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中金：钽铌行业供需格局重塑，战略价值重估_我的网站

A |     If the latest reports from the industry are anything to go by, Nani’s upcoming film The Paradise has undergone a major change in its release plans. Initially, the makers had locked March 26, 2026, as the release date. The team stood their ground even after Ram Charan’s Peddi announced its arrival for March 27. Despite the clear clash, Nani reportedly showed no hesitation. He was game for a direct box-office face-off, believing in the strength of his content.          The Paradise to step back?     However, after several internal discussions, the team of The Paradise has chosen to step back from the March window. With Peddi arriving a day later and carrying massive expectations, the makers of Nani’s film felt it was wiser not to risk their film, especially since it is being made on a record budget for Nani. The Paradise needs a big solo release to enjoy the box office advantage and maximize its potential, commercially and critically. Directed by Srikanth Odela, who previously delivered the intense action drama Dasara, The Paradise is shaping up as a big-scale emotional entertainer. The film also features veteran actor Mohan Babu in a powerful role. With such an ensemble cast and high investment, the producers want everything, from promotions to release timing to work in their favour.          Filmmakers eyeing May 2026?     The latest buzz is that The Paradise team is now looking at May 2026 as their new release plan. Summer has traditionally been a strong season for Telugu cinema, and the makers believe that a solo release in May will give the action adventure the right platform to shine. While fans are slightly disappointed by the delay, many agree that the move is strategic and beneficial for the film’s long-term success. While we await an official confirmation, the expectations continue to grow on the ambitious film.Also Read: Peddi: Vicky Kaushal’s Father Sham Kaushal Collaborates With Ram Charan。    获悉，中金公司研报称，钽铌行业供给脆弱性突出、外部扰动风险加剧，AI、新能源、商业航天等战略新兴领域催生新需求，供需趋紧与地缘博弈有望驱动价格中枢上移。

B | 在行业竞争格局深刻变化背景下，钽铌行业的全产业链一体化具有重大战略意义，上游资源有保障、中游产能有扩张、下游技术有壁垒的企业有望显著受益。

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