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刀具行业深度报告:刀具“供给侧改革”启动,上行周期确立-40页(附下载)

  • 2026-02-05 13:12:38
刀具行业深度报告:刀具“供给侧改革”启动,上行周期确立-40页(附下载)

内容摘要

1)市场观点普遍认为:经济承压则刀具需求低迷,刀具行业业业绩回暖不过是刀具库存周期的短期表现。2)本篇报告则认为:改革开放以来,刀具周期性表现的本质是刀刀具价格的波动;碳化钨价格中枢上行将成为开启未来刀具长期上行周期的决定性因素,我们谓之"刀具的供给侧改革"

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刀具行业深度报告：刀具“供给侧改革”启动，上行周期确立-260125-中泰证券-40页

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  139. /yingpanguazai/ssd/ssd1/www/mffb.com.cn/runtime/temp/49e0cd3e0528281c5c5fae705243dc37.php ( 11.98 KB )
  140. /yingpanguazai/ssd/ssd1/www/mffb.com.cn/vendor/topthink/think-trace/src/Html.php ( 4.42 KB )
  1. CONNECT:[ UseTime:0.000945s ] mysql:host=127.0.0.1;port=3306;dbname=no_mfffb;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.001510s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.002501s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.002741s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.001372s ]
  6. SELECT * FROM `set` [ RunTime:0.000607s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.001440s ]
  8. SELECT * FROM `article` WHERE `id` = 473246 LIMIT 1 [ RunTime:0.002911s ]
  9. UPDATE `article` SET `lasttime` = 1770370195 WHERE `id` = 473246 [ RunTime:0.009129s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 64 LIMIT 1 [ RunTime:0.000704s ]
  11. SELECT * FROM `article` WHERE `id` < 473246 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.001114s ]
  12. SELECT * FROM `article` WHERE `id` > 473246 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.001040s ]
  13. SELECT * FROM `article` WHERE `id` < 473246 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.001377s ]
  14. SELECT * FROM `article` WHERE `id` < 473246 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.002341s ]
  15. SELECT * FROM `article` WHERE `id` < 473246 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.014585s ]
0.220808s