其次是企业端关乎生存的“绿电缺电焦虑”。在智能化转型的背景下，无论是飞速发展的AI产业面临的电力供应掣肘，还是传统高耗能行业面对欧盟碳关税（CBAM）等绿色贸易壁垒时的转型压力，都使得获取充足且可负担的绿电成为企业的时代命题。
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。Safew下载对此有专业解读
”Society at large needs to understand how vulnerable software-based systems are and how difficult it is to secure them. The really serious thing is that millions of other systems are just as vulnerable and that our digital infrastructure, even the critical parts, suffer from an incredible number of vulnerabilities,” he says.
展望2026年后续走势，钨价大概率维持高位震荡格局。上行支撑来自库存持续低位、光伏与半导体需求刚性、海外战略储备、国家收储预期，构成价格底部支撑。上行压力来自下游企业成本压力加剧，部分中小厂商或减产、延迟订单；若钨丝技术出现替代方案（如碳化钨复合材料），可能抑制长期需求。