中国经济网北京1月8日讯 东方钽业(000962.SZ)向特定对象发行证券事项昨日获得深交所审核通过。 公司1月7日披露的《2025年向特定对象发行A股股票募集说明书(二次修订稿)》显示，本次发行股票的发行对象为包含 中国有色集团、中色东方集团在内的不超过35名符合中国证监会规定条件的特定对象。除中国有色集团、中色东方集团 外，其他特定对象包括符合中国证监会规定的证券投资基金管理公司、证券公司、信托公司、财务公司、保险机构投资 者、合格境外机构投资者、人民币合格境外机构投资者及其他符合法律法规规定的法人、自然人或其他合格投资者等。证 券投资基金管理公司、证券公司、理财公司、保险公司、合格境外机构投资者及人民币合格境外机构投资者以其管理的二 只以上产品认购的，视为一个发行对象；信托公司作为发行对象，只能以自有资金认购。本次发行的所有投资者均以现金 方式、以相同价格认购本次发行的股票。 本次发行对象中国有色集团为东方钽业的实际控制人，中色东方集团为东方钽业的控股股东，均为公司的关联方，本 次发行构成关联交易。中国有色集团和中色东方集团同意按照协议约定的价格认购东方钽业本次发行的股票，中国有色集 团认购总额为人民币 ...

Group 1: Company Overview and Activities - The company, Dongfang Tantalum Industry Co., Ltd., is involved in the production of tantalum and niobium products [1][2]. - Investor activities included site visits and meetings with representatives from various funds [2][3]. Group 2: Fundraising and Project Details - The company plans to use the raised funds for three main projects: 1. Construction of a digital factory for tantalum and niobium hydrometallurgy 2. Upgrading the tantalum and niobium pyrometallurgy smelting production line 3. Establishing a high-end tantalum and niobium product production line [4]. - The digital factory project will be located in Shizuishan, Ningxia, and will include new production lines for potassium fluotantalate and high-purity niobium pentoxide [4]. Group 3: Expected Outcomes and Market Impact - The implementation of these projects is expected to enhance production capacity and address issues related to raw material supply, ultimately reducing costs and ensuring supply chain security [5]. - The high-temperature alloy market is experiencing significant growth, and the company aims to meet the increasing demand for key materials through technological innovation and product upgrades [6]. Group 4: Financial Strategy and Previous Projects - The company prefers equity financing over bank loans to maintain a flexible capital structure while meeting funding needs for expansion projects [7]. - Previous fundraising projects have shown progress, with some production lines already completed and contributing to capacity [8]. Group 5: Performance Expectations - The new projects are anticipated to significantly boost sales revenue and profit levels due to the high added value of the products involved, particularly in sectors like semiconductors and aerospace [9].

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].