【有色】电碳价格创近16个月新高，六氟磷酸锂价格连续4个月上涨——金属新材料高频数据周报（1124-1130）（王招华/马俊等）

Group 1: Military Industry New Materials - The price of electrolytic cobalt is 400,000 CNY/ton, with a week-on-week increase of 1.8%. The price ratio of electrolytic cobalt to cobalt powder is 0.77, up by 1.1% week-on-week, while the price ratio of electrolytic cobalt to sulfuric cobalt is 4.39, up by 1.4% [4] - Carbon fiber price remains at 83.8 CNY/kg, with no change week-on-week, resulting in a gross profit of -9.53 CNY/kg [4] Group 2: New Energy Vehicle New Materials - The prices of electric carbon, industrial carbon, and battery-grade lithium hydroxide are 92,100 CNY/ton, 89,300 CNY/ton, and 81,500 CNY/ton respectively, with week-on-week increases of 4.3%, 4.07%, and 2.9%. The price gap between electric carbon and industrial carbon is at its lowest since November 2024, indicating a potential weakening in lithium battery market conditions compared to the industrial sector [5] - The price of sulfuric cobalt is 88,400 CNY/ton, with no change week-on-week [5] - The prices of lithium iron phosphate and 523-type cathode materials are 39,100 CNY/ton and 156,800 CNY/ton respectively, with week-on-week changes of +2.62% and -1.5% [5] - The price of praseodymium-neodymium oxide is 566.92 CNY/kg, with a week-on-week increase of 3.4% [5] Group 3: Photovoltaic New Materials - The price of photovoltaic-grade polysilicon is 6.50 USD/kg, with no change week-on-week [6] - The price of EVA is 10,100 CNY/ton, remaining unchanged and at a low level since 2013 [6] - The price of 3.2mm photovoltaic glass coating is 24.0 CNY/square meter, with no change week-on-week [6] Group 4: Nuclear Power New Materials - The prices of zirconium oxychloride, sponge zirconium, hafnium oxide, zirconium silicate, and zircon sand are 13,750 CNY/ton, 145 CNY/kg, 9,000 CNY/kg, 13,450 CNY/ton, and 14,012.5 CNY/ton respectively, all remaining unchanged week-on-week. The uranium price for October 2025 is 63.96 USD/pound, with a week-on-week increase of 1.7% [7] Group 5: Consumer Electronics New Materials - The price of cobalt oxide is 344,800 CNY/ton, with no change week-on-week. The price of lithium cobalt oxide is 3,810 CNY/kg, also unchanged [8] - The price of silicon carbide is 5,800 CNY/ton, with no change week-on-week. The prices of high-purity gallium, crude indium, and refined indium are 1,805 CNY/kg, 2,405 CNY/kg, and 2,505 CNY/kg respectively, all remaining unchanged [9] Group 6: Other Materials - The prices of platinum, rhodium, and iridium are 412.00 CNY/g, 2,065.00 CNY/g, and 1,100.00 CNY/g respectively, with week-on-week changes of +4.6%, -3.3%, and 0% [10]