Core Viewpoint - The company is enhancing its niobium superconducting cavity technology development, quality assurance, and production capabilities to increase market share and optimize its industrial structure [1] Group 1: Investment Projects - In 2023, the company is using raised funds for the "Dongfang Superconducting Company annual production line technology transformation project" to produce 100 niobium superconducting cavities [1] - In 2024, the company plans to use its own funds to establish a new intelligent production line capable of producing an additional 400 niobium superconducting cavities annually [1] - In 2025, the company intends to implement a new batch of fundraising projects to address equipment aging and capacity shortages to ensure a stable supply chain for tantalum and niobium materials [1] Group 2: Market Demand and Supply Chain - The company aims to meet the growing market demand for high-end material products by enhancing its domestic material supply capabilities and overall industry strength [1]

Group 1 - The company, Dongfang Tantalum, announced on November 6 that its previous fundraising project, "Annual Production of 100 Niobium Superconducting Cavities Production Line Technology Transformation Project," has been completed and is now in operation [2] - The company is progressing according to plan on its new project, "Annual Production of 400 Niobium Superconducting Cavities Intelligent Production Line Construction Project" [2]

Core Viewpoint - The company, Ningxia Dongfang Tantalum Industry Co., Ltd., has announced its 2025 interim profit distribution plan, which includes a cash dividend of RMB 0.50 per 10 shares for all shareholders, approved during the fourth extraordinary general meeting of shareholders held on September 12, 2025 [1][2]. Summary by Sections Profit Distribution Plan - The profit distribution plan was approved at the fourth extraordinary general meeting of shareholders on September 12, 2025, proposing a cash dividend of RMB 0.50 per 10 shares, amounting to a total of RMB 25,248,413.10 (including tax) based on the total share capital of 504,968,262 shares as of June 30, 2025 [1][2]. - Following the cancellation of certain restricted stocks, the total share capital was adjusted to 504,864,268 shares, leading to a revised cash dividend of RMB 25,243,213.40 (including tax) [2]. Implementation Details - The distribution plan aligns with the previously approved proposal and will be executed within two months of the approval date [3][4]. - The cash dividend will be distributed to shareholders based on the adjusted total share capital, with specific tax considerations for different types of shareholders [4]. Key Dates - The record date for the dividend distribution is set for November 10, 2025, and the ex-dividend date is November 11, 2025 [4][5]. Distribution Method - The cash dividends will be directly credited to the accounts of shareholders through their securities companies or other custodial institutions on the ex-dividend date [5].

Core Points - The company announced a profit distribution plan for the first half of 2025, proposing a cash dividend of 0.5 RMB per 10 shares for all shareholders [1] Group 1 - The record date for the dividend is set for November 10, 2025 [1] - The ex-dividend date is scheduled for November 11, 2025 [1]

Core Viewpoint - Dongfang Tantalum Industry is focusing on the application of tantalum and niobium materials in emerging fields, aiming to enhance product technology and market competitiveness for high-quality development [2] Group 1: Company Strategy - The company is implementing technological upgrades and expansions to improve production capabilities [2] - Increased investment in research and development is a priority to drive innovation and address technical challenges [2] - The company is actively expanding its market presence to create new growth points in high-end tantalum and niobium materials [2]

证券代码：000962 证券简称：东方钽业 公告编号：2025-092 号 宁夏东方钽业股份有限公司 税） 3、本次实施分配方案与公司 2025 年第四次临时股东大会审议通 过的分配预案和调整原则一致。 4、本次实施分配方案距离公司 2025 年第四次临时股东大会审议 通过的时间未超过两个月。 2025 年中期利润分配实施公告 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"）2025 年中期利 润分配预案已获公司于 2025 年 9 月 12 日召开的 2025 年第四次临时股 东大会审议通过，详见公司于 2025 年 9 月 13 日在《证券时报》《证 券 日 报 》 《 上 海 证 券 报 》 《 中 国 证 券 报 》 和 巨 潮 资 讯 网 （http://www.cninfo.com.cn）披露的《公司 2025 年第四次临时股东 大会决议公告》（公告编号：2025-078 号）。现将利润分配事宜公告 如下： 一、股东大会审议通过利润分配方案情况 1、公司于 2025 年 9 月 12 日召开的 2025 ...

Core Viewpoint - Dongfang Tantalum Industry (000962) reported that as of October 31, 2025, the number of shareholders is expected to reach 53,390 [1] Company Summary - The company has provided an update on its shareholder count, indicating a significant engagement with investors [1]

Group 1 - The core viewpoint of the articles highlights the significant advancements in superconducting materials, particularly the successful development of superconducting germanium, which could lead to transformative changes in various industries [4][5]. - The new superconducting germanium material allows for zero-resistance conductivity, enabling lossless current flow, which could enhance the performance of computer chips and solar cells, and promote the development of quantum technology [4][5]. - The research was conducted by an international team, including institutions like New York University and the Swiss Federal Institute of Technology, utilizing molecular beam epitaxy to achieve high doping concentrations in germanium [4]. Group 2 - The stock performance of companies related to superconducting materials has been notable, with an average increase of 57.75% this year, significantly outperforming the Shanghai Composite Index [6]. - Among the superconducting concept stocks, 17 companies reported a year-on-year increase in net profit, with Yongding Co. achieving a remarkable 474.3% growth in net profit for the first three quarters [6][7]. - The market capitalization of superconducting concept stocks reached 619.1 billion yuan as of November 3, indicating strong investor interest and potential for future growth [6]. Group 3 - The global focus on superconducting materials is expected to drive innovation across various sectors, including energy, information technology, healthcare, and transportation, due to their unique properties such as zero resistance and complete diamagnetism [5]. - The upcoming Nobel Prize in Physics in 2025 is anticipated to further spotlight superconductivity, as it has historically been a major research direction in condensed matter physics [5]. - The Chinese market has made significant strides in superconducting materials and applications, achieving international advanced levels in high-performance superconductors and strong magnetic field applications [5].

Group 1 - An international research team has developed a germanium material with superconducting properties, enabling zero-resistance conductivity and lossless current flow, paving the way for scalable quantum devices based on existing semiconductor technologies [1] - The realization of superconductivity in semiconductors is expected to enhance the performance of computer chips and solar cells, driving advancements in quantum technology [1] - The application of this new material could lead to significant improvements in the operational speed of smart devices and more efficient zero-loss transmission in power grids and renewable energy systems, potentially triggering technological revolutions across various industries [1] Group 2 - High-temperature superconductors offer advantages over low-temperature superconductors, including higher critical temperatures, currents, and magnetic fields, expanding the application space for superconducting materials [2] - The A-share market has 27 stocks related to superconductors, with a total market capitalization of 619.1 billion yuan as of November 3, and these stocks have averaged a 57.75% increase this year, significantly outperforming the Shanghai Composite Index [2] - Notable stocks with substantial profit growth include Yongding Co., which reported a net profit of 329 million yuan for the first three quarters, a year-on-year increase of 474.3% [2] Group 3 - Ice Wheel Environment has been the most frequently researched stock by institutions this year, with 65 institutional surveys, highlighting its technological advantages in providing cooling equipment for data centers and liquid cooling systems [3]

Core Viewpoint - Dongfang Tantalum Industry has experienced a significant decline in stock price, with a cumulative drop of 10.09% over the past three days, indicating potential concerns among investors [1]. Company Overview - Dongfang Tantalum Industry Co., Ltd. is located in Shizuishan City, Ningxia Hui Autonomous Region, established on April 30, 1999, and listed on January 20, 2000. The company specializes in the research, production, and sales of tantalum, niobium, and beryllium metal and alloy products [1]. - The main revenue composition of the company includes tantalum, niobium, and their alloy products at 98.36%, titanium and titanium alloy products at 1.30%, and other products at 0.34% and 0.01% [1]. Fund Holdings - According to data, one fund under China Merchants Fund holds a significant position in Dongfang Tantalum Industry. The fund, named China Merchants Heyue Balanced Pension Three-Year Holding Period Mixed Initiation (FOF) A (007660), held 46,000 shares in the third quarter, accounting for 0.46% of the fund's net value, ranking as the seventh largest holding [2]. - The fund has reported a floating loss of approximately 74,100 yuan today, with a total floating loss of 160,100 yuan during the three-day decline [2]. - The fund was established on December 3, 2019, with a current scale of 162 million yuan. Year-to-date returns stand at 16.51%, ranking 504 out of 1,043 in its category, while the one-year return is 17%, ranking 479 out of 1,013 [2]. - The fund manager, Zhang Ge Wu, has a tenure of 6 years and 194 days, with a total asset scale of 1.508 billion yuan. The best fund return during his tenure is 43.02%, while the worst is -34.2% [2].