有色金属行业金属新材料高频数据周报：六氟磷酸锂价格创近4个月新高，铀价近五个月首次上涨

Investment Rating - The report maintains an "Overweight" rating for the non-ferrous metals sector [2]. Core Insights - Lithium hexafluorophosphate prices have reached a four-month high, while uranium prices have increased for the first time in five months [1]. - The report suggests a continued positive outlook for the metal new materials sector, highlighting specific companies to watch, including Yunnan Zinc Industry and Northern Rare Earth [1]. Summary by Relevant Sections Military New Materials - Cobalt prices remain stable at 179,000 CNY/ton, with a cobalt sulfate price ratio of 6.64, indicating relative stability in the military and new energy vehicle sectors [1][8]. - Carbon fiber prices have decreased to 83.8 CNY/kg, with a gross profit of -20.01 CNY/kg, reflecting a challenging market environment [1][21]. New Energy Vehicle Materials - Lithium carbonate and hydroxide prices are reported at 78,300 CNY/ton and 68,500 CNY/ton, respectively, with a slight decrease in lithium ore prices [1][29]. - The price of lithium iron phosphate and NCM523 materials has also seen minor declines, indicating a mixed pricing environment for battery materials [1][29]. Photovoltaic New Materials - The price of photovoltaic-grade polysilicon has dropped to 4.42 USD/kg, while EVA prices remain stable at 10,100 CNY/ton [1][24]. - The report notes that the photovoltaic glass price has not changed, maintaining a steady market position [1][24]. Nuclear Power New Materials - Uranium prices have increased to 66.51 USD/lb, marking a 2.9% rise, which is significant for the nuclear materials sector [1][24]. - Prices for zirconium-related materials remain stable, indicating a steady demand in the nuclear sector [1][24]. Consumer Electronics New Materials - The price of germanium dioxide has decreased to 13,750 CNY/kg, while cobalt oxide prices remain unchanged [1][24]. - Silicon carbide prices are stable, reflecting consistent demand in the electronics sector [1][24]. Other Materials - Platinum prices have decreased by 0.9%, while rhodium and iridium prices remain stable [1][24]. - The report emphasizes the importance of monitoring these price changes as they can indicate broader market trends [1][24].