有色行业金属新材料高频数据周报：电碳价格已连续三周上涨，六氟磷酸锂连续八周上涨

Investment Rating - The report maintains an "Overweight" rating for the non-ferrous metals sector [2]. Core Insights - The report highlights that the prices of electric carbon have risen for three consecutive weeks, while lithium hexafluorophosphate prices have increased for eight consecutive weeks [1]. - It suggests a continued positive outlook for the metal new materials sector, particularly focusing on companies involved in germanium and rare earth materials [1]. Summary by Relevant Sections Military New Materials - Electrolytic cobalt price remains stable at 181,000 CNY/ton, with a ratio of electrolytic cobalt to cobalt powder at 1.08, unchanged week-on-week [1][10]. - Carbon fiber price is 85.0 CNY/kg, with a gross profit of -15.21 CNY/kg [1][22]. - Beryllium price remains stable at 852,000 CNY/ton [1][19]. New Energy Vehicle Materials - The price of lithium carbonate (Li2O 5% lithium concentrate) has reached 720 USD/ton, unchanged week-on-week [1]. - Electric carbon, industrial carbon, and battery-grade lithium hydroxide prices are 76,800 CNY/ton, 72,400 CNY/ton, and 67,100 CNY/ton, respectively, with increases of 2.5%, 2.35%, and 0.2% [1][30]. - Cobalt sulfate price is 28,000 CNY/ton, down 1.75% [1]. Photovoltaic New Materials - The price of photovoltaic-grade polysilicon is 4.50 USD/kg, down 1.7% [1]. - EVA price remains stable at 10,200 CNY/ton, maintaining a high level since 2013 [1]. Nuclear Power New Materials - Uranium price has increased to 66.51 USD/lb, up 2.9% [1]. Consumer Electronics New Materials - The price of crude indium has decreased, with cobalt acid lithium priced at 175.0 CNY/kg, unchanged [1]. - Silicon carbide price is 5,500 CNY/ton, down 1.8% [1]. Other Materials - Platinum price has decreased, with 99.95% platinum priced at 227.00 CNY/g, down 4.6% [1]. Suggested Focus Stocks - The report recommends focusing on companies in the metal new materials sector, particularly Yunnan Germanium and Chihong Zn & Ge, due to rising germanium prices [1]. - It also suggests monitoring lithium mining companies with cost advantages and resource expansion potential, such as Salt Lake Co., Zangge Mining, and Tianqi Lithium [1].