节点：下游（终端消费/应用）位置：下游情绪：利好参考度：6/10
据媒体报道，自2025年起，钨价呈现迅猛上涨态势。中国主要钨产品年内均值相较年初低点，普遍涨幅超50%，部分产品价格年度累计涨幅近乎100%。
钨作为一种战略性突出的资源，在机械制造、化工、新能源以及高端装备等众多领域有着广泛应用，且具有不可替代性。值得关注的是，据Almonty数据，全球钨的下游需求中，高端装备占比达10%。各国对钨的产业链安全及政策调控越发重视。
国海证券有色团队分析，从增量层面来看，中国未来两年新增项目有限。而需求端，光伏钨丝等新兴领域需求正呈爆发式增长，同时水电...矿产，这些举措共同提升了钨的价值中枢。
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