Me yasa Tungsten Carbide da Cobalt Powders suka hau kan Farashi a wannan shekara?

I. Cobalt Foda Frenzy: DRC Takaddama Fitar da Sabbin Makamashi na Duniya

1. DRC Ta Kashe Kashi 80% na Samar da Cobalt na Duniya

Jamhuriyar Demokradiyyar Kongo (DRC) tana ba da kayayyaki78% na cobalt na duniya. A cikin Fabrairu 2025, ba zato ba tsammani ya sanar da wani4 - dakatarwar fitar da albarkatun danyen cobalt wata, rage samar da cobalt na duniya da kashi 26% (daidai da gibin tan 30,000 - ton kowane wata). Masu fasa kwauri na duniya sun fuskanci “rikicin albarkatun kasa,” tare da raguwar yawan aiki zuwa kashi 58%. Kananan – zuwa – matsakaitan masana’antu har ma sun rufe, suna tura foda na cobaltfarashin tabo ya tashi da ¥3,500/ton a cikin wata guda- Mafi girman tsalle tun 2024.

2. Sabbin Makamashi da Kayayyakin 3C Suna Haɓakar Cobalt Scramble, Hannun Ruwa

An saita tallace-tallacen sabbin motocin makamashi na duniya don haɓaka 25% a cikin 2025. A halin yanzu,Batirin lithium na ternary (na EVs) da kuma cobalt - baturan acid (na na'urorin 3C)suna kara rura wutar bukatar cobalt, wanda ya haura tan 150,000. Da zarar ya isa na kwanaki 45, cobalt foda hannun jari yanzukwanaki 28 kacal- wadata - buƙatar rashin daidaituwa wanda ke da tsada mai tsada.

3. Kwangiloli da Dogayen Kwangiloli Ƙirƙirar Ƙarƙashin Farashi

Haramcin fitar da DRC ya haifar da firgici. Yan kasuwa sun tara sama da kashi 30% na kayayyaki, farashin tabo ya karu da kashi 12%. Don guje wa girgiza nan gaba, masu yin baturisanya hannu na dogon lokaci kwangiloli watanni 3 da wuri, Yin dogon lokaci farashin 8% sama da tabo. Wannan ya haifar da zagayowar:haɓakar farashin → ƙarin tarawa → har ma da farashi mafi girma.

II. Tungsten Carbide Surge: Tsattsauran Ma'adinai na Duniya + Ƙarfafa Sashin Bunƙasa

1. Ƙimar Ƙimar Ƙimar Ƙimar Ƙimar Ƙimar Ƙimar Ƙimar Ƙimar Tungsten

Fiye da kashi 60% na tungsten na duniya sun fito ne daga yanki ɗaya mai mahimmanci. A cikin 2025, an yanke kaso 6.45% na ma'adinan ma'adinai na farko, kuma kashi 30% na ƙananan ma'adanai sun rufe saboda tsauraran dokokin muhalli. Farashin baƙar fata tungsten maida hankali (raw abu)buga ¥172,000/ton(mai girma rikodin). A watan Yuni, farashin foda na tungsten carbide yayi tashin gwauron zabi¥364/kg.

2. Photovoltaics, Tsaro, da Drones suna Korar Buƙatun fashewa

Tungsten carbide ba kawai don yankan kayan aikin ba ne!Wayoyin tungsten Photovoltaic (tare da> 14% shigar duniya)suna bunƙasa, tare da manyan kamfanoni na "layin samar da mitoci biliyan" suna gudana ba tsayawa. Tsaro (haɗin makaman nukiliya) da masana'antar drone suma suna kwace tungsten carbide, tare da waɗannan sassa uku.lissafin kashi 40% na sabon bukatar- fanko kasuwanni cikin dare.

3. Sarrafa Fitar da Fitarwa Yana Haɗuwa da Haɗin Hannu a Duniya

Manyan tungsten - kasashe masu fitar da kayayyaki sun gabatar da ka'idojin "daya - izini - kowane - oda". Tsoron karanci, masu saye a ketarefara tarawa watanni 6 da wuri, tura farashin kasa da kasa 13% sama da matakan gida. A cikin Q1 2025, farashin fitarwa na tungsten carbide ya tashi da kashi 45%, kuma umarni na ketare ya kai kashi 35% na tallace-tallace - bukatar kasashen waje ta kara mai a wutar.

III. Za a Ci gaba da Haɓakawa? Yaya Ya Kamata Kamfanoni Su Amsa?

1. Short - Term: Babban Ƙarfafawa kamar yadda Gaps ya ci gaba

• Cobalt Foda: Haramcin fitarwa na DRC zai kasance har zuwa Q3 2025, yana haifar da gibin 32,000 - ton a duniya. Farashi za su yi musabaha tsakanin¥260–¥280/kg.
• Tungsten Carbide Foda: Tare da 15,000 - ton danyen gibin albarkatun kasa da kuma buƙatun photovoltaic kololuwa, farashin na iya gwadawa¥380/kg.

2. Dogon Lokaci: Race Tsakanin Ƙaura da Ƙaddamarwa

• Cobalt: Kamfanoni suna canzawa samarwa zuwa Indonesia (tare da manyan 'yan wasa da suka riga sun gina tsire-tsire). Nan da 2026, sabon iya aiki zai iya sauƙaƙe matsi na wadata.
• Tungsten Carbide: A kulasilicon carbide yankan kayan aikin(riga ya maye gurbin 20% na tungsten carbide). Kamfanoni dole ne su haɓaka samfuran ƙarshe (misali, nano - tungsten carbide mai daraja, wanda ke haɓaka riba da 50%).

3. Dabarun Tsira: Amintaccen Bayar da + Haɓaka Tech

• Short - Term: Kulle kayayyaki tare da kwangiloli na dogon lokaci ko amfani da gaba don shinge haɗarin farashin.
• Dogon lokaciZuba jari a cikin R & D don samfurori masu girma (misali, high - cobalt mai tsabta don semiconductor, tungsten don haɗin nukiliya). Yi amfani da fasaha don doke matsin farashi.

Wannan hauhawar farashin yana tafiyar da itamanufofin yanki, bukatun duniya, da wasannin babban birnin kasar. Ga kamfanoni a duk duniya, nasara tana nufin fahimtar "me yasa kayayyaki suke da ƙarfi" da "wane ne ke siyan ƙarin" - sannan ko dai tabbatar da sarƙoƙi ko haɓaka sabbin abubuwa. Sai kawai za su iya bunƙasa a cikin wannan guguwar albarkatu.