【有色】粗铟价格一周上涨35%——金属新材料高频数据周报(20260126-20260201)(王招华/马俊/王秋琪)
光大证券研究·2026-02-04 23:06

Group 1: Military Industry New Materials - The price of electrolytic cobalt this week is 443,000 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 0.8% week-on-week; the price ratio of electrolytic cobalt to cobalt sulfate is 4.51, up by 1.8% week-on-week [4]. Group 2: New Energy Vehicle Materials - The prices of lithium carbonate and lithium hydroxide this week are 160,400 CNY/ton and 157,900 CNY/ton, respectively, with week-on-week decreases of 6.2% and 2.0%. The price of cobalt sulfate is 95,300 CNY/ton, unchanged week-on-week. The prices of lithium iron phosphate and 523-type cathode materials are 52,400 CNY/ton and 186,500 CNY/ton, respectively, with week-on-week changes of 0% and -6.8%. The price of praseodymium-neodymium oxide is 748.70 CNY/kg, up by 11.3% week-on-week [5]. Group 3: Photovoltaic New Materials - The price of photovoltaic-grade polysilicon this week is 6.62 USD/kg, down by 16.0% week-on-week. The price of EVA is 9,650 CNY/ton, unchanged week-on-week, remaining at a low level since 2013. The price of 3.2mm photovoltaic glass coating is 24.0 CNY/square meter, unchanged 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, 150 CNY/kg, 9,000 CNY/kg, 14,875 CNY/ton, and 14,012.5 CNY/ton, respectively, all unchanged week-on-week. The uranium price for December 2025 is 63.51 USD/pound, with a week-on-week increase of 2.0% [7]. Group 5: Consumer Electronics New Materials - The price of cobalt oxide this week is 363,000 CNY/ton, unchanged week-on-week. The price of lithium cobalt oxide is 404.0 CNY/kg, with a week-on-week increase of 0.5%. The prices of silicon carbide, high-purity gallium, crude indium, and refined indium are 5,600.00 CNY/ton, 1,880.00 CNY/kg, 4,650.00 CNY/kg, and 4,750.00 CNY/kg, respectively, with week-on-week increases of 0%, 2.2%, 34.8%, and 33.8%. The price of germanium dioxide is 8,950 CNY/kg, unchanged week-on-week [8][9].