Core Viewpoint - The company, Dongfang Tantalum Industry (000962.SZ), plans to raise funds primarily for three construction projects and to supplement working capital [1] Group 1: Fundraising Projects - The first project is the construction of a digital factory for tantalum and niobium hydrometallurgy, with a total investment of 677 million yuan, aiming to produce various products including 1,100 tons/year of potassium fluotantalate and 1,700 tons/year of niobium pentoxide [1] - The second project involves the renovation of the tantalum and niobium pyrometallurgy smelting product production line, with an expected annual output of 860 tons/year of niobium and 80 tons/year of tantalum after completion, requiring a total investment of 288 million yuan [1] - The third project focuses on the construction of a high-end tantalum and niobium product production line, which is expected to add 145 tons/year of tantalum and niobium plate and strip products, with a total investment of 281 million yuan [1]

Core Viewpoint - The company has secured its raw material supply chain through the acquisition of Taboca Mining Company in Brazil, ensuring stable procurement of tantalum and niobium alloy materials, which enhances its production capabilities and supply chain control [1] Group 1: Acquisition and Supply Chain - The actual controller of the company, China Nonferrous Mining Group Co., Ltd., has completed a binding equity acquisition of Taboca Mining Company [1] - Taboca Mining Company owns a producing polymetallic mine, a tin smelting plant, a tantalum-niobium alloy smelting plant, and a hydropower station [1] - The company signed a procurement contract with Taboca Mining Company for approximately 3,000 tons of tantalum-niobium alloy raw materials, with an estimated procurement amount of 540 million RMB [1] Group 2: Production and Upgrades - The company possesses a complete production line from ore wet smelting to tantalum-niobium product processing, ensuring full supply chain security [1] - Continuous upgrades and transformations are being made towards high-end product breakthroughs across the entire supply chain [1]

Core Viewpoint - The company is relocating its wet metallurgy project due to environmental and safety constraints of the existing facility, which has been in operation for 27 years, and aims to enhance production capacity and modernize equipment [1] Group 1: Project Justification - The existing wet metallurgy production line is too close to urban areas and cannot meet modern environmental standards for expansion or upgrades [1] - The new wet metallurgy project will involve the construction of a new production line to address outdated equipment and insufficient capacity [1] Group 2: Strategic Layout - The project aims to establish a "three-tier product hierarchy" strategy, ensuring supply chain security with primary raw materials such as potassium fluotantalate, tantalum oxide, and niobium oxide [1] - The company plans to create competitive advantages by focusing on core products like melted tantalum/niobium, semiconductor targets, and superconducting niobium materials [1] - Future growth points will include the development of new tantalum and niobium compounds, superconducting wires, and large-diameter pipes, while solidifying the market position in traditional tantalum, niobium, and their alloys for chemical corrosion and capacitors [1]

Group 1: Company Overview and Operations - The company, Ningxia Dongfang Tantalum Industry Co., Ltd., is involved in the production of tantalum and niobium products, with a focus on ensuring a stable supply chain for raw materials [1][5]. - The company has a comprehensive production line from raw material processing to product manufacturing, enhancing supply chain control [5]. Group 2: Product Pricing and Market Strategy - Product pricing is determined through a cost-plus model, influenced by market demand, inventory structure, and customer orders, with a lag in the transmission of raw material price changes to finished product prices [4]. - The company is actively increasing its production capacity for high-value products such as high-temperature alloys and semiconductor materials, responding to rising domestic demand [10][11]. Group 3: Fundraising and Project Investments - The company plans to raise funds for three major projects, including a digital factory for tantalum and niobium wet metallurgy with a total investment of approximately 67.87 million RMB [6][7]. - Additional projects include the renovation of smelting production lines and the construction of high-end product production lines, with expected annual outputs of 860 tons of niobium and 80 tons of tantalum [7]. Group 4: Supply Chain Security - The company has secured a significant supply of raw materials through a contract with Taboca Mining Company, ensuring the procurement of approximately 3,000 tons of alloy materials valued at 540 million RMB [5]. - The acquisition of Taboca Mining Company enhances the stability and control of the raw material supply chain, supporting the company's production needs [5]. Group 5: Future Development and Market Trends - The company is adapting to urban development challenges by relocating its wet metallurgy production line to meet modern environmental and safety standards [9]. - The domestic market for high-value products is expected to grow, driven by advancements in high-tech industries and infrastructure development [10].

证券日报网讯 12月11日，东方钽业在互动平台回答投资者提问时表示，公司将严格遵守深交所信息披 露相关规定履行信息披露义务。 （文章来源：证券日报） ...

证券日报网讯 12月11日，东方钽业在互动平台回答投资者提问时表示，公司2025年四季度相关财务数 据请关注公司届时发布的2025年年度报告。 （文章来源：证券日报） ...

超导概念早盘拉升，永鼎股份涨停，西部超导、精达股份、东方钽业跟涨。 ...

Group 1 - The company, Dongfang Tantalum Industry, confirmed its production capabilities related to niobium and tantalum compounds, which are essential for lithium niobate modulators used in high-speed optical interconnects [2] - The company is planning to use raised funds to construct a digital factory for tantalum and niobium wet metallurgy, which will include new production lines for potassium fluotantalate, niobium pentoxide, high-purity niobium pentoxide, high-purity tantalum pentoxide, and by-products such as tin concentrate [2]

东方钽业（000962.SZ）12月10日在投资者互动平台表示，公司前次募集资金涉及的三项技改项目中， 钽铌板带制品生产线技术改造项目和年产100只铌超导腔生产线技术改造项目已达到预定可使用状态并 结项，钽铌火法冶金产品生产线技术改造项目部分设备按照原定计划推进安装调试工作。 每经AI快讯，有投资者在投资者互动平台提问：东方钽业2023年的再融资项目是否已经全部建成投产 （包括进口设备）？ （文章来源：每日经济新闻） ...

Group 1: Company Overview - The company is Ningxia Dongfang Tantalum Industry Co., Ltd., with stock code 000962 [1] - The chairman is Huang Zhixue, and the vice general manager and secretary of the board is Qin Hongwu [3] Group 2: Supply Chain and Production - The company has secured a binding equity acquisition of Brazil's Taboca Mining Company, which includes a multi-metal mine and smelting facilities [3] - A contract was signed to purchase approximately 3,000 tons of tantalum-niobium alloy raw materials, with an estimated procurement amount of 540 million RMB [3] - The company has a complete production line from ore wet metallurgy to tantalum-niobium product processing [3] Group 3: Product Range - The company offers over 30 series and more than 200 varieties of products, including tantalum powder, tantalum wire, high-purity tantalum targets, and superconducting materials [3] - Products are applicable in various fields such as electronics, communications, metallurgy, petroleum, chemicals, medical, lighting, and semiconductors [3] Group 4: Pricing Strategy - Product pricing is based on raw material price fluctuations, customer demand, company cost structure, production cycles, and market conditions [3] Group 5: Expansion Plans - The company plans to invest in three construction projects and supplement working capital, with total investments as follows: - Digital factory for tantalum-niobium wet metallurgy: 678.69 million RMB [4] - Renovation of tantalum-niobium pyrometallurgy smelting production line: 287.99 million RMB [4] - Construction of high-end tantalum-niobium product production line: 281.20 million RMB [4] Group 6: Fundraising Progress - The company completed the first round of inquiries from the Shenzhen Stock Exchange on November 17, 2025, and is awaiting approval from the China Securities Regulatory Commission for the issuance of A-shares [4]