中国掌控全球约82%的钨矿产量，作为全球最大的钨资源国和供应国，对钨矿实行严格的开采总量控制，2025年钨矿开采总量为6.7万吨，从源头限制了供给的弹性。国金证券在研报中指出，2025年中国钨精矿开采总量控制第一批指标同比缩减6.5%，叠加环保及安全督查严格限制表外钨矿山产出，有效供给持续收缩。
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As an aside, it’s worth saying the Neo’s intended audience is decidedly not the sort of folks who will quibble about the limited USB bandwidth the machine offers. As Devindra Hardawar said last week, the target market for this machine is the same people who bought Walmart’s MacBook Air M1. He also made the point — rightly — that macOS remains unburdened with all of the awful AI features which are making Windows use an increasingly less enjoyable experience. Even so, if you are quibbling about such specs, it’s not as if the iPad Air, with its one USB-C port, offers a meaningful improvement.