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 - The company reported a revenue of 338 million yuan in Q1 2025, representing a year-on-year growth of 30.83%, and a net profit attributable to shareholders of 56.5 million yuan, up 13.62% year-on-year [1] - The revenue growth was primarily driven by increased sales and income from high-temperature alloy products, which are used in the aerospace sector, as demand for these products continues to rise with advancements in aerospace technology and domestic substitution [2] - The company is focused on enhancing product quality and technological capabilities to provide superior material solutions for the aerospace industry, contributing to the development of China's aerospace sector [2] Group 2 - Since the beginning of 2025, the company has engaged in 14 investor meetings, with a total of 182 participating institutions, to update them on its operational status [3] - The company anticipates a recovery in the market for ultra-pure niobium materials, high-purity tantalum materials for semiconductors, and high-temperature alloy special steels, driven by demand from large scientific projects, high-performance chips, smart vehicles, and national defense equipment [3] - The company aims to strengthen its position in the tantalum and niobium industry through high-quality development, technological innovation, and comprehensive reforms [3] Group 3 - Analysts from Minsheng Securities believe that the company, despite being a traditional state-owned enterprise, is successfully implementing market-oriented reforms and continuous R&D innovation, leading to improved efficiency [4] - The company is positioned as a leader in the domestic tantalum, niobium, and beryllium industry, with a stable recovery in its main business of tantalum wire and powder, and growing demand in high-end emerging applications [4] - Minsheng Securities projects the company's net profit attributable to shareholders to be 308 million yuan, 413 million yuan, and 530 million yuan for 2025, 2026, and 2027 respectively, maintaining a "recommended" rating [4]