【有色】铂价格连续1个月上涨，氧化镨钕价格近1个月首次下跌——金属新材料高频数据周报（1208-1214）（王招华/马俊等）

Group 1: Military Industry New Materials - The price of electrolytic cobalt this week is 406,000 CNY/ton, a decrease of 0.5% week-on-week. The price ratio of electrolytic cobalt to cobalt powder is 0.78, down 1.0% [4] - The price of carbon fiber this week is 83.8 CNY/kg, with a gross profit margin of 9.61 CNY/kg [4] 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 82,200 CNY/ton, respectively, with changes of +0%, +0%, and -0.2% week-on-week. 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 this week is 90,200 CNY/ton, an increase of 1.86% [5] - The prices of lithium iron phosphate and 523-type cathode materials are 39,100 CNY/ton and 158,600 CNY/ton, with changes of +0% and +1.4% respectively [5] - The price of praseodymium-neodymium oxide is 578.74 CNY/kg, down 0.7% [5] Group 3: Photovoltaic New Materials - The price of photovoltaic-grade polysilicon this week is 6.50 USD/kg, unchanged week-on-week [6] - The price of EVA is 9,800 CNY/ton, a decrease of 1.0%, reaching a low level not seen 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 - 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 unchanged week-on-week [7] - The uranium price for November 2025 is 62.24 USD/pound, down 2.7% [7] Group 5: Consumer Electronics New Materials - The price of tetracobalt oxide is 347,300 CNY/ton, an increase of 0.73% [8] - The price of lithium cobalt oxide is 381.0 CNY/kg, unchanged [8] - The price of silicon carbide is 5,300.00 CNY/ton, down 1.9% [8] - The prices of high-purity gallium, crude indium, and refined indium are 1,805.00 CNY/kg, 2,475.00 CNY/kg, and 2,575.00 CNY/kg, with changes of +0%, +2.9%, and +2.8% respectively [9] - The price of germanium dioxide is 8,950 CNY/kg, unchanged [9] Group 6: Other Materials - The prices of platinum, rhodium, and iridium are 440.00 CNY/g, 2,085.00 CNY/g, and 1,100.00 CNY/g, with increases of 3.8%, 4.5%, and 0% respectively [10]