Group 1: Military New Materials - The price of electrolytic cobalt is 430,000 CNY/ton, with a week-on-week increase of 0.2% [4] - The price of carbon fiber remains at 83.8 CNY/kg, with a gross profit of -9.92 CNY/kg [4] - The price of rhenium is 47,320 CNY/kg, reflecting a week-on-week increase of 0.5% [4] Group 2: New Energy Vehicle Materials - The prices of lithium carbonate and lithium hydroxide are 159,100 CNY/ton and 151,100 CNY/ton, with week-on-week changes of +2.5% and -0.0% respectively [5] - The price of sulfuric cobalt is 95,100 CNY/ton, showing a slight decrease of 0.05% [5] - The prices of lithium iron phosphate and 523-type cathode materials are 52,400 CNY/ton and 193,800 CNY/ton, with week-on-week changes of 0% and +1.2% respectively [5] - The price of praseodymium-neodymium oxide is 802.69 CNY/kg, reflecting a week-on-week decrease of 5.6% [5] Group 3: Photovoltaic New Materials - The price of photovoltaic-grade polysilicon is 5.65 USD/kg, with a week-on-week decrease of 2.1% [6] - The price of EVA is 11,550 CNY/ton, showing a week-on-week increase of 9.5%, remaining at a low level since 2013 [6] - The price of 3.2mm photovoltaic glass coating is stable at 24.0 CNY/square meter [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, 9,500 CNY/kg, 14,875 CNY/ton, and 14,012.5 CNY/ton respectively, with no change week-on-week [7] - The uranium price for February 2026 is 71.30 USD/pound, reflecting a week-on-week increase of 2.3% [7] Group 5: Consumer Electronics New Materials - The price of cobalt oxide is 363,000 CNY/ton, remaining unchanged week-on-week [8] - The price of lithium cobalt oxide is 401.0 CNY/kg, with no change [8] - The price of silicon carbide is 5,900.00 CNY/ton, reflecting a week-on-week increase of 1.7% [8] - The prices of high-purity gallium, crude indium, and refined indium are 2,030.00 CNY/kg, 4,850.00 CNY/kg, and 4,950.00 CNY/kg respectively, with changes of +2.5%, 0%, and 0% [9] - The price of germanium dioxide is 8,950 CNY/kg, remaining stable [9] Group 6: Other Materials - The prices of platinum, rhodium, and iridium are 544.00 CNY/g, 2,890.00 CNY/g, and 2,140.00 CNY/g respectively, with changes of -0.6%, -2.7%, and +12.0% [9]

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]

Summary of Key Points Core Viewpoint - The report provides an overview of the current prices and trends in various new materials across different sectors, highlighting price stability in some areas while noting fluctuations in others. Group 1: Military Industry New Materials - The price of electrolytic cobalt remains stable at 240,000 CNY/ton, with a week-on-week change of +0% [2] - The price of carbon fiber is 83.8 CNY/kg, also unchanged, with a gross profit of -8.68 CNY/kg [2] - Beryllium prices are stable [2] Group 2: New Energy Vehicle Materials - The price of Li2O 5% lithium concentrate has reached 708 USD/ton, reflecting a week-on-week increase of +2.46% [3] - Prices for electric carbon, industrial carbon, and battery-grade lithium hydroxide are 65,600 CNY/ton, 63,900 CNY/ton, and 65,900 CNY/ton, showing decreases of -4.3%, -4.29%, and -1.5% respectively [3] - The price of praseodymium and neodymium oxide is 433.70 CNY/kg, with a week-on-week increase of +2.5% [3] Group 3: Photovoltaic New Materials - The price of photovoltaic-grade polysilicon is 4.30 USD/kg, down by -0.9% [4] - EVA prices are at 11,100 CNY/ton, decreasing by -1.3% but remaining at a high level since 2013 [4] - The price of 3.2mm photovoltaic glass coating is stable at 24.0 CNY/sqm [4] Group 4: Nuclear Power New Materials - Prices for zirconium-related materials show mixed trends, with uranium prices increasing to 52.17 USD/lb, up by +0.6% [5] - Other zirconium prices are stable or slightly decreased [5] Group 5: Consumer Electronics New Materials - The price of high-purity gallium has decreased to 1,900.00 CNY/kg, down by -1.3% [6] - The price of germanium dioxide is stable at 9,900 CNY/kg, with 50% used for optical fibers and 15% for electronics and solar devices [6] Group 6: Other Materials - The prices of platinum, rhodium, and iridium are 243.00 CNY/g, 1,465.00 CNY/g, and 1,045.00 CNY/g respectively, with rhodium increasing by +2.1% [7]