钽金属及合金制品

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东方钽业上半年净利润同比增长29% 优化产业布局巩固行业领先地位
Zheng Quan Shi Bao Wang· 2025-08-26 11:02
8月25日晚间,东方钽业(000962)发布2025年半年度报告,上半年公司实现营业收入7.97亿元,同比 增长34.45%;归母净利润为1.45亿元,同比增长29.08%;扣非归母净利润1.37亿元,同比增长34.93%; 利润分配预案为向全体股东每10股派发现金红利0.5元(含税)。 募投项目持续满足高精尖市场新需求 公司依托国家级科研平台,上半年又实现多项技术、产品的创新突破。例如,与中国科学院金属所等开 展产学研合作,攻克高纯钽粉提纯、大尺寸靶坯成型等关键技术;公司国内首发纯度达5N9的超高纯钽 靶坯,其纯度与织构控制技术突破,满足高端产业发展需求,契合消费电子小型化、高性能化趋势。目 前,高纯钽靶坯及高纯钽粉已成为公司业绩增长关键产品,市场前景广阔。 公司优化产业布局不仅体现在产品方面,还体现在市场布局方面。公司实施"走出去"战略,拓展海外资 源,提升供应链韧性。通过创建世界一流专业领军示范企业,发展新质生产力,公司进一步巩固在世界 钽铌行业的领先地位。 根据公告,公司已形成钽金属及合金制品、铌金属及合金制品等系列产品,钽铌及其合金制品业务营收 在上半年同比增长35.50%,占公司总营收的98.35 ...
东方钽业拟定增不超12亿做强主业 双轮驱动2025年营收目标15亿
Chang Jiang Shang Bao· 2025-06-24 23:44
Core Viewpoint - Dongfang Tantalum Industry (000962.SZ) has announced a significant financing plan, aiming to raise up to 1.2 billion yuan through a private placement to enhance its production capabilities and competitiveness [2][3]. Financing Plan - The company plans to issue no more than 151 million shares to a maximum of 35 specific investors, including its actual controller, China Nonferrous Metal Group, and its controlling shareholder, China Nonferrous East Group, with a total fundraising target of up to 1.2 billion yuan [3]. - This financing plan is the largest since the company went public in 2000, with the previous fundraising in 2023 amounting to 675 million yuan [3]. - The funds raised will be allocated to three construction projects and to supplement working capital, specifically for the construction of a digital factory for tantalum and niobium hydrometallurgy, the renovation of a smelting production line, and the establishment of a high-end product production line [3][4]. Project Investments - The total investment for the digital factory project is 679 million yuan, for the smelting production line renovation is 288 million yuan, and for the high-end product production line is 281 million yuan, with the respective amounts to be funded from the raised capital being 566 million yuan, 253 million yuan, and 255 million yuan [4]. Business Strategy and Market Position - Dongfang Tantalum Industry focuses on the tantalum and niobium sector, optimizing its industrial layout and driving growth through market expansion and technological innovation [2][6]. - The company has established strong partnerships with major international manufacturers in the tantalum and niobium capacitor market, maintaining a stable industry position and competitive advantage [6]. - In 2024, the company achieved a revenue of 1.281 billion yuan, a year-on-year increase of 15.57%, and a net profit of 213 million yuan, up 13.94% [6]. Financial Performance - As of March 31, 2025, the company's total assets reached 3.213 billion yuan, with total liabilities of 547 million yuan, resulting in a low debt-to-asset ratio of 17.03% [7]. - The company has consistently invested in research and development, with a 19.03% increase in R&D personnel in 2024, totaling 294 employees, and R&D expenditure of 56.88 million yuan, accounting for 4.44% of revenue [7][8]. Future Goals - For 2025, the company aims to achieve a revenue target of 1.5 billion yuan, focusing on market expansion and technological innovation, particularly in high-value products like tantalum powder and wire [9]. - The company plans to enhance its market presence both domestically and internationally, while also increasing R&D investments to improve product competitiveness [9].