金属新材料高频数据周报：电碳价格近5个月首次上涨，电解钴价格创近1个月新高-20250707

Investment Rating - The report maintains an "Overweight" rating for the non-ferrous metals sector [5]. Core Insights - The report highlights a recent increase in the price of electrolytic cobalt, which reached 250,000 CNY/ton, reflecting a 0.8% week-on-week increase. The price ratio of electrolytic cobalt to cobalt powder is 0.93, also up by 0.8% [1][10]. - The lithium carbonate price has seen a rise, with the Li2O 5% lithium concentrate CIF price at 582.5 USD/ton, marking a 6.88% increase [2]. - The report suggests a continued positive outlook for the metal new materials sector, particularly in lithium and cobalt, with specific companies recommended for investment [4]. Summary by Sections Non-Ferrous Metals - Electrolytic cobalt price is 250,000 CNY/ton, up 0.8% week-on-week. The price ratio of electrolytic cobalt to cobalt powder is 0.93, up 0.8% [1][10]. - Carbon fiber price remains stable at 83.8 CNY/kg, with a gross profit of -8.51 CNY/kg [1]. - Beryllium price remains unchanged [1]. New Energy Vehicle Materials - The price of lithium carbonate has increased to 582.5 USD/ton, reflecting a 6.88% rise [2]. - The prices for electric carbon, industrial carbon, and battery-grade lithium hydroxide are 61,300 CNY/ton, 59,800 CNY/ton, and 57,700 CNY/ton, respectively, with week-on-week changes of +1.6%, +1.91%, and -1.1% [2][29]. - The price of lithium iron phosphate and 523-type cathode materials are 30,500 CNY/ton and 105,600 CNY/ton, respectively, with a week-on-week increase of 0.50% and no change [2]. Nuclear Power Materials - Uranium price has risen to 57.31 USD/lb, up 8.8% [3]. - Prices for zirconium-related materials remain stable, with no significant changes reported [3]. Consumer Electronics Materials - The price of cobalt tetroxide has increased to 194,500 CNY/ton, up 0.52% [3]. - Silicon carbide price remains stable at 5,400 CNY/ton [3]. Other Materials - Platinum price has decreased to 326 CNY/g, down 2.1% [3].