证券代码：000962 证券简称：东方钽业 宁夏东方钽业股份有限公司 投资者活动记录表 编号：2025-018 | 投资者关 | □特定对象调研 | □ | 分析师会议 | | | | | --- | --- | --- | --- | --- | --- | --- | | 系活动类 | □ | 媒体采访 | □ | 业绩说明会 | | | | 别 | | | | | | | | □ | 新闻发布会 | □ | 路演活动 | | | | | □ | 现场参观 | 电话会议 | ☑ | | | | | □ | 其他 | （请文字说明其他活动内容） | | | | | | 参与单位 | 2025 | 年 | 8 | 月 | 26 | 日：华源证券：张明磊、陈婉妤、方皓；深圳山石基金管理有 | | 名称及人 | 限公司：张骊；上海洪毅私募基金管理有限公司：羿世海；上海杭贵投资管理 | | | | | | | 员姓名 | 有限公司：饶欣莹；华安证券：邓军；上海途灵资产管理有限公司：赵梓峰； | | | | | | | 中国太保投资管理（香港）有限公司：魏巍；深圳市尚诚资产管理有限责任公 | | | | | | | ...

Group 1 - The stock price of Dongfang Tantalum Industry closed at 16.88 yuan on July 31, down 0.47 yuan, representing a decline of 2.71% from the previous trading day [1] - The trading volume on that day was 124,991 hands, with a total transaction amount of 213 million yuan [1] - Dongfang Tantalum Industry is primarily engaged in the production and sales of rare metal materials such as tantalum and niobium, with products including high-purity tantalum powder, high-purity tantalum ingots, and 12-inch tantalum target blanks [1] Group 2 - The company has achieved a full-process technological breakthrough in the semiconductor field [1] - The superconducting niobium materials produced by the company are mainly used in low-temperature superconducting fields, including national large scientific devices such as high-energy synchrotron radiation sources and accelerator-driven transmutation research facilities [1] - On July 31, the net outflow of main funds was 31.27 million yuan, accounting for 0.37% of the circulating market value [1]

Core Viewpoint - Dongfang Tantalum Industry (000962) has made significant advancements in the production of superconducting niobium materials, which are primarily used in low-temperature superconducting applications [1] Group 1: Company Developments - The company produces niobium superconducting cavities that are mainly applied in national large scientific facilities such as the High Energy Photon Source (HEPS), Accelerator Driven Subcritical System (CiADS), Super High Intensity X-ray Free Electron Laser (SHINE), and High-Intensity Heavy Ion Accelerator Facility (HIAF) [1] - In the semiconductor sector, the company has achieved a full-process technological breakthrough and industrial integration in the production of high-purity tantalum powder, high-purity tantalum ingots, and 12-inch tantalum target blanks [1]

Core Viewpoint - Dongfang Tantalum Industry (000962.SZ) focuses on producing superconducting niobium materials primarily used in low-temperature superconductivity applications, contributing to major national scientific projects [1] Group 1: Superconducting Materials - The company produces superconducting niobium cavities that are utilized in high-energy synchrotron radiation sources (HEPS), accelerator-driven transmutation research facilities (CiADS), hard X-ray free electron laser devices (SHINE), and high-intensity heavy ion accelerator facilities (HIAF) [1] Group 2: Semiconductor Sector - In the semiconductor field, the company has achieved full-process technological breakthroughs and industrial integration in the production of high-purity tantalum powder, high-purity tantalum ingots, and 12-inch tantalum target blanks [1]