位置：中游情绪：利好参考度：2/10
中国买家正积极在美国各地寻求钨废料供应，引发全球市场价格创纪录飙升。这一竞争热潮源于矿山产量受限及航空航天、国防和工业制造等关键行业需求激增。由于全球供应持续紧张，对钨——这种用于穿甲弹和高性能工具的关键矿物——的争夺加剧，美国废料经销商报告溢价已达历史正常水平的五倍。
中国作为全球钨市场的传统主导者，已调整内部策略，实施严格的采矿配额。这一政策迫使中国国内用户寻求替代供应渠道，包括从西方市场采购废料。市场数据显示，钨废料价格自2025年5月以来已上涨350%，显著超过原生钨金属的价格涨幅。尽管中国出于环保原因禁止直接进口钨废料，但通过中国台湾、越南、韩国等次级加工枢纽的中间处理，仍继续推动Ņ..
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