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中文(ZH) 中金:中国钨业龙头有望迎来量价齐升

China's tungsten sector poised for growth amid AI demand; Intel grants rare tech access to startup

China International Capital Corporation (CICC) reports that the Chinese tungsten industry is poised for growth in both volume and price, driven by increasing demand from sectors like AI and high-end equipment. Tungsten prices have shown signs of rising after stabilizing in July, with overseas premiums reaching historic highs. In a separate development, Intel has reportedly granted a startup, Rosaic Labs Inc., access to some of its processor technology, a move facilitated by a long-standing investment relationship between Intel's CEO and the startup's leader. AI

IMPACT Increased demand for AI is driving growth in the tungsten market, a key material in electronics manufacturing.

RANK_REASON The cluster contains financial analysis and a report on a business development, not a core AI release or research.

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China's tungsten sector poised for growth amid AI demand; Intel grants rare tech access to startup

COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    CICC: China's Tungsten Industry Leader Expected to See Both Volume and Price Increases

    36氪获悉,中金公司研报指出,当前AI、高端装备等新兴需求快速增长,中国钨产业链下游、中游等关键环节利润率持续向好。国内钨价在7月下跌企稳后再次出现涨价迹象,海外溢价率也已创下历史新高。中金公司认为中国钨业龙头有望迎来量价齐升,且当前估值水平已具备较大吸引力。