有色行业金属新材料高频数据周报：铀价近5个月首次上涨，氧化镨钕价格环比微增

Investment Rating - The report maintains an "Overweight" rating for the non-ferrous metals sector [2]. Core Insights - The report highlights a recent increase in uranium prices for the first time in five months, along with a slight increase in the price of praseodymium and neodymium oxide [1]. - The report suggests a continued positive outlook for the metal new materials sector, particularly focusing on gallium and indium prices, which have shown significant fluctuations [1][5]. Summary by Relevant Sections Military New Materials - The price of carbon fiber has increased to 86.0 CNY/kg, with a gross profit of -14.61 CNY/kg [1][5]. - The price of electrolytic cobalt remains stable at 181,000 CNY/ton, with a ratio of electrolytic cobalt to cobalt powder at 1.07, indicating stable demand in the military sector [1][5]. New Energy Vehicle Materials - The price of lithium carbonate has reached 720 USD/ton, with a slight increase of 0% [1][15]. - The prices for battery-grade lithium hydroxide and other lithium products have shown minor fluctuations, indicating a stable supply chain [1][15]. Photovoltaic New Materials - The price of photovoltaic-grade polysilicon has decreased to 4.58 USD/kg, reflecting a downward trend in the solar materials market [1][15]. - EVA prices remain stable at 10,200 CNY/ton, maintaining a high level since 2013 [1][15]. Nuclear Power New Materials - Uranium prices have increased to 66.51 USD/lb, marking a 2.9% rise [1][15]. - Prices for zirconium-related materials remain stable, indicating consistent demand in the nuclear sector [1][15]. Consumer Electronics New Materials - The price of crude indium has decreased, while other materials like gallium have remained stable, reflecting mixed trends in the electronics sector [1][15]. Other Materials - Platinum prices have increased by 0.8%, while rhodium and iridium prices remain stable [1][15].