【有色】粗铟价格30日上涨9.0%，电车材料价格普遍下跌——金属新材料高频数据周报（20260302-20260308）（王招华/王秋琪）

Group 1: Military Industry New Materials - The price of electrolytic cobalt is 429,000 CNY/ton, down 1.6% week-on-week. The price ratio of electrolytic cobalt to cobalt powder is 0.75, also down 1.6% week-on-week. The price ratio of electrolytic cobalt to cobalt sulfate is 4.46, up 0.4% week-on-week [4] - Carbon fiber price remains at 83.8 CNY/kg, with a gross profit of -6.44 CNY/kg [4] - Rhenium price is 47,070 CNY/kg, up 1.7% week-on-week [4] Group 2: New Energy Vehicle New Materials - The prices of lithium carbonate and lithium hydroxide are 155,100 CNY/ton and 151,100 CNY/ton, down 9.8% and 7.0% week-on-week, respectively [5] - Cobalt sulfate price is 95,200 CNY/ton, down 0.10% week-on-week [5] - The prices of lithium iron phosphate and 523-type cathode materials are 52,400 CNY/ton and 191,500 CNY/ton, with no change and a decrease of 1.2% week-on-week, respectively [5] - Neodymium praseodymium oxide price is 850.17 CNY/kg, down 4.5% week-on-week [5] Group 3: Photovoltaic New Materials - The price of photovoltaic-grade polysilicon is 5.77 USD/kg, down 6.3% week-on-week [6] - EVA price 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/square meter, unchanged [6] Group 4: Nuclear Power New Materials - Prices for zirconium oxychloride, sponge zirconium, hafnium oxide, zirconium silicate, and zircon sand are 13,750 CNY/ton, 145 CNY/kg, 9,500 CNY/kg, 14,875 CNY/ton, and 14,012.5 CNY/ton, respectively, with no change for most and a 5.6% increase for hafnium oxide [7] - Uranium price is projected to be 69.71 USD/pound in January 2026, up 9.8% [7] Group 5: Consumer Electronics New Materials - The price of cobalt trioxide is 363,000 CNY/ton, unchanged week-on-week. Lithium cobalt oxide price is 401.0 CNY/kg, down 0.2% [8] - Silicon carbide price is 5,800 CNY/ton, up 3.6% week-on-week [8] - The prices of high-purity gallium, crude indium, and refined indium are 1,980.00 CNY/kg, 4,850.00 CNY/kg, and 4,950.00 CNY/kg, respectively, with increases of 1.5%, 4.3%, and 4.2% week-on-week [9] Group 6: Other Materials - The prices of platinum, rhodium, and iridium are 547.50 CNY/g, 2,970.00 CNY/g, and 1,910.00 CNY/g, respectively, with platinum down 10.1% and rhodium and iridium up 2.4% and 3.0% [10]