（文章来源：每日经济新闻） 兴业银锡（000426.SZ）12月10日在投资者互动平台表示，感谢您的关注！银漫二期目前已取得立项批 复，正在积极与当地政府沟通，推进办理开工许可手续工作。 每经AI快讯，有投资者在投资者互动平台提问：请问银漫二期立项申请获批复，如要正式建设还需要 获得那些批复报告，这些手续进行到那一步了？ ...

格隆汇12月10日丨兴业银锡(000426.SZ)在投资者互动平台表示，银漫二期目前已取得立项批复。 ...

每经AI快讯，有投资者在投资者互动平台提问：铌酸锂调制器是CPO高速光互连的关键器件，贵公司是 否可供应氧化铌（铌酸锂晶体的上游原料）或已批量制造"氧化铌"？ （文章来源：每日经济新闻） 东方钽业（000962.SZ）12月10日在投资者互动平台表示，公司湿法冶金分厂主要生产氟钽酸钾、五氧 化二铌、五氧化二钽等产品，公司本次拟使用募集资金建设钽铌湿法冶金数字化工厂建设项目中，拟新 建氟钽酸钾、五氧化二铌、高纯五氧化二铌、高纯五氧化二钽和钽铌化合物及副产品锡精矿的生产线。 ...

Core Viewpoint - Luoyang Molybdenum Co., Ltd. experienced a significant drop in stock price, with a 6.10% decline on December 9, 2023, alongside notable trading activity in margin financing and securities lending [1] Group 1: Financial Performance - For the period from January to September 2025, Luoyang Molybdenum achieved a revenue of 145.49 billion yuan, representing a year-on-year decrease of 5.99% [2] - The company's net profit attributable to shareholders reached 14.28 billion yuan, showing a substantial year-on-year increase of 72.61% [2] Group 2: Shareholder and Institutional Holdings - As of September 30, 2025, the number of shareholders for Luoyang Molybdenum was 304,200, an increase of 28.08% compared to the previous period [2] - The top circulating shareholder, Hong Kong Central Clearing Limited, held 695 million shares, an increase of 47.47 million shares from the previous period [3] - The Huaxia SSE 50 ETF and Huatai-PineBridge CSI 300 ETF saw a decrease in holdings, while the E Fund CSI 300 ETF entered as a new shareholder with 86.47 million shares [3] Group 3: Financing and Trading Activity - On December 9, 2023, Luoyang Molybdenum recorded a financing buy-in of 536 million yuan, with a net buy of 48.35 million yuan after repayments [1] - The total margin financing and securities lending balance reached 3.447 billion yuan, which is above the 90th percentile level over the past year, indicating a high level of trading activity [1] - In terms of securities lending, 102,800 shares were repaid while 186,300 shares were sold, with the selling amount calculated at approximately 3.27 million yuan [1]

东方钽业（000962.SZ）12月10日在投资者互动平台表示，公司前次募集资金涉及的三项技改项目中， 钽铌板带制品生产线技术改造项目和年产100只铌超导腔生产线技术改造项目已达到预定可使用状态并 结项，钽铌火法冶金产品生产线技术改造项目部分设备按照原定计划推进安装调试工作。 每经AI快讯，有投资者在投资者互动平台提问：东方钽业2023年的再融资项目是否已经全部建成投产 （包括进口设备）？ （文章来源：每日经济新闻） ...

Core Insights - In Q3 2025, the A-share growth style significantly outperformed the value style, with the National Growth Index achieving an excess return of 30.27%, marking a historical peak [1] - However, since Q4, market styles have rapidly converged, with value logic regaining dominance [1] - Resource assets, due to their strong cyclical attributes, have become a focal point for capital [1] Resource Sector Analysis - The prices of industrial and precious metals in China have remained stable at high levels since 2020, coupled with a rebound in corporate profits, creating a "price support + demand recovery" scenario [1] - Precious metals, particularly gold, have shown unique hedging value against market volatility, with gold-related companies' stock prices closely aligning with gold prices, consistently outperforming the Wind All A Index [1] - Despite major metal prices being at historical highs, the overall valuation of the resource sector remains attractive, with the CSI Mainland Resource Theme Index's latest PE at 15.73, significantly lower than the Wind All A Index's average of 21.85 [2] Investment Opportunities - The Shangyin Resource Selected Mixed Fund has demonstrated long-term value potential, with its A-class share achieving a cumulative return of 58.67% since its inception on March 21, 2025, outperforming its benchmark [2] - The fund focuses on investment opportunities in non-ferrous metals, coal, precious metals, rare metals, and petrochemicals, indicating a positive outlook on resource products [2] - The fund aims to strategically allocate to specific sub-sectors based on economic cycles, highlighting the demand for industrial metals due to U.S. manufacturing return and China's production reforms, as well as the increasing demand for gold amid rising recession risks and global conflicts [2]

（编辑 楚丽君） 证券日报网讯 12月9日，永兴材料在互动平台回答投资者提问时表示，公司将综合经营情况、财务状 况、未分配利润等，在确保公司长期稳定可持续发展并兼顾投资者合理投资回报的基础上制定利润分配 方案。 ...

Group 1 - The core viewpoint of the article emphasizes the critical role of cobalt in maintaining the stability, safety, and overall electrochemical performance of layered structures, particularly in ternary systems [1] Group 2 - The company, Luoyang Molybdenum, responded to investor inquiries on an interactive platform regarding the importance of cobalt [1] - The stability of cobalt's role in ternary systems remains solid, indicating its continued relevance in the industry [1]

Group 1 - The company, Xiamen Tungsten New Energy, stated that it will fulfill its information disclosure obligations in accordance with relevant laws and regulations [1]

Group 1: Company Overview - The company is Ningxia Dongfang Tantalum Industry Co., Ltd., with stock code 000962 [1] - The chairman is Huang Zhixue, and the vice general manager and secretary of the board is Qin Hongwu [3] Group 2: Supply Chain and Production - The company has secured a binding equity acquisition of Brazil's Taboca Mining Company, which includes a multi-metal mine and smelting facilities [3] - A contract was signed to purchase approximately 3,000 tons of tantalum-niobium alloy raw materials, with an estimated procurement amount of 540 million RMB [3] - The company has a complete production line from ore wet metallurgy to tantalum-niobium product processing [3] Group 3: Product Range - The company offers over 30 series and more than 200 varieties of products, including tantalum powder, tantalum wire, high-purity tantalum targets, and superconducting materials [3] - Products are applicable in various fields such as electronics, communications, metallurgy, petroleum, chemicals, medical, lighting, and semiconductors [3] Group 4: Pricing Strategy - Product pricing is based on raw material price fluctuations, customer demand, company cost structure, production cycles, and market conditions [3] Group 5: Expansion Plans - The company plans to invest in three construction projects and supplement working capital, with total investments as follows: - Digital factory for tantalum-niobium wet metallurgy: 678.69 million RMB [4] - Renovation of tantalum-niobium pyrometallurgy smelting production line: 287.99 million RMB [4] - Construction of high-end tantalum-niobium product production line: 281.20 million RMB [4] Group 6: Fundraising Progress - The company completed the first round of inquiries from the Shenzhen Stock Exchange on November 17, 2025, and is awaiting approval from the China Securities Regulatory Commission for the issuance of A-shares [4]