[small Metal Summit] SMM: Indium Germanium Gallium Bismuth selenium Tellurium Market Analysis Future Market detailed Forecast

SMM News: from May 24 to 26, at the "2018 small Metal Industry Summit" held in Nanning, Guangxi, Ms. Liu Yuqiao, small metal analyst of Shanghai Nonferrous Network Information Technology Co., Ltd., followed the order of indium, germanium, gallium, bismuth, selenium, tellurium, This paper summarizes the small metal market from 16 to 18 years, and forecasts the future market at the same time.

I. Indium

"the price of refined indium has almost doubled as a result of stricter environmental protection and obstructed production of raw materials." Liu Yuqiao said of the current indium price.

2016 / 2018 SMM refined Indium Price trend:

According to SMM statistics, the domestic production of refined indium in 2017 is 355 tons, since 2014, production capacity has been in a downward trend year by year, 2018 with the price recovery, production will increase but the increase will not be too large.

2017 / 2018 domestic supply and demand balance of refined indium:

After the abolition of the export quota of indium in 2017, the excellent quality of domestic refined indium has been favored by overseas customers, and both imports and exports have shown an upward trend.

Import and export of refined indium 2017 and 2018:

II. Germanium

Liu Yuqiao said that for germanium ingots, because of the increase in overseas orders, prices have returned to high levels, industry concentration has increased in recent years, demand-side performance is stable, germanium prices are expected to be consolidated at a high of 10,000 yuan in the future.

Price trend of 2016 and 2018 SMM germanium ingots:

According to SMM statistics, domestic metal germanium production in 2017 87 tons, the current metal germanium market industry concentration has been high, in the absence of a large plant expansion plan, it is expected that 2018 production will be basically stable.

Balance between supply and demand of metal germanium in 2017 and 2018:

由于海外含锗饰品等下游需求上涨，国内来料加工贸易产生进口需求，金属锗进出口量均呈上涨趋势。

Imports and exports of metal germanium 2017 / 2018:

三、镓

For the current price trend of gallium, Liu Yuqiao said, downstream demand growth caused by the short-term supply gap, which contributed to the rise in gallium prices.

2016 and 2018 SMM gallium price trends:

According to SMM, domestic production of gallium was 290 tons in 2017 and is expected to increase slightly in 2018 compared with 2017.

2017 / 2018 domestic gallium supply and demand balance:

In recent years, gallium exports have shown an upward trend, related to downstream developments such as overseas chips and MOsources; Liu Yuqiao believes that net exports will continue to rise in 2018, but will be slower than last year.

Imports and exports of gallium 2017 and 2018:

IV. secrets

Because the output is basically stable, the downstream long single procurement, the current bismuth market supply and demand pattern of the overall balance.

2016 / 2018 SMM refined Bismuth Price trend:

According to SMM statistics, the domestic production of bismuth ingots in 2017 is 12000 tons, Liu Yuqiao expects the supply and demand pattern of bismuth industry will maintain a stable level in 2018.

Balance between supply and demand of bismuth ingots in 2017 and 2018:

In recent years, the export volume of bismuth ingots in China has shown a downward trend, while the export volume of bismuth trioxide has shown an obvious upward trend, that is, the main products of bismuth exports in China have gradually changed from bismuth ingots to bismuth oxide, which is related to the evolution of the purchasing demand of downstream customers.

Exports of 2017 and 2018 bismuth ingots and bismuth trioxide:

V. selenium

Liu Yuqiao said that due to rising external costs but low domestic consumption, selenium market differentiation; at the same time, manganese market dynamics also affect the nerves of the industry.

2016 / 2018 SMM selenium Powder, selenium dioxide and Electrolytic Manganese Price trend:

According to SMM statistics, China produced 720 tons of refined selenium powder and 1360 tons of selenium dioxide in 2017. the significant increase in domestic selenium imports in 2017 is related to the expansion and hoarding of large manganese plants.

2017 / 2018 domestic selenium supply and demand balance:

In 2017, the import of selenium in China increased obviously, which is closely related to the expansion of the largest electrolytic manganese plant in China. In 2018, the price of overseas selenium powder rose all the way, while domestic demand generally, can only be passively followed up, most importers maintain long orders, so imports have declined. In addition, the import of selenium is also related to the procurement rhythm and procurement strategy of domestic electrolytic manganese plants.

Selenium imports 2017 and 2018:

VI. tellurium

At present, environmental protection strictly controls supply, export demand recovers, and tellurium prices are gradually pushed up.

2016 / 2018 SMM Metal Tellurium Price trend:

According to SMM statistics, the domestic tellurium production in 2017 is 470 tons, environmental pressure, high processing costs make most manufacturers operating rate is low, and the leading position of large factory output is very obvious. Liu Yuqiao expects tellurium production to increase slightly in 2018 and strong demand in overseas markets to support exports

2017 / 2018 domestic balance between supply and demand for tellurium:

Liu Yuqiao believes that in the field of import and export of antimony, the processing trade of materials from large domestic factories occupies a dominant position.

Imports and exports of tellurium 2017 / 2018: