Amaxabiso e-tungsten ye-tungsten ye-tungsten ibonisa indlela ebalulekileyo kwimo yendlela ephezulu kakhulu ngo-2025; Ukungalingani kwemfuno yokubonelela, ulawulo lomgaqo-nkqubo, kunye neengxabano ze-geopolicals, kunye neengxabano ze-geopolical uqhuba amaxabiso ukurekhoda iindawo eziphakamileyo. Uhlalutyo olungezantsi:

Iindlela zexabiso kunye neendawo eziphambili zedatha

1  

Ixabiso le-tungsten ye-tungsten ye-carbide

-I-triggers: i-upstream tungtal gestrate yokubonelela (i-bin yokuqala ye-quat quotas phantsi kwe-6.4% ye-railing), "i-rackar yasemkhosini (i-chasion ye-cilion cilion), kunye nokwandiswa kwe-bilion wire wire wire.

I-2. NgoJuni:  

- Ukusukela nge-20 kaJuni, ixabiso lilungiswe kancinci ukuya kwi-RMM 372 / kg, kusekwe kwi-19.6% ye-yoy.

-Iinkosana zentengiso: Inzuzo yokuthatha ingeniso ngabarhwebi banyanzela amanqanaba entengiselwano, kodwa inkxaso yamaxabiso echibini ihlala iqinile, yenza izilungiso ezinzulu akunakwenzeka.

B. Uhlalutyo lwezinto zokuqhuba

I-1. Ukuqhubeka nokubonelela  

-I-quota yasekhaya: i-2025 ye-tungstete yemigodi ye-tungstete kuphela ye-58k ngeetoni ezingama-58k, ezantsi tonnes ye-4K ye-yoy (-6.4%). Izithintelo kwindalo esingqongileyo kwi-jiangxi / hunan cuts spotutic yokufumaneka kwii-00%.

-Ukugxininiswa ngokungenisa elizweni: I-Q1 Tungsten Ore ingenisa i-40% ye-Yoy, kodwa i-Ibictus entsha (E.G.

2. Ibango lesakhiwo  

-Ukuveliswa komkhosi kunye nemveliso ye-Auroper yaseYurophu kunye neePronayisi ze-Susion yongeza i-3k Tonnes / I-5% yokusetyenziswa). Izicelo ezitsha (iirobhothi ze-robol, izixhobo zokusika) zityhala i-capfide ye-carbide ye-9% yoy.

- I-PV Tungsten Wire ye-Wire ye-Wire I-Xiamen Tungsten's tungsten's bill-tungsten-bill-bill-bill-bill-bills-gestions

-Umsebenzi wolawulo lokuthumela kwelinye ilizwe

C. Geopolitics kunye neMidlalo yeNtloko  

- Ipremiyamu yesiCwangciso seShishini: I-Tension yaseMbindi Mpuma inyusa ixabiso le-tungsten. Isicwangciso sika-EU se-100k-tonne yogcino-hlulo lolondolozo lwe-Global Skrigble Scramble.

-I-Infayishini enkulu: Icandelo leTungsten libona i-Capital Ack ye-RMM ye-178m (Epreli). I-premium ye-premium inyuka ukuya kwi-8%, kunye nomrhwebi ogcina ingqondo.

I-3. Iimpawu zentengiso ezigabalweyo

1. Q1: Rise then Retreat  

- NgoJanuwari: Iholide yaphambi kweholide exhaswayo, kodwa ukutshintsha kwentengiselwano bekunqabile.

- I-Februwari: Ulawulo lokuthumela ngaphandle olubangelwa> I-80% umama uyehla kwi-Thumeni, amaxabiso onyanzela.

I-80% umama uyehla kwi-Thumeni, amaxabiso onyanzela.

2. Q2: Peak and Stalemate  

-Matshi: Ukuvuselelwa kweendleko; I-tungsten powder e-RMB 308 / kg ngenyanga.

- Epreli: Umgaqo-nkqubo uyaqinisa (Ukusika i-quota cuts) kunye nemfuno ephezulu yokuphela kwe-RMB 1,000 / kg husiges yemihla ngemihla. Ixabiso eliphakathi laphuka i-RMB 316,000 / itoni.

-Meyi-Juni: amaxabiso athatyathwa kufutshane neencopho. I-Dowream ye-Dowream ye-Debbide ye-carbide yamkelekile "I-Hander-South" Thenga, yenza iNtengiso yeLinga eliPhakamileyo.

D. Imbonakalo yexesha elizayo

1. Ixesha elifutshane (H2 2025)  

-Ukuguquka okuphezulu: I-tungslide ye-tungslide ye-tudbide yenqanaba lenkxaso ~ RMB i-360 / kg. I-DOPLIFIDE DOLDISIM (i-tungsten jongtal ixabisa i-RMB 146K-148K / Tonne).

-Iingozi: Umrhwebi unenzuzo yenzuzo kunye nokuthatha i-versip-up (E.G., i-Bakhyt's 8k-tonne) inokubangela izilungiso zobugcisa.

2. Ixesha elide (iposi-2026)  

-Ukuqhubeka kwentsilelo: Ukuhamba kwekhaya nekhaya kunye nokusika i-quota kuqhubeka. I-PV Tungsten ye-pire ingena kwi-20% ngo-2026; Ukufakwa kwezinto ze-capbide I-rigid ifuna umhlaba ophakanyisiweyo.

-Ixabiso le-Global Reskeffle: I-China ilawula i-70% yoovimba. Itekhnoloji yokuphinda isetyenziselwe i-tungsten inokuba ngumdlalo we-game-tshintsha umdlalo. Iziganeko ezigqithisileyo zinokutyhutyuka zijolise kwi-RMB 200k / Tonne (Tungsten Powder> RMB 400 / kg).

RMB 400 / kg).