位置：下游情绪：利空参考度：2/10
受宾夕法尼亚州兰吉洛冶金厂爆炸及军事需求增长影响，钼价持续上行。钼作为关键战争金属，为装甲、导弹及海军舰艇提供强度与耐热性。尽管俄乌冲突及中东局势未直接冲击矿山，但武器生产推动需求攀升。
北美核ſ..不锈钢厂在2026年第一季度三次上调316L附加费。鉴于316L产品面临下游行业刚性需求，市场参与者预计，只要军事需求及供应约束持续，钼价将维持高位。
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