Tus nqi tungsten nyob rau hauv kev kho luv luv, nruab nrab mus rau ntev lub sijhawm bullish, nrog rau qhov downside tsawg thiab muaj peev xwm upside khov kho.
• Lub sijhawm luv luv (1-2 lub hlis): Tom qab ntaus lub siab tshaj plaws hauv keeb kwm thaum Lub Peb Hlis 2026, tus nqi tungsten (piv txwv li, 65% wolframite concentrate) tau kho dua los ntawm ntau dua 33% thaum ntxov Lub Tsib Hlis, nkag mus rau theem poob siab thiab qis tshaj plaws. Tus nqi tab tom ze rau tus nqi tsim khoom hauv kuv lub qhov (~ RMB 500,000–600,000 / ton rau concentrate), tawm me ntsis chaw rau kev poob qis ntxiv.
• Lub sijhawm nruab nrab (3–6 lub hlis): Txhawb nqa los ntawm kev muab khoom tsawg (Tuam Tshoj cov quotas mining tseem tswj hwm nruj; kev muab khoom tshiab los ntawm txawv teb chaws tsuas yog txwv rau ~ 10,000 tons hauv xyoo 2026) thiab kev thov rov qab los (lub caij siab tshaj plaws rau cemented carbide thiab PV tungsten wire), tus nqi yuav ruaj khov thiab rov qab los ntawm nruab nrab lub Tsib Hlis. Cov xwm txheej tseem ceeb xws li Tuam Tshoj Tungsten Industry Conference (Tsib Hlis 7–9) yuav teeb tsa lub suab zoo rau kev ua lag luam.
• Lub sijhawm ntev (1+ xyoo): Lub hauv paus ntsiab lus ntawm kev ruaj khov ntawm kev muab khoom + kev nthuav dav ntawm kev thov tseem tsis tau hloov pauv. Kev thov tshiab los ntawm PV tungsten wire, semiconductors, thiab kev tiv thaiv yuav ua rau kev ua lag luam nruj, ua rau cov nqi nce siab tshaj qhov siab tshaj plaws yav dhau los.
Cov Nqi Tungsten Uas Nce Siab Yuav Cuam Tshuam Li Cas Rau Qhov Zoo Ntawm Drill Bit?
Tus nqi tungsten nce siab tsis txo qhov zoo ntawm lub laum - hloov chaw, lawv ua kom cov khoom hloov kho sai dua thiab ruaj khov qhov zoo ntawm qhov kawg siab, thaum nias qhov qis kawg, qhov muaj peev xwm qis.
• Qhov zoo tseem ruaj khov rau cov hom lag luam zoo tshaj plaws: Tungsten (ua tungsten carbide, WC) suav txog 75%–92% ntawm cov khoom siv laum thiab 40%–60% ntawm cov nqi tsim khoom. Cov chaw tsim khoom ua lag luam (piv txwv li, peb lub tuam txhab) siv cov ntawv cog lus xa khoom mus sij hawm ntev los xauv 70%+ ntawm cov khoom siv raw, zam kev txo qis cov khoom siv uas raug nqi. Kev tswj hwm zoo nruj thiab cov txheej txheem sintering / txheej txheem siab heev ua kom muaj qhov nyuaj, tiv taus kev hnav, thiab kev cuam tshuam.
• Kev lag luam hloov mus rau kev tsim kho tshiab, tsis yog kev txiav nqi: Txhawm rau kom txo tau qhov kev nyuaj siab ntawm tus nqi, cov chaw tsim khoom tab tom ua kom zoo dua cov qauv tsim (piv txwv li, cov tshuab pauv tau taub hau kom txo tau kev siv WC los ntawm 30%+ yam tsis muaj kev txo qis kev ua tau zoo) thiab siv cov txheej txheem ua haujlwm siab (piv txwv li, TiN, DLC) los txuas lub neej ntawm cov cuab yeej los ntawm 2–5 zaug. Cov kev txhim kho no them rau qhov nce nqi thiab txhim kho tag nrho tus nqi.
• Kev ua lag luam qis qis yuav raug tshem tawm qhov zoo: Cov chaw tsim khoom me me uas tsis muaj kev ruaj ntseg ntawm cov khoom siv raw yuav siv cov WC qis dua, txo cov ntsiab lus WC, lossis cov txheej nyias dua los txiav cov nqi, ua rau muaj kev pheej hmoo ntau dua ntawm kev tawg, hnav ua ntej lub sijhawm, thiab lub neej ua haujlwm luv dua. Qhov no ua rau kev sib koom ua ke ntawm kev lag luam sai dua, nrog cov thawj coj zoo tau txais feem ntawm kev ua lag luam.
Lub sijhawm tshaj tawm: Tsib Hlis-08-2026