金属新材料高频数据周报：铼价格再创近6年新高，钨价格创近10年新高-20250805

Investment Rating - The report maintains an "Overweight" rating for the non-ferrous metals sector [5] Core Insights - The report highlights significant price movements in various metals, with rhenium reaching a six-year high and tungsten hitting a ten-year high. It emphasizes the importance of monitoring price trends in key materials such as cobalt, lithium, and rare earth elements to gauge market dynamics and investment opportunities [4][9] Summary by Relevant Sections Military New Materials - Electrolytic cobalt price increased to 265,000 CNY/ton, up 6.9% week-on-week. The price ratio of electrolytic cobalt to cobalt powder is 0.95, up 4.5% [9][10] - Carbon fiber price remains stable at 83.8 CNY/kg, with a gross profit of -8.24 CNY/kg [20] New Energy Vehicle Materials - Lithium concentrate price decreased to 677 USD/ton, down 4.51% week-on-week. Battery-grade lithium hydroxide prices increased by 8.2% to 65,200 CNY/ton [22][27] - Sulfuric cobalt price rose to 50,800 CNY/ton, up 2.01% [36] Photovoltaic New Materials - EVA price decreased by 0.5% to 10,100 CNY/ton, remaining at a low level since 2013 [2] - Photovoltaic-grade polysilicon price stable at 4.94 USD/kg [2] Nuclear Power New Materials - Uranium price increased to 59.58 USD/lb, up 4.0% [2] Consumer Electronics New Materials - Tetracobalt oxide price increased to 207,500 CNY/ton, up 2.47% [3] - Silicon carbide price remains stable at 5,400 CNY/ton [3] Investment Recommendations - The report suggests focusing on companies with cost advantages and resource expansion potential in the lithium sector, such as Salt Lake Co., Zangge Mining, and Tianqi Lithium [4] - It also recommends monitoring companies in the cobalt sector due to the extension of the cobalt export ban from the Democratic Republic of Congo, including Huayou Cobalt [4]