钨价飙涨?APT库存跌破200吨,欧洲加价抢货,受益股梳理

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Oct 08, 2025

一、核心事实核查:库存告急是真的吗?数据说了实话lAPT库存数据:格隆汇9月25日最新数据显示,国内APT社会库存已降至200吨以下,正常合理库存为600吨,库存缺口达2/3,这意味着中游加工企业“无米下锅”的风险真实存在。l企业原料库存:硬质合金企业原料库存仅12天,远低于30天安全线,这一数据与行业调研结果一致——部分中小企业已因缺料被迫减产。l欧洲求购情况:鹿特丹港APT到岸价已飙升至580...

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