Ibiciro bya karbide ya karbide byerekana icyerekezo gikomeye muri 2025; Gutanga-gusaba ubusumbane, kugenzura politiki, hamwe namakimbirane ya geopoliule ibiciro bitera kwandika hejuru. Isesengura ryuzuye hepfo:

Igiciro cyigiciro & Ingingo zingenzi zamakuru

1. Mutarama kugeza Gicurasi: Kwiyongera kwandika hejuru  

- Igiciro cya Tungsten Carbide: Yageze ku ruziga 366 / kg (RMB 366.000 / tonne) ku mpera - Gicurasi 20

- Trigger: Upstream Tungsten yibanda cyane cyane (icyiciro cya mbere cyo gucukura ibitero 6.4%.

2. Kamena: Guhagarara kurwego rwo hejuru, umuvuduko ukabije wo gukosora  

- guhera ku ya 20 Kamena, igiciro cyakosowe gato na RMB 322 / kg, kiracyari 19.6% Yoy.

- Imbaraga zisoko: Gufata inyungu nabacuruzi guhatire urwego, ariko inkunga yumutungo-kuruhande ikomeje gushikama, gukosora cyane ntibishoboka.

B. Core Gusesengura Ibitekerezo

1. Kugabanuka  

. Ibidukikije muri JisangXi / Hunan yaciwe ahagaragara kuri

- Kwiyongera kwishingikiriza ku mahanga: Q1 Tungsten ore itumizwa kuri 40% yoy, ariko ubushobozi bushya (urugero, Bakyt ya Bakyt) yatinze kugeza Q3, idashobora kuzuza icyuho gito.

2. Ibyifuzo byo kwiyongera  

- Gukora Gukora Gukora Igisirikare & Gukora neza: Imiyoboro y'imikorere y'Iburayi no ku mishinga ya Fusion Ongeraho toni 3k / 5% (5% yo kunywa). Porogaramu nshya (Robotics, ibikoresho bya Evtol Gukata) Gusunika Carbide Isohoka 9% Yoy.

- PV Tungsten Winethrough: Igipimo cyinjira hits 12%. Xiamen Tungsten's miliyari 10-miliyari-miliyari yo kwagura ku masoko 85%, kuzamura inyungu / tonne na 30% ukoresheje tekinike.

- Kugenzurwa no kohereza ibicuruzwa hanze: Urugendo rwa Werurwe rwiziritse ku bushinwa rwaguye muri zeru (imiyoboro ibiri yo gukoresha), igabanuka ry'imiturire yo mu rugo.

C. Geopolitike & Imikino shingiro  

- Ingamba za Premium Premium: Amakimbirane yo mu Burasirazuba bwo hagati aroshya agaciro ka gisirikare ka Tungsten. Gahunda y'ubumwe bw'ibihugu by'Ubuperesi-Tonne Ingamba zishinzwe umutekano ku isi.

- Umurwa mukuru: Umurenge wa Tungsten ubonye umurwa mukuru wa RMB 178m (Mata). Igihe kizaza kugera kuri 8%, umucuruzi worohereza guhirika ihindagurika.

3. Ibiranga Isoko

1. Q1: Rise then Retreat  

- Mutarama: Ububiko bwa mbere bwibiruhuko bushyigikiwe nibiciro, ariko ibikorwa nyabyo byari binini.

- Gashyantare: Igenzura ryoherejwe mu mahanga ryatewe> 80% mama igabanuka mubyoherezwa mu mahanga, ibiciro by'itangazamakuru.

80% mama igabanuka mubyoherezwa mu mahanga, ibiciro by'itangazamakuru.

2. Q2: Peak and Stalemate  

- Werurwe: Gukuramo-ibiciro byongeye gusubirwamo; Ifu ya Tungsten kuri RMB 308 / kg ukwezi-kurangira.

- Mata: Politiki ikonje (Gukata kwota) hamwe no hejuru-amaherezo yatwitse RMB 1.000 / kg burimunsi. Impuzandengo y'ibiciro byacitse RMB 316.000 / Tonne.

- Gicurasi-Kamena: Ibiciro byasimbuwe hafi y'impinga. Downstrom yashimangiye ibigo bya Carbide yemejwe "ku-munwa" kugura, gukora "igiciro-cyinshi-gito".

D. Ibihe bizaza

1.. Igihe gito (H2 2025)  

- Ihindagurika ryinshi: Ifu ya Tungsten Ifu ingana urwego ~ RMB 360 / kg. Kugabanuka ku buryo buke (ibiciro byibanda ku giciro cya 146k-148k / Tonne).

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2. Igihe kirekire (Inyandiko-2026)  

- Guhagarika umutima: Gukata kwanjye murugo no gukata kwota gukomeza. PV Tungstenten WireGration kugirango ugere kuri 20% na 2026; yashimangiye karbide yo gutumiza mu mahanga yihutisha. Gusaba gukomera bizamura igiciro.

- Ivugurura ry'ibiciro ku isi: Ubushinwa bugenzura 70% by'ibigega. Recycled tekinoroji irashobora kuba umukino. Ibintu bikabije bishobora gusunika kwibanda kurenza RMB 200k / tonne (Ifu ya Tungsten> RMB 400 / kg).

RMB 400 / kg).