金属新材料高频数据周报：枧下窝停产短期有望助推锂价抬升，铑价格创近2个月新高-20250811

Investment Rating - The report maintains an "Overweight" rating for the non-ferrous metals sector [5] Core Insights - The lithium price is expected to rise in the short term due to the suspension of operations at the Jiangxia lithium mine, along with supply disruptions from other mines [4] - The report highlights the price trends of various materials, including a decrease in cobalt prices and an increase in lithium concentrate prices [1][2][3] Summary by Relevant Sections Military New Materials - Electrolytic cobalt price is 260,000 CNY/ton, down 1.9% week-on-week, with a price ratio of electrolytic cobalt to cobalt powder at 0.89, down 6.9% [1][10] - Carbon fiber price remains stable at 83.8 CNY/kg, with a gross profit of -8.64 CNY/kg [1][21] New Energy Vehicle Materials - Lithium concentrate price is 669 USD/ton, up 4.69% week-on-week [1][8] - Prices for battery-grade lithium hydroxide and other lithium products show mixed trends, with battery-grade lithium hydroxide at 65,600 CNY/ton, up 0.6% [1][28] - Phosphate lithium price is 327,000 CNY/ton, stable week-on-week [1][40] Photovoltaic New Materials - Photovoltaic-grade polysilicon price is stable at 4.94 USD/kg [2] - EVA price remains at 10,100 CNY/ton, at a low level since 2013 [2] Nuclear Power New Materials - Uranium price is 59.58 USD/pound, up 4.0% [2] Other Materials - Rhodium price increased by 2.4% to 1,910 CNY/gram [3][18] - The report suggests focusing on companies with cost advantages and resource expansion potential in the lithium sector, such as Tianqi Lithium and Ganfeng Lithium [4]