关键观察点包括3月两会后开采配额执行情况、下游企业补库是否持续、废钨回收率能否突破37%。章源钨业等龙头公司凭借全产业链布局与资源储备，有望持续受益。2025年业绩预告显示，公司净利润同比增长51–86%，2026年一季度业绩有望再超预期。
Александра Синицына (Ночной линейный редактор)
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It reads like a lovely every day tale, not a fairy tale: no glass slippers, but wellies.
By day three of the campaign, at least four American troops had been killed, and Trump said Monday the operation could last “four to five weeks”—though he acknowledged it could run longer and declined to rule out the deployment of ground forces. The prospect of a protracted conflict heightens the financial stakes considerably, as Smetters’ models assume costs escalate sharply beyond the two-month mark. Fortune previously reported that the U.S. may rapidly run out of munitions, as previous war games indicate as little as a week’s worth of supplies, although the exact number is classified.