Group 1 - The core viewpoint of the news is the significant increase in the stock price of Dongfang Tantalum Industry, which rose by 6.08% to 24.59 CNY per share, with a trading volume of 178 million CNY and a turnover rate of 1.50%, resulting in a total market capitalization of 12.415 billion CNY [1] - Dongfang Tantalum Industry, established on April 30, 1999, and listed on January 20, 2000, specializes in the research, production, and sales of tantalum, niobium, beryllium metals, and alloy products, with 98.36% of its main business revenue coming from tantalum and niobium alloy products [1] - The company has a diversified revenue structure, with minor contributions from titanium and titanium alloy products (1.30%) and other categories (0.34% and 0.01%) [1] Group 2 - From the perspective of major fund holdings, Guotou Ruijin Fund has a significant position in Dongfang Tantalum Industry, with its Guotou Ruijin Economic Driven Mixed A Fund (017749) increasing its holdings by 35,900 shares in the second quarter, totaling 423,400 shares, which represents 3.25% of the fund's net value [2] - The Guotou Ruijin Economic Driven Mixed A Fund, established on March 14, 2023, has a current scale of 100 million CNY and has achieved a year-to-date return of 37.64%, ranking 1934 out of 8172 in its category, with a one-year return of 58.39%, ranking 2466 out of 7980 [2] - The fund manager, Tang Yan, has been in charge for 2 years and 191 days, with the fund's total asset size at 21.4 million CNY, achieving a best return of 47.28% and a worst return of 45.09% during his tenure [3]

Group 1 - The core point of the news is that Dongfang Tantalum Industry Co., Ltd. experienced a stock price increase of 6.08%, reaching 24.59 CNY per share, with a trading volume of 178 million CNY and a turnover rate of 1.50%, resulting in a total market capitalization of 12.415 billion CNY [1] - Dongfang Tantalum Industry, established on April 30, 1999, and listed on January 20, 2000, specializes in the research, production, and sales of tantalum, niobium, and beryllium metal and alloy products, with 98.36% of its main business revenue coming from tantalum and niobium alloy products [1] - The company has a diversified revenue structure, with 1.30% from titanium and titanium alloy products, and 0.34% from other sources [1] Group 2 - Huatai-PB Fund has a significant holding in Dongfang Tantalum, with the Huatai-PB CSI 2000 Index Enhanced A Fund (019923) holding 159,100 shares, accounting for 0.64% of the fund's net value, ranking as the ninth largest holding [2] - The fund has achieved a year-to-date return of 48.17%, ranking 518 out of 4222 in its category, and a one-year return of 113.58%, ranking 267 out of 3805 [2] - The fund was established on January 12, 2024, and has a current scale of 98.4754 million CNY [2]

Core Points - The company announced a cash dividend of 0.184 CNY per share for the first half of 2025, totaling approximately 292.12 million CNY [2][4] - The dividend distribution was approved by the board on August 20, 2025, following authorization from the annual general meeting held on May 28, 2025 [2][3] Distribution Plan - The dividend will be distributed to all shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shanghai Branch, as of the close of trading on the registration date [3] - The total number of shares for the dividend calculation is 1,587,585,826 [4] Implementation Details - Cash dividends will be distributed through the clearing system of the China Securities Depository and Clearing Corporation Limited for shareholders who have completed designated transactions [5] - Certain shareholders, including specific companies, will receive dividends directly from the company [8] Taxation Information - Individual shareholders and securities investment funds will not have personal income tax withheld at the time of dividend distribution, but tax will be calculated based on the holding period when shares are sold [9] - For qualified foreign institutional investors (QFII), a 10% corporate income tax will be withheld, resulting in a net dividend of 0.1656 CNY per share [10]

Group 1 - The company has been actively communicating with investors since the release of its semi-annual report on August 25, with a total of 103 institutional meetings held by September 16, indicating strong investor interest in its performance and future plans [1] - The company plans to raise 1.2 billion yuan through a private placement, with significant support from its actual controller, China Nonferrous Metal Group, and its controlling shareholder, China Nonferrous East Group, which together account for about half of the total funds raised [2] - The company has signed a procurement contract with Taboca for approximately 3,000 tons of iron niobium tantalum alloy raw materials, with an estimated procurement amount of 540 million yuan, enhancing its supply chain autonomy [2] Group 2 - In the first half of 2025, the company achieved operating revenue of 797 million yuan, a year-on-year increase of 34.45%, and a net profit attributable to shareholders of 145 million yuan, up 29.08% year-on-year, driven by strong demand in downstream markets [3] - The high-temperature alloy market has seen rapid growth due to increased demand from gas turbines, aerospace engines, and automotive turbochargers, contributing to the company's performance [3] - The semiconductor sector has experienced explosive growth in demand for tantalum target materials and high-purity tantalum ingots, driven by advancements in AI and computing chips, with the company achieving breakthroughs in production technology [3] Group 3 - The tantalum capacitor market is showing signs of recovery due to the resurgence of the consumer electronics market, while the superconducting materials market is also expanding due to advancements in high-tech fields [4] - The company is constructing a new wet metallurgy production line to address outdated equipment and insufficient capacity, which is expected to enhance its production capabilities [4] - The company aims to establish a "three-tier product hierarchy" strategy to ensure supply chain security and competitive advantages, focusing on raw material supply, core products, and future growth points [4]

每经AI快讯，有投资者在投资者互动平台提问：请问贵公司生产的铋纯度可以达到多少？6N级的铋是 不是涨到320万一吨了？ 中钨高新（000657.SZ）9月18日在投资者互动平台表示，公司旗下柿竹园公司目前出售的为铋精矿，暂 不涉及铋的加工业务。 （记者 王瀚黎） ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 责任编辑：小浪快报 第1笔成交价格为16.15元，成交20.90万股，成交金额337.54万元，溢价率为-0.31%，买方营业部为西南 证券股份有限公司陕西分公司，卖方营业部为中邮证券有限责任公司西安开元路证券营业部。 进一步统计，近3个月内该股累计发生1笔大宗交易，合计成交金额为337.54万元。该股近5个交易日累 计下跌6.25%，主力资金合计净流出1.05亿元。 9月18日，贵研铂业收跌3.86%，收盘价为16.20元，发生1笔大宗交易，合计成交量20.9万股，成交金额 337.54万元。 ...

9月18日，贵研铂业大宗交易成交20.9万股，成交额337.54万元，占当日总成交额的0.74%，成交价16.15 元，较市场收盘价16.2元折价0.31%。 | 025-09-18 | 贵研拍业 | | | | 西南证券股份有限 | 中邮证券有限责任 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券简称 | 证券代码 600459 | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 16.15 337.54 | 20.9 | 公司陕西分公司 | 卖出营业部 公司西安开元路证 | 是否为专场 图 | ...

Market Performance - As of September 18, the rare earth permanent magnet sector declined by 2.94%, ranking among the top declines in concept sectors [1] - Notable decliners in the sector included Wolong New Energy, Xiangming Intelligent, and China Rare Earth, while four stocks saw price increases, with Fangbang Co., Yujing Co., and Longci Technology rising by 2.22%, 1.61%, and 1.56% respectively [1] Capital Flow - The rare earth permanent magnet sector experienced a net outflow of 5.879 billion yuan, with 45 stocks seeing net outflows and 14 stocks exceeding 100 million yuan in outflows [2] - The largest net outflow was from Northern Rare Earth, amounting to 1.487 billion yuan, followed by China Rare Earth, Lingyi Intelligent Manufacturing, and Jinli Permanent Magnet with net outflows of 609 million yuan, 592 million yuan, and 409 million yuan respectively [2] Stock Performance - The top stocks with significant net outflows included Northern Rare Earth (-4.45%), China Rare Earth (-5.47%), and Lingyi Intelligent Manufacturing (-3.27%) [3] - Conversely, stocks with net inflows included Huicheng Environmental Protection, Xinlaifu, and Yujing Co., with net inflows of 107 million yuan, 1.732 million yuan, and 1.070 million yuan respectively [4]

数据显示，华泰柏瑞基金旗下1只基金位居北方稀土十大流通股东。华泰柏瑞沪深300ETF（510300）二 季度增持374.01万股，持有股数4525.57万股，占流通股的比例为1.25%。根据测算，今日浮亏损失约 1.15亿元。 华泰柏瑞沪深300ETF（510300）成立日期2012年5月4日，最新规模3747.04亿。今年以来收益18.19%， 同类排名2916/4222；近一年收益47.33%，同类排名2296/3804；成立以来收益111.48%。 华泰柏瑞沪深300ETF（510300）基金经理为柳军。 9月18日，北方稀土跌5.05%，截至发稿，报47.80元/股，成交94.14亿元，换手率5.33%，总市值1728.00 亿元。 资料显示，中国北方稀土(集团)高科技股份有限公司位于内蒙古自治区包头市稀土高新技术产业开发区 黄河大街83号，成立日期1997年9月12日，上市日期1997年9月24日，公司主营业务涉及稀土原料产品、 稀土功能材料产品及部分稀土终端应用产品。主营业务收入构成为：稀土产品72.25%，贸易业务 21.39%，环保产品及服务4.51%，其他1.07%，其他(补充)0.49%， ...

（文章来源：证券日报） 证券日报网讯东方钽业9月17日发布公告，在公司回答调研者提问时表示，公司实际控制人中国有色矿 业集团有限公司旗下中色经贸有限公司完成了巴西Taboca公司的约束性股权收购事项。2025年4月，公 司已与Taboca公司签署了《铁钽铌合金采购合同》，拟采购约3000吨铁铌钽合金原材料，采购金额预计 为5.4亿元人民币，在钽铌矿石原料供应上实现了自主可控。同时公司拥有矿石湿法冶炼到钽铌制品生 产加工的全流程生产线，形成从原材料到传统产品的供应链保障，并不断向高端产品突破的全链条进行 升级改造。 ...