（编辑 任世碧） 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，公司钽铌湿法冶金分厂自 1998年投产已运行27年。随着城市发展，现有湿法冶金生产线距离市区较近，且受限于早期安全环保技 术和设施，现有生产线在废水、废气、废渣处理上无法满足在原址扩建或在原址扩能新建的需求。本次 湿法冶金项目建设内容为新建一条湿法生产线，解决设备陈旧和产能不足问题。预计项目建成后，公司 将构建"三级产品梯队"战略布局：以氟钽酸钾、氧化钽、氧化铌等初级原料保障供应链安全；以熔炼 钽/铌、半导体靶材、超导铌材等产品为核心打造竞争优势；培育钽铌化合物新品、超导线材、大规格 管材等产品为未来增长点，并巩固化工防腐、电容器等传统钽铌及其合金制品市场地位。通过这一体系 化布局，实现从原料保障到传统产品保障，再到高端产品突破的全链条升级。 ...

答:公司钽铌湿法冶金分厂自1998年投产已运行27年。随着城市发展，现有湿法冶金生产线距离市区较 近，且受限于早期安全环保技术和设施，现有生产线在废水、废气、废渣处理上无法满足在原址扩建或 在原址扩能新建的需求。本次湿法冶金项目建设内容为新建一条湿法生产线，解决设备陈旧和产能不足 问题。预计项目建成后，公司将构建"三级产品梯队"战略布局：以氟钽酸钾、氧化钽、氧化铌等初级原 料保障供应链安全；以熔炼钽/铌、半导体靶材、超导铌材等产品为核心打造竞争优势；培育钽铌化合 物新品、超导线材、大规格管材等产品为未来增长点，并巩固化工防腐、电容器等传统钽铌及其合金制 品市场地位。通过这一体系化布局，实现从原料保障到传统产品保障，再到高端产品突破的全链条升 级。 格隆汇12月11日丨东方钽业(000962.SZ)在投资者关系中表示，有被问到:公司本次募投技改项目中湿法 项目为何选择异地新建？ ...

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]