OTIC(SZ:000962) Xin Hua Cai Jing·2025-10-16 03:11Core Viewpoint - Dongfang Tantalum Industry has focused on its tantalum and niobium core business over the past five years, establishing a complete industrial chain and achieving breakthroughs in high-end fields through continuous technological innovation, thereby optimizing its product structure towards higher added value [1][2]. Group 1: Industrial Chain and Supply Security - Dongfang Tantalum Industry is engaged in the research, production, sales, and import-export of rare metals such as tantalum and niobium, with applications across various sectors including electronics, aerospace, and energy [2]. - The company has built a secure supply chain from mining to raw material procurement and deep processing, ensuring product quality stability and enhancing its competitive advantage [4]. - In 2023, Dongfang Tantalum successfully raised 675 million yuan through stock issuance to specific investors, focusing on its tantalum and niobium core business [4]. Group 2: Technological Innovation - The company has increased its R&D investment to tackle critical "bottleneck" issues, achieving breakthroughs in high-purity tantalum powder and large-size tantalum targets, which are essential for national defense and aerospace applications [5][8]. - Dongfang Tantalum has developed ultra-high purity tantalum powder with a purity level exceeding 99.998%, supporting the production of 12-inch tantalum targets for the semiconductor industry [8]. Group 3: Market Demand and Strategic Positioning - The company is strategically positioning itself to meet the growing demand in emerging markets such as AI computing and high-temperature alloys, optimizing its product structure accordingly [9]. - Dongfang Tantalum plans to raise 1.2 billion yuan to invest in three major projects aimed at enhancing production capacity and meeting the increasing demand for high-end materials in sectors like semiconductors and aerospace [11].