金属新材料价格波动
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【有色】碳酸锂价格一周上涨8.4%——金属新材料高频数据周报(20260119-20260125)(王招华/马俊/王秋琪)
光大证券研究· 2026-01-28 23:07
Group 1: Military Industry New Materials - The price of electrolytic cobalt this week is 435,000 CNY/ton, a decrease of 3.5% compared to the previous week. The price ratio of electrolytic cobalt to cobalt powder is 0.76, down 4.5% [3] - The price of carbon fiber this week is 83.8 CNY/kg, remaining unchanged, with a gross profit of -9.19 CNY/kg [3] Group 2: New Energy Vehicle Materials - The prices of lithium carbonate and lithium hydroxide are 171,100 CNY/ton and 161,100 CNY/ton, respectively, with increases of 8.4% and 8.2% [4] - The price of cobalt sulfate this week is 95,300 CNY/ton, up by 0.21% [4] - The prices of lithium iron phosphate and 523-type cathode materials are 52,400 CNY/ton and 200,200 CNY/ton, with changes of 0% and +4.6%, respectively [4] - The price of praseodymium-neodymium oxide is 672.66 CNY/kg, down by 0.3% [4] Group 3: Photovoltaic New Materials - The price of photovoltaic-grade polysilicon is 7.88 USD/kg, unchanged from the previous week [5] - The price of EVA is 9,650 CNY/ton, an increase of 3.8%, remaining at a low level since 2013 [5] - The price of 3.2mm photovoltaic glass coating is 24.0 CNY/sqm, unchanged [5] Group 4: Nuclear Power New Materials - The prices of zirconium-related materials are stable, with prices for zirconium oxychloride, sponge zirconium, hafnium oxide, zirconium silicate, and zircon sand remaining unchanged [6] - The uranium price for December 2025 is projected to be 63.51 USD/lb, reflecting a 2.0% increase [6] Group 5: Consumer Electronics New Materials - The price of cobalt tetroxide is 363,000 CNY/ton, unchanged, while lithium cobalt oxide is priced at 402.0 CNY/kg, up by 0.5% [7] - The price of silicon carbide is 5,600.00 CNY/ton, with a significant increase of 9.8% [7] - The prices of high-purity gallium, crude indium, and refined indium are 1,840.00 CNY/kg, 3,450.00 CNY/kg, and 3,550.00 CNY/kg, with changes of +1.4%, -4.2%, and -4.1%, respectively [7] - The price of germanium dioxide is 8,950 CNY/kg, unchanged [7] Group 6: Other Materials - The prices of platinum, rhodium, and iridium are 672.50 CNY/g, 2,715.00 CNY/g, and 1,675.00 CNY/g, with increases of 11.5%, 5.0%, and 1.8%, respectively [8]
【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]
【有色】电碳价格创近16个月新高,六氟磷酸锂价格连续4个月上涨——金属新材料高频数据周报(1124-1130)(王招华/马俊等)
光大证券研究· 2025-12-02 23:06
Group 1: Military Industry New Materials - The price of electrolytic cobalt is 400,000 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 1.1% week-on-week, while the price ratio of electrolytic cobalt to sulfuric cobalt is 4.39, up by 1.4% [4] - Carbon fiber price remains at 83.8 CNY/kg, with no change week-on-week, resulting in a gross profit of -9.53 CNY/kg [4] Group 2: New Energy Vehicle New Materials - The prices of electric carbon, industrial carbon, and battery-grade lithium hydroxide are 92,100 CNY/ton, 89,300 CNY/ton, and 81,500 CNY/ton respectively, with week-on-week increases of 4.3%, 4.07%, and 2.9%. 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 is 88,400 CNY/ton, with no change week-on-week [5] - The prices of lithium iron phosphate and 523-type cathode materials are 39,100 CNY/ton and 156,800 CNY/ton respectively, with week-on-week changes of +2.62% and -1.5% [5] - The price of praseodymium-neodymium oxide is 566.92 CNY/kg, with a week-on-week increase of 3.4% [5] Group 3: Photovoltaic New Materials - The price of photovoltaic-grade polysilicon is 6.50 USD/kg, with no change week-on-week [6] - The price of EVA is 10,100 CNY/ton, remaining unchanged and at a low level since 2013 [6] - The price of 3.2mm photovoltaic glass coating is 24.0 CNY/square meter, with no change 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, 145 CNY/kg, 9,000 CNY/kg, 13,450 CNY/ton, and 14,012.5 CNY/ton respectively, all remaining unchanged week-on-week. The uranium price for October 2025 is 63.96 USD/pound, with a week-on-week increase of 1.7% [7] Group 5: Consumer Electronics New Materials - The price of cobalt oxide is 344,800 CNY/ton, with no change week-on-week. The price of lithium cobalt oxide is 3,810 CNY/kg, also unchanged [8] - The price of silicon carbide is 5,800 CNY/ton, with no change week-on-week. The prices of high-purity gallium, crude indium, and refined indium are 1,805 CNY/kg, 2,405 CNY/kg, and 2,505 CNY/kg respectively, all remaining unchanged [9] Group 6: Other Materials - The prices of platinum, rhodium, and iridium are 412.00 CNY/g, 2,065.00 CNY/g, and 1,100.00 CNY/g respectively, with week-on-week changes of +4.6%, -3.3%, and 0% [10]
【有色】多晶硅价格近3个月首次上涨,氧化镨钕价格创近19个月新高——金属新材料高频数据周报(0707-0713)(王招华/马俊)
光大证券研究· 2025-07-15 13:10
Group 1: Military Industry New Materials - The price of electrolytic cobalt this week is 248,000 CNY/ton, down 0.8% week-on-week. The price ratio of electrolytic cobalt to cobalt powder is 0.92, down 1.2% week-on-week; the price ratio of electrolytic cobalt to cobalt sulfate is 4.89, down 2.7% week-on-week [3] - The price of carbon fiber this week is 83.8 CNY/kg, unchanged week-on-week, with a gross profit of 8.41 CNY/kg [3] - The price of beryllium remains stable this week [3] Group 2: New Energy Vehicle Materials - The price of Li2O 5% lithium concentrate at China's port is 590 USD/ton, up 1.29% week-on-week [4] - The prices of battery-grade lithium hydroxide, electric carbon, and industrial carbon are 62,900 CNY/ton, 61,300 CNY/ton, and 57,400 CNY/ton, respectively, with changes of +2.2%, +2.17%, and -0.4% week-on-week [4] - The price of cobalt sulfate this week is 49,300 CNY/ton, up 0.82% week-on-week [4] - The prices of lithium iron phosphate and 523-type cathode materials are 30,500 CNY/ton and 106,300 CNY/ton, respectively, with changes of 0% and +0.7% week-on-week [4] - The price of neodymium oxide is 456.24 CNY/kg, up 2.3% week-on-week [4] Group 3: Photovoltaic New Materials - The price of photovoltaic-grade polysilicon is 4.94 USD/kg, up 17.1% week-on-week [5] - The price of EVA is 10,350 CNY/ton, down 0.5%, remaining at a high level since 2013 [5] - The price of 3.2mm photovoltaic glass coating is 24.0 CNY/sqm, unchanged week-on-week [5] Group 4: Nuclear Power New Materials - The prices of zirconium-related materials are as follows: oxychloride zirconium at 14,750 CNY/ton, sponge zirconium at 152.5 CNY/kg, and hafnium oxide at 9,000 CNY/kg, with changes of 0%, 0%, and 0%, respectively; zircon sand at 14,025 CNY/ton, down 1.4%; and zirconium silicate at 14,012.5 CNY/ton, unchanged [6] - The uranium price for May 2025 is 57.31 USD/lb, up 8.8% [6] Group 5: Consumer Electronics New Materials - The price of cobalt tetroxide is 202,000 CNY/ton, up 3.86% week-on-week [7] - The price of lithium cobalt oxide is 175.0 CNY/kg, unchanged week-on-week [7] - The price of silicon carbide is 5,400.00 CNY/ton, unchanged week-on-week; the prices of high-purity gallium, crude indium, and refined indium are 1,825.00 CNY/kg, 2,425.00 CNY/kg, and 2,525.00 CNY/kg, with changes of -1.1%, 0%, and 0%, respectively [7] - The price of germanium dioxide is 9,800 CNY/kg, unchanged week-on-week, with 50% used for optical fibers and 15% for electronics and solar devices; 80% of high-purity gallium is used for semiconductors [7] Group 6: Precious Metals - The prices of platinum, rhodium, and iridium are 328.00 CNY/g, 1,535.00 CNY/g, and 1,185.00 CNY/g, with changes of +0.6%, +5.5%, and +4.4%, respectively [8]