 7.85% compared to the previous period [2] - This marks the third consecutive period of decline in the number of shareholders for the company [2] - The latest stock price for Dongfang Tantalum is 24.14 yuan, down 0.45%, with a cumulative increase of 5.88% since the concentration of shares began [2] Group 2 - For the first half of the year, Dongfang Tantalum reported total revenue of 797 million yuan, reflecting a year-on-year growth of 34.45% [2] - The net profit for the same period was 145 million yuan, which is a year-on-year increase of 29.08% [2] - The basic earnings per share were 0.2886 yuan, and the weighted average return on equity was 5.43% [2]

Group 1 - The core viewpoint of the news is the significant increase in the stock price of Dongfang Tantalum Industry, which rose by 6.08% to 24.59 CNY per share, with a trading volume of 178 million CNY and a turnover rate of 1.50%, resulting in a total market capitalization of 12.415 billion CNY [1] - Dongfang Tantalum Industry, established on April 30, 1999, and listed on January 20, 2000, specializes in the research, production, and sales of tantalum, niobium, beryllium metals, and alloy products, with 98.36% of its main business revenue coming from tantalum and niobium alloy products [1] - The company has a diversified revenue structure, with minor contributions from titanium and titanium alloy products (1.30%) and other categories (0.34% and 0.01%) [1] Group 2 - From the perspective of major fund holdings, Guotou Ruijin Fund has a significant position in Dongfang Tantalum Industry, with its Guotou Ruijin Economic Driven Mixed A Fund (017749) increasing its holdings by 35,900 shares in the second quarter, totaling 423,400 shares, which represents 3.25% of the fund's net value [2] - The Guotou Ruijin Economic Driven Mixed A Fund, established on March 14, 2023, has a current scale of 100 million CNY and has achieved a year-to-date return of 37.64%, ranking 1934 out of 8172 in its category, with a one-year return of 58.39%, ranking 2466 out of 7980 [2] - The fund manager, Tang Yan, has been in charge for 2 years and 191 days, with the fund's total asset size at 21.4 million CNY, achieving a best return of 47.28% and a worst return of 45.09% during his tenure [3]

Group 1 - The core point of the news is that Dongfang Tantalum Industry Co., Ltd. experienced a stock price increase of 6.08%, reaching 24.59 CNY per share, with a trading volume of 178 million CNY and a turnover rate of 1.50%, resulting in a total market capitalization of 12.415 billion CNY [1] - Dongfang Tantalum Industry, established on April 30, 1999, and listed on January 20, 2000, specializes in the research, production, and sales of tantalum, niobium, and beryllium metal and alloy products, with 98.36% of its main business revenue coming from tantalum and niobium alloy products [1] - The company has a diversified revenue structure, with 1.30% from titanium and titanium alloy products, and 0.34% from other sources [1] Group 2 - Huatai-PB Fund has a significant holding in Dongfang Tantalum, with the Huatai-PB CSI 2000 Index Enhanced A Fund (019923) holding 159,100 shares, accounting for 0.64% of the fund's net value, ranking as the ninth largest holding [2] - The fund has achieved a year-to-date return of 48.17%, ranking 518 out of 4222 in its category, and a one-year return of 113.58%, ranking 267 out of 3805 [2] - The fund was established on January 12, 2024, and has a current scale of 98.4754 million CNY [2]

Group 1 - The company has been actively communicating with investors since the release of its semi-annual report on August 25, with a total of 103 institutional meetings held by September 16, indicating strong investor interest in its performance and future plans [1] - The company plans to raise 1.2 billion yuan through a private placement, with significant support from its actual controller, China Nonferrous Metal Group, and its controlling shareholder, China Nonferrous East Group, which together account for about half of the total funds raised [2] - The company has signed a procurement contract with Taboca for approximately 3,000 tons of iron niobium tantalum alloy raw materials, with an estimated procurement amount of 540 million yuan, enhancing its supply chain autonomy [2] Group 2 - In the first half of 2025, the company achieved operating revenue of 797 million yuan, a year-on-year increase of 34.45%, and a net profit attributable to shareholders of 145 million yuan, up 29.08% year-on-year, driven by strong demand in downstream markets [3] - The high-temperature alloy market has seen rapid growth due to increased demand from gas turbines, aerospace engines, and automotive turbochargers, contributing to the company's performance [3] - The semiconductor sector has experienced explosive growth in demand for tantalum target materials and high-purity tantalum ingots, driven by advancements in AI and computing chips, with the company achieving breakthroughs in production technology [3] Group 3 - The tantalum capacitor market is showing signs of recovery due to the resurgence of the consumer electronics market, while the superconducting materials market is also expanding due to advancements in high-tech fields [4] - The company is constructing a new wet metallurgy production line to address outdated equipment and insufficient capacity, which is expected to enhance its production capabilities [4] - The company aims to establish a "three-tier product hierarchy" strategy to ensure supply chain security and competitive advantages, focusing on raw material supply, core products, and future growth points [4]

Core Insights - The company, Dongfang Tantalum Industry, announced the completion of a binding equity acquisition of Brazil's Taboca Company by its actual controller, China Nonferrous Mining Group Co., Ltd. [2] - The company signed a procurement contract for approximately 3,000 tons of iron niobium tantalum alloy raw materials, with an estimated procurement amount of 540 million RMB, ensuring self-sufficiency in tantalum and niobium ore supply [2] - The company has established a complete production line from ore wet smelting to tantalum and niobium product manufacturing, enhancing its supply chain security and continuously upgrading towards high-end products [2]

Group 1 - The company, Dongfang Tantalum, announced on September 17 that its products can be broadly categorized into several types, including consumer electronics, high-temperature alloys, semiconductors, superconducting materials, and chemical corrosion-resistant products [2] - The product categories include tantalum powder and wire for consumer electronics, melting niobium and tantalum as additives for high-temperature alloys, high-purity tantalum targets for semiconductors, superconducting niobium materials, niobium superconducting cavities, and tantalum-niobium alloy products for chemical corrosion [2] - The applications of the company's products span various industries such as electronics, communications, aerospace, metallurgy, petroleum, chemical, medical, atomic energy, lighting, and semiconductors [2]

Group 1: Company Overview - The company is Ningxia Dongfang Tantalum Industry Co., Ltd., with stock code 000962 [1] - The company has a full-process production line from ore wet smelting to tantalum and niobium product processing [3] Group 2: Raw Material Procurement - The company signed a procurement contract for approximately 3,000 tons of iron niobium tantalum alloy raw materials, with an estimated procurement amount of 540 million RMB [3] - The actual controller, China Nonferrous Metal Mining Group Co., Ltd., completed a binding equity acquisition of Brazil's Taboca Company [3] Group 3: Product Classification - Products are categorized into several types: - Consumer electronics: tantalum powder, tantalum wire - High-temperature alloys: additives for smelting niobium and tantalum - Semiconductor: high-purity tantalum targets - Superconducting materials: superconducting niobium materials, niobium superconducting cavities - Chemical corrosion resistance: tantalum niobium and its alloy products [4] Group 4: Market Demand and Investment Projects - The company needs to optimize product structure and increase investment in new demand areas due to profound changes in the tantalum and niobium industry [5] - Current production equipment cannot meet downstream growth demands, necessitating new and renovation projects [5] - The investment project aims to address outdated wet production line equipment and insufficient capacity, responding to market demand for high-temperature alloy products and high-end products [5] Group 5: Stock Issuance - The proposal for a specific object issuance of A-shares was approved at the company's fourth temporary shareholders' meeting on September 12, 2025 [6] - The issuance requires approval from the State-owned Assets Supervision and Administration Commission, the shareholders' meeting, and the Shenzhen Stock Exchange, followed by registration with the China Securities Regulatory Commission [6]