Group 1: Military Industry New Materials - The price of electrolytic cobalt is 237,000 CNY/ton, with a week-on-week change of -0.4% [2] - The price of carbon fiber remains at 83.8 CNY/kg, with a gross profit of -8.78 CNY/kg [2] - The price of beryllium remains stable [2] Group 2: New Energy Vehicle Materials - The price of Li2O 5% lithium concentrate has reached 535 USD/ton, with a week-on-week change of -1.83% [3] - The prices of battery-grade lithium hydroxide, industrial-grade lithium carbonate, and electrolytic-grade lithium carbonate are 61,800 CNY/ton, 60,000 CNY/ton, and 62,600 CNY/ton, with week-on-week changes of -1.0%, -0.96%, and -1.9% respectively [3] - The price of iron phosphate lithium and 523-type cathode materials are 303,000 CNY/ton and 1,059,000 CNY/ton, with week-on-week changes of -3.81% and +0% respectively [3] Group 3: Photovoltaic New Materials - The price of photovoltaic-grade polysilicon is 4.28 USD/kg, with no change week-on-week [4] - The price of EVA is 10,500 CNY/ton, with a week-on-week change of -0.9% [4] - The price of 3.2mm photovoltaic glass coating is 24.0 CNY/square meter, with no change week-on-week [4] Group 4: Nuclear Power New Materials - The prices of zirconium-related materials such as zirconium oxychloride and sponge zirconium remain stable, while uranium price is 52.17 USD/pound, with a week-on-week change of +0.6% [5] Group 5: Consumer Electronics New Materials - The price of cobalt tetroxide is 186,500 CNY/ton, with a week-on-week change of -0.27% [6] - The price of silicon carbide is 5,600 CNY/ton, with no change week-on-week [6] - The prices of high-purity gallium, crude indium, and refined indium are 1,875 CNY/kg, 2,425 CNY/kg, and 2,525 CNY/kg, all remaining unchanged [6] Group 6: Other Materials - The prices of platinum, rhodium, and iridium are 278.00 CNY/g, 1,480.00 CNY/g, and 1,015.00 CNY/g, with week-on-week changes of +8.2%, +1.7%, and -2.9% respectively [7]
【有色】铂价格创2018年以来新高,钨价格再创2013年以来新高值——金属新材料高频数据周报(0602-0608)(王招华等)
光大证券研究·2025-06-10 14:11