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【有色】铼价格再创近6年新高,钨价格创近10年新高——金属新材料高频数据周报(250728-0803)(王招华/方驭涛/王秋琪)
光大证券研究· 2025-08-05 23:06
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]
株洲科能:以高纯稀散金属铸就高端制造“压舱石”
"中国制造必须掌握属于自己的材料,才能在全球科技秩序重构中争得话语权。"株洲科能董事长、总经 理赵科峰日前在接受上海证券报记者专访时表示,"在全球产业变局下,我们要把企业做成一块'压舱 石',稳住国家在高端制造领域的底盘。" 高纯稀散金属,看似微末,却是半导体之"芯"、光通信之"骨"、航天飞行器之"血"。正是这"不起眼, 用量少,但谁都离不开"的材料,影响着新质生产力的底座稳不稳、基础强不强。 从"4N"到"8N" 高纯材料的制造,难在提纯,亦难在检测。"检测是指挥生产的眼睛,没有精准检测,就没有可信生 产。"赵科湘表示,"在1克的样本中检测杂质,其精度要求堪比在沙粒检测尘埃"。 要实现科技自主,就不能在别人的工具箱里找答案。株洲科能通过自主设计并开发了针对高纯铟、高纯 镓等高纯产品的GDMS检测方法体系,顺利通过中国计量认证(CMA),成为行业内少数兼具高纯产 品生产及检测能力的企业之一。赵科湘称:"甚至一些海外企业、高校实验室,都委托我们协助检测。" 正是这"做得出,看得见"的能力,株洲科能精铟产品控制的杂质元素种类多达26种,指标远超国标规定 的有9种,成为ITO(氧化铟锡)靶材全球领先企业三井金属在中 ...
【有色】铱价格创近10个月新高,多晶硅价格创2014年以来新低——金属新材料高频数据周报(0616-0622)(王招华/马俊等)
光大证券研究· 2025-06-26 13:28
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]
【有色】钨价格创近10个月新高,铀价6个月来首次上涨——金属新材料高频数据周报(250512-0518)(王招华/马俊/王秋琪)
光大证券研究· 2025-05-19 09:14
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]
金属新材料高频数据周报(20250421-20250427):电车材料价格普遍下滑,多晶硅价格创近3个月新低值-20250428
EBSCN· 2025-04-28 08:55
Investment Rating - The report maintains an "Overweight" rating for the non-ferrous metals sector [5]. Core Insights - The report highlights a general decline in prices for electric vehicle materials and polysilicon, with specific price movements noted for various materials [1][2][3]. - The report suggests a continued positive outlook for the metal new materials sector, particularly focusing on the demand for rare earths and lithium [4]. Summary by Relevant Sections Military New Materials - Electrolytic cobalt price remains stable at 240,000 CNY/ton, with a ratio of electrolytic cobalt to cobalt powder at 0.94, unchanged [10][11]. - Carbon fiber price is stable at 83.8 CNY/kg, with a gross profit of -18.31 CNY/kg [24][25]. - Beryllium price remains unchanged [24]. New Energy Vehicle Materials - Lithium ore price reaches 732 USD/ton, stable [27]. - Prices for electric carbon, industrial carbon, and battery-grade lithium hydroxide are 71,200 CNY/ton, 69,500 CNY/ton, and 68,400 CNY/ton, reflecting declines of 1.4%, 1.63%, and 0.8% respectively [32]. - Lithium iron phosphate and 523-type cathode material prices are 33,300 CNY/ton and 105,400 CNY/ton, stable and up 0.5% respectively [41]. Photovoltaic New Materials - Photovoltaic-grade polysilicon price is 4.49 USD/kg, down 2.0% [2]. - EVA price is 11,450 CNY/ton, down 0.4% [2]. Other Materials - Rhodium price decreased, while platinum and iridium prices increased slightly [3]. - The report emphasizes the importance of monitoring price trends in the context of supply and demand dynamics across various sectors [4][10]. Suggested Focus Stocks - The report recommends focusing on companies with cost advantages and expansion potential in the lithium mining sector, such as Salt Lake Co., Zangge Mining, and Tianqi Lithium [4]. - It also suggests monitoring cobalt supply dynamics due to export suspensions in the Democratic Republic of Congo [4].
【有色】多晶硅价格连续1个月下跌,电车材料价格普遍下滑——金属新材料高频数据周报(0414-0420)(王招华/马俊/王秋琪)
光大证券研究· 2025-04-21 09:09
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]