Group 1 - The core point of the news is that Dongfang Tantalum Industry Co., Ltd. experienced a stock price increase of 5.03%, reaching 39.28 yuan per share, with a trading volume of 1.536 billion yuan and a turnover rate of 8.29%, resulting in a total market capitalization of 19.831 billion yuan [1] - Dongfang Tantalum, 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 minimal revenue contribution from titanium and titanium alloy products (1.30%) and other sources (0.34% and 0.01%) [1] Group 2 - According to data from the top ten holdings of funds, Guotou Ruijin Fund has a significant position in Dongfang Tantalum, with its Guotou Ruijin Economic Driven Mixed A Fund (017749) increasing its holdings by 2.2649 million shares to a total of 2.6883 million shares, representing 4.45% of the fund's net value [2] - The fund's performance shows a year-to-date return of 3.74%, ranking 3995 out of 9012 in its category, and a one-year return of 62.6%, ranking 1159 out of 8157 [2] - The fund manager, Tang Yan, has been in charge for 2 years and 306 days, with the fund's total asset size at 1.475 billion yuan and a best return of 73.2% during his tenure [3]

Key Points - Major asset restructuring plans are underway for several companies, including JiaoYun Co. and Dongzhu Ecology, with significant risks of termination noted for Dongzhu Ecology's restructuring efforts [11][12] - ST KeliDa is set to resume trading on January 12, 2026, following a proposed change in its actual controller [5] - NineLink Technology has terminated its major asset restructuring plans due to disagreements on core transaction terms [6] - Companies like Huazhou Laojiao and others have announced substantial profit distributions and performance forecasts, indicating positive growth trends [8][9][10] Focus Area 1: Asset Restructuring - JiaoYun Co. is planning a major asset swap involving its automotive sales and service segments with assets from its controlling shareholder [11] - Dongzhu Ecology is attempting to acquire control of Kai Rui Xing Tong Information Technology but faces significant termination risks due to valuation disagreements [12] - NineLink Technology has decided to halt its plans to acquire a 51% stake in Chengdu Neng Tong Technology after failing to reach consensus on key transaction details [6] Focus Area 2: Trading Resumption and Risk Warnings - ST KeliDa will resume trading on January 12, 2026, after a proposed change in its actual controller [5] - China First Heavy Industries and Oriental Pearl have issued risk warning announcements regarding their stock trading, highlighting the volatility and lack of revenue from certain projects [3][4] Focus Area 3: Performance Forecasts - Huazhou Laojiao expects a net profit of between 235 million to 271 million yuan for 2025, a significant recovery from a loss in the previous year [8] - China Shipbuilding Defense anticipates a net profit increase of 149.61% to 196.88% for 2025, driven by improved production efficiency and revenue from joint ventures [9] - Daotong Technology projects a net profit of 900 million to 930 million yuan for 2025, reflecting a growth of 40.42% to 45.10% [10]

证券日报网讯1月9日，东方钽业（000962）在互动平台回答投资者提问时表示，目前，公司已关注到钽 铌新材料在新兴领域的应用潜力，并持续加强科研投入与市场拓展。公司将紧密跟踪行业趋势，持续聚 焦主责主业，充分发挥全产业链优势，把握发展机遇，加快推进新一批技术改造项目，保障钽铌材料供 应链安全。 ...

（文章来源：证券日报） 证券日报网讯 1月9日，东方钽业在互动平台回答投资者提问时表示，深交所互动易作为投资者与公司 互动交流的平台，并非法定信息披露媒体。公司将严格遵守交易所信息披露相关法律法规，及时履行信 息披露义务；与公司经营情况相关内容请以公司在法定信息披露媒体发布的公告为准。 ...

证券日报网讯 1月9日，东方钽业在互动平台回答投资者提问时表示，公司主要产品被广泛应用于电 子、通讯、航空、航天、冶金、石油、化工、照明、原子能、太阳能等领域。公司深耕钽铌材料领域六 十年，拥有钽铌冶炼加工的全产业链生产线和长期的技术沉淀。目前，公司已关注到钽铌新材料在新兴 领域的应用潜力，并持续加强科研投入与市场拓展。 （文章来源：证券日报） ...

Group 1 - The A-share small metal sector showed strength, with the sector index rising by 3.59% as of the morning close on January 9, 2023, driven by significant price increases in tungsten and other rare metals [1] - Notable stocks in the sector included Yunnan Zhenye, Dongfang Tantalum, and Xiamen Tungsten, which reached their daily limit up, while other companies like Jinchuan Group and Huaxi Nonferrous also saw gains [1] - Tungsten prices have reached historical highs, with black tungsten concentrate priced at 485,000 yuan/ton, ammonium paratungstate (APT) at 710,000 yuan/ton, and tungsten powder at 1,130 yuan/kg, reflecting week-on-week increases of 5.4%, 6.0%, and 6.5% respectively [1] Group 2 - Analysts indicate that the tungsten market is supported by supply constraints due to lower ore grades, controlled mining volumes, and sellers' reluctance to sell, alongside a growing global demand for strategic resources [2] - The cobalt market is experiencing price increases due to export quota controls in the Democratic Republic of Congo and delays in domestic arrivals, with cobalt powder prices rising to 570 yuan/kg, a week-on-week increase of 10.7% [2] - The rare earth industry is witnessing price increases, with the rare earth industry index rising by 2.96% on January 9, driven by supply constraints, favorable macroeconomic conditions, and increasing downstream demand [2] Group 3 - The global rare earth industry is undergoing a transformation, with domestic supply consolidation and increased industry concentration, while overseas mines are actively developing, indicating a trend towards diversified global supply [3] - Demand for rare earths is stable in traditional sectors like electric vehicles and wind power, while emerging fields such as robotics and low-altitude economy are expected to provide long-term support for demand [3] - The supply-demand imbalance for strategic minor metals is tightening due to limited reserves, high extraction difficulty, and rapid growth in downstream demand from sectors like new energy and semiconductors [3]

Group 1 - A-shares saw a total of 64 stocks hitting the daily limit up and 1 stock hitting the limit down on January 9 [1] - The non-ferrous metal sector, particularly tungsten concept stocks, was active with Antai Technology hitting the limit up [1] - The Kuaishou concept stocks strengthened, with Inertia Media achieving 4 limit ups in 5 days and Lio Co. hitting the limit up [1] - The small metal sector also rose, with Yunnan Zinc Industry and Dongfang Tantalum Industry hitting the limit up [1] Group 2 - Continuous limit-up stocks included Fenglong Co. with 11 consecutive limit ups, *ST Dongyi with 10 limit ups in 13 days, and Luxin Investment with 9 limit ups in 11 days [1] - Other notable continuous limit-up stocks included Galaxy Electronics and Zhi Te New Materials with 5 limit ups, *ST Shengxun with 4 limit ups in 5 days, and Jiangshun Technology with 4 limit ups [1] - Companies like *ST Bosen achieved 3 limit ups in 6 days, while Dongfang Mingzhu and China First Heavy Industries had 3 limit ups [1] - Additional stocks with consecutive limit ups included Jushi Technology and Jinhua Technology, among others [1] Group 3 - Meike Home experienced a limit down [2]

Core Viewpoint - The A-share market continues to rise, with the Shanghai Composite Index surpassing the 4100-point mark for the first time in 10 years, indicating a significant bullish trend in the market [1][3]. Market Performance - The Shanghai Composite Index reached 4110.37, up 27.39 points or 0.67% - The Shenzhen Component Index rose to 14097.44, increasing by 137.95 points or 0.99% - The ChiNext Index climbed to 1787.39, up 20.82 points or 1.18% - The total trading volume in the market was 1.75 trillion, with a predicted increase to 3.12 trillion, up by 291.1 billion [2]. Sector Performance - The defense and military industry led the market with a nearly 4% increase, with stocks like Huayin Technology and Guoke Military reaching a 20% limit up [3]. - The non-ferrous metals sector also performed well, with a rise of over 2%, featuring stocks like Yunnan Zhiye and Antai Technology hitting the limit up [4]. - The machinery equipment sector saw a significant increase of over 2%, with stocks such as Jizhi Co. and Shaoyang Hydraulic reaching the limit up [5]. Notable Stocks - Huayin Technology (688281) at 93.47, up 20.00% - Guoke Military (688543) at 75.96, up 20.00% - Shanghai Hanyun (300762) at 51.65, up 16.70% - Jizhi Co. (300553) at 47.86, up 20.01% - Shaoyang Hydraulic (301079) at 59.52, up 20.00% [4][6]. ETF Performance - Several ETFs related to "satellite" and "rare earth" sectors experienced significant gains, with increases exceeding 5% [8]. Risk Alerts - Companies like Zhite New Materials and Hongxun Technology have issued risk alerts due to abnormal stock price fluctuations, indicating potential volatility and divergence from fundamental values [12][13].

Core Viewpoint - Dongfang Tantalum Industry (000962.SZ) has received approval from the Shenzhen Stock Exchange for its issuance of securities to specific targets [1] Group 1: Issuance Details - The company disclosed its revised prospectus for the issuance of A-shares on January 7, 2025, targeting up to 35 specific investors, including China Nonferrous Metal Group and China Nonferrous Oriental Group [3] - The issuance constitutes a related party transaction, as both China Nonferrous Metal Group and China Nonferrous Oriental Group are affiliated with Dongfang Tantalum [3] - The total subscription amount from China Nonferrous Metal Group is RMB 105.27 million, while China Nonferrous Oriental Group will subscribe for RMB 480 million [3] Group 2: Financial Aspects - The issuance will adopt a pricing inquiry method, with the issue price set at no less than 80% of the average trading price over the 20 trading days prior to the pricing date [4] - The total amount raised from the issuance will not exceed RMB 1.1899 billion, with a net amount after deducting issuance costs to be invested in various projects, including the construction of a digital factory for tantalum and niobium [4] - The total investment for the projects is RMB 1.36348 billion, with the funds allocated as follows: RMB 566.50 million for the digital factory, RMB 253.20 million for the expansion of the smelting production line, RMB 254.61 million for the high-end product production line, and RMB 115.60 million for working capital [5]

宁夏东方钽业股份有限公司（以下简称"公司"）于 2026 年 1 月 7 日 收到深圳证券交易所（以下简称"深交所"）上市审核中心出具的《关于 宁夏东方钽业股份有限公司申请向特定对象发行股票的审核中心意见告知 函》（以下简称"告知函"）。 证券代码：000962 证券简称：东方钽业 公告编号：2026-002 号 宁夏东方钽业股份有限公司 关于收到深圳证券交易所《关于宁夏东方钽业股份有限公司申请 向特定对象发行股票的审核中心意见告知函》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。 2026 年 1 月 8 日 深交所发行上市审核机构对公司向特定对象发行股票的申请文件进行 了审核，认为公司符合发行条件、上市条件和信息披露要求，后续深交所 将按规定报中国证券监督管理委员会（以下简称"中国证监会"）履行相 关注册程序，要求公司收到《告知函》后以临时公告方式及时做好信息披 露工作，五个工作日内报送募集说明书（注册稿）及相关文件，同时报送 诚信记录核查表，并在十个工作日内汇总补充报送与审核问询回复相关的 保荐工作底稿。 公司本次向特定对象发行股票事项尚需获得中 ...