Group 1 - The core viewpoint of the article highlights the technological upgrades in the production lines of tantalum and niobium products by Dongfang Tantalum Industry, which are essential raw materials for high-temperature alloys and high-end products [1] - The 'Tantalum and Niobium Pyrometallurgical Product Production Line Technology Upgrade Project' focuses on producing tantalum and niobium ingots, which are crucial for various high-tech applications [1] - The 'Tantalum and Niobium Plate and Strip Product Production Line Technology Upgrade Project' targets applications in semiconductors, chemical corrosion resistance, and aerospace industries [1] - The 'Annual Production of 100 Niobium Superconducting Cavities Project' is aimed at producing components primarily used in large scientific installations such as particle accelerators and synchrotron light sources [1]

Core Viewpoint - Dongfang Tantalum Industry has received a positive review from the Shenzhen Stock Exchange regarding its application for a specific stock issuance, indicating compliance with issuance and listing conditions, as well as information disclosure requirements [1] Group 1 - The company received the review opinion letter from the Shenzhen Stock Exchange on January 7, 2026 [1] - The stock issuance to specific targets is subject to approval from the China Securities Regulatory Commission before implementation [1]

Group 1: Company Overview and Operations - Ningxia Dongfang Tantalum Industry Co., Ltd. has established a global procurement system for tantalum and niobium concentrate, ensuring a stable supply of core raw materials through long-term partnerships with reputable traders [2][3]. - The company has completed the acquisition of a stake in Taboca Mining Company in Brazil, securing a contract to purchase approximately 3,000 tons of iron niobium tantalum alloy raw materials for an estimated amount of 540 million RMB [3]. Group 2: Production and Recycling Initiatives - The company is implementing a closed-loop recycling model that covers all production processes, enhancing the supply of tantalum and niobium metal waste through both internal recycling and market purchases [3]. - The previous fundraising project focused on the technological transformation of production lines for tantalum and niobium metallurgy products, which are essential raw materials for high-temperature alloy materials and high-end products [5]. Group 3: Financial and Regulatory Updates - As of January 7, 2026, the company received a notice from the Shenzhen Stock Exchange indicating that it meets the conditions for issuing shares to specific investors, pending approval from the China Securities Regulatory Commission [4]. - The company plans to expedite the share subscription and issuance process following the regulatory approval [4].

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index up by 0.11%, the Shenzhen Component Index up by 0.65%, and the ChiNext Index also up by 0.65% as of midday [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.38 trillion yuan, a decrease of 63.3 billion yuan compared to the previous trading day, with over 3,800 stocks rising [2] Sector Performance - Active sectors included lithium batteries, energy metals, humanoid robots, and fintech, while traditional sectors like liquor, retail, and AI application stocks weakened [1] - The Chinese medicine and chemical sectors showed notable gains, with the Chinese medicine sector rising by 2.52% [2][7] - The small metals sector rebounded, with stocks like Xianglu Tungsten and Zhangyuan Tungsten hitting the daily limit [7] Notable Stocks - Mingdiao Co. experienced significant trading activity, achieving a "limit-up" with nearly 700 million yuan in transactions and marking its fifth consecutive trading day of gains [3] - Jiangfeng Electronics saw a slight increase of 0.09% after announcing plans to acquire control of Kaide Quartz [9] Economic Indicators - The industrial development plan for traditional Chinese medicine aims for a collaborative development system by 2030, which may positively impact the sector [7]

Core Viewpoint - The rare metals sector shows positive momentum, with significant inflows into ETFs and optimistic forecasts for future demand driven by high-tech industries and geopolitical factors [1][2]. Group 1: Market Performance - As of February 6, 2026, the CSI Rare Metals Theme Index (930632) increased by 0.67%, with notable gains from stocks such as Zhangyuan Tungsten Industry (+7.10%) and Northern Rare Earth (+4.07%) [1]. - The Rare Metals ETF (561800) also saw a rise of 0.56% [1]. - The top ten weighted stocks in the CSI Rare Metals Theme Index account for 59.71% of the index, with companies like Luoyang Molybdenum and Northern Rare Earth leading the list [1]. Group 2: Fund Inflows - As of February 5, 2026, the Rare Metals ETF experienced a net inflow of 4.832 million yuan, with a total of 21.017 million yuan net inflow over the past ten trading days [1]. - Six out of the last ten trading days recorded net inflows, indicating strong investor interest [1]. Group 3: Future Outlook - The fund manager of the Huafu Rare Metals ETF remains optimistic about the sector, citing three main reasons: 1. Rare metals are crucial for high-tech industries and are increasingly controlled by nations amid rising geopolitical tensions [1]. 2. The downstream demand for rare metals remains robust, particularly in sectors like new energy vehicles and wind power [1]. 3. Recent price increases across various rare metal segments and positive earnings forecasts from key companies support a strong fundamental outlook [1]. Group 4: Investment Tool - The Rare Metals ETF (561800) tracks the CS Rare Metals Index, which has a high lithium content of 30%-40%, making it an excellent investment tool for market participants looking to gain exposure to the rare metals industry [2].

国投瑞银景气驱动混合A（017749）基金经理为汤龑。 截至发稿，汤龑累计任职时间2年330天，现任基金资产总规模22.32亿元，任职期间最佳基金回报 87.56%， 任职期间最差基金回报84.33%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 2月5日，东方钽业跌5.06%，截至发稿，报42.63元/股，成交5.23亿元，换手率2.36%，总市值215.22亿 元。 资料显示，宁夏东方钽业股份有限公司位于宁夏回族自治区石嘴山市大武口区冶金路，成立日期1999年 4月30日，上市日期2000年1月20日，公司主营业务涉及钽铌铍金属及合金制品的研发、生产和销售。主 营业务收入构成为：钽铌及其合金制品98.36%，钛及钛合金制品1.30%，其他(补充)0.34%，其他 0.01%。 从基金十大重仓股角度 数据显示，国投瑞银基金旗下1只基金重仓东方钽业。国投瑞银景气驱动混合A（017749）四季度减持 47.77 ...

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