Monthly Gallium Market Report Sep 2021

Contents

1 Market Highlights 2
2 Economy and Policy 2
2.1 Office of the Security Committee of the State Council deploys to strengthen law enforcement in production safety 2
3 Market Movements 2
3.1 Chinese Market 2
3.1.Asian Metal Copyright35% YOY in Sep 2021 3 5.Asian Metal Copyright1 Gallium metal 99.99%min EXW D/P 2
3.1.Asian Metal Copyright1.Asian Metal Copyright2 Gallium metal 99.99999%min EXW D/P 2
3.2 Chinese Export Market 2
3.2.Asian Metal Copyright99%min price trend from 2021-08-01 to 2021-09-30 RMBkg 2 Graph 2 Chinese gallium metal 99.Asian Metal Copyright1 Gallium metal 99.99%min FOB China 2
4. Company News 2
4.2 Fuda Alloy plans to acquire Sanmenxia Aluminum 2
4.2 Mingtai Aluminum to acquire 2.5% stake in Sanmenxia Aluminum for 400 mln yuan 3
5 Producers Statistics 3
5.1 AM Stats: Chinese gallium metal producers' operating rate down by 4.35% YOY in Sep 2021 3
5.2 AM Stats: Chinese gallium metal producers' output up by 14.82% YOY in Sep 2021 3
5.3 AM Stats: Chinese gallium metal producers' stocks down by 93.94% YoY in Sep 2021 3
6 Relevant Industry News 4
6.1 Laibao Hi-tech to set up wholly-owned subsidiary for construction of medium-sized TFT-LCM project 4
6.2 Yongji plans to invest 107 million yuan in Aiyan Semiconductor 4
6.3 Hubei Dinglong to invest RMB200 million in Hubei Dinglong Advanced Materials Research Institute 4
6.4 Infineon's 300mm thin wafer power semiconductor chip factory comes on stream 4
6.5 Major Precious Metals completed Phase 1 diamond drilling program at Skaergaard project 4
6.6 GD Guangda Group to start construction of Mini/Micro LED project next Jan 4
6.7 SK to invest KRW700bn in SiC semiconductor wafers 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 2021-08-01 to 2021-09-30 (RMB/kg) 2
Graph 2 Chinese gallium metal 99.99999%min price trend from 2021-08-01 to 2021-09-30 (RMB/kg) 2
Graph 3 Chinese gallium metal 99.99%min FOB price trend from 2021-08-01 to 2021-09-30 (USD/kg) 2
Graph 4 Chinese gallium metal producers' operating rate from 2020-09 to 2021-09 (%) 3
Graph 5 Chinese gallium metal producers' operating rate by major province from 2020-09 to 2021-09 (%) 3
Graph 6 Chinese gallium metal producers' monthly output from 2020-09 to 2021-09 (ton) 3
Graph 7 Chinese gallium metal producers' monthly output from 2020-09 to 2021-09 by major province (ton) 3
Graph 8 Chinese gallium metal producers' monthly stocks from 2020-09 to 2021-09 (ton) 3
Graph 9 Chinese gallium metal producers' monthly stocks from 2020-09 to 2021-09 by major province (ton) 4

Table

Table 1 Chinese gallium metal producers' operating rate by major province from 2020-09 to 2021-09 3
Table 2 Chinese gallium metal producers' monthly output from 2020-09 to 2021-09 by major province (ton) 3
Table 3 Chinese gallium metal producers' monthly stocks from 2020-09 to 2021-09 by major province (ton) 4



.Asian Metal Copyright2 Chinese Export Market 2 3Asian Metal Copyright