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有色金属行业研究:钽:AI敞口最大、上涨斜率最陡-国金证券

  • 2026-07-12 03:20:21
有色金属行业研究:钽:AI敞口最大、上涨斜率最陡-国金证券
国金证券 2026 年 6 月钽行业研报指出，钽是半导体、空天核心稀有金属，供给高度依赖非洲，刚果金等三国合计占全球 84.1% 产量，核心矿区塌方、地缘冲突导致供给脆弱。2024 年全球钽消费 2500 吨，中国为最大消费国，AI 拉动钽电容、先进制程钽靶材、燃气轮机高温合金三大需求高增。当前 AI 需求尚未充分释放，供给紧平衡下钽价弹性大，上涨斜率有望优于多数金属。

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  1. CONNECT:[ UseTime:0.000632s ] mysql:host=127.0.0.1;port=3306;dbname=e_15386;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000741s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000319s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000298s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000503s ]
  6. SELECT * FROM `set` [ RunTime:0.000205s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000723s ]
  8. SELECT * FROM `article` WHERE `id` = 459428 LIMIT 1 [ RunTime:0.000823s ]
  9. UPDATE `article` SET `lasttime` = 1783910760 WHERE `id` = 459428 [ RunTime:0.019010s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 65 LIMIT 1 [ RunTime:0.000295s ]
  11. SELECT * FROM `article` WHERE `id` < 459428 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.000533s ]
  12. SELECT * FROM `article` WHERE `id` > 459428 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.002865s ]
  13. SELECT * FROM `article` WHERE `id` < 459428 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.002641s ]
  14. SELECT * FROM `article` WHERE `id` < 459428 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.014245s ]
  15. SELECT * FROM `article` WHERE `id` < 459428 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.002009s ]
0.121916s