[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioe1881dca":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcioe1881dca","钨价两年狂飙逾7倍，钨矿商集体冲刺美股IPO","\u002Fdoc\u002Fdcioe1881dca","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，过去两年，供应约束叠加需求释放，钨价走出史诗级行情，全球钨矿商加速抢滩公开市场。继Guardian Metal Resources今年3月登陆美股后，上周又有两家私营钨矿商披露IPO计划。钨是坚硬耐热的战略金属，素有“工业牙齿”之称，用于军工、航空航天、高端制造等领域。作为行业基准，欧洲仲钨酸铵(APT)价格2021至2024年间介于每吨度240至355美元，2024年底收于343美元，2025年底达1005美元，9月底升至2925美元，不到两年涨幅达7.5倍。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>矿商抢滩资本市场\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>钨价飙升直接推动矿商加速上市融资。Guardian Metal Resources于今年3月在NYSE American挂牌，IPO定价为每ADS 13.50美元，发行约444万股ADS(对应2222万股普通股)，加上超额配售选择权，总募资额约6830万美元。该公司拥有内华达州Pilot Mountain和Tempiute两大钨矿项目，前者是美国最大的未开发钨矿床之一，后者曾是全美最大的钨矿生产地。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>上周，又有两家私营钨矿商披露IPO计划。卢旺达Trinity Metals正与潜在顾问和投资者洽谈赴纽约IPO事宜，公司CEO Peter Geleta表示，自2022年接手以来一直在推进上市进程，目前正与主要来自美国的投资者就IPO前融资进行磋商。该公司计划募集1至2亿美元，用于加速旗下锡、钨、钽矿的扩建。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>总部位于马德里的Abenojar Tungsten则计划在伦敦证券交易所主板上市，预计于今年第四季度开始交易。其旗下西班牙El Moto项目被公司称为全球最大、品位最高的未开发钨项目之一，项目税后净现值约15亿欧元(假设钨长期价格为每吨度1415美元)，目标2029年首次投产，并已被列为欧盟关键原材料法案下的战略项目。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>供应格局重构\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>此轮钨价暴涨的深层背景，是全球钨供应链的战略性重构。中国占全球钨产量约八成，且控制约85%的APT冶炼产能。2025年2月，中国对仲钨酸铵、氧化钨、碳化钨及特定固态钨制品等实施专项出口管制;2026年1月进一步加强对日两用物项出口管制。2025年12月，中国明确2026至2027年间仅允许15家企业出口钨产品。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>美国目前没有正在运营的商业钨矿，多个项目仍处于开发阶段，投产时间表尚未明确。标普全球预计，11个已宣布的海外钨矿项目到2030年合计可增加约2万吨年产能，但即便全部按期投产，仍将面临约1.6万吨的供应缺口。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>在需求端，军工采购的持续增长为钨价提供了额外支撑。研报显示，全球军工钨采购从2024年的2200吨增至2025年的3000吨，增幅36.4%。部分机构预计，若当前趋势延续，国防领域可能在2030年代中期超越汽车行业，成为钨的最大消费终端。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>对于投资者而言，钨矿商的IPO热潮提供了一个参与战略金属供应链的窗口。但分析师指出，钨价暴涨难以持续，若制造业复苏、新兴需求兑现并叠加全球战略备库，价格中枢有望维持在历史高位区间，回落空间有限。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]