Farashin foda Carbide foda na Tonbide yana nuna mahimman abubuwa sama a cikin 2025; Samun rashin daidaituwa na ciki, ikon sarrafawa, da kuma rikice-rikice na geopolitical drive farashin don yin rikodin girma. Masu bincike kan:

Abubuwan da ke tattare da farashin bayanai & mabuɗin bayanai

1. Janairu zuwa Mayu: Tekun don yin rikodin babban  

- Fargsten Carrbide Farashin foda: Kai RMB 366 / kg (RMB 366,000) A ƙarshen shekara-shekara da kuma buga babban tarihi.

- Triggers: UPSTREAM TARTGSTITINA NA GWAMNATI (FARKO BATT HAY), da kuma fadada sabbin aikace-aikacen PV tungsten.

2. Yuni: stale a manyan matakan, matsin lamba na gajere  

- A sakamakon Yuni 20, Farashi dan kadan ya gyara RMB 372 / kg, har yanzu har zuwa 19.6% yoy.

- Kayayyakin Kasuwanci: Samun riba ta matakan ma'amala sun matsa lamba, amma goyon bayan farashin tallafin na bangaren Siffersion suna tabbaci, suna yin gyara sosai.

B. Core Takaitaccen Takaitaccen Kaya

1. Rikicin wadataccen tsari  

- Aikin gida na gida: Mako na farko na tunguni na 2025 kawai, saukar da ton 4k da yoy (-6.4%). Huguwar muhalli a Jiangxi / Hukann yanke tabo ne zuwa

- Deeepening shigo da Truance: Q1 Tronten shigo da 40% yoy, amma sabbin damar (E.G., Kazakhstan's Bakhyt na da aka jinkirta.

2. Bukatar Ziyara  

- Sojojin & cigaba da masana'antu na Turai: Tashin baya na Turai da ayyukan Fion Addara kara tsawon shekara 3k (5% na amfani). Sabbin aikace-aikace (robotics, kayan aikin yankan evtol) tura curbide curbide 1% yoy.

- PV tungenten waya Brefuthrough: Tsarin shigar Inetration Hits 12%. Xiamenemy tungsten na mita biliyan biliyan biliyan 85% na raba, kara ribar / tonne da kashi 30% ta hanyar fasaha ta fasaha.

- Wurin Kulawa da Kulawa: Jirgin ruwan Taggeten na China ya fadi zuwa sifili (ikon amfani da amfani), yana birgima a cikin matsin lamba na cikin gida.

C. Capitors Capital Wasanni  

- Tentian Screen Smile: Tensions na Gabas ta Tsakiya sun ba da darajar sojan Tarihin Takaddun Soja. Tsarin EU na 100K-ton dabarun reserging triggers duniya scramble.

- Jagorar Indlow: Sashe na Tungiyanci Mai gani net Set Capital ya fara samar da RMB 178m (Afrilu). Premiums Premium ya tashi zuwa 8%, tare da dan kwallon da aka ɗora fadada volatility.

3 halaye na kasuwa

1. Q1: Rise then Retreat  

- Janairu: Holiding da aka tallata farashin da aka tallafawa farashin, amma ainihin ma'amaloli na bakin ciki.

- Fabrairu: Ikon fitarwa na fitarwa wanda ke haifar da> 80% mama digo a cikin fitarwa, latsa farashin.

80% mama digo a cikin fitarwa, latsa farashin.

2. Q2: Peak and Stalemate  

- Maris: maimaitawa mai tsada; Tongsten foda a RMB 308 / kg ta wata-ƙarshen.

- Afrilu: Ta'akar da Talakawa (ƙayyadadden maƙasudin (da aka yanke) da kuma ƙarshen buƙataccen buƙatun ya ƙone RMB 1,000 / kg Daily Taro. Matsakaicin farashin ya fashe RMB 316,000 / tonne.

- Mayu-Yuni: Farashin ya murɗa kusa da kololuwa. Sauran filayen Carbide da suka yi daukin "bakin-zuwa-sayayya, ƙirƙirar" kasuwa mai girma ".

D. Outd Outlook

1. Gajeren lokaci (H2 2025)  

- High Volatility: Taggsten Carbide Posder Legen ~ RMB 360 / kg. Limitedarshen ƙasa (Togneti mai maida hankali a RMB 146K-148K / tonne).

- Haɗi: Sickne riba mai riba da ke mulkin nata (E.G., ƙarfin Bakhyt 8k-tonne) na iya haifar da gyara fasaha.

2. Dogon lokaci (post-2026)  

- Rashin kasawa: Maɗaukaki na gida da kuma tsinkaye na baya. PV Taddnation waya waya don kai 20% ta 2026; canzawa Carbide shigo da kaya. M bukatar lifts farashin.

- Resured farashin farashi na duniya: Kasar Sin ke iko da kashi 70% na ajiyar. Tech Table Tababen na iya zama wasan-canji. Abubuwan da ke faruwa suna iya turawa akai-akai wuce RMB 200K / tonne (Tungten foda> RMB 400 / kg).

RMB 400 / kg).