Monthly Gallium Market Report Jun 2023

Contents

1 Market Highlights 2
2 Economy and Policy 2
2.1 Taiyuan conducts investigation and rectification campaign to prevent major accidents 2
2.2 GACC: China's gross imports and exports up by 5.8% YoY in Jan-Apr 2
2.3 China to loosen limitation on transferring mining rights 2
2.4 China to scale up medium and long-term lending toward manufacturing sector 2
2.5 Ministry of Commerce: China's outward non-financial direct investment up by 26.6% YOY in Jan-Apr 2
3 Market Movements 2
3.1 Chinese Market 2
3.1.Asian Metal Copyright2 Rare Earth Department of Hengdian DMEGC invites bids for gallium metal 3 4.Asian Metal Copyright1 Gallium metal 99.99%min EXW D/P 2
3.1.Asian Metal Copyright5% YoY in Q1 4 6.Asian Metal Copyright2 Gallium metal 99.99999%min EXW D/P 3
3.2 Chinese Export Market 3
3.2.Asian Metal Copyright95% YoY in May 2023 5 8 Market Outlook for Next month 5 8.Asian Metal Copyright1 Gallium metal 99.99%min FOB China 3
4 Company news 3
4.1 Gucheng Chuangjia resumes secondary gallium production 3
4.2 Rare Earth Department of Hengdian DMEGC invites bids for gallium metal 3
4.3 Chalco Mining reduces gallium metal output 3
5 Producers Statistics 3
5.1 AM Stats: Chinese gallium metal producers' operating rate up by 14.66% MoM in Jun 2023 3
5.2 AM Stats: Chinese gallium metal producers' output up by 38.88% YoY in Jun 2023 4
5.3 AM Stats: Chinese gallium metal producers' stocks increased by 86.40% YoY in late Jun 2023 4
6 Relevant Industry News 4
6.1 China's integrated circuit exports down by 13.5% YoY in Q1 4
6.2 MIIT: China's integrated circuit production down by 14.8% YoY in Q1 5
7 Export Statistics 5
7.1 China's exports of gallium metal down by 10.95% YoY in May 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 2023-05-01 to 2023-06-30 (RMB/kg) 2
Graph 2 Chinese gallium metal 99.99999%min price trend from 2023-05-01 to 2023-06-30 (RMB/kg) 3
Graph 3 Chinese gallium metal 99.99%min FOB price trend from 2023-05-01 to 2023-06-30 (USD/kg) 3
Graph 4 Chinese gallium metal producers' operating rate from 2022-06 to 2023-06 (%) 3
Graph 5 Chinese gallium metal producers' operating rate by major province from 2022-06 to 2023-06 (%) 3
Graph 6 Chinese gallium metal producers' monthly output from 2022-06 to 2023-06 (ton) 4
Graph 7 Chinese gallium metal producers' monthly output from 2022-06 to 2023-06 by major province (ton) 4
Graph 8 Chinese gallium metal producers' monthly stocks from 2022-06 to 2023-06 (ton) 4
Graph 9 Chinese gallium metal producers' monthly stocks from 2022-06 to 2023-06 by major province (ton) 4

Table

Table 1 Chinese gallium metal producers' operating rate by major province from 2022-06 to 2023-06 4
Table 2 Chinese gallium metal producers' monthly output from 2022-06 to 2023-06 by major province (ton) 4
Table 3 Chinese gallium metal producers' monthly stocks from 2022-06 to 2023-06 by major province (ton) 4
Table 4 Top nine gallium metal export destinations for China in May 2023 (kg) 5


.Asian Metal Copyright2 Gallium metal 99Asian Metal Copyright