Group 1 - The small metal sector continues to rise, with Dongfang Tantalum Industry hitting the daily limit [1] - Other companies such as Haotong Technology, Huaxi Nonferrous Metals, Guiyan Platinum Industry, Xianglu Tungsten Industry, Tin Industry Co., and Luoyang Molybdenum also experienced gains [1]

Group 1 - The small metal sector saw a rise on January 28, 2026, with the China Rare Metals Theme Index increasing by 0.23%, and notable stock performances included Dongfang Tantalum Industry up by 8.41%, Zhuhai Group up by 5.25%, and others [1] - Tungsten concentrate prices approached 550,000 RMB per ton, ammonium paratungstate prices exceeded 800,000 RMB, and tungsten powder prices surpassed 1,300,000 RMB [1] - Industrial-grade lithium carbonate prices reached 168,000 RMB per ton with a weekly increase of 9.80%, while lithium iron phosphate prices rose by 4.43% compared to January 4 [1] Group 2 - Longcheng Securities estimated that the static cost share of lithium carbonate, rare earths, and antimony in downstream applications is nearing historical highs, with a demand growth rate of over 10% expected in sensitive sectors like wind power in 2026 [1] - The auction price for lithium spodumene concentrate from Wodgina reached 16,852 RMB per dry ton, indicating a significant premium for overseas lithium resources [1] - The Congolese government submitted a shortlist of state-owned mineral assets to the U.S., highlighting ongoing geopolitical supply disruptions that reinforce the scarcity of strategic metals [1] Group 3 - As of December 31, 2025, the top ten weighted stocks in the China Rare Metals Theme Index included Luoyang Molybdenum, Northern Rare Earth, and others, accounting for 59.54% of the total index [2] - The Rare Metals ETF (562800) tracks the China Rare Metals Theme Index, providing a convenient tool for investing in the rare metals sector [3] - Investors can also explore investment opportunities in the rare metals sector through the Rare Metals ETF linked fund (014111) [4]

Market Overview - The small metals sector experienced a decline of 1.61% compared to the previous trading day, with China Uranium Industry leading the drop [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Small Metals Sector Performance - Notable gainers in the small metals sector included: - Xianglu Tungsten Industry (002842) with a closing price of 26.22, up 6.98% and a trading volume of 713,900 shares [1] - Western Materials (002149) closed at 46.25, up 6.20% with a trading volume of 1,218,500 shares [1] - China Tungsten High-Tech (000657) closed at 50.49, up 2.06% with a trading volume of 1,463,800 shares [1] - Other companies showed minor fluctuations, with some experiencing slight declines [1] Capital Flow Analysis - The small metals sector saw a net outflow of 3.255 billion yuan from institutional investors, while retail investors contributed a net inflow of 2.534 billion yuan [2] - The overall capital flow indicated a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Western Materials (002149) had a net inflow of 674.1 million yuan from institutional investors, but a net outflow of 469 million yuan from speculative funds [3] - Other companies like Huayang New Materials (600281) and China Rare Earth (000831) also showed significant net outflows from institutional investors, indicating a cautious approach from larger players [3]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000962 证券简称：东方钽业 公告编号：2026-005号 宁夏东方钽业股份有限公司 第九届董事会第二十九次会议 决议公告 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。 一、董事会会议召开情况 宁夏东方钽业股份有限公司第九届董事会第二十九次会议通知于2026年1月19日以电子邮件、短信等形 式向各位董事和高级管理人员发出。会议于2026年1月26日以现场表决和通讯表决相结合的方式召开。 应出席会议董事9人，实出席会议董事9人。会议的召集、召开符合《公司法》《公司章程》的规定。 4、以9票同意，0票反对，0票弃权，审议通过了《关于制定〈经理层工作规则〉的议案》。 具体内容详见2026年1月27日巨潮资讯网www.cninfo.com.cn《经理层工作规则》。 5、以9票同意，0票反对，0票弃权，审议通过了《关于召开公司2026年第一次临时股东会的议案》。 具体内容详见2026年1月27日《证券时报》《证券日报》《中国证券报》《上海证券报》和巨潮资讯网 www.cninfo.com.cn《关于召开公 ...

Core Viewpoint - The article discusses the potential for "ten-bagger" stocks in the A-share market, particularly within the non-ferrous metals industry, highlighting companies that may see significant price increases by 2026 [2][4]. Group 1: Characteristics of Ten-Bagger Stocks - Ten-bagger stocks are characterized by being small in market capitalization, low in price, fast-growing, and possessing strong capabilities [4]. - The focus is on lesser-known metals rather than traditional ones like copper, aluminum, zinc, lead, and tin [4]. Group 2: Key Areas of Investment - Rare earth permanent magnet materials, essential for electric vehicles and drones, are highlighted as strategic high-tech materials, with China controlling 90% of global processing capacity [6]. - Semiconductor target materials, including high-purity aluminum, titanium, and copper, are crucial for chip production, with a purity requirement of over 99.999% [8]. - Lithium battery recycling and new energy storage materials are emerging opportunities, especially with the anticipated influx of used electric vehicle batteries [8]. Group 3: Specific Companies with Potential - Guiyan Platinum Industry is noted for its hydrogen energy catalyst, with a projected profit growth of 50% by 2025 and a market cap of over 6 billion [10]. - Dongfang Tantalum Industry is recognized for its tantalum production, essential for 6G communication filters, with a projected profit doubling by 2025 and a PE ratio of 20 [12]. - Yunhai Metal specializes in magnesium-lithium alloys, crucial for lightweight electric aircraft, with a market cap under 5 billion and a projected profit increase of 65% by 2025 [12]. - Jiangfeng Electronics is a leading domestic supplier of high-purity metal targets, with a projected profit growth of over 80% by 2025 and a PE ratio of 22 [14]. Group 4: Market Dynamics and Trends - There is a strong demand for domestic materials from major tech manufacturers like Ningde Times and Huawei, indicating a shift towards local sourcing [17]. - Institutional investors are increasingly buying shares in Guiyan Platinum Industry, Dongfang Tantalum Industry, and Yunhai Metal, with net purchases exceeding 200 million [17]. - The article warns of potential price volatility in rare earths and other minor metals, suggesting caution in trading strategies [19]. Group 5: Investment Strategy - The article emphasizes the importance of identifying companies with a market cap below 8 billion, a PE ratio under 25, and profit growth exceeding 40% [21]. - The focus for 2026 is on sectors like chips, batteries, drones, and AI servers, rather than traditional metals [21].

证券日报网讯1月26日，东方钽业（000962）在互动平台回答投资者提问时表示，目前公司已建立全球 化钽铌精矿采购保障体系，依托与国内外信誉较好、规模较大的优质矿石贸易商建立的较长期合作关 系，锁定核心原料来源，建立了稳定的钽铌精矿进口渠道。互动易平台并非法定信披媒体，如有重大经 营、战略规划等重大事项，公司将审慎决策并依法依规及时履行信息披露义务。 ...

宁夏东方钽业股份有限公司 经理层工作规则 第一章 总则 第一条 为深入贯彻落实习近平总书记关于"两个一以贯之" 的重要指示要求，完善中国特色现代企业制度，规范和保障宁夏 东方钽业股份有限公司（以下简称"公司"）经理层依法行权履 职，提升公司治理效能，根据《中华人民共和国公司法》等法律 法规和《宁夏东方钽业股份有限公司章程》（以下简称"《公司章 程》"）等有关规定，制定本规则。 第二条 公司经理层由总经理 1 名、副总经理若干名组成。 经理层实行总经理负责制，总经理对董事会负责，对公司日常生 产经营管理工作负总责，根据《公司章程》规定和董事会授权行 使职权。除经理层以外的高级管理人员包括董事会秘书、财务负 责人、总法律顾问以及公司董事会认定的其他人员。高级管理人 员应当遵守法律、法规、规章和《公司章程》等规定，履行诚信、 勤勉和保密的义务。 第三条 经理层成员应当自觉用习近平新时代中国特色社 会主义思想武装头脑，坚定理想信念，牢记初心使命，深刻领悟 "两个确立"的决定性意义，增强"四个意识"、坚定"四个自 信"、做到"两个维护"，树立和践行正确的业绩观，弘扬企业家 第 1 页 共 14 页 精神，对党忠诚、勇于 ...

证券代码：000962 证券简称：东方钽业 公告编号：2026-006 号 宁夏东方钽业股份有限公司 关于公司 2026 年度日常关联交易预计的公告 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。 一、日常关联交易基本情况 （一）日常关联交易概述 1、基本情况简介 为保证公司生产经营的持续稳定运行，2026 年，公司与中色（宁夏）东方 集团有限公司、西北稀有金属材料研究院宁夏有限公司、宁夏中色新材料有限 公司、宁夏中色金航钛业有限公司、Mineração Taboca S.A.（塔博卡矿业公司）、 鑫诚建设监理咨询有限公司及中国十五冶金建设有限公司等关联公司预计发生 日常关联交易，涉及向关联人采购原材料、燃料和动力；销售产品、商品；提 供劳务、接受劳务。预计 2026 年度总金额为 97,630.00 万元（不含税），2025 年度预计发生日常关联交易金额为 74,635.00 万元（不含税），2025 年实际发 生关联交易金额为 51,118.99 万元（不含税）。 上述关联方均不是失信被执行人。 2、经 2026 年 1 月 26 日公司第九届董事会第二十 ...

证券代码：000962 证券简称：东方钽业 公告编号：2026-007 号 宁夏东方钽业股份有限公司 关于召开公司 2026 年第一次临时股东会的通知 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。 一、召开会议的基本情况 1、股东会届次：2026 年第一次临时股东会 2、股东会的召集人：董事会 3、本次会议的召集、召开符合《中华人民共和国公司法》《深圳 证券交易所股票上市规则》《深圳证券交易所上市公司自律监管指引 第 1 号——主板上市公司规范运作》等法律、行政法规、部门规章、 规范性文件及《公司章程》的有关规定。 4、会议时间： 5、会议的召开方式：现场表决与网络投票相结合。 6、会议的股权登记日：2026 年 2 月 5 日 7、出席对象： 1 （1）截止股权登记日 2026 年 2 月 5 日下午收市时在中国证券登 记结算有限责任公司深圳分公司登记在册的全体股东均有权出席本次 股东会，并可以以书面形式委托代理人出席会议和参加表决，该股东 代理人不必是本公司股东（授权委托书附后）。 （2）公司董事、高级管理人员。 （3）公司聘请的本次股东会见证律师。 8 ...

证券代码：000962 证券简称：东方钽业 公告编号：2026-005 号 宁夏东方钽业股份有限公司 第九届董事会第二十九次会议决议公告 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。 一、董事会会议召开情况 宁夏东方钽业股份有限公司第九届董事会第二十九次会议通知于 2026 年 1 月 19 日以电子邮件、短信等形式向各位董事和高级管理人员发出。会 议于 2026 年 1 月 26 日以现场表决和通讯表决相结合的方式召开。应出席会 议董事 9 人，实出席会议董事 9 人。会议的召集、召开符合《公司法》《公 司章程》的规定。 3、以 7 票同意，0 票反对，0 票弃权（鉴于董事黄志学先生当时担任 公司总经理、王超先生担任公司纪委书记，上述两位董事对本议案回避表 决），审议通过了《关于公司高级管理人员 2024 年度经营业绩考核结果的 议案》。 4、以 9 票同意，0 票反对，0 票弃权，审议通过了《关于制定〈经理 层工作规则〉的议案》。 具体内容详见 2026 年 1 月 27 日巨潮资讯网 www.cninfo.com.cn《经理 层工作规则》。 5、以 9 ...