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，公司将持续关注钽铌材 料在新兴领域的应用，公司将持续加大科研投入强度和科研攻关力度，加强市场开拓力度，不断提升公 司产品的技术含量和市场竞争力，打造钽铌高端制品新材料的新增长点，推动公司实现高质量发展。 ...

Group 1: Company Overview and Market Position - Dongfang Tantalum Industry focuses on maintaining competitiveness in the tantalum and niobium market despite demand fluctuations [2][3] - The company aims to enhance its production capabilities and quality through innovation and lean management [3] - In 2024, the company's revenue reached 1.28 billion CNY, with domestic sales accounting for 64% (823 million CNY) and international sales 36% (457 million CNY) [5] Group 2: Raw Material Supply and Risk Management - The company has established a subsidiary in Africa to monitor raw material market trends and mitigate risks [4] - A binding equity acquisition agreement was signed with Minsur in Peru, ensuring effective raw material supply [4] Group 3: Strategic Development and Financial Management - The company prioritizes a "steady operation" strategy, opting for equity financing over bank loans to maintain capital structure flexibility [6][7] - The implementation of fundraising projects will enhance production capacity in various processes, addressing equipment aging and capacity shortages [8] - The focus on domestic market development aims to increase the proportion of domestic sales and build a dual-driven market structure [5][8]

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].