军工新材料:电解钴价格上涨。(1)本周电解钴价格26.50 万元/吨,环比+6.9%。本周电解钴和钴粉价格比值0.95 ,环比+4.5%;电解钴和硫酸钴价格比值为5.15 ,环比+6.2%。(2)碳纤维本周价格83.8 元/千克,环比+0%。毛利 -8.24 元/千克。新能源车新材料:锂精矿价格下跌。(1)本周Li2O 5%锂精矿中国到岸价677 美元/吨,环比 -4.51%。(2)本周电碳、工碳...
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