nbsp; Severe Weather TexasAn electrical transformer is seen on the ground backdropped by a storm-damaged building in Mineral Wells, Texas, Wednesday, April 29, 2026. (AP Photo/Julio C
的备货势必将驱动相应战略金属需求显著增长，且军工领域对于价格的敏感性不强，价格有望充分受益。 具体来看，钼是军工领域的核心战略高温金属，应用于航空发动机、坦克、舰船、穿甲弹等领域，全球中高端制造业及军工领域发展将带动钼需求稳健增长。锑是军工领域的关键战略金属之一，核心用途集中在弹药制造、武器装备强化（枪管/炮管等）、红外制导（锑化铟）、阻燃防护（军服、帐篷、武器装备的防火层）等领域，军工需求有望
sp; Severe Weather TexasAn electrical transformer is seen on the ground backdropped by a storm-damaged building in Mineral Wells, Texas, Wednesday, April 29, 2026. (AP Photo/Julio Cor
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