东方钽业：以市场与科技为引擎，驱动业绩与ESG双提升

Core Viewpoint - Dongfang Tantalum Industry (000962) has achieved significant growth in both performance and sustainable development in 2024, driven by market expansion and technological innovation [1][2]. Financial Performance - The company reported a total revenue of approximately 1.281 billion yuan in 2024, representing a year-on-year increase of 15.57%, marking five consecutive years of growth [2]. - The net profit attributable to shareholders was around 213 million yuan, up 13.94% year-on-year, continuing a seven-year upward trend [2]. - For the first quarter of 2025, the company expects a net profit of 52 to 65 million yuan, reflecting a growth of 4.57% to 30.71% year-on-year [2]. Market Strategy - The growth in performance is attributed to the dual drivers of market expansion and technological innovation, with a focus on optimizing product structure and increasing the sales share of high-value-added products [2]. - The company plans to achieve a revenue target of 1.5 billion yuan in 2025, emphasizing the development of high-value products and expanding into overseas markets [3]. ESG Performance - Dongfang Tantalum has been recognized for its outstanding performance in the ESG field, achieving an A-level rating from both Shandao Ronglv and Huazheng Index, ranking first and fourth in the industry respectively [4]. - The company has invested 6.98 million yuan in environmental protection in 2024, leading to significant improvements in resource utilization efficiency [4]. - The company has reduced wastewater pollutant emissions by 19.35% and volatile organic compounds (VOCs) by 45.63% in 2024 [5]. Social Responsibility - Employee satisfaction increased by 3.54% in 2024, with comprehensive training programs covering 100% of employees [6]. - The company has invested 120,000 yuan in rural revitalization efforts, benefiting 1,119 people through various projects [6]. Governance - The governance structure includes a board of nine members, with a focus on compliance and risk management, achieving a 100% coverage rate for anti-corruption training [7]. - The company has maintained a strong investor relations strategy, ensuring a 100% response rate to investor inquiries [7].