2025年上半年的强劲业绩建立在成功实施集团近两年以来所奉行的"专业化、综合化、规模化、高端 化、国际化、资本化"战略定位的基础上。公司目标是将公司打造成为一家高绩效、强韧性、敢竞争的 增长型企业。2025年，公司在钽铌行业中抓住机遇，所有核心部门业绩均实现显著提升。 格隆汇8月25日丨稀美资源(09936.HK)公告，2025年上半年集团实现营业收入人民币9.54亿元，同比增 长5.7%，期内溢利人民币1.08亿元，同比增长71.4%。每股基本盈利0.26人民币元。 相较于上市初，集团收入结构中钽铌火法产品的占比实现了从无到有、从少到多，直至近半，实现了跨 越式发展。品种结构变化是营收稳步增长的关键所在。细察今日稀美，经营视野更开阔，原料保障更有 力，钽铌产品更丰富，合作客户更多样，腾挪空间更自如。在"创建全球领先钽铌制造运营商"的美好愿 景指引下，公司看好中期后的强劲增长前景并坚持长期主义、强化科研赋能、重视创新驱动，集团正在 稳健且有序地研制新产品、开发新市场，公司有信心在未来的经营管理中获得更多的市场回馈，树立更 高的市场地位。 ...

Group 1: Company Overview - Ningxia Dongfang Tantalum Industry Co., Ltd. is the largest producer of tantalum and niobium products in China and has advanced international production technology [5] - The company has established itself as a national key high-tech enterprise and a pioneer in technology-driven trade export innovation [5] - Over 60 years of development has led to a solid foundation in technology research and production capabilities [5][6] Group 2: Investment Projects - The company plans to expand production capacity through three main projects: - A digital factory for tantalum and niobium with capacities of 1,100 t/year for potassium fluotantalate, 1,700 t/year for niobium pentoxide, 150 t/year for high-purity niobium pentoxide, 50 t/year for high-purity tantalum pentoxide, and 209.5 t/year for tantalum-niobium compounds, along with 90 t/year of tin concentrate [3] - A smelting production line that will add capacities of 860 t/year for niobium, 80 t/year for tantalum, 74 t/year for niobium and niobium alloy bars, and 240 t/year for tantalum and tantalum alloy bars [3] - A high-end product line that will increase tantalum and niobium plate and strip product capacity by 145 t/year [3] Group 3: Market Considerations - The company is responding to significant changes in the tantalum and niobium industry, necessitating an optimization of product structure and increased investment in new demand areas [4] - Rapid developments in high-tech fields such as 5G, smart technology, and national defense are driving new demand for tantalum and niobium products [4] - The current production capabilities are insufficient to meet the growing downstream demand, prompting the need for new construction and renovation projects [4] Group 4: Recent Developments - The actual controller of the company, China Nonferrous Metal Mining Group Co., Ltd., completed the acquisition of a controlling stake in Brazil's Taboca Company on March 31, 2025 [7] - A procurement contract for iron niobium tantalum alloy raw materials has been signed with Taboca [7]