Monthly Gallium Market Report Feb 2023

Contents

1 Market Highlights 2
2 Economy and Policy 2
2.1 Japan to control export of cutting-edge semiconductor technology 2
2.2 MEE: Nearly 60% of rectification plan for second round of central environmental supervision completed 2
2.3 China again extends tariff exemptions on some U.Asian Metal Copyright2.Asian Metal CopyrightS. imported products 2
2.4 China remains Germany's biggest trading partner in 2022 2
2.5 Beijing-Tianjin-Hebei Region's economic aggregate exceeds RMB1 billion 2
2.6 45 national clusters' total output value exceeds RMB20 trillion 2
3 Market Movements 2
3.1 Chinese Market 2
3.1.Asian Metal Copyright2 MEE: Nearly 60% of rectification plan for second round of central environmental supervision completed 2 2.Asian Metal Copyright1 Gallium metal 99.99%min EXW D/P 2
3.1.Asian Metal CopyrightS.Asian Metal Copyright2 Gallium metal 99.99999%min EXW D/P 2
3.2 Chinese Export Market 3
3.2.Asian Metal Copyright1.Asian Metal Copyright1 Gallium metal 99.99%min FOB China 3
4 Producers Statistics 3
4.1 AM Stats: Chinese gallium metal producers' operating rate down by 4.25% YoY in Feb 2023 3
4.2 AM Stats: Chinese gallium metal producers' output up by 43.23% YoY in Feb 2023 3
4.3 AM Stats: Chinese gallium metal producers' stocks down by 1222.64% YoY in late Feb 2023 4
5 Relevant Industry News 4
5.1 SIA: Global semiconductor sales hit record high in 2022 4
5.2 Ferrotec signed RMB12 billion semiconductor industry project settling in Lishui 4
5.3 CSIA responds to restrictions imposed by USA, Netherlands and Japan on China 5
6 Market Outlook for Next month 5
6.1 Gallium Metal 99.99%min EXW China 5
6.2 Gallium Metal 99.99999%min EXW China 5
6.3 Gallium Metal 99.99%min FOB China 5

Graph

Graph 1 Chinese gallium metal 99.99%min price trend from 2023-01-01 to 2023-02-28 (RMB/kg) 2
Graph 2 Chinese gallium metal 99.99999%min price trend from 2023-01-01 to 2023-02-28 (RMB/kg) 2
Graph 3 Chinese gallium metal 99.99%min FOB price trend from 2023-01-01 to 2023-02-28 (USD/kg) 3
Graph 4 Chinese gallium metal producers' operating rate from 2022-02 to 2023-02 (%) 3
Graph 5 Chinese gallium metal producers' operating rate by major province from 2022-02 to 2023-02 (%) 3
Graph 6 Chinese gallium metal producers' monthly output from 2022-02 to 2023-02 (ton) 3
Graph 7 Chinese gallium metal producers' monthly output from 2022-02 to 2023-02 by major province (ton) 4
Graph 8 Chinese gallium metal producers' monthly stocks from 2022-02 to 2023-02 (ton) 4
Graph 9 Chinese gallium metal producers' monthly stocks from 2022-02 to 2023-02 by major province (ton) 4

Table

Table 1 Chinese gallium metal producers' operating rate by major province from 2022-02 to 2023-02 3
Table 2 Chinese gallium metal producers' monthly output from 2022-02 to 2023-02 by major province (ton) 4
Table 3 Chinese gallium metal producers' monthly stocks from 2022-02 to 2023-02 by major province (ton) 4


.Asian Metal Copyright6 45 national clusters' total output value exceeds RMB20 trillion 2 3 Market Movements 2 3Asian Metal Copyright