然而,现实格局仍由中国主导。2025年1–10月,中国对25种钨制品实施出口管制,根据安泰科统计,2025年中国累计出口钨品约1.31万吨,同比下降27.5%。2026年初,中国对日本出口两用物项管制加强,预计对日本市场下降幅度将加大。即便美国推动AI定价,其模型难以覆盖中国国内庞大的非公开交易、战略收储与企业惜售行为,短期内难以撼动中国钨价的"锚定效应"。
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On Thursday morning, I attended a Q&A panel with four top Samsung smartphone executives. Until 2025, Samsung was the world's largest smartphone manufacturer, and by association, the world's largest maker of cameras. It's still the second largest after Apple.