金属新材料高频数据周报（20251124-20251130）：电碳价格创近16个月新高，六氟磷酸锂价格连续4个月上涨-20251201

Investment Rating - The report maintains a rating of "Buy" for the non-ferrous metals sector [5] Core Insights - The report highlights a significant increase in the price of electric carbon, reaching a 16-month high, with prices for electric carbon, industrial carbon, and battery-grade lithium hydroxide rising by 4.3%, 4.07%, and 2.9% respectively [1][28] - The report suggests a continued positive outlook for the metal new materials sector, particularly lithium and cobalt, with specific companies recommended for investment due to their cost advantages and resource expansion potential [4] Summary by Relevant Sections Military New Materials - The price of electrolytic cobalt increased to 400,000 CNY/ton, up 1.8% week-on-week, with a price ratio of electrolytic cobalt to cobalt powder at 0.77, up 1.1% [1][10] - Carbon fiber prices remained stable at 83.8 CNY/kg, with a gross profit of -9.53 CNY/kg [21] New Energy Vehicle Materials - The report notes that the price of lithium carbonate has reached approximately 92,000 CNY/ton, with a recommendation to focus on companies with advantageous costs and expansion potential in the lithium mining sector [4] - The price of lithium iron phosphate and 523-type cathode materials were reported at 391,000 CNY/ton and 156,800 CNY/ton, with changes of +2.62% and -1.5% respectively [1][39] Photovoltaic New Materials - The price of photovoltaic-grade polysilicon remained stable at 6.50 USD/kg, with EVA prices at 10,100 CNY/ton, also unchanged [2] Nuclear Power New Materials - Uranium prices increased to 63.96 USD/lb, up 1.7% [2] Consumer Electronics New Materials - Prices for various materials such as cobalt oxide and lithium cobalt oxide remained stable, with cobalt oxide priced at 344,800 CNY/ton [3] Other Materials - Platinum prices increased by 4.6% to 412 CNY/g, while rhodium and iridium prices saw slight declines [3]