【有色】电碳价格近5个月首次上涨，电解钴价格创近1个月新高——金属新材料高频数据周报（0630-0706）（王招华/马俊等）

Summary of Key Points Core Viewpoint - The article discusses the recent price trends of various materials in different sectors, highlighting significant changes in the prices of cobalt, lithium, and other new energy materials, as well as the implications for the respective industries. Group 1: Military Industry Materials - The price of electrolytic cobalt is 250,000 CNY/ton, with a week-on-week increase of 0.8% [3] - The price of carbon fiber remains stable at 83.8 CNY/kg, with a gross profit of -8.51 CNY/kg [3] - Beryllium prices are unchanged this week [3] Group 2: New Energy Vehicle Materials - The price of Li2O 5% lithium concentrate at the Chinese port is 582.5 USD/ton, reflecting a week-on-week increase of 6.88% [4] - The prices of electric carbon, industrial carbon, and battery-grade lithium hydroxide are 61,300 CNY/ton, 59,800 CNY/ton, and 57,700 CNY/ton, with respective changes of +1.6%, +1.91%, and -1.1% [4] - The price of cobalt sulfate is 48,900 CNY/ton, with a slight increase of 0.10% [4] - The prices of lithium iron phosphate and 523-type cathode materials are 30,500 CNY/ton and 105,600 CNY/ton, with changes of +0.50% and 0.0% respectively [4] - The price of praseodymium-neodymium oxide is 446.13 CNY/kg, with a week-on-week increase of 0.5% [4] Group 3: Photovoltaic Materials - The price of photovoltaic-grade polysilicon is 4.22 USD/kg, remaining stable [5] - The price of EVA is 10,400 CNY/ton, showing a decrease of 0.5%, but remains at a high level since 2013 [5] - The price of 3.2mm photovoltaic glass coating is 24.0 CNY/square meter, unchanged from the previous week [5] Group 4: Nuclear Power Materials - The prices of zirconium-related materials are as follows: oxychloride zirconium at 14,750 CNY/ton, sponge zirconium at 152.5 CNY/kg, and hafnium oxide at 9,000 CNY/kg, with no significant changes [6] - The uranium price is 57.31 USD/pound, reflecting an increase of 8.8% [6] Group 5: Consumer Electronics Materials - The price of cobalt tetroxide is 194,500 CNY/ton, with a week-on-week increase of 0.52% [7] - The price of lithium cobalt oxide is 175.0 CNY/kg, remaining stable [7] - The prices of silicon carbide, high-purity gallium, crude indium, and refined indium are 5,400.00 CNY/ton, 1,845.00 CNY/kg, 2,425.00 CNY/kg, and 2,525.00 CNY/kg respectively, all unchanged [7] - The price of germanium dioxide is 9,800 CNY/kg, also stable [7] Group 6: Other Materials - The prices of platinum, rhodium, and iridium are 326.00 CNY/g, 1,455.00 CNY/g, and 1,135.00 CNY/g respectively, with platinum showing a decrease of 2.1% [8]