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东方钽业(000962.SZ):本次湿法冶金项目建设内容为新建一条湿法生产线,解决设备陈旧和产能不足问题
Ge Long Hui· 2025-12-11 10:49
Core Viewpoint - The company is relocating its wet metallurgy project due to environmental and safety constraints of the existing facility, which has been in operation for 27 years, and aims to enhance production capacity and modernize equipment [1] Group 1: Project Justification - The existing wet metallurgy production line is too close to urban areas and cannot meet modern environmental standards for expansion or upgrades [1] - The new wet metallurgy project will involve the construction of a new production line to address outdated equipment and insufficient capacity [1] Group 2: Strategic Layout - The project aims to establish a "three-tier product hierarchy" strategy, ensuring supply chain security with primary raw materials such as potassium fluotantalate, tantalum oxide, and niobium oxide [1] - The company plans to create competitive advantages by focusing on core products like melted tantalum/niobium, semiconductor targets, and superconducting niobium materials [1] - Future growth points will include the development of new tantalum and niobium compounds, superconducting wires, and large-diameter pipes, while solidifying the market position in traditional tantalum, niobium, and their alloys for chemical corrosion and capacitors [1]