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东方钽业(000962) - 000962东方钽业投资者关系管理信息20250311
2025-03-11 10:06
Group 1: Company Overview and Market Position - Ningxia Dongfang Tantalum Industry Co., Ltd. focuses on R&D and innovation to enhance core competitiveness in the semiconductor and consumer electronics markets [2][3] - The company produces tantalum and niobium targets, which are essential for semiconductor sputtering and flat panel display materials, benefiting from rapid industry growth and domestic substitution trends [3][4] Group 2: Product Development and Technological Advancements - The company has seen a "leap" in sales of ultra-high purity metallurgical-grade tantalum powder, filling a national gap and reducing reliance on imports for integrated circuit materials [4] - Ongoing projects include the development and certification of 12-inch tantalum target blanks, which have completed testing and are now in mass production, creating new economic growth points [4] Group 3: Market Management and Investor Relations - The company emphasizes high-quality development as the foundation for market value management, focusing on core business and enhancing internal value [5] - Various channels, including information disclosure and investor meetings, are utilized to improve transparency and protect investor rights, fostering a multi-layered interaction mechanism [5] Group 4: Currency Risk Management - The company monitors international currency fluctuations closely, as some product sales and raw material purchases are settled in foreign currencies, implementing a comprehensive foreign exchange risk warning system [6] Group 5: Applications of Niobium - Niobium is crucial in low-temperature superconductivity, with applications in next-generation particle accelerators, contributing to national scientific projects [7] - The company has developed and exported superconducting niobium materials and RF superconducting niobium cavities, positioning China as a self-sufficient producer in this field [7]