本期为 7 月 23 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。今日国内钨市延续底部窄幅震荡,价格小幅下行,下跌动能逐步衰竭。矿端逼近开采成本线,湘赣产区复产缓慢、高品位货源偏紧,矿商捂盘惜售,进一步深跌空间有限。冶炼厂持续深陷成本倒挂,严控散单流出、主动控产支撑盘面。
下游硬质合金行业仍处传统高温淡季,终端订单偏弱,加工厂坚持按需零库存采购,现货交投零星。光伏钨丝、军工、半导体刚需仅提供中长期托底,短期难以拉动买盘。
废钨同步低位运行,高纯钨棒毛料货源紧张,抗跌性优于低品位混合废料,品级价差持续拉大,回收市场交投清淡。欧洲 APT 外盘维持高位,内外巨大价差持续托底国内市场。短期钨价以弱势磨底为主,行业静待 8 月底下游备货、9 月传统旺季信号。
一、钨精矿(SMM 现货区间 + 中钨长单成交均价)
65% 黑钨精矿:40.00 万元 / 标吨,自高位回落 61.90%,较年初下跌 12.94%
65% wolframite concentrate is priced at RMB 400,000/ton, down 61.90% from its peak and down 12.94% from the beginning of the year.
65% 白钨精矿:39.90 万元 / 标吨,自高位回落 61.99%,较年初下跌 13.12%
65% scheelite concentrate is priced at RMB 399,000/ton, down 61.99% from its peak and down 13.12% from the beginning of the year.
二、仲钨酸铵(APT)(三方综合成交价)
国内 APT:58.60 万元 / 吨,自高位回落 61.31%,较年初下跌 11.66%
Ammonium paratungstate (APT) is priced at RMB 586,000/ton, down 61.31% from its peak and down 11.66% from the beginning of the year.
欧洲 APT:2950-3210 美元 / 吨度,折合人民币 177.1-192.9 万元 / 吨,较年初上涨 237.2%
European APT is priced at USD 2,950-3,210/mtu (equivalent to RMB 1.771-1.929 million/ton), up 237.2% 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:955 元 / 公斤,自高位回落 61.15%,较年初下跌 11.58%
Tungsten powder is priced at RMB 955/kg, down 61.15% from its peak, and down 11.58% from the beginning of the year.
碳化钨粉:905 元 / 公斤,自高位回落 61.56%,较年初下跌 12.78%
Tungsten carbide powder is priced at RMB 905/kg, down 61.56% from its peak, and down 12.78% from the beginning of the year.
四、钴粉(SMM + 中钨综合价)
钴粉:470 元 / 公斤,自高位回落 19.31%,较年初下跌 9.43%
Cobalt powder is priced at RMB 470/kg, down 19.31% from its peak, 9.43% lower than the beginning of the year.
五、钨铁
70 钨铁:64.50 万元 / 吨,自高位回落 54.58%,较年初下跌 1.68%
70% ferrotungsten is priced at RMB 645,000/ton, down 54.58% from its peak and down 1.68% from the beginning of the year.
欧洲钨铁:205-215 美元 / 千克钨,折合人民币 97.3-101.8 万元 / 吨,自高位回落 35.31%,较年初上涨 52.18%
European ferrotungsten is priced at USD 205-215/kg W (equivalent to RMB 0.973-1.018 million/ton), down 35.31% from its peak, but up 52.18% 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:698 元 / 公斤。上游原生原料持续低位磨底,高纯无氧化纯钨棒流通货源持续偏紧,整体跌幅显著小于普通统货废料;中钨在线同步标注废钨不含税参考 622 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 698/kg. Primary tungsten raw materials continued bottom consolidation. Tight supply of non-oxidized high-purity tungsten rod limited its price loss. CTIA also released tax-exclusive reference price at RMB 622/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):562 元 / 公斤,废钨磨削废料 6.9 元 / 度。合金废料供给充足,回收报价低位维稳,短期无进一步下调空间。
Cemented carbide insert scrap (premium whole rust-free grade): RMB 562/kg. Tungsten grinding sludge scrap: RMB 6.9/unit. Ample supply of cemented carbide scrap kept purchasing prices stable at low levels with no further downside.