Mei Ri Jing Ji Xin Wen·2025-08-14 23:46Group 1 - The price of tungsten products is reaching new highs due to a decrease in supply influenced by the first batch of tungsten concentrate quotas and environmental inspections in China [1] - The increase in tungsten supply from foreign mines such as Sandong and Dolphin is below expectations, while the Bakuta tungsten mine has commenced production but lacks local smelting capacity, necessitating transportation back to China for processing before export [1] - The overall balance sheet for tungsten is tight, with a more pronounced supply gap overseas compared to domestic levels, leading to an optimistic price outlook [1] Group 2 - The domestic antimony price has nearly bottomed out, with the Ministry of Commerce responding to export license applications for antimony, indicating compliance reviews will be conducted [1] - Downstream terminal demand for antimony is at a low point, but expectations for reduced production in photovoltaic glass have been realized, and the traditional peak season for flame retardants in September and October is approaching [1] - If export demand recovers effectively alongside the peak season for flame retardants, it is expected to significantly boost domestic antimony prices [1]