【研选行业】钨价年内涨幅超140%，Q3龙头净利润增915%，传导逻辑获验证，这几只标的弹性更足

Group 1 - The price of tungsten has increased by over 140% this year, with a significant profit surge of 915% for leading companies in Q3, validating the transmission logic and indicating that certain stocks have greater elasticity [1] - The sodium battery sector is set to kick off its large-scale production in 2025, targeting a storage capacity of 580 GWh, with costs reduced to 0.25 yuan/Wh, highlighting a strong recommendation from analysts to not miss out on sodium batteries after missing lithium batteries [1]