Iyini intengo yamanje yeTungsten?

1. Isingeniso: Kungani amanani e-tungsten abhekana nezimakethe zomhlaba wonke

UTungstern, uvame ukubizwa ngokuthi "insimbi yempi," yinto ebaluleke kakhulu ngenxa yobulukhuni bayo obungenakuqhathaniswa (iphuzu eliphakeme kakhulu lazo zonke izinsimbi ku-3,422 ° C) kanye ne-elekthronikhi, kanye nama-alloys wezimboni. Nge-China elawula ama-80% okuhlinzekwa komhlaba wonke, ukuguquguquka kwamanani okuthinta ngqo imithelela yokukhiqiza imikhakha yokukhiqiza kusuka e-AeroSpace ukukhiqizwa kwe-smartphone.

Abashayeli bentengo ebalulekile shazi:

✔ Ukufakwa esikhundleni okukhawulelwe kuTungsten kumathuluzi okusika (e.g., Carbide Drill) kanye nokuvikelwa kwemisebe

✔ ukungezwani e-geopolitical okuthinta izilinganiso zokuthumela ngaphandle zaseChina

✔ Ukukhiqizwa okunamandla kakhulu (izindleko zikagesi kuthonya ukusebenza kwezimayini)

2. Amanani entengo yamanje weTungsten (ukuvuselelwa okungu-2025)

Njengoba i-Q2 2025, amanani e-tungsten akhombisa ubuhlobo besifunda:

(* Apt = 全球基准报价)

Izici zokuhlinzwa kwentengo:

Ukuncishiswa kokukhiqizwa kwamaShayina: Ukucwaningwa Kwemvelo Esifundazweni saseJiangxi (I-Major Mining Hub)

I-Pentagon Stockpiling: I-US Defense iyalela u-25% wezinhlamvu ezihlobisa izikhali

3. Izici ezibalulekile ezishayela amanani entengo yeTungsten

Izingcindezi eziseceleni

Ukubusa kweChina: Ama-82% okunikezwa kweGlobal Tungsten ngo-2023 (idatha ye-USGS), enamalayisense okuthekelisa aqiniswa

Ukuvalwa kwemayini: Imayini yasePortugal Panasqueira (Europe's Okukhulu) Imisebenzi Emisiwe ngo-2023

Isidingo-Side Boom

Amabhethri e-EV: Ama-anode ahlanganiswe ama-tungsten anweba impilo yebhethri ye-lithium-ion (ama-tesla patents afakiwe)

Ingqalasizinda ye-5G: I-Tungsten Copper Alloys yokuhlanza ukushisa eziteshini ezisezindaweni

4. Ukuhluka kwentengo yesifunda

Izizathu zokungafani:

Amanani entengo e-EU

I-Logistics: Izindleko zokuthumela ezivela e-Asia ukuya eYurophu zikhuphuke ngo-200% kusukela ngo-2020

5. Isimo sezulu sentengo: 2024-2030 umbono

Isikhashana sesikhashana (2024-2025):

Icala le-Bullish: Amanani angashaya ama- $ 400 / MT uma iChina iphinde ikhawulele ukuthunyelwa kwamanye amazwe

I-Bearish Scecario: Ukwehla komnotho kunganciphisa ukufunwa ngama-10% (ngamamodeli weBhange Lomhlaba)

Izinsongo zesikhathi eside:

Ukuphinda usebenzise kabusha ubuchwepheshe: 30% kaTungsten manje (up kusuka ngo-15% ngonyaka we-2010)

Ukungena esikhundleni

6. Izimboni zizivumelanisa kanjani nezimboni

Icala lokufunda: Impendulo kaSandvik

Isu: Kusayinwe izinkontileka zamanani ezinhlamvu zeminyaka emi-5 ezinabathengisi baseChina

I-R & D: Ukuncishiswa kokuqukethwe kweTungsten kumathuluzi e-Carbide ngo-20% nge-nano-coathings

Amaqhinga okusindisa izindleko:

✔ Ukuthenga nge-Spot ngesikhathi se-Q1 (ngokwesiko amanani aphansi)

✔ Ukuhlanganiswa okuhlangenwe nakho okuvuselelwe kabusha (kusindisa ama- $ 15 / kg vs.

7. Ungayilandelaphi amanani entengo yesikhathi sangempela?

Izinsiza zamahhala:

I-Metal Bulletin (Amaviki Apt Apt)

ILondon Metal Exchange (LME 小金属合约)

Izinsizakalo ezikhokhelwayo zePrimiyamu:

Imithombo yezindaba ye-Argus ($ 5,000 / unyaka ukuthola izibikezelo ezinemininingwane)

I-SMM (Imakethe Yezinsimbi ZaseShanghai) (中国本土数据)

ISIPHETHO: Ukuhamba ngemakethe ye-tungsten eguquguqukayo

Ngamanani eminyaka emi-5, abakhiqizi kumele:

Ukwehlukaniswa Abathengisi Ngaphezulu KweChina (E.G., Vietnam, Rwanda)

Tshala imali ekuvuseleleni kabusha ku-Hedge ekushoneni kokushoda

Gada amashifu wenqubomgomo ngesikhathi sangempela usebenzisa amathuluzi angenhla

Udinga ukuhlaziywa kwentengo yangokwezifiso? Thintana no:

Abathengisi bezimpahla (Traxys, Molymet)

✔ Amaqembu embonini (i-ITIA, 钨业协会)