A | 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 |
A Chinese national flag flies at half-mast to mourn the death of Comrade Zhu Rongji at Tian'anmen Square in Beijing, capital of China, Aug. 18, 2026. (Xinhua/Ju Huanzong)
A Chinese national flag flies at half-mast to mourn the death of Comrade Zhu Rongji at Tian'anmen Square in Beijing, capital of China, Aug. 18, 2026. (Xinhua/Ju Huanzong) 。
C | 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。
D |
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