钨的产业概况和供需关系分析:从“节流”到“开源”转变已迫在眉睫

Analyses on the Industry Overview and Supply-Demand Relationship of Tungsten:The Urgent Transformation from"Tightening Capacity"to"Expanding Capacit"

钨作为战略性金属矿产,其资源保供问题已经上升到国家战略高度。钨是中国的优势矿产,具有较大的资源储备。近年来,国家出台一系列政策保护战略性矿产资源,对钨精矿的开采执行指标限制。然而,随着赣南钨产能的下滑,国内钨产业面临供应端动能不足的风险。本文着重分析了钨在供需两端的趋势,讨论了“钨资源”和“钨产能”两个不同概念的关系,并指出现阶段将“资源储备”转化为“产能储备”的必要性。

Tungsten is of strategic metallic minerals and its supply issue has been risen to the national strategic level.Tungsten is a kind of advantageous mineral resource with abundant reserves in China.In recent years,a series of policies have been put forward to protect strategic mineral resources and impose restrictions on the mining of tungsten.However,due to the decline in tungsten-production capacity in the south of Jiangxi Province,the tungsten industry is facing the risk of insufficient supply.This article focuses on analyzing the trends of tungsten at both supply and demand ends,discussing the relationship between the two different concepts of"tungsten resources"and"tungsten-production capacity",and pointing out the necessity of transforming"resource reserves"into"production-capacity reserves"in the current stage.