金属新材料高频数据周报：钨价格创近10个月新高，氧化镨钕价格连续两周上涨-20250513

Investment Rating - The report maintains an "Accumulate" rating for the non-ferrous metal sector [5] Core Views - The report highlights the continuous increase in the price of praseodymium and neodymium oxide, suggesting a positive outlook for demand in 2025. It recommends focusing on companies with cost advantages and expansion potential in the lithium mining sector, as well as those in the cobalt market due to supply adjustments [4][26] Summary by Sections Non-Ferrous Metals - Cobalt prices remain stable at 240,000 CNY/ton with a week-on-week change of 0% [10] - The price of carbon fiber is 83.8 CNY/kg, also unchanged, with a gross profit of -18.31 CNY/kg [24] - The price of lithium carbonate has decreased to 69,100 USD/ton, reflecting a 2.33% decline [26] New Energy Vehicle Materials - The price of praseodymium and neodymium oxide has risen to 423.30 CNY/kg, marking a 3.0% increase [26] - Lithium hydroxide prices are reported at 67,000 CNY/ton, down by 1.0% [31] - The report notes a significant increase in new energy vehicle production, with March 2025 figures showing 1.277 million units produced, a 43.9% month-on-month increase [27] Photovoltaic Materials - The price of photovoltaic-grade polysilicon has decreased to 4.34 USD/kg, down 1.1% [2] - EVA prices are reported at 11,250 CNY/ton, a decrease of 0.9% [2] Nuclear Power Materials - Uranium prices have dropped to 51.83 USD/lb, reflecting a 4.6% decrease [2] Consumer Electronics Materials - The price of indium has decreased, with rough indium priced at 24.25 CNY/kg, down 4.0% [3] - The price of silicon carbide remains stable at 5,600 CNY/ton [3] Recommendations - The report suggests focusing on companies in the non-ferrous metal sector, particularly those involved in rare earths and lithium mining, as well as cobalt and tin producers due to expected price increases [4]