Theko ea hona joale ea tungsten ke eng
Theko ea hona joale ea tungsten ke eng?
1. Selelekela: Hobaneng ha litheko tsa pungsten li na le limaraka tsa lefats'e
Tungten, hangata e ne e bitsoa "tšepe ea ntoa," ke thepa e makatsang ka lebaka la ho thatafala ha eona (ntlha ea ho qhibiliha ka ho fetesisa Ha Chaena a hlokomela Chaena 80% ea phepelo ea lefats'e, theko ea theko ea theko ea theko e tsoang ka ho toba ea lihlahisoa tse tsoang ho Aerospace ho tlhahiso ea Smartphone.
Bakhanni ba theko ea bohlokoa ba hatch:
✔ Litšobotsi tse kenyellelitsoeng ka har'a tungsten ka ho seha lisebelisoa (e.g., lijo tsa carbide) le radiation striting
Tension ea Geopono ea maikutlo e amang pokello ea naha ea China
✔ Ho hlahisoa ka matla (litšenyehelo tsa motlakase li susumetsa menyako ea meroho)
2. Litekanyetso tsa theko ea hajoale (tlhaiso-leseling ea 2025)
Joalo ka Q2 2025, Litheko tsa li-tungsten li bontša phapang ea setereke:
| Sehlahisoa | Q2 2024 Price | Q2 2025 Price | Phetoho ea Yoy | 2025 Mefuta ea Boraro |
| Apt (Ammonium Parangstateste) | $340-360/mt | $375-400/mt | ↑10-12% | $380-420/mt |
| Tungsten tsepamisa maikutlo (65% Wo₃) | $240-260/mt | $270-290/mt | ↑12% | $260-310/mt |
| Tungas Power | $45-50/kg | $52-58/kg | ↑15% | $50-65/kg |
(* Apt = 全球基准报价)
Lintho tse buoang ka theko:
Lihlahisoa tsa Chaena: Liteko tsa tikoloho ho Jiangxi profinseng ea Jiangxi (e kholo ea li-hub)
Pentegon Stockping: Ts'ireletso ea US e laelang 25% bakeng sa li-ammunition tsa ho phunya
3. Lintlha tsa senotlolo li khanna litheko tsa tungsten
Khatello ea Likhatello Tse Phelang
Domince ea China: 82% ea phepelo ea lefatše ea lefats'e ka 2023
Ho koaloa ha ka: Tsela ea porgal ea porgal (Europe e kholo ka ho fetisisa Europe e ka hoholo ka 2023
Boiketsi bo lehlakoreng
Lithatle tsa Ev: Li-Anoden-Cadesten-Tungsten tsa bophelo ba lithium-ons
Lisebelisoa tsa 5g: Tungsten Copper
4. Masena a theko ea tikoloho
| Mmaraka | Theko ea theko (USD / MT) | Premium / theolelo |
| China (fob) | 340 | Basine |
| Europe (Rotterdam) | 390 | 15% |
| USA (Konteraka ea Ts'ireletso) | 420 | 24% |
Mabaka a ho Phahala:
Litefiso tsa EU: 17% Anti-dump
Lisebelisoa: Litsenyehelo tsa ho tsamaisa Asia ho ea Europe li eketsehile ka 200% ho tloha ka 2020
5. Boholo ba theko ea theko: 2024-2030 Outlook
Nako e khuts'oane (2024-2025):
Ngaka ea Bullish: litheko li ka otla $ 400 / MT haeba China e ntse e kenya letsoho
Boemo ba kabe: Ho putlama ho ka lahla tlhokeho ea 10% (ka mefuta ea banka ea lefats'e)
Litširollo tsa Nako e telele:
Recycling Tech: 30% ea tungsten joale e nchafalitsoe (ho tloha ho 15% ka 2010)
Sebaka sa li-molybdenum tsa molybdenum li nkela tungsten ho lisebelisoa tse ling
6. Litulo li ikamahanya le maemo joang
Thutong ea linyeoe: Karabelo ea Sandvik
Leano: O saenetse likonteraka tse 5 tse lekantsoeng tsa theko e tlase le barekisi ba Chaena
R & D: LITLHAKISO TSE KHOLO TSE FUMANENG LITSELA TSE KHOLO TSE LING TSE LING TSE LING TSE LING TSE 20% ka NANO-Coatis
Maqhekatsi a Lipetso:
Ho reka ha naha nakong ea Q1 (ka tloaelo litheko tse tlase haholo)
✔ COSCANTLE E FUMANCLESTIONS (E boloka $ 15 / KG vs. LITLHAKISO TSA BOPHELO)
7. Moo ho pata litheko tsa nako ea 'nete?
Lisebelisoa tsa mahala:
Metal Bulletin (Lintlafatso tsa beke le beke)
Sekhahla sa tšepe sa London (mabone 小金属合约)
Litšebeletso tsa Premium ea Lefehelo:
Mecha ea litaba ea Argus ($ 5,000 / selemo bakeng sa litlatsetso tse qaqileng)
SMM (Changhai Mels Market) (中国本土数据)
Sephetho: Ho tsamaea 'marakeng o sa fetoheng oa chichen
Ka litheko tse phahameng tsa ka hare ho lilemo tse 5, bahlahisi ba tlameha:
Ho khetholla barekisi ho feta China (e.g., Vietnam, Rwanda)
Tsetela ho ipepisa ho omella khahlanong le likhaello
Mohlophisi oa Mohlophisi o fetoha ka nako ea nnete a sebelisa lisebelisoa tse holimo
Na u hloka tlhahlobo ea theko ea tloaelo? Buisana le:
Lekhotla la inbdity (traxys, molymet)
Litšoantšo tsa indasteri (ITIA, 钨业协会)
