二零二五年八月 1 宁夏东方钽业股份有限公司 2025 年半年度报告全文 宁夏东方钽业股份有限公司 2025 年半年度报告 宁夏东方钽业股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人于明、主管会计工作负责人秦宏武及会计机构负责人(会计主 管人员)李瑞筠声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 鉴于国内、国际市场环境的不确定性，本半年度报告中涉及的前瞻性陈 述，譬如未来的计划和发展战略等，不以任何形式构成公司对投资者的实质 承诺，投资者及其他相关人士均应当对此保持足够的投资风险认识，并且应 当理解计划、预测与承诺之间的差异，请投资者注意投资风险。 公司面临的风险见"第三节管理层讨论与分析 十、公司面临的风险和应 对措施"。 公司经本次董事会审议通过的利润分配预案为：以实施权益分派股权登 记日登记的总股本为基数，向全体股东每 10 股派发现金红利 0.5 元（含 税 ...

Core Viewpoint - The article highlights the transformation and growth of Dongfang Tantalum Industry, which has become China's largest manufacturer of tantalum and niobium products, emphasizing its role in meeting national strategic needs and driving technological innovation [1][2]. Group 1: Company Overview - Dongfang Tantalum Industry was established 60 years ago in Ningxia and has developed into a leading enterprise in the tantalum and niobium sector, being one of the top three in the world for tantalum smelting and processing [1]. - The company has a complete industrial chain for tantalum and niobium, including wet and pyrometallurgical processes, and is recognized as a national high-tech enterprise [1][2]. Group 2: Product Development and Market Position - The company focuses on the research and production of high-tech products such as high-capacity tantalum powder, high-purity niobium materials, and high-temperature oxidation-resistant alloys, with over 50% of its products exported [2][3]. - Dongfang Tantalum has implemented a "5+3" development strategy, investing around 2 billion yuan in its main business to enhance product quality and market competitiveness [2]. Group 3: Technological Innovation - The company prioritizes technological advancement, with R&D expenditures exceeding 7% of its revenue, leading to significant innovations in high-performance tantalum and niobium products [3][4]. - Dongfang Tantalum has achieved breakthroughs in various fields, including semiconductors and medical applications, successfully producing 12-inch tantalum targets and 3D printed high-purity porous tantalum materials [3][5]. Group 4: Talent Development - The company emphasizes talent cultivation through a structured approach, fostering a multidisciplinary innovation team led by academicians and supported by leading scientists and young professionals [4][6]. - Dongfang Tantalum employs various incentive mechanisms to motivate its workforce, ensuring a dynamic environment conducive to innovation and growth [5][6]. Group 5: Future Outlook - The strategic value of tantalum and niobium in emerging industries such as semiconductors and aerospace is expected to increase, providing broader market opportunities for the company's products [6].

格隆汇8月22日丨东方钽业(000962.SZ)在互动平台表示，公司目前不生产"真空阀门"产品。 ...

东方钽业（000962.SZ）8月18日在投资者互动平台表示，公司生产的铌超导腔主要应用于高能同步辐射 光源（HEPS）、加速器驱动嬗变研究装置（CiADS）、硬X射线自由电子激光装置（SHINE）、强流 重离子加速器装置（HIAF）等国家大科学装置。 每经AI快讯，有投资者在投资者互动平台提问：贵公司研发制造的东方超导在3.9GHz超导腔领域实现 重大突破，这个突破与量子科技有何关联性？ （文章来源：每日经济新闻） ...

证券之星消息，8月14日小金属板块较上一交易日下跌0.4%，中矿资源领跌。当日上证指数报收于 3666.44，下跌0.46%。深证成指报收于11451.43，下跌0.87%。小金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600111 | 北方稀土 | 38.35 | 2.02% | 286.79万 | 109.97 亿 | | 600301 | 华锡有色 | 25.76 | 1.94% | 21.95万 | 5.71亿 | | 000657 | 中钨高新 | 17.20 | 1.30% | 120.86万 | 21.08亿 | | 000962 | 东方银业 | 19.84 | 1.17% | 74.01万 | 14.72亿 | | 000831 | 中国稀土 | 41.34 | -0.05% | 49.35万 | 20.49 Z | | 601958 | 美钼股份 | 13.23 | -0.75% | 42.67万 | 5.71亿 | | 600392 | 盛和盗 ...

有色金属行业资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 000962 | 东方钽业 | 9.98 | 9.42 | 28629.06 | | 601609 | 金田股份 | 10.06 | 10.57 | 26227.57 | | 603993 | 洛阳钼业 | 7.51 | 1.66 | 25545.81 | | 601020 | 华钰矿业 | 9.99 | 10.12 | 22161.59 | | 600366 | 宁波韵升 | 9.99 | 23.12 | 21483.05 | | 600392 | 盛和资源 | 3.33 | 10.71 | 18395.26 | | 300328 | 宜安科技 | 4.45 | 11.74 | 12424.94 | | 000630 | 铜陵有色 | 5.45 | 5.96 | 10922.39 | | 002428 | 云南锗业 | 4.39 | 8.78 | 10344.78 | | 002155 | 湖南黄金 | 4.79 | 5.6 ...

Group 1: Liquidity and Scale of Rare Metal ETF - The turnover rate of the Rare Metal ETF is 4.83%, with a half-day trading volume of 69.3013 million yuan [1] - As of August 12, the latest scale of the Rare Metal ETF reached 1.433 billion yuan, marking a new high since its establishment and ranking first among comparable funds [1] - The latest share count of the Rare Metal ETF is 2.17 billion shares, also a new high in the past three months, ranking first among comparable funds [1] Group 2: Fund Inflows and Performance - The latest net inflow of the Rare Metal ETF is 47.7031 million yuan, with a total of 176 million yuan net inflow over the last five trading days [1] - Over the past year, the net value of the Rare Metal ETF has increased by 63.76%, ranking 338 out of 2954 in the index stock fund category, placing it in the top 11.44% [1] - The highest monthly return since inception is 24.02%, with the longest consecutive monthly gains being three months and the longest gain percentage being 29.68% [1] Group 3: Index Tracking and Major Holdings - The Rare Metal ETF closely tracks the CSI Rare Metal Theme Index, which selects no more than 50 listed companies involved in rare metal mining, smelting, and processing [1] - As of July 31, the top ten weighted stocks in the CSI Rare Metal Theme Index account for 55.85% of the index, including companies like Northern Rare Earth and Ganfeng Lithium [2] Group 4: Market Outlook and Supply Dynamics - The Federal Reserve's interest rate cuts are expected to benefit the industrial metal sector, particularly tin, due to limited supply and ongoing disruptions [2] - Anticipated further interest rate cuts in September 2025 may lead to improved domestic and external demand, positively impacting industrial metals like tin and copper [2] - The expiration of mining permits for certain lithium mines may lead to supply constraints, potentially driving up lithium prices [2]

数据显示，截止7月29日，A股市场共有5817家上市公司。董秘作为连接投资者与上市公司的"桥梁"， 在上市公司资本运作中发挥着关键作用。据2024年年报显示，去年A股董秘薪酬合计达40.86亿元，平均 薪酬75.43万元。 随着年报披露收官，小金属行业（申万二级分类）上市公司董秘薪酬面纱也被揭开。据数据统计，小金 属行业上市公司为董秘支付的最高年度薪酬是厦门钨业，为董秘周羽君支付年薪227.68万元；为董秘支 付的最低年度薪酬是云南锗业，为董秘金洪国支付年薪仅50.09万元。其中为董秘发放超百万年薪的上 市公司共有4家，分别为西部材料、章源钨业、中矿资源、厦门钨业。 专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 西部材料董秘顾亮年薪超百万，高于行业二均值，但公司销售毛利率持续下降，2022-2024年，公司销 售毛利率分别为22.2%、21.95%、20.64%，变动趋势持续下降；销售净利率分别为8.77%，8.68%， 6.27%，变动趋势持续下降。另外2024年，公司加权平均净资产收益率为5.33%，低于7%。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘 ...

东方钽业8月4日披露，截至7月31日公司股东户数为44843户，较上期（7月20日）减少4696户，环比降 幅为9.48%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） ...

Core Insights - The report highlights that nearly all of the over 50 controllable nuclear fusion concept stocks have undergone investor research this year, indicating strong interest in the sector [1] - Several companies have released their performance data for the first half of 2025, with some reporting profit increases while others are facing losses [1] Group 1: Company Research and Performance - Ice Wheel Environment (000811) and Antai Technology (000969) have received over 10 investor research sessions, with Ice Wheel Environment leading with 42 sessions [2] - The total market capitalization of Ice Wheel Environment is 126.66 billion, with a year-to-date increase of 38.05% [2] - Other notable companies include Jiangsu Shentong (002438) with 13 research sessions and a market cap of 69.08 billion, showing a year-to-date increase of 13.13% [2] Group 2: Performance Variability - Companies such as Baoshan Co. (600973) and Yongding Co. (600105) have reported performance increases, while China First Heavy Industries (601106) and others have reported performance losses [1] - The report indicates that the performance of controllable nuclear fusion stocks is varied, with some companies like China Nuclear Power (601985) experiencing a year-to-date decline of 10.35% [2]