Monthly Gallium Market Report Nov 2021

Contents

1 Market Highlights 2
2 Economy and Policy 2
2.1 NDRC: Power plants' coal stocks exceed 143 million tons 2
3 Market Movements 2
3.1 Chinese Market 2
3.1.Asian Metal Copyright00% YoY in Oct 2021 3 6 Relevant Industry News 4 6.Asian Metal Copyright1 Gallium metal 99.99%min EXW D/P 2
3.1.Asian Metal Copyright2 Gallium metal 99.Asian Metal Copyright2 Gallium metal 99.99999%min EXW D/P 2
3.2 Chinese Export Market 2
3.2.Asian Metal Copyright1 Yunnan Germanium: 4-inch indium phosphide wafer industrialization project to be completed by end of this year 2 4.Asian Metal Copyright1 Gallium metal 99.99%min FOB China 2
4 Company News 2
4.1 Yunnan Germanium: 4-inch indium phosphide wafer industrialization project to be completed by end of this year 2
4.2 Chalco Guangxi resumes gallium metal production 2
5 Producers Statistics 3
5.1 AM Stats: Chinese gallium metal producers' operating rate down by 12.71% YoY in Nov 2021 3
5.2 AM Stats: Chinese gallium metal producers' output up by 7.26% MoM in Nov 2021 3
5.3 AM Stats: Chinese gallium metal producers' stocks up by 83.00% YoY in Oct 2021 3
6 Relevant Industry News 4
6.1 Guangzhou to build 3rd-generation semi-conductor Wingtech Technology: First batch of wafers and samples of silicon carbide products delivered 4
6.2 NCE Power to raise no more than RMB1.45 billion for projects including third-generation semiconductor power devices 4
6.3 Six-billion-yuan third-generation semiconductor project settles in Fuzhou 4
7 Market Outlook for Next month 4
7.1 Gallium Metal 99.99%min EXW China 4
7.2 Gallium Metal 99.99999%min EXW China 4
7.3 Gallium Metal 99.99%min FOB China 4

Graph

Graph 1 Chinese gallium metal 99.99%min price trend from 2021-10-01 to 2021-11-30 (RMB/kg) 2
Graph 2 Chinese gallium metal 99.99999%min price trend from 2021-10-01 to 2021-11-30 (RMB/kg) 2
Graph 3 Chinese gallium metal 99.99%min FOB price trend from 2021-10-01 to 2021-11-30 (USD/kg) 2
Graph 4 Chinese gallium metal producers' operating rate from 2020-11 to 2021-11 (%) 3
Graph 5 Chinese gallium metal producers' operating rate by major province from 2020-11 to 2021-11 (%) 3
Graph 6 Chinese gallium metal producers' monthly output from 2020-11 to 2021-11 (ton) 3
Graph 7 Chinese gallium metal producers' monthly output from 2020-11 to 2021-11 by major province (ton) 3
Graph 8 Chinese gallium metal producers' monthly stocks from 2020-11 to 2021-11 (ton) 3
Graph 9 Chinese gallium metal producers' monthly stocks from 2020-11 to 2021-11 by major province (ton) 4

Table

Table 1 Chinese gallium metal producers' operating rate by major province from 2020-10 to 2021-10 3
Table 2 Chinese gallium metal producers' monthly output from 2020-10 to 2021-10 by major province (ton) 3
Table 3 Chinese gallium metal producers' monthly stocks from 2020-10 to 2021-10 by major province (ton) 4


.Asian Metal Copyright1 NDRC: Power plants' coal stocks exceed 143 million tons 2 3 Market Movements 2 3Asian Metal Copyright