有色金属行业周报：氧化镨钕价格已至85万元/吨近一个月涨26%、近三个月涨56%_老虎社区_美港股上老虎

有色金属行业周报：氧化镨钕价格已至85万元/吨近一个月涨26%、近三个月涨56%

光大证券02-26

军工新材料：电解钴价格上涨。（1）本周电解钴价格42.30 万元/吨，环比+0.7%。本周电解钴和钴粉价格比值0.74 ，环比+0.7%；电解钴和硫酸钴价格比值为4.31 ，环比+0.7%。（2）碳纤维本周价格83.8 元/千克，环比+0%。毛利-9.19 元/千克。新能源车新材料：氢氧化锂价格上涨。（1）本周碳酸锂和氢氧化锂价格分别为14.38 、13.76 万元/吨，环比+6.9%、+3.9%...

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万元/吨，环比+6.9%、+3.9%。（2）本周硫酸钴价格9.53万元/吨，环比+0%。（3）本周磷酸铁锂、523 型正极材料价格分别为5.24 、18.73 万元/吨，环比+0%、+4.1%。（4）本周氧化镨钕价格849.82元/公斤，环比+12.2%。光伏新材料：价格持平。（1）本周光伏级多晶硅价格6.19 美元/千克，环比+0%。（2）本周EVA 价格9,650 元/吨，环比+0%，处于2013 年来较低位置。（3）本周3.2mm 光伏玻璃镀膜价格24.0 元/平米，环比+0%。核电新材料：铀价上涨。本周氧氯化锆、海绵锆、氧化铪、硅酸锆、锆英砂价格分别13750 元/吨、145 元/千克、9000 元/千克、14875 元/吨、14012.5元/吨，环比+0%、+0%、+0%、+0%、+0%。2026 年1 月铀价为69.71 美元/磅，环比+9.8%。消费电子新材料：粗铟价格下跌。（1）本周四氧化三钴价格36.30 万元/吨，环比+0%。本周钴酸锂价格402.0 元/千克，环比+0%。（2）本周碳化硅价格5,600.00 元/ 吨， 环比+0%； 本周高纯镓、粗铟和精铟价格分别为1,920.00 、4,250.00 、4,350.00 元/千克，分别环比+0%、 -4.5%、-4.4%；本周二氧化锗价格8,950 元/千克，环比+0%。二氧化锗下游50%用于光纤，15%用于电子和太阳能器件；高纯镓下游80%用于半导体。其他材料：铂价格上涨。本周99.95%铂、铑、铱价格分别为520.00 、2,775.00 、1,855.00 元/克，环比+1.4%、+6.9%、+0%。建议关注标的：继续全面看好金属新材料板块。2026 年1 月9 日，两部门宣布自2026 年4 月1 日起至2026 年12 月31 日，将电池产品的增值税出口退税率由9%下调至6%;2027 年1 月1 日起，取消电池产品增值税出口退税。电池企业可能在4 月之前抢出口而增加电池排单，利好短期需求。锂矿板块建议关注成本具有优势且资源端存在扩张的标的：盐湖股份、藏格矿业、中矿资源、天齐锂业、赣锋锂业、西藏矿业、国城矿业、大中矿业等。钴类多品种价格上涨，建议关注华友钴业等。钨价维持2012 年以来高位，建议关注章源钨业、中钨高新、翔鹭钨业等。氧化镨钕价格处于19 个月高位，建议关注北方稀土、盛和资源、广晟有色等。风险提示：估值过高风险；技术路径变化的风险；企业经营激进、战略出现偏差、治理失败等风险、宏观政策以及流动性调整的风险。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}