Hobaneng ha li-powders tsa Tungsten Carbide le Cobalt li phahame ka theko Selemong see?

I. Cobalt Powder Frenzy: DRC Export Halt + Global New Energy Rush

1. DRC e Fokotsa 80% ea Global Cobalt Supply

Thepa ea Democratic Republic of the Congo (DRC).78% ea cobalt ea lefats'e. Ka Hlakola 2025, ka tšohanyetso e phatlalalitse a4 - khoeli ea khoeli ea cobalt ho emisoa ha thepa e tala, ho fokotsa phepelo ea cobalt ea lefats'e ka 26% (e lekanang le khaello ea khoeli le khoeli ea lithane tse 30,000). Li-smelters tsa lefats'e li tobane le "bothata ba thepa e tala," mme litefiso tsa ts'ebetso li theohetse ho 58%. Likhoebo tse nyane ho isa ho tse mahareng li bile li koetse, li sutumelletsa phofo ea cobaltlitheko li nyolohile ka ¥3,500/ton ka khoeli e le 'ngoe- ho tlola ho hoholo ho tloha ka 2024.

2. Matla a Macha le Lihlahisoa tsa 3C li Tlisa Cobalt Scramble, Draining Stocks

Thekiso ea likoloi tse ncha lefatšeng ka bophara e lebelletsoe ho nyoloha ka 25% ka 2025. Ho sa le joalo,ternary lithium libetri (bakeng sa EVs) le cobalt - libeteri tsa acid (bakeng sa lisebelisoa tsa 3C)li ntse li matlafatsa tlhokahalo ea cobalt, e seng e fetile lithane tse 150,000. Hang ha e lekane matsatsi a 45, cobalt powder stocks hona joalenka matsatsi a 28 feela- phepelo - e hloka ho se leka-lekane hoo e leng litheko tse phahameng haholo.

3. Hoarding le Long - Term Contracts Etsa Theko ea Spiral

Thibelo ea thomello ea kantle ho naha ea DRC e ile ea tsosa tšabo. Bahoebi ba bokelletse thepa e fetang 30%, ba phahamisa litheko tsa 12%. Ho qoba litšisinyeho tsa nako e tlang, baetsi ba betrisaena likonteraka tsa nako e telele likhoeli tse 3 pele ho nako, ho etsa litheko tsa nako e telele 8% ho feta sebaka. Sena se thehile potoloho:ho phahama ha litheko → ho bokella chelete e ngata → litheko tse phahameng le ho feta.

II. Tungsten Carbide Surge: Tight Global Mines + Booming Emerging Sectors

1. Quota Cuts le ho Koalloa Ho holofetse Tungsten Supply

Ho feta 60% ea tungsten ea lefats'e e tsoa sebakeng se le seng sa bohlokoa. Ka 2025, likarolo tsa pele tsa merafo li ile tsa khaoloa ke 6.45%, 'me 30% ea merafo e menyenyane e ile ea koaloa ka lebaka la melao e thata ea tikoloho. Theko ea black tungsten concentrate (lisebelisoa tse tala)otla ¥172,000/ton(rekoto e phahameng). Ka Phuptjane, litheko tsa phofo ea tungsten carbide li ile tsa nyolohela ho¥364/kg.

2. Photovoltaics, Tšireletso, le Drones Drive Explosive Demand

Tungsten carbide ha e sa le lisebelisoa tsa ho itšeha feela!Lithapo tsa photovoltaic tungsten (tse nang le > 14% ea ho kenella ha lefatše)li ntse li eketseha, 'me lifeme tse etellang pele "litsela tsa tlhahiso ea limithara tse limilione tse likete" li ntse li tsoela pele. Tšireletso (nyutlelie fusion) le liindasteri tsa drone le tsona li hloibila tungsten carbide, ka likarolo tsena tse tharo.e ikarabellang bakeng sa 40% ea tlhokahalo e ncha- ho tlosa limmaraka ka bosiu bo le bong.

3. Litaolo tsa ho Romella li Hlahisa Global Stockpiling Spree

Tungsten e kholo - linaha tse romelang kantle ho naha li ile tsa hlahisa melao ea "one - permit - per - order". Ho tšaba likhaello, bareki ba mose ho maoatlee qalile ho bokella likhoeli tse 6 pele ho nako, ho sutumelletsa litheko tsa machaba 13% ka holimo ho maemo a lehae. Ho Q1 2025, litheko tsa kantle ho naha tsa tungsten carbide li ile tsa phahama ka 45%, 'me litaelo tsa mose ho maoatle li entse 35% ea thekiso - tlhokahalo ea kantle ho naha e ile ea eketsa mafura a mangata mollong.

III. Na Litheko li Tla Tsoela Ho phahama? Lik'hamphani li Lokela ho Araba Joang?

1. Nako e Khutšoanyane - Nako: Ho feto-fetoha ho phahameng ha Likheo li Tsoela Pele

• Phofo ea Cobalt: Thibelo ea kantle ho naha ea DRC e tla tšoarella ho fihlela Q3 2025, e theha lekhalo la lithane tse 32,000 lefatšeng ka bophara. Litheko li tla fetoha lipakeng¥260–¥280/kg.
• Tungsten Carbide phofo: Ka lekhalo la thepa e tala ea lithane tse 15,000 le tlhokeho e phahameng ea photovoltaic, litheko li ka leka¥380/kg.

2. Nako e telele - Nako: Peiso Pakeng Tsa Phalliso le Boqapi

• Cobalt: Lik'hamphani li fetola tlhahiso ho ea Indonesia (e nang le libapali tse holimo tse seng li ntse li haha ​​​​limela). Ka 2026, bokhoni bo bocha bo ka fokotsa khatello ea phepelo.
• Tungsten Carbide: Hlokomelalisebelisoa tsa ho itšeha tsa silicon carbide(e se e nkile sebaka sa 20% sa tungsten carbide). Likhamphani li tlameha ho fetohela ho lihlahisoa tsa boleng bo holimo (mohlala, nano - grade tungsten carbide, e eketsang phaello ka 50%).

3. Mekhoa ea ho Pholoha: Phepelo e Sireletsehileng + Ntlafatsa Tech

• Nako e khutšoane: Notlela thepa ka likonteraka tsa nako e telele kapa u sebelise bokamoso ho thibela likotsi tsa litheko.
• Nako e telele - Nako: Tsetela ho R & D bakeng sa lihlahisoa tse phahameng (mohlala, cobalt e phahameng - e hloekileng bakeng sa semiconductors, tungsten bakeng sa fusion ea nuclear). Sebelisa theknoloji ho hlōla khatello ea litšenyehelo.

Ho phahama hona ha theko ho tsamaisoa kemaano a libaka, tlhokeho ea lefatše, le lipapali tsa capital. Bakeng sa lik'hamphani lefatšeng ka bophara, katleho e bolela ho utloisisa "hobaneng thepa e le thata" le "ke mang ea rekang ho feta" - ebe ho boloka liketane tsa phepelo kapa ho potlakisa boqapi. Ke ka nako eo feela ba ka atlehang ka har'a sefefo sena sa mehloli.