本期为 7 月 13 日最新钨产业链全品类报价,涵盖钨精矿、仲钨酸铵、钨粉、钨铁、钴粉及废钨回收价格,同步标注较历史高位、年初涨跌幅度,国内外价格同步公示,供行业参考。
今日国内钨市再度大幅下探,淡季悲观情绪集中释放,全产业链挂牌价同步大幅下调。湘赣主产区持续强降雨,矿山开采、道路物流受限,现货流通投放量收缩,但下游刚需采购几乎停滞,矿商被迫降价出货回笼资金。APT 市场全线走弱,头部、中小冶炼厂同步下调长单与散单报价,当前矿料采购成本显著高于 APT 销售价格,行业成本倒挂进一步加剧,冶炼厂被动控产、减少原料采购,形成负向循环。下游硬质合金、数控刀具行业深陷传统加工淡季,机械加工、模具、通用刀具终端订单持续低迷,全部执行零库存按需采购,无任何集中补库行为,钨粉、碳化钨粉跟随原料同步大幅走低,场内仅零散小额刚需交割。半导体六氟化钨耗材、光伏钨丝、军工耐磨钨合金仅构成中长期底部支撑,消费占比有限,短期无法拉动现货买盘入场。废钨回收市场同步大幅下调,中钨在线挂牌高纯钨棒毛料货源偏紧,抗跌性优于低品位混合废料,高低品级废料价差持续拉大,回收商观望压价,场内整体交投极度清淡。欧洲 APT 外盘依旧维持高位震荡,国内外巨大价差持续锁住国内深度下跌空间,短期盘面持续底部弱势震荡,市场观望情绪浓厚,业内静待 7 月中下旬下游采购信号与新一轮长单指引。
一、钨精矿(SMM 现货区间 + 中钨长单成交均价)
65% 黑钨精矿:41.50 万元 / 标吨,自高位回落 60.48%,较年初下跌 9.78%
65% wolframite concentrate is priced at RMB 415,000/ton, down 60.48% from its peak and down 9.78% from the beginning of the year.
65% 白钨精矿:41.40 万元 / 标吨,自高位回落 60.58%,较年初下跌 9.86%
65% scheelite concentrate is priced at RMB 414,000/ton, down 60.58% from its peak and down 9.86% from the beginning of the year.
二、仲钨酸铵(APT)(三方综合成交价)
国内 APT:60.00 万元 / 吨,自高位回落 60.53%,较年初下跌 10.45%
Ammonium paratungstate (APT) is priced at RMB 600,000/ton, down 60.53% from its peak and down 10.45% from the beginning of the year.
欧洲 APT:3000-3265 美元 / 吨度,折合人民币 180.2-196.1 万元 / 吨,较年初上涨 240.5%European APT is priced at USD 3,000-3,265/mtu (equivalent to RMB 1.802-1.961 million/ton), up 240.5% from the beginning of the year.
三、钨粉及碳化钨粉(SMM 粉体 + 中钨挂牌取中值)
钨粉:980 元 / 公斤,自高位回落 59.17%,较年初下跌 9.26%Tungsten powder is priced at RMB 980/kg, down 59.17% from its peak, and down 9.26% from the beginning of the year.
碳化钨粉:930 元 / 公斤,自高位回落 60.69%,较年初下跌 10.58%
Tungsten carbide powder is priced at RMB 930/kg, down 60.69% from its peak, and down 10.58% from the beginning of the year.
四、钴粉(SMM + 中钨综合价)
钴粉:485 元 / 公斤,自高位回落 16.67%,较年初下跌 6.15%
Cobalt powder is priced at RMB 485/kg, down 16.67% from its peak, 6.15% lower than the beginning of the year.
五、钨铁
70 钨铁:67.00 万元 / 吨,自高位回落 52.82%,较年初上涨 3.08%
70% ferrotungsten is priced at RMB 670,000/ton, down 52.82% from its peak and up 3.08% from the beginning of the year.
欧洲钨铁:205-220 美元 / 千克钨,折合人民币 97.4-104.5 万元 / 吨,自高位回落 34.64%,较年初上涨 54.63%
European ferrotungsten is priced at USD 205-220/kg W (equivalent to RMB 0.974-1.045 million/ton), down 34.64% from its peak, but up 54.63% from the beginning of the year.
六、废钨回收(数据源:中钨在线含税挂牌价,品级严格:高纯毛料>精品刀片>磨削废料,无价格倒置)
干净高纯无杂质钨棒毛料:735 元 / 公斤。上游原生原料大幅走弱,高纯无氧化纯钨棒流通货源持续偏紧,跌幅小于普通统货废料;表格同步标注废钨不含税参考 650 元 / 公斤,带钢柄磨削钨泥、低钴合金刀片等低品位废料流通量大,回收商压价明显,高低品质废料价差持续拉大,市场交投整体清淡。
Clean tungsten scrap bar stock with high purity and no impurities: RMB 735/kg. Premium scrap slid amid sharp declines of primary tungsten raw materials. Tight supply of non-oxidized high-purity tungsten rod limited its price loss. CTIA also released tax-exclusive reference price at RMB 650/kg. Low-grade scrap including tungsten grinding sludge and low-cobalt inserts has abundant supply, leading to obvious price suppression by recyclers. The price gap between high and low-quality scrap keeps widening, and trading remains slow.
废钨合金刀片(完整无锈蚀硬质合金刀片):588 元 / 公斤,废钨磨削废料 7.4 元 / 度。合金废料供给充足,回收报价同步大幅下调。
Cemented carbide insert scrap (premium whole rust-free grade): RMB 588/kg. Tungsten grinding sludge scrap: RMB 7.4/unit. Ample supply of cemented carbide scrap pushed purchasing prices sharply lower.
