年 半导体高纯钽材行业词条报告 / /有色金属冶炼和压延加工业/稀 Copyright © 2025 头豹 企业竞争图谱：2025年半导体高纯钽材 头豹词条报告系列 未经平台授权，禁止转载 行业分类： 头豹分类 制造业/稀有稀土金属冶炼 摘要 高纯钽材是一种具有高熔点、高耐腐蚀性等独特性能的稀有难熔金属材料，在现代高科技产业中占据关键地位。中国市场因半导体产业快速扩张、新能源与5G产业推动以 及军工与航空航天自主可控需求而快速发展。价格存在小幅度波动性，但属行业正常现象。高纯钽材应用领域广泛，半导体制造、钽电容器和高温合金是其主要应用领域。 预计未来中国高纯钽材市场增速将快于全球市场，受益于下游产业需求增长、技术突破与产能扩张以及政策推动国产替代加速。 高纯钽材是一种具有高熔点、高耐腐蚀性、良好的导电性和导热性以及优越的抗原子迁移能力的稀有难熔金属材料。一般将纯度达到 99.995%（4N5）及以上的钽材称为高纯钽材。其中，电子级应用（如钽电容）需4N5（99.995%）以上；而半导体用溅射靶材则要求5N5 （99.9995%）以上，关键杂质元素如钠、钾、铁等需控制在ppb（十亿分之一）级别，纯度提升直接关联 ...

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]