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有色金属行业研究:钼:当AI遇上能化与制造,价格剑指新高-国金证券

  • 2026-08-23 08:25:49
有色金属行业研究:钼:当AI遇上能化与制造,价格剑指新高-国金证券
研报指出，钼凭借耐高温、低电阻特性，传统用于特钢、油气、造船、风电、军工，AI 存储新增需求打开成长空间，三星、SK 海力士在 3D NAND 用钼替代钨降低 RC 延迟。需求端中国占全球钼消费 50.3%，钢招持续高增，油气、高端制造、国防拉动需求；供给端钼多为铜矿伴生弹性弱，海外矿商产量下滑，国内新增产能有限。机构预测 2026-2028 年全球钼供需缺口持续扩大，支撑钼价上行，当前钼精矿价格年内涨幅显著。

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第95期公司研报——澳洋健康

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  1. CONNECT:[ UseTime:0.000563s ] mysql:host=127.0.0.1;port=3306;dbname=e_15386;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000621s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000288s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000261s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000531s ]
  6. SELECT * FROM `set` [ RunTime:0.000229s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000639s ]
  8. SELECT * FROM `article` WHERE `id` = 459776 LIMIT 1 [ RunTime:0.009636s ]
  9. UPDATE `article` SET `lasttime` = 1787819734 WHERE `id` = 459776 [ RunTime:0.011224s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 65 LIMIT 1 [ RunTime:0.000223s ]
  11. SELECT * FROM `article` WHERE `id` < 459776 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.000462s ]
  12. SELECT * FROM `article` WHERE `id` > 459776 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.000488s ]
  13. SELECT * FROM `article` WHERE `id` < 459776 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.001140s ]
  14. SELECT * FROM `article` WHERE `id` < 459776 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.001091s ]
  15. SELECT * FROM `article` WHERE `id` < 459776 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.001368s ]
0.176666s