资料显示，宁夏东方钽业股份有限公司位于宁夏回族自治区石嘴山市大武口区冶金路，成立日期1999年 4月30日，上市日期2000年1月20日，公司主营业务涉及钽铌铍金属及合金制品的研发、生产和销售。主 营业务收入构成为：钽铌及其合金制品98.36%，钛及钛合金制品1.30%，其他(补充)0.34%，其他 0.01%。 从基金十大重仓股角度 1月6日，东方钽业涨5.02%，截至发稿，报34.96元/股，成交6.17亿元，换手率3.65%，总市值176.50亿 元。 数据显示，中欧基金旗下1只基金重仓东方钽业。中欧周期优选混合发起A（019888）三季度持有股数 5.59万股，占基金净值比例为3.74%，位居第十大重仓股。根据测算，今日浮盈赚取约9.34万元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 中欧周期优选混合发起A（019888）基金经理为任飞。 截至发稿，任飞累计任职时间2年55天，现任基金资产总规模3647.76万元，任职期间最佳基金回报 ...

1月6日，东方钽业盘中上涨2.07%，截至10:44，报33.98元/股，成交3.84亿元，换手率2.30%，总市值 171.55亿元。 资料显示，宁夏东方钽业股份有限公司位于宁夏回族自治区石嘴山市大武口区冶金路，成立日期1999年 4月30日，上市日期2000年1月20日，公司主营业务涉及钽铌铍金属及合金制品的研发、生产和销售。主 营业务收入构成为：钽铌及其合金制品98.36%，钛及钛合金制品1.30%，其他(补充)0.34%，其他 0.01%。 东方钽业所属申万行业为：有色金属-小金属-其他小金属。所属概念板块包括：商业航天（航天航 空）、超导概念、3D打印、小金属、高温合金等。 截至12月19日，东方钽业股东户数5.71万，较上期减少2.66%；人均流通股8791股，较上期增加2.73%。 2025年1月-9月，东方钽业实现营业收入11.99亿元，同比增长33.90%；归母净利润2.08亿元，同比增长 33.43%。 分红方面，东方钽业A股上市后累计派现3.83亿元。近三年，累计派现9189.90万元。 资金流向方面，主力资金净流出350.38万元，特大单买入2405.41万元，占比6.26%，卖出22 ...

1月5日，东方钽业盘中上涨2.51%，截至09:59，报33.89元/股，成交3.05亿元，换手率1.84%，总市值 171.10亿元。 资金流向方面，主力资金净流出604.71万元，特大单买入2822.78万元，占比9.24%，卖出3005.13万元， 占比9.84%；大单买入8281.92万元，占比27.12%，卖出8704.29万元，占比28.50%。 东方钽业今年以来股价涨2.51%，近5个交易日涨13.16%，近20日涨26.69%，近60日涨30.65%。 资料显示，宁夏东方钽业股份有限公司位于宁夏回族自治区石嘴山市大武口区冶金路，成立日期1999年 4月30日，上市日期2000年1月20日，公司主营业务涉及钽铌铍金属及合金制品的研发、生产和销售。主 营业务收入构成为：钽铌及其合金制品98.36%，钛及钛合金制品1.30%，其他(补充)0.34%，其他 0.01%。 截至12月19日，东方钽业股东户数5.71万，较上期减少2.66%；人均流通股8791股，较上期增加2.73%。 2025年1月-9月，东方钽业实现营业收入11.99亿元，同比增长33.90%；归母净利润2.08亿元，同比增长 33. ...

12月29日，东方钽业盘中上涨2.02%，截至10:18，报31.34元/股，成交3.11亿元，换手率2.01%，总市值 158.22亿元。 资金流向方面，主力资金净流出481.83万元，特大单买入1724.46万元，占比5.54%，卖出2973.23万元， 占比9.55%；大单买入7990.86万元，占比25.66%，卖出7223.92万元，占比23.19%。 东方钽业今年以来股价涨130.90%，近5个交易日涨4.89%，近20日涨11.02%，近60日涨28.28%。 机构持仓方面，截止2025年9月30日，东方钽业十大流通股东中，香港中央结算有限公司位居第七大流 通股东，持股366.78万股，相比上期增加41.06万股。华夏稳增混合（519029）退出十大流通股东之列。 责任编辑：小浪快报 资料显示，宁夏东方钽业股份有限公司位于宁夏回族自治区石嘴山市大武口区冶金路，成立日期1999年 4月30日，上市日期2000年1月20日，公司主营业务涉及钽铌铍金属及合金制品的研发、生产和销售。主 营业务收入构成为：钽铌及其合金制品98.36%，钛及钛合金制品1.30%，其他(补充)0.34%，其他 0.01%。 ...

东方钽业所属申万行业为：有色金属-小金属-其他小金属。所属概念板块包括：超导概念、核聚变、商 业航天（航天航空）、铌概念、高温合金等。 截至12月10日，东方钽业股东户数5.86万，较上期增加0.22%；人均流通股8558股，较上期减少0.22%。 2025年1月-9月，东方钽业实现营业收入11.99亿元，同比增长33.90%；归母净利润2.08亿元，同比增长 33.43%。 分红方面，东方钽业A股上市后累计派现3.83亿元。近三年，累计派现9189.90万元。 机构持仓方面，截止2025年9月30日，东方钽业十大流通股东中，香港中央结算有限公司位居第七大流 通股东，持股366.78万股，相比上期增加41.06万股。华夏稳增混合（519029）退出十大流通股东之列。 资金流向方面，主力资金净流入1012.14万元，特大单买入2656.03万元，占比7.82%，卖出1893.57万 元，占比5.57%；大单买入7206.33万元，占比21.21%，卖出6956.65万元，占比20.48%。 东方钽业今年以来股价涨122.87%，近5个交易日涨3.14%，近20日涨17.20%，近60日涨25.00%。 今年以来 ...

Core Viewpoint - Dongfang Tantalum Industry's stock price has shown significant growth this year, with a year-to-date increase of 109.83%, despite a recent decline in trading [1][2]. Group 1: Stock Performance - As of December 18, Dongfang Tantalum's stock price was 28.48 yuan per share, with a trading volume of 3.39 billion yuan and a turnover rate of 2.34%, resulting in a total market capitalization of 14.379 billion yuan [1]. - The stock has experienced a 2.26% increase over the last five trading days, a 7.39% increase over the last 20 days, and an 18.67% increase over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on November 10, where it recorded a net buy of -94.31 million yuan [1]. Group 2: Financial Performance - For the period from January to September 2025, Dongfang Tantalum achieved an operating income of 1.199 billion yuan, representing a year-on-year growth of 33.90%, and a net profit attributable to shareholders of 208 million yuan, also reflecting a growth of 33.43% [2]. - The company has distributed a total of 383 million yuan in dividends since its A-share listing, with 91.899 million yuan distributed over the last three years [3]. Group 3: Shareholder Information - As of December 10, the number of shareholders for Dongfang Tantalum was 58,600, an increase of 0.22% from the previous period, with an average of 8,558 circulating shares per shareholder, a decrease of 0.22% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited ranked as the seventh largest, holding 3.6678 million shares, an increase of 410,600 shares compared to the previous period [3].

Core Viewpoint - Dongfang Tantalum Industry's stock price has shown significant volatility, with a year-to-date increase of 93.62%, but recent declines in the short term raise questions about future performance [1][2]. Group 1: Stock Performance - As of November 27, Dongfang Tantalum's stock price was 26.28 CNY per share, with a market capitalization of 13.268 billion CNY [1]. - The stock experienced a net outflow of 10.1728 million CNY in principal funds, with large orders showing a buy of 44.0698 million CNY and a sell of 45.4526 million CNY [1]. - Over the past 20 days, the stock has decreased by 20.41%, while it has increased by 29.14% over the past 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Dongfang Tantalum achieved a revenue of 1.199 billion CNY, representing a year-on-year growth of 33.90%, and a net profit attributable to shareholders of 208 million CNY, also up by 33.43% [2]. - The company has distributed a total of 383 million CNY in dividends since its A-share listing, with 91.899 million CNY distributed over the last three years [3]. Group 3: Shareholder Information - As of November 10, the number of shareholders increased to 64,900, a rise of 21.63%, while the average circulating shares per person decreased by 17.79% to 7,725 shares [2]. - Hong Kong Central Clearing Limited is the seventh-largest circulating shareholder, holding 3.6678 million shares, an increase of 410,600 shares from the previous period [3].

Group 1: Company Overview and Activities - The company, Dongfang Tantalum Industry Co., Ltd., is involved in the production and supply of tantalum and niobium products [1][2] - The investor activity record indicates a site visit and meetings with various asset management companies [2][3] Group 2: Supply Chain and Raw Material Procurement - The company has secured a binding equity acquisition of Taboca Mining Company in Brazil, which includes a multi-metal mine and smelting facilities [4] - A procurement contract for approximately 3,000 tons of iron niobium tantalum alloy has been signed, with an estimated value of 540 million RMB, ensuring a stable supply chain [4] Group 3: Market Demand and Production Capacity - The company aims to optimize its product structure to meet the growing demand in the tantalum and niobium industry, driven by advancements in high-tech fields such as 5G and defense [4] - Current production capabilities are insufficient to meet downstream market demands, necessitating new projects and upgrades [4] Group 4: Project Developments - The company is advancing its superconducting cavity construction projects to enhance R&D and production capabilities [5][6] - The project for a production line capable of producing 100 superconducting cavities has been completed, while another for 400 cavities is progressing as planned [6] Group 5: Future Development Plans - The company plans to focus on the tantalum and niobium sectors, emphasizing technological innovation and efficient management to achieve scale and quality [7] - A commitment to integrating production and research is highlighted, with a focus on developing new high-tech products [7]

Core Viewpoint - Oriental Titanium's stock price has experienced significant fluctuations, with a year-to-date increase of 101.95% but a recent decline of 8.11% over the past five trading days [1] Group 1: Stock Performance - As of November 11, Oriental Titanium's stock price was 27.41 yuan per share, with a market capitalization of 13.838 billion yuan [1] - The stock has seen a trading volume of 295 million yuan and a turnover rate of 2.12% [1] - The company has appeared on the "Dragon and Tiger List" once this year, with the latest appearance on November 10, showing a net buy of -94.31 million yuan [1] Group 2: Financial Performance - For the period from January to September 2025, Oriental Titanium reported a revenue of 1.199 billion yuan, reflecting a year-on-year growth of 33.90% [2] - The net profit attributable to the parent company for the same period was 208 million yuan, also showing a year-on-year increase of 33.43% [2] Group 3: Shareholder Information - As of October 31, the number of shareholders for Oriental Titanium was 53,400, an increase of 25.91% from the previous period [2] - The average number of circulating shares per shareholder decreased by 20.57% to 9,396 shares [2] - The company has distributed a total of 383 million yuan in dividends since its A-share listing, with 91.899 million yuan distributed in the last three years [3]

Core Viewpoint - Dongfang Tantalum Industry has experienced a significant decline in stock price, with a cumulative drop of 10.09% over the past three days, indicating potential concerns among investors [1]. Company Overview - Dongfang Tantalum Industry Co., Ltd. is located in Shizuishan City, Ningxia Hui Autonomous Region, established on April 30, 1999, and listed on January 20, 2000. The company specializes in the research, production, and sales of tantalum, niobium, and beryllium metal and alloy products [1]. - The main revenue composition of the company includes tantalum, niobium, and their alloy products at 98.36%, titanium and titanium alloy products at 1.30%, and other products at 0.34% and 0.01% [1]. Fund Holdings - According to data, one fund under China Merchants Fund holds a significant position in Dongfang Tantalum Industry. The fund, named China Merchants Heyue Balanced Pension Three-Year Holding Period Mixed Initiation (FOF) A (007660), held 46,000 shares in the third quarter, accounting for 0.46% of the fund's net value, ranking as the seventh largest holding [2]. - The fund has reported a floating loss of approximately 74,100 yuan today, with a total floating loss of 160,100 yuan during the three-day decline [2]. - The fund was established on December 3, 2019, with a current scale of 162 million yuan. Year-to-date returns stand at 16.51%, ranking 504 out of 1,043 in its category, while the one-year return is 17%, ranking 479 out of 1,013 [2]. - The fund manager, Zhang Ge Wu, has a tenure of 6 years and 194 days, with a total asset scale of 1.508 billion yuan. The best fund return during his tenure is 43.02%, while the worst is -34.2% [2].