【有色】多晶硅价格近3个月首次上涨，氧化镨钕价格创近19个月新高——金属新材料高频数据周报（0707-0713）（王招华/马俊）

Group 1: Military Industry New Materials - The price of electrolytic cobalt this week is 248,000 CNY/ton, down 0.8% week-on-week. The price ratio of electrolytic cobalt to cobalt powder is 0.92, down 1.2% week-on-week; the price ratio of electrolytic cobalt to cobalt sulfate is 4.89, down 2.7% week-on-week [3] - The price of carbon fiber this week is 83.8 CNY/kg, unchanged week-on-week, with a gross profit of 8.41 CNY/kg [3] - The price of beryllium remains stable this week [3] Group 2: New Energy Vehicle Materials - The price of Li2O 5% lithium concentrate at China's port is 590 USD/ton, up 1.29% week-on-week [4] - The prices of battery-grade lithium hydroxide, electric carbon, and industrial carbon are 62,900 CNY/ton, 61,300 CNY/ton, and 57,400 CNY/ton, respectively, with changes of +2.2%, +2.17%, and -0.4% week-on-week [4] - The price of cobalt sulfate this week is 49,300 CNY/ton, up 0.82% week-on-week [4] - The prices of lithium iron phosphate and 523-type cathode materials are 30,500 CNY/ton and 106,300 CNY/ton, respectively, with changes of 0% and +0.7% week-on-week [4] - The price of neodymium oxide is 456.24 CNY/kg, up 2.3% week-on-week [4] Group 3: Photovoltaic New Materials - The price of photovoltaic-grade polysilicon is 4.94 USD/kg, up 17.1% week-on-week [5] - The price of EVA is 10,350 CNY/ton, down 0.5%, remaining at a high level since 2013 [5] - The price of 3.2mm photovoltaic glass coating is 24.0 CNY/sqm, unchanged week-on-week [5] Group 4: Nuclear Power New 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 changes of 0%, 0%, and 0%, respectively; zircon sand at 14,025 CNY/ton, down 1.4%; and zirconium silicate at 14,012.5 CNY/ton, unchanged [6] - The uranium price for May 2025 is 57.31 USD/lb, up 8.8% [6] Group 5: Consumer Electronics New Materials - The price of cobalt tetroxide is 202,000 CNY/ton, up 3.86% week-on-week [7] - The price of lithium cobalt oxide is 175.0 CNY/kg, unchanged week-on-week [7] - The price of silicon carbide is 5,400.00 CNY/ton, unchanged week-on-week; the prices of high-purity gallium, crude indium, and refined indium are 1,825.00 CNY/kg, 2,425.00 CNY/kg, and 2,525.00 CNY/kg, with changes of -1.1%, 0%, and 0%, respectively [7] - The price of germanium dioxide is 9,800 CNY/kg, unchanged week-on-week, with 50% used for optical fibers and 15% for electronics and solar devices; 80% of high-purity gallium is used for semiconductors [7] Group 6: Precious Metals - The prices of platinum, rhodium, and iridium are 328.00 CNY/g, 1,535.00 CNY/g, and 1,185.00 CNY/g, with changes of +0.6%, +5.5%, and +4.4%, respectively [8]