舞动奇迹

【观点】申银万国：冶炼产量或下降，锌价中期偏强波动_我的网站

A |     Karan Johar and Kartik Aaryan are set to team up once again, marking their third film together. This new project is expected to begin filming in August 2026, right after the duo completes Tu Meri Main Tera Main Tera Tu Meri and Naagzilla. Their repeated collaborations clearly show how Kartik’s association with Dharma Productions is getting stronger, alongside his growing presence in the industry.          A Bollywood Hungama report mentioned that Kartik has already agreed to take on another lead role under Dharma’s banner. While the plot is still under wraps, the report suggests that the film is being developed from scratch. A source quoted in the piece said, "Kartik has already given Karan Johar the green light for another film, the details of which are being closely guarded. Within Dharma, he’s now being positioned as the banner’s new poster boy, rapidly scaling up by fronting multiple big-ticket projects. Karan is convinced that Kartik is among the most bankable heroes in the country right now and is staking huge box-office hopes on Tu Meri Main Tera Main Tera Tu Meri and Naagzilla as major money-spinners at the ticket windows."     This upcoming venture is being described as genre-defining, even though the makers haven’t revealed much about it yet. What is confirmed is that the shoot begins in August 2026, setting up a packed period ahead for both Karan Johar and Kartik Aaryan.          The news arrives alongside fresh buzz around Naagzilla, which is reportedly being shaped as a franchise. Kartik will remain the only constant across all instalments, while the rest of the team may change. The same source shared that, "As soon as the first Naagzilla film is launched, the pre-production for the next film in the series will start. Kartik will be the only constant in the series. The rest of the cast and crew will change in every instalment." In the film, Kartik plays Preyamvadeshwar Pyare Chand, an Ichhadhaari Naag, and the fantasy drama is set for release on August 14, 2026 timed with Naag Panchami.Also Read: Kartik Aaryan and Ananya Panday unveil the teaser of Tu Meri Main Tera Main Tera Tu Meri。

B |     锌：夜盘锌主力合约收涨1.17%。

C | 锌精矿加工费持续低位，精矿供应阶段性紧张。据上海有色网数据，国内锌冶炼产量可能下降。中钢协统计的镀锌板库存总体高位。基建投资累计增速放缓，汽车产销和地产负增长；家电排产下降。

D | 受预期冶炼产量下降影响，锌价中期可能偏强波动。

E | 建议关注美元、冶炼产量和下游需求等变化。

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