【有色】铼粉价格连续2个月上涨——金属新材料高频数据周报（20260202-20260208）（王招华/马俊/王秋琪）

Group 1: Military Industry New Materials - The price of electrolytic cobalt this week is 420,000 CNY/ton, down 5.2% week-on-week. The price ratio of electrolytic cobalt to cobalt powder is 0.73, also down 5.2% [4] - The price of carbon fiber this week is 83.8 CNY/kg, unchanged from the previous week, with a gross profit of -9.19 CNY/kg [4] Group 2: New Energy Vehicle Materials - The prices of lithium carbonate and lithium hydroxide this week are 134,400 CNY/ton and 132,500 CNY/ton, down 16.2% and 16.1% respectively [5] - The price of sulfuric cobalt this week is 95,300 CNY/ton, unchanged from the previous week [5] - The prices of lithium iron phosphate and 523-type cathode materials are 52,400 CNY/ton and 180,000 CNY/ton, with changes of 0% and -3.5% respectively [5] - The price of praseodymium-neodymium oxide is 757.72 CNY/kg, up 1.2% [5] Group 3: Photovoltaic New Materials - The price of photovoltaic-grade polysilicon this week is 6.19 USD/kg, down 6.5% [6] - The price of EVA is 9,650 CNY/ton, unchanged and at a low level since 2013 [6] - The price of 3.2mm photovoltaic glass coating is 24.0 CNY/sqm, unchanged [6] Group 4: Nuclear Power New Materials - The prices of zirconium-related materials this week are as follows: zirconium oxychloride at 13,750 CNY/ton, sponge zircon at 145 CNY/kg, hafnium oxide at 9,000 CNY/kg, zirconium silicate at 14,875 CNY/ton, and zircon sand at 14,012.5 CNY/ton, with changes of 0%, -3.3%, 0%, 0%, and 0% respectively [7] - The uranium price for December 2025 is projected to be 63.51 USD/lb, up 2.0% [7] Group 5: Consumer Electronics New Materials - The price of cobalt oxide this week is 363,000 CNY/ton, unchanged [8] - The price of lithium cobalt oxide is 402.0 CNY/kg, down 0.5% [8] - The prices of silicon carbide, high-purity gallium, crude indium, and refined indium are 5,600.00 CNY/ton, 1,920.00 CNY/kg, 4,450.00 CNY/kg, and 4,550.00 CNY/kg, with changes of 0%, +2.1%, -4.3%, and -4.2% respectively [9] Group 6: Other Materials - The prices of platinum, rhodium, and iridium this week are 513.00 CNY/g, 2,595.00 CNY/g, and 1,855.00 CNY/g, with changes of -18.5%, -11.9%, and +0.5% respectively [10]