Kev nce nqi tungsten, cov khoom siv nruj dua thiab kev xav tau los ntawm kev tsim khoom siab heev tau hloov kho lub ntiaj teb carbide laum me ntsis kev lag luam hauv xyoo 2026. Rau cov tuam txhab, cov neeg xa khoom thiab cov neeg siv hlau ua haujlwm, tus nqi ntawm carbide laum me ntsis yog nce txuas nrog tungsten raw khoom muaj, cuab yeej lub neej, machining efficiency thiab tag nrho cov nqi ntawm ib lub qhov.

1. Tungsten Nqe: Los ntawm Raw Khoom mus rau Carbide Drill Bits

Nyob rau lub caij nplooj ntoos hlav 2026, European ammonium paratungstate (APT) benchmark tshaj USD 3,150 ib metric ton unit, sawv cev nce txog 550% piv nrog rau 14 lub hlis dhau los. Raws li Rotterdam tus qauv ntsuas, qhov nce tau ze rau 900%. APT yog ib qho tseem ceeb nruab nrab raw khoom rau cemented carbide, yog li kev hloov pauv hauv APT thiab tungsten tus nqi tuaj yeem cuam tshuam rau carbide laum me ntsis thiab txiav cov cuab yeej hais.

Cov ntaub ntawv tshaj tawm hais tias Mitsubishi Cov Khoom Siv tau npaj yuav nce nqi rau kev txiav txim tshiab uas muaj tungsten-raws li cov ntaub ntawv cemented carbide rau ntau tshaj peb npaug ntawm qib dhau los txij lub Rau Hli. DIJET tshaj tawm tus nqi nce mus txog 60% rau qee cov cuab yeej txiav thiab txiav tawm ntawm qee yam carbide rods thiab daim hlau. Ceratizit qhia tag nrho cov machining- cov cuab yeej nce li ntawm 10%–15%, nrog rau cov nqi ntxiv ntawm 60%–80% nyob ntawm cov khoom pawg thiab cov khoom xa tuaj.

2. Tus nqi txawv teb chaws thiab txawv teb chaws

Txij lub Tsib Hlis mus txog rau Lub Rau Hli 2026, Tuam Tshoj kev lag luam tau ntsib kev kho qhov tseem ceeb. Domestic tungsten carbide hmoov cov nqi poob los ntawm kwv yees li ib nrab ntawm lawv thaum ntxov - xyoo ncov, ib feem vim yog kev ceev faj hauv qab, txo cov khoom muag thiab tsis muaj zog noj. Lub hauv paus sau tseg tias qhov kev kho no tau txwv tsis pub xa mus rau kev lag luam txawv teb chaws, qhov twg European APT cov lus hais tseem nyob siab dua USD 3,000 ib metric ton unit.

Qhov no tau tsim qhov pom tus nqi sib txawv ntawm cov khoom siv hauv Suav teb raw- cov nqi khoom thiab txawv teb chaws nyoos- cov khoom siv ntsuas. Rau cov neeg siv khoom thoob ntiaj teb carbide laum me ntsis, qhov no ua rau cov khoom siv raw- cov khoom siv, kev ua raws li kev xa tawm thiab muab kev ruaj ntseg tseem ceeb rau kev txiav txim siab nrog rau tus nqi khoom siv.

3. Tungsten Supply: Ib qho kev txwv

Raws li US Geological Survey cov ntaub ntawv tau hais los ntawm lub hauv paus, lub ntiaj teb tungsten mine ntau lawm nyob rau hauv 2024 yog txog 81,000 tonnes, ntawm uas Tuam Tshoj tsim tau kwv yees li 67,000 tonnes, accounting rau ntau tshaj 80%. Qhov concentration ntawm kuv cov khoom siv txhais tau hais tias txoj cai lossis kev hloov pauv ntau lawm tuaj yeem cuam tshuam rau lub ntiaj teb tungsten kev ua lag luam.

Thaum Lub Ob Hlis 2025, Tuam Tshoj tau qhia txog kev tswj xyuas cov ntawv tso cai xa tawm rau tungsten-cov khoom lag luam. Thaum Lub Ib Hlis Ntuj Tim 6, 2026, 2026 tsab ntawv teev npe rau kev xa tawm thiab xa tawm daim ntawv tso cai rau ob qho - siv cov khoom thiab thev naus laus zis tau pib siv. Lub hauv paus tau hais tias tungsten oxides thiab carbides tau suav nrog hauv daim ntawv tso cai, nrog rau kev txwv rau qee tus neeg siv kawg thiab kev xa tawm dawb rau xyoo 2026-2027.

Lub hauv paus tseem ceeb tshaj tawm tias Suav APT xa tawm poob los ntawm 782 tonnes hauv 2024 mus rau 243 tonnes nyob rau thawj 11 lub hlis ntawm 2025, yuav txo tau ze li ntawm 70%. Thaum Lub Ib Hlis thiab Lub Ob Hlis 2026, APT xa tawm tau tshaj tawm txog xoom, thaum xa tawm ntawm tungsten carbide thiab tungsten hmoov rau Nyiv kuj poob rau xoom.

Ntawm sab mining, thawj 2025 tungsten mining quota tau tshaj tawm ntawm 58,000 tonnes, kwv yees li 6.45% qis dua xyoo rau xyoo. Lub hauv paus tseem qhia txog cov qib ore poob qis, kev tswj hwm ib puag ncig nruj dua thiab cov khoom muag qis, nrog cov khoom muag hauv ntau thaj tsam thaum pib ntawm 2026 tau tshaj tawm tsawg dua 15 hnub ntawm kev noj.

4. AI, Electronics thiab Advanced Manufacturing nce Drill Demand

Kev xa khoom nruj yog tshwm sim thaum qhov kev thov nthuav dav. Ib qho piv txwv yog qhov xav tau ntau ntxiv rau PCB micro- xyaum ua haujlwm nrog AI servers. Server PCBs tab tom txav mus rau cov txheej txheem ntau dua thiab siab dua - zaus, siab - qauv tsim. Cov substrates nyuaj ua rau qhov nyuaj drilling thiab xyaum hnav.

Lub hauv paus piav qhia txog kev hloov pauv los ntawm ib qho piv txwv - xyaum- ib - qhov kev xyaum mus rau ntau qhov kev xyaum ib lub qhov rau siab - ntau cov PCB ntau lawm, nrog rau kev txwv nruj dua ntawm kev sib sau thiab rov siv cov kev xyaum ua haujlwm zoo. Qhov no ua rau muaj kev xyaum siv ntau dua hauv tib txoj kev tsim khoom PCB.

Aerospace, tiv thaiv, lub zog thiab cov ntaub ntawv-kev tsim kho hauv nruab nrab kuj txhawb kev thov rau cov cuab yeej siv tshuab thiab cov cuab yeej txiav. Asmeskas txiav- cov cuab yeej siv tau txog $ 2.56 nphom hauv 2025, nce 2.5% xyoo rau xyoo, raws li qhov chaw. Lub Koom Haum Nyij Pooj Tshuab Tuam Txhab Lub Koom Haum xav kom 2026 tshuab- cov cuab yeej xaj kom ncav cuag JPY 2 trillion, nrog cov khoom siv hluav taws xob thiab cov ntaub ntawv-cov peev hauv nruab nrab tau txheeb xyuas tias yog cov tsav tsheb tseem ceeb.

5. Carbide Drill Bits tau txais kev koom nrog hauv Drilling Tool Market

Lub hauv paus kwv yees lub ntiaj teb drilling- cuab yeej ua lag luam ntawm kwv yees li USD 8.74 billion hauv 2026, nrog kev loj hlob ntawm kwv yees li 4.7%. Siab -kev xyaum steel ceev tseem suav txog 44.6% ntawm chav tsev muag khoom, tab sis ntu tau piav qhia tias yog nyob rau theem tom qab ntawm kev loj hlob.

Carbide laum khoom tau txais qhov tseem ceeb vim tias lawv cov khoom siv tau zoo thiab cov cuab yeej ua haujlwm - lub neej zoo. Lawv feem ntawm cov nyiaj tau los ntawm kev muag khoom tau tshaj tawm ntawm 36.2% hauv 2026, nrog kev loj hlob ntawm 7.3%, sai dua li qhov drilling tag nrho- cuab yeej ua lag luam.

Coated xyaum kuj tseem nthuav. Cov ntaub ntawv tshaj tawm tias txheej txheej nkag tau nce los ntawm 18.4% hauv 2023 txog 27.1% hauv 2026 thiab xav tias yuav ntau dua 35% los ntawm 2030. Laum txoj kab uas hla hauv qab 6 hli tau txheeb xyuas tias yog ib qho nrawm tshaj plaws - loj hlob ntu, nrog rau kev loj hlob txhua xyoo ntawm kev sib txuas ntawm 10 mus rau 8%. 3C electronics, precision pwm thiab cov khoom siv kho mob.

6. Cov nqi xa tawm thiab cov qauv khoom

Raws li Shanghai Metals Market (SMM) cov ntaub ntawv hais hauv qhov chaw, Tuam Tshoj cov cemented -carbide inserts exports poob 15% xyoo rau xyoo rau 1,724 tonnes thaum Lub Ib Hlis-Lub Xya Hli 2026, thaum kev xa khoom tau nce 25% rau 874 tonnes. Lub hauv paus ntsiab lus ua rau cov khoom xa tawm tsis muaj zog ib feem rau cov khoom lag luam muag txawv teb chaws thiab ntau dua cov khoom siv raw- cov khoom siv, thaum nce kev xa tawm qhia tau hais tias txuas ntxiv kev thov rau cov khoom lag luam hauv siab - kawg machining daim ntawv thov xws li aerospace thiab precision pwm.

Nyob rau tib lub sijhawm, tus nqi xa tawm ntau dua qhia tau tias cov khoom siv raw- cov nqi nce tau raug xa mus rau thoob ntiaj teb kev lag luam thiab cov khoom sib xyaw ua ke mus rau siab dua - cov cuab yeej txiav nqi.

7. European Kev Ua Lag Luam: Vim li cas Cov Cuab Yeej Yuav Tsum Rov Ntsuam Xyuas Cov Khoom Muag

Teb chaws Europe tau piav nyob rau hauv qhov chaw raws li ib tug net -ntshuam ua lag luam nrog kwv yees li 34% ntshuam dependence thiab tsis muaj domestic tungsten mine ntau lawm. Nrog rau European APT cov qauv ntsuas tseem tshuav siab dua USD 3,000 ib metric ton unit thiab loj Japanese thiab European txiav- cov tuam txhab lag luam tshaj tawm tus nqi nce, cov tuam txhab hlau ua haujlwm ntsib cov nqi yuav khoom ntau dua.

Qhov chaw no tuaj yeem ua rau muaj kev txaus siab rau tus nqi-txoj kev zoo ntawm cov tuam txhab me thiab nruab nrab- cov tuam txhab hlau ua haujlwm loj. Portugal, Spain thiab Ltalis tau txheeb xyuas nyob rau hauv qhov chaw ua lag luam nrog ntau yam SME hlau ua haujlwm. Nyob rau tib lub sijhawm, quotation validity lub sij hawm yog luv luv. Cov hauv paus ntsiab lus hais txog Ceratizit raws li kev tshaj tawm cov ntawv ceeb toom tus nqi nquag, ua rau ib xyoo - cov lus hais nyuaj zuj zus thiab 30-hnub lossis luv luv siv sijhawm ntau dua.

Rau Suav txiav- cov khoom siv cuab yeej, qhov xwm txheej tsim ob qho tib si nqi thiab kev muab khoom- cov kev sib tw saw. Cov khoom nyoos hauv tsev- cov khoom siv kho tus nqi tuaj yeem muab qee qhov chaw nqi, thaum xa tawm daim ntawv tso cai thiab daim ntawv teev npe dawb yuav ua rau cov khoom ruaj khov yog ib feem tseem ceeb ntawm kev lag luam thoob ntiaj teb carbide laum me ntsis.

8. Tag nrho cov nqi ib qhov yog hloov cov cuab yeej yooj yim

Thaum lub sij hawm raw- cov khoom siv tus nqi voj voog, cov neeg yuav khoom tuaj yeem ntsuas tus nqi carbide los ntawm tag nrho cov nqi siv hluav taws xob ntau dua li tus nqi yuav khoom ib leeg. Qhov chaw hais txog Ingersoll Cutting Tools milling khoom tus thawj coj Mike Dieken, uas tau pom tias lub sijhawm siv lub tshuab siv thaum lub sijhawm tsim khoom tuaj yeem raug nqi ntau dua li cov cuab yeej txiav nws tus kheej. Ceratizit tus thawj coj ntawm pawg thawj coj saib xyuas Andreas Lackner tau piav qhia APT tias yog ib qho tseem ceeb ntawm kev siv khoom lag luam.

Plaub cov lus teb tau hais tseg hauv qhov chaw:

 Txheeb xyuas tag nrho cov nqi ntawm cov tswv cuab: ntsuas tus nqi ntawm ib lub qhov thiab suav nrog cov cuab yeej - hloov sijhawm, downtime thiab tus nqi seem.

 Txhim kho kev siv cov khoom siv: indexable thiab hloov tau - lub taub hau tsim tuaj yeem txo qhov xav tau los hloov tag nrho cov cuab yeej.

 Ua kom cov carbide recycling: rov siv cov cemented carbide tuaj yeem ua ob qho tib si kev ntsuas kev ruaj khov thiab tus nqi - cov cuab yeej tswj.

 Xav txog lub sijhawm ntev - cov ntawv cog lus muab khoom thiab cov khoom lag luam tawm tswv yim uas cov nyiaj tau los thiab cov kev cai tsim khoom tso cai.

9. 2026–2030 Outlook rau Carbide Drill Bits

Raws li cov kev kwv yees hais hauv lub hauv paus, lub ntiaj teb drilling - cov cuab yeej ua lag luam tuaj yeem loj hlob ntawm kwv yees li 4.3% CAGR los ntawm 2026 txog 2030 thiab ncav cuag li $ 10.3 nphom los ntawm 2030. Raws li lwm qhov kev lag luam kwv yees, qhov carbide laum me ntsis ntu tuaj yeem nce los ntawm kwv yees li $ 2.562 billion hauv 2030 USD.

Lub hauv paus qhia tias kev ua lag luam tab tom nrhiav tus nqi sib npaug tshiab tshaj li qib ua ntej -2025. Nws kuj tau hais tias kev pab cuam ntau heev yuav nyuaj nyob rau hauv 18-24 lub hlis tshwj tsis yog tias cov khoom tshiab uas tsis yog Suav tungsten nce mus txog kev lag luam ua ntej tshaj qhov xav tau.

10. Qhov tseem ceeb Takeaways rau Carbide Laum Bit Cov neeg yuav khoom thiab cov chaw muag khoom

Xyoo 2026, carbide laum me ntsis kev yuav khoom tau txuas ntxiv mus rau tungsten raw- cov khoom siv tus nqi, muab kev ruaj ntseg, cuab yeej lub neej thiab kev tsim khoom lag luam. Lub hauv paus ntsiab lus tseem ceeb yog tias kev lag luam tau txav mus dhau tus nqi yooj yim - piv rau - kev sib piv kev ua tau zoo.

Rau cov chaw tsim khoom thiab cov chaw muag khoom, kev muab khoom-cov saw resilience, raw- cov khoom siv tau zoo, muaj peev xwm rov ua dua tshiab thiab lwm txoj hauv kev tsim cov khoom siv tau nce ntxiv. Rau cov neeg siv kawg, ntsuas qhov kev ua haujlwm drilling los ntawm tus nqi ib lub qhov tuaj yeem muab lub hauv paus tseem ceeb rau kev yuav khoom dua li kev sib piv tus nqi yuav khoom ntawm tus kheej xyaum ib leeg.