金吾财讯 | 广发证券研究表示，需求端来看，钨是战略资源，高端制造业需求稳步增长，未来产业打开长期需求天花板。供给端而言，供给逐步出清，持续面临紧约束，行业格局不断优化，钨供给有望进入长期低增速周期。供需紧平衡有望助推长期上行。上行周期钨全产业链充满机遇，重视量价齐升企业。
金吾财讯 | 广发证券研究表示，需求端来看，钨是战略资源，高端制造业需求稳步增长，未来产业打开长期需求天花板。供给端而言，供给逐步出清，持续面临紧约束，行业格局不断优化，钨供给有望进入长期低增速周期。供需紧平衡有望助推长期上行。上行周期钨全产业链充满机遇，重视量价齐升企业。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.