Monthly Germanium Market Report Mar 2023

Content

1. Market Highlights 2
2. Economy and Policy 2
2.1 GACC: China's foreign trade sector begins with steady performance in first two months of 2023 2
2.2 China to cut reserve requirement ratio by 0.25 percentage points 2
2.3 China further enforces preferential policies for small businesses regarding income tax 2
2.4 World Bank raises China's economic growth forecast to 5.1% 2
2.5 Japan to restrict export of 23 types of semiconductor equipment 2
3 Market Movements 2
3.1 Chinese Market 2
3.1.Asian Metal Copyright99%min price trend from 2023-02-01 to 2023-03-31 RMBkg 2 Graph 2 Chinese germanium dioxide 99.Asian Metal Copyright1 Germanium metal 99.99%min EXW D/P 2
3.1.Asian Metal Copyright99%min FOB China 3 3.Asian Metal Copyright2 Germanium dioxide 99.99%min EXW D/P 2
3.2 Chinese Export Market 2
3.2.Asian Metal Copyright5% YoY in Feb 5 7 Export Statistics 5 7.Asian Metal Copyright1 Germanium metal 99.99%min FOB China 2
3.2.Asian Metal Copyright99%min price trend from 2023-02-01 to 2023-03-31 RMBkg 2 Graph 3 Chinese germanium metal 99.Asian Metal Copyright2 Germanium Dioxide 99.99%min FOB China 3
3.3 International Market 3
3.3.Asian Metal Copyright2 Germanium metal 99.Asian Metal Copyright1 Germanium metal 99.99%min in Rotterdam Warehouse 3
3.3.Asian Metal Copyright1 Germanium metal 99.Asian Metal Copyright2 Germanium metal 99.99%min Delivered America 3
3.3.Asian Metal Copyright5% YoY in Feb 5 7 Export Statistics 5 7.Asian Metal Copyright3 Germanium Dioxide 99.99%min Delivered America 3
4 Company News 3
4.1 Yunnan Germanium's subsidiary forms annual capacity of 300000 4-inch solar germanium wafers 3
5 Producers Statistics 3
5.1 AM Stats: Chinese germanium metal producers' operating rate down by 14.07% YoY in Mar 2023 3
5.2 AM Stats: Chinese germanium metal producers' output down by 13.51% YoY in Mar 2023 4
5.3 AM Stats: Chinese germanium metal producers' stocks down up by 77.61% YoY in Mar 2023 4
6 Related Industry 5
6.1 Haikou to build semiconductor manufacturing cluster worth RMB3.2 billion 5
6.2 South Korea's semiconductor exports down by 41.5% YoY in Feb 5
7 Export Statistics 5
7.1 China's wrought germanium export volume decreased by 69.54% MoM in Feb 2023 5
8 Market Outlook for Next Month 5
8.1 Germanium metal 99.99%min EXW China 5
8.2 Germanium dioxide 99.99%min EXW China 5
8.3 Germanium metal 99.99%min FOB China 5
8.4 Germanium dioxide 99.99%min FOB China 5
8.5 Germanium metal 99.99%min in warehouse Rotterdam 5
8.6 Germanium metal 99.99%min Delivered America 5
8.7 Germanium dioxide 99.99%min Delivered America 6

Graph

Graph 1 Chinese germanium metal 99.99%min price trend from 2023-02-01 to 2023-03-31 (RMB/kg) 2
Graph 2 Chinese germanium dioxide 99.99%min price trend from 2023-02-01 to 2023-03-31 (RMB/kg) 2
Graph 3 Chinese germanium metal 99.99%min FOB price trend from 2023-02-01 to 2023-03-31 (USD/kg) 3
Graph 4 Chinese germanium dioxide 99.99%min FOB price trend from 2023-02-01 to 2023-03-31 (USD/kg) 3
Graph 5 European germanium metal 99.99%min price trend from 2023-02-01 to 2023-03-31 (USD/kg) 3
Graph 6 U.S.Asian Metal Copyright1 Yunnan Germanium's subsidiary forms annual capacity of 300000 4-inch solar germanium wafers 3 5 Producers Statistics 3 5.Asian Metal Copyright germanium metal 99.99%min price trend from 2023-02-01 to 2023-03-31 (USD/kg) 3
Graph 7 U.S.Asian Metal Copyright1.Asian Metal Copyright germanium dioxide 99.99%min price trend from 2023-02-01 to 2023-03-31 (USD/kg) 3
Graph 8 Chinese germanium metal producers' operating rate from 2022-03 to 2023-03 (%) 3
Graph 9 Chinese germanium metal producers' operating rate by province from 2022-03 to 2023-03 (%) 4
Graph 10 Chinese germanium metal producers' monthly output from 2022-03 to 2023-03 (kg) 4
Graph 11 Chinese germanium metal producers' monthly output from 2022-03 to 2023-03 by province (kg) 4
Graph 12 Chinese germanium metal producers' monthly stocks from 2022-03 to 2023-03 (kg) 4
Graph 13 Chinese germanium metal producers' monthly stocks by major province from 2022-03 to 2023-03 (kg) 4
Graph 14 China's exports of germanium metal by month from 2022-02 to 2023-02 (kg) 5
Graph 15 China's monthly exports of germanium metal by major destination from 2022-02 to 2023-02 (kg) 5

Table

Table 1 Chinese germanium metal producers' operating rate by province from 2022-03 to 2023-03 4
Table 2 Chinese germanium metal producers' monthly output from 2022-03 to 2023-03 by province (kg) 4
Table 3 Chinese germanium metal producers' monthly stocks by major province from 2022-03 to 2023-03 (kg) 5
Table 4 China's monthly exports of germanium metal by major destination from 2022-02 to 2023-02 (kg) 5


.Asian Metal Copyright07% YoY in Mar 2023 3 5Asian Metal Copyright