Market Performance - The A-share market opened lower but rebounded, with the Shanghai Composite Index down 0.04%, the Shenzhen Component Index up 0.57%, the ChiNext Index up 0.6%, and the Northern Stock 50 up 1.12% [1] - The total market turnover reached 1.26 trillion yuan, an increase of 91.2 billion yuan compared to the previous day's turnover [1] Sector Performance - Active sectors included electric grid equipment and precious metals, while commercial aerospace stocks showed repeated activity [1] - Concepts such as nuclear fusion, CPO, ultra-high voltage, superconductors, charging piles, and photolithography stocks saw significant gains [1] - The lithium battery electrolyte, cross-strait integration, and banking sectors weakened [1] ETF Performance - The ultra-high voltage and smart grid sectors experienced rapid increases, with ETFs from Huaxia, Guotai, and GF rising by 3.07%, 2.64%, and 2.63% respectively [1] - The overnight Dow Jones index rose, leading to a 2.68% increase in the Penghua Dow Jones ETF [1] - Gold stocks rose for the second consecutive day, with the Ping An Fund Gold Stock ETF and Huaxia Fund Gold Stock ETF increasing by 2.16% and 1.89% respectively [1] - The smart driving sector was active, with the Fuguo Fund Smart Car ETF and Huitianfu Fund Smart Car ETF rising by 1.93% and 1.83% respectively [1] Weak Sectors - The lithium battery sector declined, with ETFs such as Invesco's battery ETF, leading new energy vehicle ETFs, and new energy vehicle ETFs all dropping by 1% [2] - The rare metals sector weakened, with the rare metals ETF also falling by 1% [2] - Chemical stocks showed poor performance, with the chemical ETF down by 0.76% [2]

证券日报网讯 12月12日，东方钽业（000962）在互动平台回答投资者提问时表示，截至2025年12月10 日收盘，公司持有人数量为58619户。 ...

人民财讯12月12日电，云南锗业（002428）12月12日公告，公司拟与昆明哈傈佤企业管理合伙企业(有 限合伙)共同出资1000万元设立控股子公司云南锗业生物科技有限公司(暂定名，简称"云锗生物")。云锗 生物主要从事以有机锗为核心的日化产品及其他有机锗相关应用产品的开发业务。 ...

截至发稿，云南锗业市值为190亿元。 每经头条（nbdtoutiao）——实施城乡居民增收计划、降准降息等工具灵活高效运用、增加普通高中学 位……深度解读中央经济工作会议 （记者 张明双） 每经AI快讯，云南锗业（SZ 002428，收盘价：29.08元）12月12日晚间发布公告称，2025年12月12日， 云南临沧鑫圆锗业股份有限公司第八届董事会第三十二次会议审议通过《关于对外投资设立控股子公司 的议案》，同意公司与昆明哈傈佤企业管理合伙企业（有限合伙）共同出资1000万元设立控股子公司云 南锗业生物科技有限公司。云锗生物主要从事以有机锗为核心的日化产品及其他有机锗相关应用产品的 开发业务。 ...

云南锗业公告，公司与昆明哈傈佤企业管理合伙企业（有限合伙）共同出资1000万元设立控股子公司云 南锗业生物科技有限公司。其中，公司出资700万元，占股70%，昆明哈傈佤出资300万元，占股30%。 云锗生物主要从事以有机锗为核心的日化产品及其他有机锗相关应用产品的开发业务。 ...

格隆汇12月12日丨云南锗业(002428.SZ)公布，第八届董事会第三十二次会议审议通过《关于对外投资 设立控股子公司的议案》，同意公司与昆明哈傈佤企业管理合伙企业（有限合伙）（简称"昆明哈傈 佤"）共同出资1,000万元设立控股子公司云南锗业生物科技有限公司（暂定名，简称"云锗生物"）。云 锗生物主要从事以有机锗为核心的日化产品及其他有机锗相关应用产品的开发业务。 ...

证券日报网12月11日讯东方钽业在12月10日至11日回答调研者提问时表示，随着我国高科技、新基建等 行业的持续发展，高温合金、半导体钽靶材以及高纯铌材等高附加值产品的国内需求正在逐步上升，公 司近年来不断加大国内高温合金、半导体用钽靶材及高纯铌材等产品的科技攻关力度，全力推动生产线 技术改造升级的扩能改造建设，合理组织生产，新增产能逐步释放。在产业链自主可控战略指引下，国 产化替代进程已从单一产品突破向系统化解决方案演进，为钽铌及其合金制品的增长提供了坚实基础。 （文章来源：证券日报） ...

Core Viewpoint - The company, Dongfang Tantalum Industry, has completed a binding equity acquisition of Brazil's Taboca Mining Company, enhancing its resource supply chain and production capabilities [1] Group 1: Acquisition Details - The actual controller of the company, China Nonferrous Metal Mining Group Co., Ltd., through its subsidiary, has finalized the acquisition of Taboca Mining Company, which owns a multi-metal mine and several processing facilities in Brazil [1] - Taboca Mining Company possesses an operational multi-metal mine for tin, tantalum, and niobium, a tin smelting plant, a tantalum-niobium alloy smelting plant, and a hydroelectric power station [1] Group 2: Supply Chain and Contracts - The company has signed a procurement contract with Taboca Mining Company for approximately 3,000 tons of tantalum-niobium alloy raw materials, with an estimated purchase amount of 540 million RMB, ensuring a stable and controllable supply chain for tantalum and niobium ore [1] - The company has established a complete production line from ore wet processing to the production and processing of tantalum and niobium products, ensuring full supply chain security [1]

Core Viewpoint - The company is planning to build a new hydrometallurgical production line to address outdated equipment and insufficient capacity, as the existing facility has been in operation for 27 years and is constrained by urban development and early safety and environmental technologies [1] Group 1: Project Overview - The new hydrometallurgical project aims to resolve issues related to wastewater, waste gas, and waste residue treatment, which the current production line cannot meet [1] - The project will enhance the company's production capabilities and allow for expansion without relocating [1] Group 2: Strategic Layout - The company will establish a "three-tier product hierarchy" strategy, focusing on securing supply chain safety with primary raw materials such as potassium fluotantalate, tantalum oxide, and niobium oxide [1] - The core competitive advantage will be built around 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 maintaining a strong position in traditional markets such as chemical corrosion and capacitors [1]

Core Viewpoint - The company plans to raise funds for three construction projects and to supplement working capital, focusing on the development of tantalum and niobium production capabilities [1] Group 1: Investment Projects - The first project is the construction of a digital factory for tantalum and niobium hydrometallurgy, with a total investment of 678.69 million yuan, aiming to produce various products including potassium fluotantalate (1,100 tons/year) and niobium pentoxide (1,700 tons/year) [1] - The second project involves the renovation of the tantalum and niobium pyrometallurgy smelting product production line, with an expected annual output of 860 tons of smelted niobium and 80 tons of smelted tantalum, requiring an investment of 287.99 million yuan [1] - The third project focuses on the construction of a high-end tantalum and niobium product production line, which will add 145 tons/year of tantalum and niobium plate and strip products, with a total investment of 281.20 million yuan [1]