Rising Tungsten Carbide Nqe Kev Tshawb Fawb Kev Lag Luam thiab Kev Pom Zoo Zoo

Executive Summary 

Kev lag luam thoob ntiaj teb tungsten carbide tab tom ntsib tus nqi tseem ceeb, uas tau tsav los ntawm kev txwv cov saw hlau, nce nqi raw khoom, thiab kev xav tau ntau ntxiv los ntawm kev lag luam tseem ceeb. Tsab ntawv xov xwm no muab kev tshuaj xyuas dav dav ntawm kev lag luam kev lag luam thiab muaj cov tswv yim ua tau zoo los txo cov kev cuam tshuam ntawm kev yuav khoom thiab kev tsim khoom.  

1. Cov neeg tsav tsheb tseem ceeb ntawm tus nqi nce

A. Raw Material Supply Crunch

Tungsten Concentrate Shortage: Tuam Tshoj (85% ntawm cov khoom siv thoob ntiaj teb) txo cov khoom xa tawm los ntawm 15% hauv Q1 2024 vim yog ib puag ncig cov cai thiab quotas mining.  

- Cobalt Volatility: Cobalt tus nqi tau nce 20% xyoo-rau-hnub thaum muaj kev kub ntxhov ntawm thaj chaw hauv DRC.  

 B. Zog thiab cov nqi tsim khoom  

- Sintering Energy Demand: Cov nqi roj av hauv Europe / Asia nce 30%, cuam tshuam ncaj qha rau HIP sintering nqi.  

- Cov Nqi Ua Haujlwm: Kev tsim cov nyiaj ua haujlwm hauv Tuam Tshoj lub xeev Hunan tau nce 12% hauv 2023.  

 C. Demand-Side Pressure  

- Roj & Roj Rov Qab: Cov cuab yeej drilling xav tau nce 18% tom qab-COVID, depleting WC cov lus nug.  

- EV Manufacturing: Txiav cov cuab yeej siv rau cov tais roj teeb thiab lub cev muaj zog nce 25% txhua xyoo.  

2. Cov lus pom zoo rau cov neeg siv khoom  

 A. Kev Ua Sijhawm luv luv  

- Kev Muag Khoom Tom ntej: Xauv hauv cov nqi nrog 6-lub hlis cog lus kom tsis txhob Q3 2024 hikes.  

- Inventory Optimization: Ua ntej cov khoom siv siab (piv txwv li, cov txheej txheem ntxig).  

 B. Kev daws teeb meem ntev  

- Lwm Cov Khoom Siv: Tshawb WC-Ni cov qauv rau kev siv tsis muaj corrosive (5-7% tus nqi txuag).  

- Kev Tshawb Fawb Hauv Zos: Xav txog cov neeg muag khoom Nyab Laj lossis Khab rau cov khoom lag luam ib nrab tiav (15% txo nqi logistics).  

C. Kev hloov kho  

- Tsim Consolidation: Txo cov cuab yeej kev cai sib txawv los txhawb kev lag luam ntawm cov nplai.  

- Reconditioning Programs: Siv cov txheej txheem rov ua dua kom txuas ntxiv lub neej kev pabcuam los ntawm 2- 3x.  

 3. Zhuzhou Better's Mitigation Measures  

- Nqe Shield Program: Ua ntej faib cov khoom siv raw rau cov nyiaj tseem ceeb.  

- Logistics Optimization: Hloov 40% kev xa khoom mus rau Tuam Tshoj-Europe rail (10-hnub lub sij hawm txuag).  

- Kev Tsim Kho Tshiab: Txo sintering zog noj los ntawm 18% ntawm hydrogen cua tshuab.  

 4. Kev Lag Luam Outlook (2024-2025)  

- Q3 2024: Cov nqi xav tias yuav nce siab tshaj 8-10% ntxiv.  

- Q1 2025: Kev ruaj khov me ntsis raws li cov haujlwm mining tshiab hauv Rwanda thiab Bolivia tuaj hauv online.  

- Lub Sij Hawm Ntev: Rov ua dua tshiab (30% ntawm cov khoom siv los ntawm 2026) thiab sinter-HIP automation yuav txwv cov nqi.  

Kev ua lag luam tungsten tseem muaj zog, tab sis tag nrho cov kev nce qib tau hloov pauv. Ntawm qhov tod tes, qhov nce sai ntawm cov nqi raw khoom xav tau lub sijhawm rau cov neeg xa khoom qis los teb thiab nqus qhov cuam tshuam. Ntawm qhov tod tes, tus nqi taw qhia tau tshaj tawm los ntawm ob tus neeg tsim khoom tungsten hauv Jiangxi nag hmo, thaum muaj kev nce ntxiv, qhia txog kev ruaj khov ntawm kev ua lag luam piv rau kev ua lag luam nruj heev. Tam sim no, kev lag luam tungsten tau kaw nyob rau hauv qhov kev xav tau ntawm kev ua tsov ua rog, nrog rau cov dej tsis zoo hauv cov saw hlau kev lag luam thiab feem ntau cov neeg koom tau txais kev ceev faj, tos-thiab-saib tus cwj pwm.

Xaus  

Thaum cov kev lag luam tam sim no ua rau muaj kev sib tw, cov tswv yim zoo tuaj yeem txo qis kev cuam tshuam. Zhuzhou Better tseem tau cog lus rau pob tshab tus nqi thiab kev tsim kho thev naus laus zis kom ntseeg tau tias peb cov neeg koom tes muaj kev sib tw.  

Hu rau peb Pab Pawg Supply Chain:  sales8@zzbetter.com 

Tags: Tungsten Carbide Market Analysis, Supply Chain Hardmetals Procurement Strategy