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近期钼价飙升，产业链人士感叹“太疯狂”。钼价的疯狂激化了产业链内部矛盾。占据用钼量半壁江山的太钢集团、中信泰富特钢、青拓集团联合发布声明，暂停钼铁采购，向炒作者发出警告，引发广泛关注。

市场关注三家钢企暂停采购时长及库存支撑能力，其决心与“存粮”成为焦点。这场博弈背后，是矿端供给紧张、需求增长的基本面与炒作资金情绪共振。产业链利润向矿端集中，钼铁厂成本倒挂，下游含钼不锈钢厂难以跟涨，钢企与炒作者博弈或重塑钼市格局。

三大钢企在声明中谴责非理性炒作行为，认为其扭曲供需关系、破坏产业链健康发展。某含钼不锈钢生产商表示，钼价飙升吸引贸易商进场，加剧市场波动，给炼钢成本尤其高端产品成本带来巨大压力。

钼铁是特殊不锈钢重要原材料，不锈钢中钼铁添加量有一定范围，钼铁涨价使企业面临成本压力。此三家钢企是用钼大户，近期..

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