Tus nqi tam sim no yog dab tsi ntawm tungsten?

1. Taw qhia: Vim li cas cov nqi tungsten ntawm cov lag luam thoob ntiaj teb

Tungsten, feem ntau hu ua "hlau ntawm kev ua tsov ua rog," yog lub luag haujlwm melting ntawm txhua tus hlau ntawm kev tiv thaiv, cov khoom siv hluav taws xob, thiab muaj alloys alloys. Nrog Tuam Tshoj tswj 80% ntawm cov chaw xa khoom thoob ntiaj teb, tus nqi hloov hloov ncaj qha cuam tshuam kev tsim chaw tsim khoom lag luam los ntawm Aerospace rau cov xovtooj xa xov tooj.

Tus nqi tsav tsheb tus nqi ntawm ib qho muag muag:

✔ Txwv tsis pub lub tungsten hauv tej cuab yeej (piv txwv li, carbide drashs) thiab hluav taws xob shielding

✔ Chaw nruj kev Geopolitical cuam tshuam Tuam Tshoj cov ntawv tshaj tawm

✔ Zog siv hluav taws xob (cov nqi hluav taws xob cuam tshuam nrog kev siv voltility mining)

2. Tam sim no Tungsten Nqe Tiam (2025 hloov tshiab)

Raws li Q2 2025, tus nqi Tungsten qhia hauv cheeb tsam Diveral:

(* Apt = 全球基准报价)

Nqe Nqe Surge Qhov:

Suav Kev Txiav Txim Siab Suav: Ib puag ncig cov kev kuaj xyuas hauv Jiangxi xeev (qhov loj me me Hub)

Pentagon Stockpiling: Asmeskas Cov Kev Tiv Thaiv Meskas Tebchaws 25% Rau Cov Tub Rog-Tho Ammunition

3. Cov Ntsiab Lus Tseem Ceeb Tsav Tsheb Tungsten Nqi

Cov Khoom Siv Khoom-Txuas

Tuam Tshoj lub dominance: 82% ntawm cov thoob ntiaj teb tungsten mov hauv 2023 (USGS cov ntaub ntawv), nrog Export ntawv tso cai Zawm

Kuv kaw: Portugal's Panasqueira Mine (Tebchaws Europe loj tshaj plaws) Raug tshem tawm haujlwm hauv 2023

Xav Tau-Sab Boom

Lub Roj Teeb: Tungsten-Coated Anodes Txuas Ntxiv Lithium-Ion Roj Teeb Lub Neej (Tesla Patents Filit)

5G infrastructure: Tungsten tooj liab alloys rau tshav kub dissipation hauv cov chaw nres tsheb hauv paus

4. Cheeb Tsam Tus Nqi Kev Sib Txawv

Vim li cas thiaj li tsis tuaj yeem:

EU TARIFFS: 17% los tiv thaiv cov dej num ntawm Suav Tungsten

Logistics: Cov nqi thauj khoom los ntawm Asia mus rau Tebchaws Europe tau nce ntxiv 200% txij li 2020

5. Tus Nqi Huab Cua: 2024-2030 Outlook

Lub sijhawm luv luv (2024-2025):

BULLAIT: NQI YUAV TUAJ YEEM $ 400 / MT Yog Tuam Tshoj ntxiv txwv tsis pub xa tawm

Cibish Scenario: Kev npaj tseg tuaj yeem tso tau los ntawm 10% (ib tus qauv hauv ntiaj teb no)

Kev hem ntev ntev:

Rov qab siv Tech: 30% ntawm tungsten tam sim no siv (li ntawm 15% hauv xyoo 2010)

Hloov chaw: Molybdenum alloys hloov tungsten hauv qee yam cuab yeej

6. Yuav ua li cas kev lag luam adapting

Kev Kawm Kev Kawm: Sandvik teb

Lub Tswv Yim: Sau npe 5-xyoo tas cov nqi sib cog lus nrog Suav cov khoom lag luam

R & D: Txo cov ntsiab lus tungsten hauv carbide cov cuab yeej los 20% ntawm nano-tsho xim

Tus nqi txuag tau cov tswv yim:

✔ Chaw-yuav Thaum Q1 (tus nqi qis dua)

Kev xyaw ua dua cov khoom siv tungsten (txuag tau $ 15 / kg vs cov khoom siv nkauj xwb)

7. Qhov twg yuav taug qab tus nqi tiag tiag?

Cov peev txheej pub dawb:

Daim Ntawv Qhia Hlau Hlau (Txhua Lub Limtiam Tshiab Hloov Dua)

London Hlau Txauv (LME 小金属合约)

Cov kev pab them nqi:

Argus media ($ 5,000 / xyoo rau cov ncauj lus kom ntxaws kev kwv yees)

SMM (Shanghai Cov Hlau Ua Lag Luam) (中国本土数据)

Xaus Lus: Kev mus ncig ntawm lub khw muag khoom lag luam

Nrog tus nqi ntawm 5-xyoo cov siab, cov tuam ntxhab yuav tsum:

Cov chaw sib txawv tshaj Suav (E.g., Nyab Laj, Rwanda)

Kev nqis peev hauv kev rov ua dua tshiab los tiv thaiv kev tiv thaiv kev kub

Kev saib xyuas txoj cai hloov pauv hauv lub sijhawm tiag tiag, siv cov cuab yeej saum toj no

Xav tau tus nqi kev cai? Sab laj nrog:

Cov neeg lag luam (traxys, molymet)

✔ Pab Kev Lag Luam (ITIA, 钨业协会)