金属新材料高频数据周报（20260302-20260308）：粗铟价格30日上涨9.0%，电车材料价格普遍下跌-20260309

Investment Rating - The report maintains an "Accumulate" rating for the non-ferrous metals sector [5] Core Insights - The report highlights a general decline in prices for various new materials, particularly in the electric vehicle and photovoltaic sectors, while some materials like rhenium and praseodymium-neodymium oxide have seen price increases [1][2][3][4] - The report suggests a positive outlook for the metal new materials sector, driven by upcoming policy changes regarding export tax rebates for battery products, which may stimulate short-term demand [4] Summary by Relevant Sections Military New Materials - Electrolytic cobalt price decreased to 429,000 CNY/ton, down 1.6% week-on-week; cobalt powder price ratio is 0.75, down 1.6% [1][10] - Rhenium price increased to 47,070 CNY/kg, up 1.7% week-on-week [1][19] - Carbon fiber price remains stable at 83.8 CNY/kg, with a gross profit of -6.44 CNY/kg [1][22] New Energy Vehicle Materials - Lithium hydroxide price decreased to 151,100 CNY/ton, down 7.0% week-on-week; lithium carbonate price decreased to 155,100 CNY/ton, down 9.8% [1][35] - Sulfuric cobalt price is 95,200 CNY/ton, down 0.10% [1][45] - Phosphate iron lithium price is stable at 52,400 CNY/ton, with a gross profit of -1,900 CNY/ton [1][49] Photovoltaic New Materials - Photovoltaic-grade polysilicon price decreased to 5.77 USD/kg, down 6.3% week-on-week [2] - EVA price remains at 9,650 CNY/ton, stable at a low level since 2013 [2] Recommendations - The report recommends focusing on companies with cost advantages and resource expansion potential in the lithium mining sector, such as Salt Lake Co., Zangge Mining, and Tianqi Lithium [4] - It also suggests monitoring cobalt companies like Huayou Cobalt and tungsten companies like Zhangyuan Tungsten [4]