证券日报网讯东方钽业（000962）8月27日在互动平台回答投资者提问时表示，公司主要从事稀有金属 钽、铌及合金等的研发、生产、销售和进出口业务，不涉及钨产业。 ...

格隆汇8月27日丨东方钽业(000962.SZ)在互动平台表示，公司主要从事稀有金属钽、铌及合金等的研 发、生产、销售和进出口业务，不涉及钨产业。 （原标题：东方钽业(000962.SZ)：不涉及钨产业） ...

根据半年报及公司此前发布的公告，东方钽业还深入践行"投资者为本"的发展理念，切实维护全体股东 合法权益，持续增强企业核心竞争力和价值创造能力，有效实施投资者回报机制，公司于2025年上半年 制定了"质量回报双提升"行动方案。具体措施包括：聚焦主业，提升经营质量，引领钽铌科技发展；提 高创新发展能力，增强成长性价值回报；丰富交流方式，提升投资者沟通的针对性和有效性；优化公司 治理，提升规范运作水平；提升信息披露质量，高效传递公司价值；重视投资者回报，共享公司发展成 果；强化市值管理，全力推动价值实现。 东方钽业以钽铌金属及制品的研发、生产、销售为核心业务，公司目前是国内最大的钽、铌产品生产基 地、科技先导型钽铌研究中心；是国家重点高新技术企业、国家首批创新型企业、国家863成果产业化 基地、全国专利工作试点企业、博士后科研工作站和国家级企业技术中心。 本报讯(记者李立平)8月26日，宁夏东方钽业（000962）股份有限公司(以下简称"东方钽业")发布半年 报，2025年上半年，公司积极拓展市场空间，调整产品结构，募投项目产能逐步释放，产品销量同比增 加，公司实现营业收入7.97亿元，同比增长34.45%；实现归 ...

Financial Overview - The total assets of Ningxia Dongfang Tantalum Industry Co., Ltd. reached approximately 3.36 billion yuan at the end of the reporting period, an increase from 3.06 billion yuan at the beginning of the period, reflecting a growth of about 9.8% [1][2][3] - Total liabilities increased to approximately 635.87 million yuan from 454.18 million yuan, marking a rise of about 40.1% [2][3] - The total equity of the company rose to approximately 2.73 billion yuan from 2.61 billion yuan, indicating an increase of about 4.5% [2][3] Income Statement Highlights - The total operating revenue for the first half of 2025 was approximately 796.81 million yuan, up from 592.66 million yuan in the same period of 2024, representing a growth of about 34.4% [4][5] - Total operating costs increased to approximately 706.67 million yuan from 537.29 million yuan, which is an increase of about 31.5% [4][5] - The net profit for the first half of 2025 was approximately 145.16 million yuan, compared to 112.61 million yuan in the same period of 2024, reflecting a growth of about 28.9% [4][5] Cash Flow Analysis - The net cash flow from operating activities was negative at approximately -59.64 million yuan, an improvement from -200.19 million yuan in the previous year [5][6] - Cash inflows from operating activities totaled approximately 587.75 million yuan, while cash outflows were about 647.39 million yuan [5][6] - The net cash flow from investing activities was approximately -53.81 million yuan, compared to -64.53 million yuan in the previous year, indicating a reduction in cash outflow [5][6] Balance Sheet Details - Current assets totaled approximately 1.65 billion yuan, up from 1.55 billion yuan, reflecting an increase of about 6.5% [1][2] - Non-current assets increased to approximately 1.71 billion yuan from 1.51 billion yuan, marking a growth of about 12.6% [1][2] - The company's cash and cash equivalents at the end of the reporting period were approximately 395.81 million yuan, down from 502.74 million yuan at the beginning of the period [5][6]

东方钽业最新股价报21.05元，较前一交易日上涨0.37元。当日开盘价为21.07元，最高触及21.18元，最 低下探20.71元，成交量为256219手，成交金额达5.37亿元。 公司主营业务为钽、铌等稀有金属及其合金制品的研发、生产和销售。产品广泛应用于电子、化工、航 空航天等领域。东方钽业所属板块包括小金属、宁夏板块、可控核聚变等概念。 风险提示：以上信息仅供参考，不构成任何投资建议。市场有风险，投资需谨慎。 根据公司披露的半年报显示，上半年实现营业收入7.97亿元，同比增长34.45%；归属于上市公司股东的 净利润1.45亿元，同比增长29.08%；基本每股收益0.2886元。 资金流向方面，8月25日主力资金净流入2569.55万元，占流通市值的0.24%。近五个交易日主力资金累 计净流出22273.19万元，占流通市值的2.11%。 ...

Group 1 - Ukraine's attractiveness to the U.S. is rapidly declining due to territorial losses and valuable resource control, leading to uncertainty in agreements between Kyiv and Washington [2] - The loss of the Shevchenko village in Donetsk, which contains a significant lithium mine, has drawn U.S. attention as lithium is crucial for high-tech production, including batteries [3][6] - The U.S. and Ukraine had previously established a resource agreement to reduce dependence on China for rare earth metals, but ongoing military advances by Russia have disrupted these plans [3][4] Group 2 - The Shevchenko mine, despite its small area of 40 hectares, is one of the largest lithium mines in Europe, with high-quality ore comparable to Australian sources [7] - The mine has estimated reserves of about 500,000 tons of lithium, which is significant compared to Russia's total lithium reserves of approximately 3.5 million tons [7] - Ukraine has lost half of its lithium mines, but there are still opportunities in regions like Zhytomyr and Vinnytsia, which contain titanium and zirconium reserves [9] Group 3 - The U.S. may still retain interest in resource agreements, albeit in a different format, as these minerals are strategically important and scarce [9] - Ukraine plans to develop remaining reserves, with the Dobro lithium mine in Kirovohrad region potentially being prioritized [9]

Core Viewpoint - The global tantalum and niobium materials market is projected to reach $6.04 billion by 2031, with a compound annual growth rate (CAGR) of 5.0% over the coming years [1]. Market Overview - The top ten manufacturers in the tantalum and niobium materials market hold approximately 89.0% of the market share as of 2024 [3]. - Niobium is the dominant product type, accounting for about 80.2% of the market share [5]. - The steel industry is the largest downstream market for tantalum and niobium, representing approximately 76.7% of the demand [7]. Key Drivers - Tantalum and niobium are increasingly recognized as strategic minerals due to their critical roles in defense, aerospace, and advanced manufacturing [12]. - The shift towards a circular economy presents new opportunities for these materials through recycling from electronic waste and scrap alloys [12]. - Innovations in alloy and composite materials are expanding the applications of tantalum and niobium, particularly in high-performance sectors [13]. Challenges - The limited availability of economically viable high-grade deposits poses a structural barrier to market expansion [14]. - The extraction and refining processes for tantalum and niobium are capital-intensive and energy-consuming, which can hinder broader application, especially in cost-sensitive industries [14]. - Regulatory scrutiny related to environmental, social, and governance (ESG) performance is increasing, particularly for tantalum, which is classified as a conflict mineral [15]. Industry Development Opportunities - The niobium industry is transitioning towards high-tech and clean energy applications, with ongoing investments in new application areas [16]. - Tantalum remains closely linked to the electronics industry, with growing demand for high-performance microcomponents [17]. - The expansion of electrification and AI-driven infrastructure is expected to enhance the role of niobium as a functional material in energy storage and digital resilience [16].

Group 1: Strategic Metal Pricing and Supply Dynamics - The strategic attributes of metals are increasingly important, with China implementing export controls on key strategic metals, leading to significant price differentiation domestically and internationally. This has resulted in an overall upward trend in domestic strategic metal prices [12][14][51]. - The supply of rare earth materials is tightening due to slowed domestic mining quotas and increased instability in overseas supply. In 2024, China's rare earth production is expected to be 270,000 tons REO, with a year-on-year growth rate dropping from 21% in 2023 to 6% [19][26][52]. - China's dominance in rare earth resources is evident, holding 48.9% of global reserves and 69% of global production in 2024. The concentration of resources is significant, with the top four countries accounting for 86.2% of global reserves [19][21][49]. Group 2: Demand Growth in Key Sectors - The demand for rare earth permanent magnets is expected to grow, driven by the rapid development of electric vehicles, energy-saving motors, and humanoid robots, which are key areas for future growth [52]. - The tungsten market is anticipated to see steady demand recovery, supported by the increasing need for hard alloys and applications in the photovoltaic sector, alongside military demand due to geopolitical tensions [3][5]. - The electronic materials sector is benefiting from advancements in AI technology, which is driving the need for upgraded electronic materials to meet higher performance requirements [7][8]. Group 3: Investment Opportunities in New Materials - The AI technology evolution is creating opportunities for the electronic new materials sector, with a notable recovery trend in the electronic industry expected to accelerate the demand for these materials [7][8]. - The military sector is gradually recovering, with new materials for military applications expected to see increased demand as the aerospace industry continues to evolve [10][11]. - The titanium market is poised for growth due to the ongoing development of the aerospace sector, with increasing orders for domestic aircraft like the C919 [10].

Group 1 - The core viewpoint of the article highlights the strategic acquisition by International Resources Holding Company, a subsidiary of the Abu Dhabi royal family, of approximately 56% of Alphamin Resources for CAD 503 million, indicating a deepening strategic positioning in critical mineral resources by the UAE [1][4] Group 2 - Alphamin Resources, listed in Canada, owns the Bisie tin mine in eastern Democratic Republic of Congo, which is rich in tin, tantalum, tungsten, and niobium resources. The mine began operations in 2019 and has two main pits: Mpama North and Mpama South [3] - The Bisie mine is projected to produce over 17,000 tons in 2024, accounting for about 6% of global tin production, making it the third-largest tin mine globally and a key player in the international tin supply chain [3] - The mine's operations were temporarily halted earlier this year due to geopolitical factors, which led to a brief spike in global tin prices, underscoring its critical role in the supply chain. Production has since resumed to normal levels [3] Group 3 - International Resources Holding Company is part of a larger conglomerate led by Tahnoun bin Zayed, a member of the Abu Dhabi royal family and the UAE's national security advisor, managing a business empire valued at $1.5 trillion [4] - This acquisition reflects the UAE's long-term planning in securing global critical mineral resources, establishing a significant supply assurance in strategic minerals like tin, tantalum, and tungsten, which are essential for modern industries, particularly in high-tech manufacturing [4]

新华社刚果（金）鲁巴亚5月26日电 记者手记｜给民众带来苦难的"血矿"——新华社记者直击刚果 （金）东部冲突矿区 新华社记者史彧 郑扬子 在刚果（金）东部北基伍省马西西地区云雾缭绕的高地上，鲁巴亚，这座偏远的矿镇，正处在地缘政治 与经济利益交织的冲突最前线。丰富的矿藏资源成为武装冲突的引线，给当地民众带来了持续的苦难。 自2024年4月以来，反政府武装"M23运动"控制了鲁巴亚地区重要的钶钽矿区。钶钽铁矿是提取稀有金 属钽的主要矿石。钽因其优异的导电性和耐腐蚀性，广泛应用于智能手机、电动汽车、战斗机、医疗植 入物等高科技领域。据联合国估算，仅鲁巴亚一地的产量就占全球钽供应总量的15%以上。 除了经济控制，"M23运动"还强迫居民从事修路、搬矿、扩展营地等劳动。 鲁巴亚海拔约2065米。新华社记者看到，整片山坡布满竖井。每天有60至70名矿工轮班进入每个矿井， 他们戴着头灯，手持十字镐，在狭窄的坑道里凿矿、装袋，接力将矿石送出。井越深，空气越稀薄，为 防窒息，井口处都配备送氧机，这是矿工们的生命线。 2024年9月，联合国秘书长刚果（金）问题特别代表凯塔在安理会报告中指出，"M23运动"已在北基伍 省多个地区巩 ...