000962 东方钽业
已收盘 12-15 15:00:00
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东方钽业：截止2025年12月10日持有人数量为58,619
证券之星 · 12-12
东方钽业：截止2025年12月10日持有人数量为58,619
【私募调研记录】瀑布资管调研东方钽业
证券之星 · 12-12
【私募调研记录】瀑布资管调研东方钽业
东方钽业：12月11日组织现场参观活动，西部证券、瀑布资管等多家机构参与
证券之星 · 12-11
东方钽业：12月11日组织现场参观活动，西部证券、瀑布资管等多家机构参与
东方钽业：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
证券日报 · 12-11
东方钽业：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
东方钽业：三项技改项目中两项已结项
证券之星 · 12-10
东方钽业：三项技改项目中两项已结项
东方钽业：公司将审慎制定生产销售策略
证券之星 · 12-10
东方钽业：公司将审慎制定生产销售策略
东方钽业：拟新建五氧化二铌生产线
证券之星 · 12-10
东方钽业：拟新建五氧化二铌生产线
东方钽业：12月9日组织现场参观活动，招商证券、浙江农发等多家机构参与
证券之星 · 12-09
东方钽业：12月9日组织现场参观活动，招商证券、浙江农发等多家机构参与
东方钽业：将密切关注市场需求变化趋势
证券日报网 · 12-08
东方钽业：将密切关注市场需求变化趋势
东方钽业：截止2025年11月28日持有人数量为58,489
证券之星 · 12-08
东方钽业：截止2025年11月28日持有人数量为58,489
东方钽业：生产经营将审慎制定策略
证券之星 · 12-08
东方钽业：生产经营将审慎制定策略
东方钽业（000962）披露拟申请不超过2.77亿元中长期贷款，11月28日股价上涨6.32%
证券之星 · 11-28
东方钽业（000962）披露拟申请不超过2.77亿元中长期贷款，11月28日股价上涨6.32%
11月28日东方钽业涨6.32%，国投瑞银景气驱动混合A基金重仓该股
证券之星 · 11-28
11月28日东方钽业涨6.32%，国投瑞银景气驱动混合A基金重仓该股
东方钽业涨6.32%，民生证券一个月前给出“买入”评级
证券之星 · 11-28
东方钽业涨6.32%，民生证券一个月前给出“买入”评级
东方钽业：公司钽铌矿石原料以进口为主
证券之星 · 11-26
东方钽业：公司钽铌矿石原料以进口为主
东方钽业：制定并通过《市值管理制度》
证券之星 · 11-24
东方钽业：制定并通过《市值管理制度》
东方钽业（000962）公司公告部分募集资金投资项目结项并将节余募集资金永久补充流动资金，11月14日股价下跌1.16%
证券之星 · 11-14
东方钽业（000962）公司公告部分募集资金投资项目结项并将节余募集资金永久补充流动资金，11月14日股价下跌1.16%
东方钽业：打造钽铌高端制品新材料增长点
证券之星 · 11-14
东方钽业：打造钽铌高端制品新材料增长点
11月12日东方钽业跌5.55%，国投瑞银景气驱动混合A基金重仓该股
证券之星 · 11-12
11月12日东方钽业跌5.55%，国投瑞银景气驱动混合A基金重仓该股
东方钽业：11月11日组织现场参观活动，中财财投(湖南)私募基金管理有限公司、中国长城资产管理股份有限公司等多家机构参与
证券之星 · 11-12
东方钽业：11月11日组织现场参观活动，中财财投(湖南)私募基金管理有限公司、中国长城资产管理股份有限公司等多家机构参与
公司概况
公司名称：
宁夏东方钽业股份有限公司
所属行业：
有色金属冶炼和压延加工业
上市日期：
2000-01-20
主营业务：
宁夏东方钽业股份有限公司的主营业务是稀有金属钽、铌及合金等的研发、生产、销售和进出口业务。公司的主要产品是钽铌及其合金制品、钛及钛合金制品。
发行价格：
9.40
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调研纪要：随着我国高科技、新基建等行业持续发展，高温合金、半导体钽靶材及高纯铌材需求上升，国产化替代进程为增长提供坚实基础。2025年4月已签署约3000吨铁铌钽合金采购合同，保障供应链稳定。瀑布资管是一家从事阳光私募基金管理的专业投资服务机构。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://fund.stockstar.com/RB2025121200004393.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0004","BK0028","000962","BK0081","BK0182","BK0010","BK0233"],"gpt_icon":0},{"id":"2590513063","title":"东方钽业：12月11日组织现场参观活动，西部证券、瀑布资管等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2590513063","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590513063?lang=zh_cn&edition=full","pubTime":"2025-12-11 20:31","pubTimestamp":1765456308,"startTime":"0","endTime":"0","summary":"证券之星消息，2025年12月11日东方钽业发布公告称公司于2025年12月11日组织现场参观活动，西部证券滕朱军、瀑布资管孙左军 王樊、西部利得管浩阳、金科投资张诚、真科投资曾维江 张聪参与。公司将在中国证监会同意注册后加快推进股份认购和发行等事宜。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025121100037601.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0004","BK0188","BK0081","BK0183","BK0276","BK0233","BK0010","BK0028","000962","002673","BK0182"],"gpt_icon":0},{"id":"2590592639","title":"东方钽业：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","url":"https://stock-news.laohu8.com/highlight/detail?id=2590592639","media":"证券日报 ","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590592639?lang=zh_cn&edition=full","pubTime":"2025-12-11 17:39","pubTimestamp":1765445940,"startTime":"0","endTime":"0","summary":"登录新浪财经APP 搜索【信披】查看更多考评等级\n郑重声明：东方财富发布此内容旨在传播更多信息，与本站立场无关，不构成投资建议。据此操作，风险自担。 \n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2025-12-11/doc-inhamnym6092857.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2025-12-11/doc-inhamnym6092857.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK0182","000962","BK0010","BK0028","BK0081","BK0233","BK0004"],"gpt_icon":0},{"id":"2590372447","title":"东方钽业：三项技改项目中两项已结项","url":"https://stock-news.laohu8.com/highlight/detail?id=2590372447","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590372447?lang=zh_cn&edition=full","pubTime":"2025-12-10 11:37","pubTimestamp":1765337838,"startTime":"0","endTime":"0","summary":"证券之星消息，东方钽业(000962)12月10日在投资者关系平台上答复投资者关心的问题。投资者提问：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）?东方钽业回复：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，感谢您的关注！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025121000014085.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0081","BK0182","BK0004","BK0233","BK0010","000962","BK0028"],"gpt_icon":0},{"id":"2590537223","title":"东方钽业：公司将审慎制定生产销售策略","url":"https://stock-news.laohu8.com/highlight/detail?id=2590537223","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590537223?lang=zh_cn&edition=full","pubTime":"2025-12-10 11:37","pubTimestamp":1765337837,"startTime":"0","endTime":"0","summary":"证券之星消息，东方钽业12月10日在投资者关系平台上答复投资者关心的问题。钽粉钽丝会扩大产能?公司始终坚持以市场化原则开展经营活动，相关生产、销售和库存策略均会在充分评估行业环境和公司实际情况的基础上审慎制定。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025121000014082.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0233","BK0028","BK0081","BK0004","000962","BK0010","BK0182"],"gpt_icon":0},{"id":"2590372421","title":"东方钽业：拟新建五氧化二铌生产线","url":"https://stock-news.laohu8.com/highlight/detail?id=2590372421","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590372421?lang=zh_cn&edition=full","pubTime":"2025-12-10 11:35","pubTimestamp":1765337706,"startTime":"0","endTime":"0","summary":"证券之星消息，东方钽业(000962)12月10日在投资者关系平台上答复投资者关心的问题。投资者提问：铌酸锂调制器是CPO高速光互连的关键器件，贵公司是否可供应氧化铌（铌酸锂晶体的上游原料）或已批量制造“氧化铌”。东方钽业回复：公司湿法冶金分厂主要生产氟钽酸钾、五氧化二铌、五氧化二钽等产品，公司本次拟使用募集资金建设钽铌湿法冶金数字化工厂建设项目中，拟新建氟钽酸钾、五氧化二铌、高纯五氧化二铌、高纯五氧化二钽和钽铌化合物及副产品锡精矿的生产线。感谢您的关注！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025121000013901.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0081","BK0010","000962","BK0182","BK0004","BK0028","BK0233"],"gpt_icon":0},{"id":"2590126903","title":"东方钽业：12月9日组织现场参观活动，招商证券、浙江农发等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2590126903","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590126903?lang=zh_cn&edition=full","pubTime":"2025-12-09 18:02","pubTimestamp":1765274534,"startTime":"0","endTime":"0","summary":"预计建成达产后，钽铌板带制品产能将新增 145t/年。东方钽业2025年三季报显示，前三季度公司主营收入11.99亿元，同比上升33.9%；归母净利润2.08亿元，同比上升33.43%；扣非净利润1.95亿元，同比上升34.01%；其中2025年第三季度，公司单季度主营收入4.02亿元，同比上升32.83%；单季度归母净利润6353.02万元，同比上升44.55%；单季度扣非净利润5746.19万元，同比上升31.84%；负债率22.74%，投资收益5962.77万元，财务费用134.48万元，毛利率18.11%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025120900028554.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["06099","BK0276","BK0028","BK0188","BK0183","BK0004","000962","600999","BK0012","BK1147","BK0233","BK0182","BK0081","BK0010","BK1564"],"gpt_icon":0},{"id":"2589320653","title":"东方钽业：将密切关注市场需求变化趋势","url":"https://stock-news.laohu8.com/highlight/detail?id=2589320653","media":"证券日报网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589320653?lang=zh_cn&edition=full","pubTime":"2025-12-08 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