证券日报网讯2月4日，东方钽业（000962）在互动平台回答投资者提问时表示，截至2026年1月30日收 盘，公司持有人数量为56483户。 ...

证券日报网讯2月4日，东方钽业（000962）在互动平台回答投资者提问时表示，本次定增项目中部分项 目已使用公司自有资金进行先期投入建设中，预计增加产能情况可查阅公司发布的《2025年向特定对象 发行A股股票募集说明书》中"本次募集资金投资项目的具体情况"相关内容。 ...

证券日报网讯2月4日，东方钽业（000962）在互动平台回答投资者提问时表示，公司的子公司宁夏东方 智造（002175）科技有限公司主要从事增材制造、3D打印基础材料销售等业务，相关内容请关注公司 届时发布的2025年年度报告。 ...

格隆汇2月4日丨东方钽业(000962.SZ)在投资者互动平台表示，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。 ...

格隆汇2月4日丨东方钽业(000962.SZ)在投资者互动平台表示，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。 ...

Summary of Conference Call on Dongfang Tantalum Industry Company Overview - The conference focused on Dongfang Tantalum Industry, with analysts from Guohai Securities providing insights into the company's recent performance and industry dynamics [1][3]. Key Points and Arguments Industry Dynamics - The tantalum industry has shown strong performance recently, with Dongfang Tantalum's stock price rising significantly [3]. - Tantalum prices have increased, with the current price reported at $120 per pound, up by approximately $20,000 (20%) since early 2025 [3][4]. - Supply constraints are evident due to a natural disaster in the Democratic Republic of Congo (DRC), where a landslide in the Katan mining area has halted production, affecting over 15% of global tantalum supply [4][5]. - The DRC government has implemented restrictive policies on artisanal mining, further impacting supply [5]. Demand Factors - Demand for tantalum is increasing, driven by applications in tantalum capacitors and high-temperature alloy additives, particularly in the AI sector [6][7]. - The rise in AI capital expenditures is leading to higher demand for tantalum capacitors, with a notable increase in the penetration rate of high-temperature tantalum capacitors [6]. - The commercial aerospace sector is also experiencing growth, contributing to the demand for tantalum products [10]. Company-Specific Insights - Dongfang Tantalum has secured a stable supply of tantalum, sourcing primarily from its controlling shareholder, China Nonferrous Metal Mining Group, in Brazil, and other regions outside sensitive areas [7][8]. - The company has a pricing model that allows it to pass on cost increases to customers, maintaining stable gross margins despite rising raw material costs [8][9]. - The company’s product pricing adjusts with tantalum price fluctuations, ensuring profitability remains intact [8]. Financial Performance - Dongfang Tantalum's subsidiary, Dongfang Manufacturing, reported revenues of approximately $12 million and a net profit of around $3.78 million for 2024, indicating strong financial performance [11]. - The company has successfully delivered advanced manufacturing products, filling a technological gap in the domestic market for large-size refractory metal additive manufacturing [11][12]. Future Outlook - The combination of rising tantalum prices and increased demand from the commercial aerospace sector presents significant profit growth potential for Dongfang Tantalum [10][12]. - Analysts believe that the company is well-positioned to benefit from these industry trends, with a strong capacity for supply and responsiveness to market changes [12]. Additional Important Information - The impact of the DRC's political situation on tantalum supply and the company's strategic sourcing decisions are critical factors to monitor [5][7]. - The ongoing developments in the commercial aerospace sector and AI technology will likely continue to influence demand for Dongfang Tantalum's products [10][12].

格隆汇2月4日丨东方钽业(000962.SZ)涨4.05%，报44.960元，股价创历史新高，总市值226.99亿元。 ...

Group 1 - The small metals sector increased by 4.94% on February 3, with Dongfang Tantalum leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - Notable performers in the small metals sector included Dongfang Silver Industry, which rose by 10.01% to a closing price of 43.21, and Zhong Rare Metals, which increased by 8.72% to 83.39 [1] Group 2 - The small metals sector saw a net inflow of 625 million yuan from main funds, while retail funds had a net inflow of 364 million yuan, and speculative funds experienced a net outflow of 989 million yuan [2] - The top stocks by main fund inflow included Beifang Rare Earth with a net inflow of 347 million yuan, and Dongfang Aluminum with 286 million yuan [3] - The overall trading volume for the small metals sector was significant, with stocks like Xiamen Tungsten Industry achieving a trading volume of 715,100 shares and a transaction value of 3.954 billion yuan [1][2]

中信建投研报指出，航天侧，SpaceX积极推进上市进程，同时向FCC提交百万颗AI卫星申请，目标打 造太空算力卫星星座；苹果与SpaceX拟联合推动手机直连卫星服务，商业航天下游应用领域有望拓 展，继续看好航天及AI共振。 （文章来源：21世纪经济报道） 2月3日，A股市场探底回升，沪指、创业板指均涨超1%，深成指涨超2%。从板块来看，商业航天概念 爆发，罗博特科与帝科股份均20CM涨停，城建发展、巨力索具、沃格光电、东方钽业等22股涨停，三 角防务、海兰信、戈碧迦等跟涨。 消息面上，据新华社报道，美国企业家埃隆·马斯克创建的太空探索技术公司(SpaceX)2日发表声明说， 已收购同属马斯克名下的人工智能初创企业xAI公司，以整合涵盖人工智能、火箭、太空互联网等领域 的创新资源。 ...

Group 1 - The niobium concept sector is active, with Dongfang Tantalum Industry reaching the daily limit increase [1] - The news highlights the market's volatility and the potential for investment opportunities within the niobium sector [1]