OTIC(SZ:000962) Jin Rong Jie·2026-02-12 06:02Core Viewpoint - Dongfang Tantalum Industry has experienced a consecutive two-day trading limit increase, driven by the rising demand for tantalum capacitors linked to the AI revolution and the active small metals sector [1] Group 1: Stock Performance - Dongfang Tantalum's stock hit the trading limit again at 13:45, with a transaction volume of 1.794 billion yuan and a turnover rate of 7.60% [1] Group 2: Market Position and Demand - The company holds over 50% of the domestic market share for capacitor-grade tantalum powder and 20%-25% of the global market [1] - The demand for tantalum capacitors is expected to grow globally due to advancements in AI technology [1] Group 3: Technological Advancements - Dongfang Tantalum has achieved a full-process technological breakthrough and industrial integration from materials to key chip manufacturing processes, including high-purity tantalum powder, tantalum ingots, and 12-inch tantalum target blanks [1]