本报记者 曹琦 一方面，在供给端，国内对钨矿实施开采总量控制，2026年开采指标延续偏紧格局，叠加环保与安全生产监管强化，中小 矿山产能退出，行业有效供给持续收缩。春节前后矿山开工率偏低，市场流通货源减少，进一步加剧现货紧张。 与此同时，全球钨矿资源品位下降、开采成本上升，海外新增产能释放缓慢，难以缓解全球供需缺口，为钨价高位运行提 供了支撑。 另一方面，在需求端，随着高端制造、新能源汽车及军工领域需求稳步复苏，硬质合金、切削工具企业开工率提升，下游 备货积极性高涨。其中，光伏钨丝、军工、半导体三大新兴领域需求爆发式增长，成为拉动钨需求的核心引擎。 "有机构预计，2026年光伏钨丝渗透率预计突破80%，仅光伏领域新增钨需求就占全球总需求的5%以上；半导体领域中， 3nm及以下先进制程芯片对高纯钨的需求激增，进一步放大供需矛盾。"福建华策品牌定位咨询创始人詹军豪向记者表示。 行业加速转型 2026年开年以来，钨矿市场迎来强势上涨行情，核心品种价格接连刷新历史纪录，成为有色金属板块表现最突出的品种之 2月24日，有头部企业在官微公布2026年2月下半月长单采购报价：55%黑钨精矿报价73万元/标吨；55%白钨精矿 ...

Group 1 - The article discusses the dual approach of export controls and tightened mining quotas in China's tungsten industry, aiming to guide the sector towards high-end and green circular development [2][3] - The export control policy serves three purposes: resource security, industrial upgrading, and geopolitical strategy, enhancing China's dominance in critical mineral sectors [3] - In 2024, China's tungsten ore production is projected to be 67,000 tons, accounting for 82.7% of global production, highlighting China's significant role in the tungsten market [3] Group 2 - The first batch of tungsten mining quota for 2025 is set at 58,000 tons, a decrease of 6.45% compared to the previous year, with major production areas like Jiangxi seeing a reduction of over 10% [4] - As of April 29, the average price of tungsten powder reached 321,000 yuan per ton, reflecting a significant increase, indicating a strong market response to supply constraints [4][5] - The demand for tungsten is expected to rise due to manufacturing recovery, with high-end applications in aerospace, industrial robotics, and semiconductors driving this demand [5] Group 3 - Companies are adapting to policy changes by focusing on reducing uncertainties and enhancing their operational efficiency, with some firms reporting minimal impact from the export controls [6] - The export control measures are not entirely prohibitive but involve extended approval processes, affecting the operational timelines of companies [6] - The trend towards resource recovery and recycling is gaining traction, as companies seek to mitigate rising costs and enhance their competitive edge in a tightening market [6][7]