Monthly Gallium Market Report Apr 2023

Contents

1 Market Highlights 2
2 Economy and Policy 2
2.1 China revises method of collecting proceeds from transfer of mining rights 2
2.2 WTO raises global trade growth forecast for 2023 2
2.3 South Korea to invest USD122 billion in three key fields including semiconductor 2
2.4 Japan to restrict export of 23 types of semiconductor equipment 2
2.5 World Bank raises China's economic growth forecast to 5.1% 2
2.6 China to take special action on screening and preventing potential large accidents 2
2.7 China to further expand scale of RMB settlement for cross-border trade 2
3 Market Movements 2
3.1 Chinese Market 2
3.1.Asian Metal Copyright1 China revises method of collecting proceeds from transfer of mining rights 2 2.Asian Metal Copyright1 Gallium metal 99.99%min EXW D/P 2
3.1.Asian Metal Copyright2 Senze Fangyuan Gallium to reduce gallium metal output 3 4.Asian Metal Copyright2 Gallium metal 99.99999%min EXW D/P 3
3.2 Chinese Export Market 3
3.2.Asian Metal Copyright40% YoY in Apr 2023 4 5.Asian Metal Copyright1 Gallium metal 99.99%min FOB China 3
4 Company news 3
4.1 Guangxi Debao to halt gallium metal production 3
4.2 Senze Fangyuan Gallium to reduce gallium metal output 3
4.3 Luoning Zhongtianli to produce high purity indium production 3
4.4 Chalco Mining reduces gallium metal output 3
5 Producers Statistics 3
5.1 AM Stats: Chinese gallium metal producers' operating rate down by 11.60% YoY in Apr 2023 3
5.2 AM Stats: Chinese gallium metal producers' output down by 11.40% YoY in Apr 2023 4
5.3 AM Stats: Chinese gallium metal producers' stocks increased 239.38% YoY in late Apr 2023 4
6 Relevant Industry News 5
6.1 SIA: Global semiconductor sales down by over 20% YoY in Feb 5
6.2 Secote to invest RMB2.5 billion in high-end semiconductor production base project 5
7 Export Statistics 5
7.1 China's exports of gallium metal up by 257.02% MoM in Mar 2023 5
8 Market Outlook for Next month 5
8.1 Gallium Metal 99.99%min EXW China 5
8.2 Gallium Metal 99.99999%min EXW China 5
8.3 Gallium Metal 99.99%min FOB China 5

Graph

Graph 1 Chinese gallium metal 99.99%min price trend from 2023-03-01 to 2023-04-30 (RMB/kg) 2
Graph 2 Chinese gallium metal 99.99999%min price trend from 2023-03-01 to 2023-04-30 (RMB/kg) 3
Graph 3 Chinese gallium metal 99.99%min FOB price trend from 2023-03-01 to 2023-04-30 (USD/kg) 3
Graph 4 Chinese gallium metal producers' operating rate from 2022-04 to 2023-04 (%) 3
Graph 5 Chinese gallium metal producers' operating rate by major province from 2022-04 to 2023-04 (%) 4
Graph 6 Chinese gallium metal producers' monthly output from 2022-04 to 2023-04 (ton) 4
Graph 7 Chinese gallium metal producers' monthly output from 2022-04 to 2023-04 by major province (ton) 4
Graph 8 Chinese gallium metal producers' monthly stocks from 2022-04 to 2023-04 (ton) 4
Graph 9 Chinese gallium metal producers' monthly stocks from 2022-04 to 2023-04 by major province (ton) 5

Table

Table 1 Chinese gallium metal producers' operating rate by major province from 2022-04 to 2023-04 4
Table 2 Chinese gallium metal producers' monthly output from 2022-04 to 2023-04 by major province (ton) 4
Table 3 Chinese gallium metal producers' monthly stocks from 2022-04 to 2023-04 by major province (ton) 5
Table 4 Top nine gallium metal export destinations for China in Mar 2023 (kg) 5


.Asian Metal Copyright99%min price trend from 2023-03-01 to 2023-04-30 RMBkg 2 Graph 2 Chinese gallium metal 99Asian Metal Copyright