在工业生产过程中，氧化钽作为一种重要的功能材料，广泛应用于电子、陶瓷和光学等领域。随着相关 产业规模的扩大，生产过程中产生的含氧化钽废料也逐渐增多。如何从这些废料中有效回收和提纯氧化 钽，成为资源循环利用的重要课题。 我们专业从事各类贵金属和稀有金属回收工作，其中包括氧化钽的回收与提纯。通过长期实践和技术积 累，我们开发了一套系统的氧化钽回收方法，旨在提高回收效率并确保产品质量。 氧化钽回收的必要性是什么？随着电子行业快速发展，对氧化钽的需求持续增长。然而，钽资源的稀缺 性和开采成本使得从废料中回收氧化钽变得尤为重要。这不仅有助于节约自然资源，还能减少废弃物对 环境的影响。 在氧化钽回收过程中，我们主要采用以下步骤： 在严格控制条件下，向浓缩液中加入沉淀剂，使钽以特定化合物形式沉淀。沉淀物经过洗涤、干燥后， 在特定温度下煅烧，最终得到高纯度氧化钽产品。煅烧过程的温度控制和气氛调节对产品性能至关重 要。 在氧化钽回收过程中会遇到哪些技术难点？其中一个主要挑战是如何高效分离钽与化学性质相似的铌元 素。我们通过优化工艺流程，调整溶液pH值和添加特定络合剂，实现了钽与铌的有效分离。另一个难 点是处理成分复杂的废料，这 ...

三祥新材计划扩大核级锆产能，并利用现有氧氯化锆进行锆铪分离，预 计可副产 50-70 吨氧化铪，进一步提纯为超高纯产品，实现满负荷生产 和效益最大化。 海外市场对高端材料需求旺盛，国内存储芯片产业扩张也带动需求增长， 预计高端材料价格将稳步增长。三祥新材通过国产替代降低成本，提高 竞争力，电子级和原子能级产品价格可观。 铪价大涨，关注 A 股核心标的三祥新材 20251107 摘要 全球国防科工和 AI 产业发展推动对高温合金材料和氧化铪的需求激增， 尤其是在存储芯片领域，氧化铪作为绝缘层替代二氧化硅，以应对更小 制程带来的挑战。 三祥新材致力于锆产业全产业链一体化布局，拥有全球最全品类、最大 产能和最优工艺，并启动新的锆分离项目，预计 2026 年第二季度投产， 提升纯度至 5N 级以上，满足高端市场需求。 锆和铪是天然伴生资源，分离难度大，且过去核电建设停滞导致铪产量 受限。中国出口限制进一步加剧了海外半导体和军工等高端应用领域的 供给缺口，推高价格。 铪在半导体、国防军工、高温合金和第四代核电等领域具有广泛应用前 景，尤其是在先进制程芯片和新型核反应堆中，有望逐步替代现有材料 体系。 三祥新材采用氯化法 ...

Core Viewpoint - The city of Songzi has rapidly developed into a national hub for guitar manufacturing within just one year, driven by the return of experienced professionals and supportive local policies [1][2][3]. Group 1: Company Development - Songzi's leading guitar manufacturer, Tongxin Musical Instruments, relocated its headquarters and production facilities to Songzi, achieving a production value of 1.5 billion yuan in its first year and projecting 3.5 billion yuan for the current year [2]. - The company has received over 80 batches of foreign clients from countries including Switzerland, Austria, and the United States, with 80% of its guitars exported [2]. - The production environment is optimized with self-developed temperature and humidity control systems to ensure quality [1]. Group 2: Industry Growth - The cultural innovation industrial park in Songzi is expected to generate an output value of 8 to 10 billion yuan this year, with a potential to reach 20 billion yuan in three years and 50 billion yuan when fully operational [3]. - The local government is focusing on building a comprehensive guitar culture and tourism ecosystem, aiming to establish Songzi as "China's Guitar Town" [3]. Group 3: Economic Context - Songzi has transitioned from a coal-dependent economy to a more diversified industrial base, with a total of 205 industrial enterprises established [5]. - The region's GDP reached 557.3 billion yuan in 2024, ranking first among cities in Jingzhou, with a year-on-year growth of 11.4% in industrial output [6].

Core Viewpoint - Jingzhou is emerging as a key hub for the transfer of industries from the eastern coastal regions of China, with a focus on cultural and creative industries, particularly guitar manufacturing [1][7]. Group 1: Guitar Manufacturing Industry - The cultural innovation industrial park in Songzi has attracted seven guitar production companies, with four more under construction, indicating rapid industrial growth within a year [1]. - Tongxin Musical Instruments, the leading company in the park, has relocated its headquarters and production facilities to Songzi, achieving a production value of 1.5 billion yuan in its first year and projecting 3.5 billion yuan for the current year [6][7]. - The company plans to export 12,000 high-end guitars in 2024, with top models priced at 59,800 yuan each, and some custom models reaching several hundred thousand yuan [6]. Group 2: Economic Development and Industrial Transition - Songzi is positioning itself as a national leader in guitar manufacturing, with plans to develop a comprehensive guitar culture and tourism ecosystem [7]. - The city has signed contracts with over ten companies, including the first brand of Chinese folk guitars, to enhance its cultural creative industry [7]. - The overall industrial output value of the cultural innovation park is expected to reach 8-10 billion yuan this year, with a target of 20 billion yuan in three years [7]. Group 3: Broader Economic Context - Jingzhou has established itself as a bridgehead for industrial transfer, with significant investments in various sectors, including a 20 billion yuan investment in a semiconductor materials project [9][12]. - The city has developed a modern industrial system focusing on intelligent equipment, agricultural processing, and new materials, among others, to enhance its competitive edge [12]. - The local government emphasizes ecological protection as a prerequisite for industrial development, aiming for a balance between economic growth and environmental sustainability [12].

Group 1: Military Industry New Materials - The price of electrolytic cobalt has increased to 265,000 CNY/ton, a week-on-week increase of 6.9% [3] - The price ratio of electrolytic cobalt to cobalt powder is 0.95, up by 4.5% week-on-week; the price ratio of electrolytic cobalt to cobalt sulfate is 5.15, up by 6.2% [3] - Carbon fiber price remains at 83.8 CNY/kg with a gross profit of -8.24 CNY/kg [3] Group 2: New Energy Vehicle Materials - The CIF price of Li2O 5% lithium concentrate is 677 USD/ton, down by 4.51% week-on-week [4] - Prices for battery-grade lithium hydroxide, industrial-grade lithium carbonate, and battery-grade lithium carbonate are 73,200 CNY/ton, 70,200 CNY/ton, and 65,200 CNY/ton, with week-on-week increases of 7.9%, 6.95%, and 8.2% respectively [4] - The price of cobalt sulfate is 50,800 CNY/ton, up by 2.01% week-on-week [4] - Prices for lithium iron phosphate and 523-type cathode materials are 32,700 CNY/ton and 111,000 CNY/ton, remaining stable with slight increases of 0% and 0.4% respectively [4] - The price of neodymium oxide is 531.15 CNY/kg, up by 3.5% week-on-week [4] Group 3: Photovoltaic New Materials - The price of photovoltaic-grade polysilicon is 4.94 USD/kg, remaining stable [5] - EVA price is 10,100 CNY/ton, down by 0.5%, at a low level since 2013 [5] - The price of 3.2mm photovoltaic glass coating remains at 24.0 CNY/sqm [5] Group 4: Nuclear Power New Materials - Prices for zirconium-related materials are stable, with prices for zirconium oxychloride, sponge zirconium, hafnium oxide, zirconium silicate, and zircon sand at 14,750 CNY/ton, 150 CNY/kg, 9,000 CNY/kg, 13,950 CNY/ton, and 14,012.5 CNY/ton respectively [6] - The uranium price is projected to be 59.58 USD/lb in June 2025, up by 4.0% [6] Group 5: Consumer Electronics New Materials - The price of cobalt tetroxide is 207,500 CNY/ton, up by 2.47% week-on-week [7] - The price of lithium cobalt oxide is stable at 175.0 CNY/kg [7] - The price of silicon carbide remains at 5,400.00 CNY/ton [7] - Prices for high-purity gallium, crude indium, and refined indium are 1,755.00 CNY/kg, 2,575.00 CNY/kg, and 2,675.00 CNY/kg, with changes of -1.7%, 0%, and 0% respectively [7] - The price of germanium dioxide is stable at 9,800 CNY/kg, with 50% used for optical fibers and 15% for electronics and solar devices [7] Group 6: Other Materials - The prices for platinum, rhodium, and iridium are 312.00 CNY/g, 1,865.00 CNY/g, and 1,305.00 CNY/g, with changes of -6.3%, +9.4%, and +5.7% respectively [8]

Group 1: Military Industry New Materials - The price of electrolytic cobalt remains stable at 236,000 CNY/ton, with a week-on-week change of +0% [3] - The price of carbon fiber is 83.8 CNY/kg, also unchanged, with a gross profit of -8.56 CNY/kg [3] - Beryllium prices are stable this week [3] Group 2: New Energy Vehicle Materials - The price of Li2O 5% lithium concentrate at the Chinese port is 540 USD/ton, down by -0.92% week-on-week [4] - The prices of battery-grade lithium hydroxide, industrial-grade lithium hydroxide, and electric carbon are 59,800 CNY/ton, 60,600 CNY/ton, and 60,600 CNY/ton respectively, with changes of -0.1%, +1.21%, and -2.3% [4] - The price of cobalt sulfate is 47,700 CNY/ton, unchanged [4] - The prices of lithium iron phosphate and 523-type cathode materials are 30,300 CNY/ton and 104,800 CNY/ton, with changes of +0% and -0.7% respectively [4] - The price of praseodymium-neodymium oxide is 444.11 CNY/kg, up by +0.8% [4] Group 3: Photovoltaic New Materials - The price of photovoltaic-grade polysilicon is 4.25 USD/kg, down by -0.7% [5] - The price of EVA is 10,450 CNY/ton, unchanged, remaining at a high level since 2013 [5] - The price of 3.2mm photovoltaic glass coating is 24.0 CNY/square meter, unchanged [5] Group 4: Nuclear Power New Materials - The prices of zirconium-related materials are as follows: zirconium oxychloride at 14,750 CNY/ton, sponge zircon at 155 CNY/kg, hafnium oxide at 9,000 CNY/kg, zirconium silicate at 14,225 CNY/ton, and zircon sand at 14,012.5 CNY/ton, with various week-on-week changes [6] - The uranium price for May 2025 is 57.31 USD/pound, up by +8.8% [6] Group 5: Consumer Electronics New Materials - The price of cobalt oxide is 186,500 CNY/ton, unchanged, while lithium cobalt oxide is priced at 175.0 CNY/kg, also unchanged [7] - The price of silicon carbide is 5,600.00 CNY/ton, unchanged [7] - The prices of high-purity gallium, crude indium, and refined indium are 1,865.00 CNY/kg, 2,425.00 CNY/kg, and 2,525.00 CNY/kg respectively, with changes of -0.5%, +0%, and +0% [7] - The price of germanium dioxide is 9,900 CNY/kg, unchanged, with 50% used for optical fibers and 15% for electronic and solar devices; high-purity gallium is primarily used in semiconductors [7]

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]

Group 1: Military Industry New Materials - The price of electrolytic cobalt remains stable at 240,000 CNY/ton, with no change compared to the previous week [2] - The price of carbon fiber is 83.8 CNY/kg, also unchanged, with a gross profit of -18.31 CNY/kg [2] Group 2: New Energy Vehicle Materials - The price of Li2O 5% lithium concentrate has reached 732 USD/ton, with no change [3] - The prices of electric carbon, industrial carbon, and battery-grade lithium hydroxide are 72,200 CNY/ton, 70,600 CNY/ton, and 68,900 CNY/ton, showing decreases of 1.4%, 0.8%, and 0.4% respectively [3] - The price of praseodymium and neodymium oxide is 415.67 CNY/kg, down by 2.8% [3] Group 3: Photovoltaic New Materials - The price of photovoltaic-grade polysilicon is 4.58 USD/kg, down by 7.1% [4] - The price of EVA is 11,500 CNY/ton, remaining stable at a high level since 2013 [4] - The price of 3.2mm photovoltaic glass coating is 24.0 CNY/sqm, unchanged [4] Group 4: Nuclear Power New Materials - The prices of zirconium-related materials such as zirconium oxychloride and sponge zirconium remain stable, while uranium price is 51.83 USD/lb, down by 4.6% [5] Group 5: Consumer Electronics New Materials - The price of cobalt oxide is 187,000 CNY/ton, unchanged [6] - The price of silicon carbide is 5,700 CNY/ton, also stable, while high-purity gallium, crude indium, and refined indium prices are 1,925 CNY/kg, 2,575 CNY/kg, and 2,675 CNY/kg respectively, all unchanged [6] Group 6: Other Materials - The price of rhodium has decreased [7] Group 7: Precious Metals - The prices of platinum, rhodium, and iridium are 240.00 CNY/g, 1,400.00 CNY/g, and 1,055.00 CNY/g respectively, with platinum up by 2.1% and rhodium down by 4.8% [9]