有色金属行业金属新材料高频数据周报：碳化硅价格创近5个月新高，六氟磷酸锂价格创近4个月新高

Investment Rating - The report maintains an "Overweight" rating for the metal new materials sector [2]. Core Insights - The report highlights that silicon carbide prices have reached a nearly five-month high, while lithium hexafluorophosphate prices have hit a four-month high [1]. - It suggests a continued positive outlook for the metal new materials sector, particularly focusing on companies like Yunnan Zinc Industry and Chihong Zn & Ge, as well as lithium mining companies with cost advantages [1]. Summary by Sections Military New Materials - Electrolytic cobalt price remains stable at 179,000 CNY/ton, with a ratio of electrolytic cobalt to cobalt powder at 1.12, unchanged [1][10]. - Carbon fiber price is 83.8 CNY/kg, with a gross profit of -20.99 CNY/kg [1][23]. - Beryllium price remains stable at 852,000 CNY/ton [1][20]. New Energy Vehicle Materials - Lithium ore price (5% Li2O) at the Chinese port is 751 USD/ton, unchanged [1][6]. - Prices for various carbon materials are as follows: electrolytic carbon at 77,000 CNY/ton, industrial carbon at 73,500 CNY/ton, and battery-grade lithium hydroxide at 68,900 CNY/ton, with respective changes of -1.3%, -1.36%, and +0.6% [1][31]. - Cobalt sulfate price is 27,500 CNY/ton, down by 0.36% [1][31]. Photovoltaic New Materials - Photovoltaic-grade polysilicon price is 4.42 USD/kg, unchanged [1][6]. - EVA price is 10,000 CNY/ton, down by 1.0% [1][6]. Nuclear Power New Materials - Uranium price is 63.16 USD/pound, down by 5.0% [1][6]. Consumer Electronics New Materials - Silicon carbide price increased by 7.3% to 5,900 CNY/ton [1][6]. - High-purity gallium and indium prices are 2,375 CNY/kg, unchanged, while germanium dioxide price is 13,450 CNY/kg, down by 2.2% [1][6]. Other Materials - Iridium price decreased, with platinum, rhodium, and iridium prices at 226.00, 1,155.00, and 1,100.00 CNY/gram, respectively [1][6]. Recommended Stocks - The report recommends focusing on the metal new materials sector, particularly on companies with strong positions in the lithium and rare earth markets, such as Salt Lake Co., Tibet Mining, and Ganfeng Lithium [1][6].