Monthly Gallium Market Report Aug 2021

Contents

1 Market Highlights 2
2 Economy and Policy 2
2.1 International oceans freight hits a ten-year high 2
2.2 Japan restricts foreign investment in rare metals such as tungsten, molybdenum and rare earths 2
3 Market Movements 2
3.1 Chinese Market 2
3.1.Asian Metal Copyright1 billion of convertible bonds 5 7 Market Outlook for Next month 5 7.Asian Metal Copyright1 Gallium metal 99.99%min EXW D/P 2
3.1.Asian Metal Copyright2 Chinese Export Market 2 3.Asian Metal Copyright2 Gallium metal 99.99999%min EXW D/P 2
3.2 Chinese Export Market 2
3.2.Asian Metal Copyright1 Zunyi Aluminum reduces gallium metal production 3 4.Asian Metal Copyright1 Gallium metal 99.99%min FOB China 2
4. Company News 3
4.1 Zunyi Aluminum reduces gallium metal production 3
4.2 Chalco to acquire gallium metal assets 3
5 Producers Statistics 3
5.1 AM Stats: Chinese gallium metal producers' operating rate up by 26.89% YOY in Aug 2021 3
5.2 AM Stats: Chinese gallium metal producers' output up by 42.06% YOY in Aug 2021 3
5.3 AM Stats: Chinese gallium metal producers' stocks down by 54.55% YoY in Aug 2021 4
6 Relevant Industry News 4
6.1 Wongtee International to acquire equities of Ever Power Semiconductor 4
6.2 Tunghsu Group: Start construction of Tianshui New Material Industry Park OLED substrate glass project 4
6.3 Yunzhong Technology to invest in construction of semiconductor mid-to-high-end lead frame production projects 4
6.4 Leadyo IC to build Dongcheng Ieadyo integrated circuit test project for 550 million yuan 4
6.5 PNC to issue no more than RMB1.1 billion of convertible bonds 5
7 Market Outlook for Next month 5
7.1 Gallium Metal 99.99%min EXW China 5
7.2 Gallium Metal 99.99999%min EXW China 5
7.3 Gallium Metal 99.99%min FOB China 5

Graph

Graph 1 Chinese gallium metal 99.99%min price trend from 2021-07-01 to 2021-08-30 (RMB/kg) 2
Graph 2 Chinese gallium metal 99.99999%min price trend from 2021-07-01 to 2021-08-30 (RMB/kg) 2
Graph 3 Chinese gallium metal 99.99%min FOB price trend from 2021-07-01 to 2021-08-30 (USD/kg) 2
Graph 4 Chinese gallium metal producers' operating rate from 2020-08 to 2021-08 (%) 3
Graph 5 Chinese gallium metal producers' operating rate by major province from 2020-08 to 2021-08 (%) 3
Graph 6 Chinese gallium metal producers' monthly output from 2020-08 to 2021-08 (ton) 3
Graph 7 Chinese gallium metal producers' monthly output from 2020-08 to 2021-08 by major province (ton) 3
Graph 8 Chinese gallium metal producers' monthly stocks from 2020-08 to 2021-08 (ton) 4
Graph 9 Chinese gallium metal producers' monthly stocks from 2020-08 to 2021-08 by major province (ton) 4

Table

Table 1 Chinese gallium metal producers' operating rate by major province from 2020-08 to 2021-08 3
Table 2 Chinese gallium metal producers' monthly output from 2020-08 to 2021-08 by major province (ton) 4
Table 3 Chinese gallium metal producers' monthly stocks from 2020-08 to 2021-08 by major province (ton) 4



.Asian Metal Copyright4 Leadyo IC to build Dongcheng Ieadyo integrated circuit test project for 550 million yuan 4 6Asian Metal Copyright