【有色】多晶硅价格连续2个月上涨，钴类品种价格全面上涨——金属新材料高频数据周报（0908-0914）（王招华/马俊/王秋琪）

Group 1: Military Industry New Materials - The price of electrolytic cobalt increased to 271,000 CNY/ton, a week-on-week increase of 3.0% [4] - The price ratio of electrolytic cobalt to cobalt powder is 0.87, up by 1.4% week-on-week; the price ratio of electrolytic cobalt to cobalt sulfate is 4.70, down by 3.5% [4] - Carbon fiber price remained stable at 83.8 CNY/kg with a gross profit of -8.59 CNY/kg [4] Group 2: New Energy Vehicle Materials - The price of Li2O 5% lithium concentrate at the Chinese port is 700 USD/ton, down by 3.58% week-on-week [5] - Prices for battery-grade lithium hydroxide, electric carbon, and industrial carbon are 74,600 CNY/ton, 72,400 CNY/ton, and 74,900 CNY/ton, reflecting decreases of 4.3%, 4.61%, and 1.6% respectively [5] - The price of cobalt sulfate is 53,800 CNY/ton, up by 1.13% week-on-week [5] - Prices for lithium iron phosphate and 523-type cathode materials are 34,300 CNY/ton and 114,700 CNY/ton, with increases of 0% and 1.2% respectively [5] - The price of praseodymium and neodymium oxide is 572.63 CNY/kg, down by 1.2% [5] Group 3: Photovoltaic New Materials - The price of photovoltaic-grade polysilicon is 6.45 USD/kg, up by 4.0% week-on-week [6] - EVA price remains at 10,800 CNY/ton, stable and at a low level since 2013 [6] - The price of 3.2mm photovoltaic glass coating is 24.0 CNY/square meter, unchanged [6] Group 4: Nuclear Power New Materials - Prices for zirconium-related materials such as zirconium oxychloride and sponge zircon are stable, while uranium price increased to 59.58 USD/pound, up by 4.0% [7] Group 5: Consumer Electronics New Materials - The price of cobalt tetroxide is 214,200 CNY/ton, up by 0.56% week-on-week [9] - Lithium cobalt oxide price is stable at 175.0 CNY/kg [9] - Silicon carbide price remains at 5,300.00 CNY/ton [9] - Prices for high-purity gallium, crude indium, and refined indium are 1,780.00 CNY/kg, 2,425.00 CNY/kg, and 2,525.00 CNY/kg, with changes of +1.4%, -0.8%, and -0.8% respectively [9] - The price of germanium dioxide is stable at 9,550 CNY/kg, with 50% used for optical fibers and 15% for electronics and solar devices [9] Group 6: Other Materials - Prices for platinum, rhodium, and iridium are 331.00 CNY/g, 1,875.00 CNY/g, and 1,195.00 CNY/g, with increases of 1.5%, 3.3%, and 0% respectively [10]