高纯铌材
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东方钽业:近年来不断加大国内高温合金、半导体用钽靶材及高纯铌材等产品的科技攻关力度
Zheng Quan Ri Bao· 2025-12-11 12:41
证券日报网12月11日讯东方钽业在12月10日至11日回答调研者提问时表示,随着我国高科技、新基建等 行业的持续发展,高温合金、半导体钽靶材以及高纯铌材等高附加值产品的国内需求正在逐步上升,公 司近年来不断加大国内高温合金、半导体用钽靶材及高纯铌材等产品的科技攻关力度,全力推动生产线 技术改造升级的扩能改造建设,合理组织生产,新增产能逐步释放。在产业链自主可控战略指引下,国 产化替代进程已从单一产品突破向系统化解决方案演进,为钽铌及其合金制品的增长提供了坚实基础。 (文章来源:证券日报) ...
东方钽业(000962) - 000962东方钽业投资者关系管理信息20250707
2025-07-07 10:36
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]