Gallium Industry Annual Report 2025

Contents

1 Definition, Type, Distribution, Application 3
1.1 Definition 3
1.2 Type 3
1.3 Distribution 3
1.4 Application 3
2 Economy and Policy 3
2.1 China tightens export controls of critical materials 3
2.2 China to impose additional 34% tariff on all US imports 4
2.3 China to impose additional 34% tariff on all US imports 4
2.4 China raises tariffs on US imports from 34% to 84% 4
2.5 China raises tariffs on imported US products to 125% 4
2.6 China and U.Asian Metal Copyright7 Yunnan Germanium to invest in high-quality GaAs wafer project 10 5 Producers Statistics 10 5.Asian Metal CopyrightS. reach deal to scale back tariffs 4
2.7 China strengthens control over export of strategic minerals 4
2.8 China adjusts tariffs on US imports 5
2.9 China Customs updates procedures for dual-use export control reviews 5
2.10 China steps up crackdown on strategic mineral smuggling 5
2.11 China issues two-year plan to stabilize growth in nonferrous industry 5
2.12 Guangxi boosts nonferrous and critical metals industry 5
2.13 China to extend suspension of 24% tariff on U.Asian Metal Copyright3 China to impose additional 34% tariff on all US imports 4 2.Asian Metal CopyrightS. goods 5
2.14 China makes major breakthroughs in rare and dispersed metals development 6
2.15 Guangxi unveils strategic five-year plan to boost mineral exploration 6
3 Market Movements 6
3.1 Domestic Market 6
3.1.Asian Metal Copyright99999%min EXW 100% down price trend from 2025-10-01 to 2025-12-31 RMBkg 8 Graph 13 Gallium metal 99.Asian Metal Copyright1 Gallium metal 99.99%min EXW 100% down 6
3.1.Asian Metal Copyright reach deal to scale back tariffs 4 2.Asian Metal Copyright2 Gallium metal 99.99999%min EXW 100% down 7
3.2 Export Market 8
3.2.Asian Metal Copyright3 Sinomine breaks ground on polymetallic recovery project at Tsumeb smelter 9 4.Asian Metal Copyright1 Gallium metal 99.99%min FOB China 8
4 Company News 9
4.1 Nonfemet Shaoguan Smelter commissions two new projects 9
4.2 Guangxi Long'an receives EIA approval for alumina and aluminum products project 9
4.3 Sinomine breaks ground on polymetallic recovery project at Tsumeb smelter 9
4.4 CHINALCO plans joint venture for rare metals 10
4.5 Xiangjiang Wanji's gallium metal project in full production 10
4.6 GEM streamlines operations to focus on key metal resource recycling 10
4.7 Yunnan Germanium to invest in high-quality GaAs wafer project 10
5 Producers Statistics 10
5.1 AM Stats: China's gallium metal producers' total number statistics up by 19.04% YoY in late 2025 10
5.2 AM Stats: Chinese gallium metal producers' annual production capacity up by 18.52% YOY in late Dec 2025 11
5.3 AM Stats: Chinese gallium metal producers' operating rate up by 8.00%% YOY in 2025 11
5.4 AM Stats: China's gallium metal output up by 23.84% YOY in 2025 12
5.5 AM Stats: Chinese gallium metal producers' stocks was 109.56 t at the end of 2025 12
6 Customs Statistics 13
6.1 Chinese gallium metal export volume up by 20.60% YoY in 2025 13
7 Supply and Demand Outlook 13
7.1 Supply Outlook 13
7.2 Demand Outlook 13
7.3 Export Outlook 13

Graph
Graph 1 The ranking and proportion of gallium resources reserves in China's provinces in 2024 3
Graph 2 Distribution of main application industry of gallium in 2024 3
Graph 3 Gallium metal 99.99%min EXW 100% down price trend from 2025-01-01 to 2025-12-31 (RMB/kg) 6
Graph 4 Gallium metal 99.99%min EXW 100% down price trend from 2025-01-01 to 2025-03-31 (RMB/kg) 6
Graph 5 Gallium metal 99.99%min EXW 100% down price trend from 2025-04-01 to 2025-06-30 (RMB/kg) 6
Graph 6 Gallium metal 99.99%min EXW 100% down price trend from 2025-07-01 to 2025-09-30 (RMB/kg) 7
Graph 7 Gallium metal 99.99%min EXW 100% down price trend from 2025-10-01 to 2025-12-31 (RMB/kg) 7
Graph 8 Gallium metal 99.99999%min EXW 100% down price trend from 2025-01-01 to 2025-12-31 (RMB/kg) 7
Graph 9 Gallium metal 99.99999%min EXW 100% down price trend from 2025-01-01 to 2025-03-31 (RMB/kg) 7
Graph 10 Gallium metal 99.99999%min EXW 100% down price trend from 2025-04-01 to 2025-06-30 (RMB/kg) 7
Graph 11 Gallium metal 99.99999%min EXW 100% down price trend from 2025-07-01 to 2025-09-30 (RMB/kg) 8
Graph 12 Gallium metal 99.99999%min EXW 100% down price trend from 2025-10-01 to 2025-12-31 (RMB/kg) 8
Graph 13 Gallium metal 99.99%min FOB China price trend from 2025-01-01 to 2025-12-31 (USD/kg) 8
Graph 14 Gallium metal 99.99%min FOB China price trend from 2025-01-01 to 2025-03-31 (USD/kg) 8
Graph 15 Gallium metal 99.99%min FOB China price trend from 2025-04-01 to 2025-06-30 (USD/kg) 8
Graph 16 Gallium metal 99.99%min FOB China price trend from 2025-07-01 to 2025-09-30 (USD/kg) 8
Graph 17 Gallium metal 99.99%min FOB China price trend from 2025-10-01 to 2025-12-31 (USD/kg) 9
Graph 18 Chinese gallium metal producers' annual production capacity from 2024-01 to 2025-12 (ton) 11
Graph 19 Chinese gallium metal producers' annual production capacity by province from 2024-01 to 2025-12 (ton) 11
Graph 20 Chinese gallium metal producers' operating rate from 2024-01 to 2025-12 (%) 11
Graph 21 Chinese gallium metal producers' operating rate from 2024-01 to 2025-12 (%) 12
Graph 22 Chinese gallium metal producers' monthly output from 2024-01 to 2025-12 (ton) 12
Graph 23 Chinese gallium metal producers' monthly output from 2024-01 to 2025-12 (ton) 12
Graph 24 Chinese gallium metal producers' monthly stocks from 2024-01 to 2025-12 (ton) 12
Graph 25 Chinese gallium metal producers' monthly stocks from 2024-01 to 2025-12 (ton) 13
Graph 26 Chinese gallium metal export volume from 2023 to 2025 (kg) 13


Table
Table 1 Gallium Product Classification from Level 1 to Level 3 in 2024 3
Table 2 The ranking and proportion of gallium resources reserves in China's provinces in 2024 (ton) 3
Table 3 Distribution of main application industry of gallium 3
Table 4 China's gallium metal 99.99%min producers' total number statistics by month from 2024-01 to 2025-12 (pcs) 10
Table 5 Chinese gallium metal producers' statistics from 2024 to 2025 10
Table 6 China's gallium metal producers' total number statistics by province by month from 2024-01 to 2025-12 (pcs) 10
Table 7 Chinese gallium metal producers' statistics by province from 2024 to 2025 11
Table 8 Chinese gallium metal producers' annual production capacity from 2024 to 2025 (ton) 11
Table 9 Chinese gallium metal producers' annual production capacity by province from 2024 to 2025 (ton) 11
Table 10 Chinese gallium metal producers' operating rate from 2024 to 2025 11
Table 11 Chinese gallium metal producers' average operating rate from 2024 to 2025 12
Table 12 Chinese gallium metal producers' monthly output from 2024 to 2025 (ton) 12
Table 13 Chinese gallium metal producers' monthly output from 2024 to 2025 (ton) 12
Table 14 Chinese gallium metal producers' monthly average stocks from 2024 to 2025 (ton) 12
Table 15 Chinese gallium metal producers' monthly average stocks from 2024 to 2025 (ton) 13
Table 16 Chinese gallium metal export volume from 2023 to 2025 (kg) 13
Table 17 Chinese gallium metal export volume by countries from 2024 to 2025 (kg) 13
.Asian Metal Copyright8 China adjusts tariffs on US imports 5 2Asian Metal Copyright