【有色】氧化镨钕价格连续1个月上涨,电解钴价格连续1个月上涨——金属新材料高频数据周报(1201-1207)(王招华/马俊等)
光大证券研究·2025-12-10 23:03

Group 1: Military Industry New Materials - The price of electrolytic cobalt has increased to 408,000 CNY/ton, a week-on-week increase of 2.0% [3] - The price ratio of electrolytic cobalt to cobalt powder is 0.78, up by 1.5% week-on-week; the price ratio of electrolytic cobalt to cobalt sulfate is 4.44, up by 1.2% [3] - Carbon fiber price remains at 83.8 CNY/kg with a gross profit of -9.53 CNY/kg [3] Group 2: New Energy Vehicle Materials - The prices of electric carbon, industrial carbon, and battery-grade lithium hydroxide are 92,100 CNY/ton, 89,300 CNY/ton, and 82,400 CNY/ton, with week-on-week changes of +0%, +0%, and +1.0% respectively [4] - The price of cobalt sulfate is 88,500 CNY/ton, reflecting a week-on-week increase of 0.17% [4] - The prices of lithium iron phosphate and 523-type cathode materials are 39,100 CNY/ton and 156,300 CNY/ton, with week-on-week changes of +0% and -0.3% respectively [4] - The price of praseodymium-neodymium oxide has risen to 582.72 CNY/kg, a week-on-week increase of 2.8% [4] Group 3: Photovoltaic New Materials - The price of photovoltaic-grade polysilicon is 6.50 USD/kg, with no week-on-week change [5] - The price of EVA has decreased to 9,900 CNY/ton, a week-on-week decline of 2.0%, reaching a low since 2013 [5] - The price of 3.2mm photovoltaic glass coating remains at 24.0 CNY/square meter with no week-on-week change [5] Group 4: Nuclear Power New Materials - The prices of zirconium-related materials such as oxychloride zirconium, sponge zirconium, and hafnium oxide remain unchanged, while the price of uranium has decreased to 62.24 USD/pound, a week-on-week decline of 2.7% [6] Group 5: Consumer Electronics New Materials - The price of tetracobalt oxide is 344,800 CNY/ton with no week-on-week change; lithium cobalt oxide is priced at 381.0 CNY/kg, also unchanged [7] - The price of silicon carbide has dropped to 5,400.00 CNY/ton, a week-on-week decrease of 6.9% [7] - The prices of high-purity gallium, crude indium, and refined indium remain unchanged at 1,805.00 CNY/kg, 2,405.00 CNY/kg, and 2,505.00 CNY/kg respectively [7] Group 6: Other Materials - The prices of platinum, rhodium, and iridium are 424.00 CNY/g, 1,995.00 CNY/g, and 1,100.00 CNY/g respectively, with platinum increasing by 2.9% week-on-week and rhodium decreasing by 3.4% [8]