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The 2020 small Metal Industry Summit has come to a successful conclusion and a wonderful review!
Jul 26,2020 16:25CST
translation
Source:SMM
The content below was translated by Tencent automatically for reference.

On July 24th, the "2020 small Metal Industry Summit" hosted by SMM came to a successful conclusion.

During the meeting, industry / association experts, university professors, corporate bigwigs and senior analysts conducted an in-depth and comprehensive review of the global economic situation and the small metal industry chain. At the scene, upstream and downstream enterprises from all over the country held face-to-face negotiations to find supply and demand resources and expand new markets.

Bismuth Price Council awarding ceremony

During the meeting, SMM held the "Bismuth Price Council awarding ceremony" and presented honorary trophies to the members of the first Bismuth Price Council to thank them for their contributions to China's pricing power.

[licensing ceremony] the members of the first China Antimony and Bismuth Price Council were announced!

 

[antimony separation venue]

The topics of the speech at the antimony sub-meeting included: the precious metals will challenge the all-time high in the second half of 2020, how far the bull market can go and investment suggestions, epidemic factors significantly affect antimony production, the third quarter waiting for antimony market Liuyin Huaming, Lengshuijiang antimony industry status and future development ideas, performance and cost advantages-antimony glycol antimony application trend will be broader, antimony flame retardants facing challenges and opportunities. Speakers included Han Han, senior analyst of Zhishui investment management and consulting team, Huang Di, analyst of SMM, Duan Pingping, member of the standing Committee of the CPC Lengshuijiang Municipal Committee / Secretary of political and Law Committee of Lengshuijiang City / person in charge of antimony industrial chain of Lengshuijiang City, Deng Chuanyong, General Manager of Yunnan Muli Antimony Industry Co., Ltd., and Li Xiangmei, Associate Professor of Beijing Institute of Technology Institute of Materials / Secretary-General of Flame retardant Special Committee of China Arms Society.

Han Jie, a senior analyst from Zhishui investment management and consulting team, gave a speech on the theme of "Gold may challenge historic highs and investment suggestions in the second half of 2020". The speech mainly focused on the macro-monetary environment in 2020, the influencing factors of 2020 price, price analysis and investment strategy. The trend of the two traditional precious metals, gold and silver, is consistent in most cases. According to the statistics of nearly a decade, the correlation coefficient between them can reach 0.939. The Fed's monetary policy is still the main line of price influence! Key points: whether the US economy continues to slow, the pace of monetary policy, geopolitics, supply and demand of precious metals, positions and positions in precious metals. The factors that affect precious metal prices in 2020 will focus on three major aspects: Fed monetary policy, euro zone monetary policy and geopolitics. Combined with the combination of fundamentals and technical factors, it is expected that precious metal prices will rise first and then fluctuate widely in the second half of 2020. Precious metal prices are likely to continue to rise in the third quarter, while precious metal prices are likely to fluctuate widely or adjust slightly in the fourth quarter. Next year, the bull market in precious metals is likely to end and return to wide volatility.

"[small Metals Summit] Gold may challenge all-time highs and investment suggestions in the second half of 2020

Huang Di, senior analyst at SMM small Metals, delivered a speech on the theme "epidemic factors significantly affect antimony production in the third quarter waiting for the antimony market to be bright and willow in the third quarter", focusing on the first half review of the antimony industry in 2020 and the outlook for the third quarter of the antimony industry in 2020. The changes in the situation of the antimony industry in the first half of 2020 can be described as "four tight prospects", that is, the upstream raw materials are tight, the financial budget is tight, the downstream wallet is tight, and the boss has a tight brow. It is specifically reflected in the following five aspects: the trend is difficult to break, the supply reduction is not small, the rising cost forms the support, and the demand stagflation exports turn worse. SMM predicts that in 2020, how to speed up inventory digestion in the antimony industry will be an important factor affecting price trends.

Price situation of Antimony in the third quarter of 2009-- more rising than falling over the past decade

[small Metal Summit] SMM: epidemic factors significantly affect Antimony production waiting for the third quarter of Antimony City Liuyanhuaming

Duan Pingping, member of the standing Committee of the CPC Lengshuijiang Municipal CPC Committee / Secretary of the political and legal Commission / person in charge of the Lengshuijiang antimony industry chain, made a speech around "."

Deng Chuanyong, general manager of Yunnan Muli Antimony Industry Co., Ltd., said that thanks to the advantages of performance and cost, the application trend of antimony glycol will be wider and wider. He analyzed antimony glycol development, antimony glycol application area, ethylene glycol antimony SWOT analysis, market supply, demand, conclusion analysis, future trend and so on. Antimony glycol is mainly used in polyester Polycondensation, but it is rarely used in other fields. there are many kinds of catalysts for polyester Polycondensation in polyester industry, such as antimony system, germanium system, titanium system, tin system and so on. Antimony catalysts are widely used in polyester industry because antimony catalysts can greatly promote the condensation reaction in the process of Polycondensation, but have little effect on the thermal degradation reaction. Antimony glycol is the main antimony catalyst in the past 10 years. The synthesis method of antimony glycol is simple, the cost is low, the purity of the product is high, and there is no pollution. Antimony glycol has obvious advantages in catalytic performance in polyester industry, which can reduce the labor cost of catalyst products in factories, reduce environmental pollution, improve operating conditions and realize clean production. Over the years, antimony glycol has been highly effective in the application of polyester catalysts. The production and demand of antimony glycol have increased steadily over the past 10 years, and it has occupied about 75% of the market share of polyester catalysts for a long time. Since 2021, the global polyester industry will once again usher in the peak period of production. It is expected that in the next five years, antimony glycol will grow at an annual rate of 5.36% in the next five years, and the production capacity of the global polyester plant will exceed 100 million tons in 2025. The output of polyester reaches 90 million tons, and the demand for antimony glycol of polyester is 27000-28000 tons per year. Antimony trioxide, the main raw material, has decreased year by year, which has greatly reduced the production cost of antimony glycol. The cost of producing antimony glycol has dropped from 90000 yuan / ton to 33000-34000 yuan / ton. Due to the support of low cost and price, as well as efficient catalytic synthesis performance of polyester, the application in the field of polyester industry will be more consolidated and consolidated in the next few years. The pattern that antimony glycol continues to dominate the market of polyester catalyst during the 14th five-year Plan period will not change. With the continuous promotion of application in the field of polyester catalyst and the research and development of other new application fields, the application trend of antimony ethylene glycol will be wider and wider in the future.

"[small Metal Summit] benefits from performance and cost advantages the application trend of antimony glycol is getting wider and wider.

Li Xiangmei, Associate Professor of Beijing Institute of Technology School of Materials and Secretary-General of the Flame retardant Special Committee of China military Engineering Society, gave a speech on "challenges and opportunities facing antimony group fuels".

Round table interview

At the meeting, SMM invited Zhang Haisheng, General Manager of Antimony Business Department of Minmetals and rare Earth Group Co., Ltd., Zhao Xia, General Manager of Guizhou Metals and Minerals Import and Export Co., Ltd., Gong Wen, General Manager of Hunan Huaxing Nonferrous Metals Holdings Co., Ltd., Chen Xingming, Chairman of Changsha Samsung Antimony products Factory, Chen Lin, Deputy General Manager of Hunan Zhenqiang Antimony Industry, and other five guests discussed the hot topics of market concern.

Related hot topics include: the impact of Minmetals rare earth bids on the antimony industry, the impact of the epidemic on import and export, problems and corresponding suggestions in the antimony industry, future market prospects, price difference analysis of low bismuth antimony ingots produced in Hunan and high bismuth antimony ingots produced in Guangxi, etc.

[bismuth selenium tellurium indium germanium gallium branch venue]

Topics for speeches at the bismuth selenium tellurium indium germanium gallium gallium branch venue include: indium germanium gallium bismuth selenium tellurium market is at a low ebb for half a year, whether there will be "retaliatory consumption" in the second half of the year, the development of ITO targets and downstream applications, the general situation of the global germanium industry, the current situation and development prospects of organic bismuth compounds, the understanding and exchange of the domestic selenium industry in recent years, the impact of the epidemic on the selenium, bismuth and tellurium industry, and the application and development of gallium in Speakers included Hu Yan, small Metal analyst of SMM, Huang Xinying, General Manager of sales and Business Development of pilot thin Film Materials Co., Ltd., Huo Chengsong, General Manager of Youyan Optoelectronics New Materials Co., Ltd., Wu Manshe, Chief engineer of Xingping Yuehua Electronic Materials Co., Ltd., Yang Wenlong, Marketing Director of Yunnan Copper Technology Development Co., Ltd., Wu Shijun, President of Guixi Da Sanyuan Industrial (Group) Co., Ltd. Xiong Tian, Strategic Resources and Business Development Manager of Neo Performance Materials.

Hu Yan, senior analyst of SMM small metal items, brought a speech on the theme of "2019-2020 China Indium Gallium Germanium Bismuth selenium Tellurium Market Review and Price Prospect", which mainly deals with the price trend, import and export situation, industry policy and future prospects of Indium Gallium Germanium / Bismuth selenium Tellurium. The prices of refined bismuth, selenium dioxide and tellurium ingots showed a downward trend in the second half of 2018 and began to rise in 2020. Similar to bismuth selenium and tellurium, the price of indium gallium and germanium began to decline in the second quarter of 2018 and eased or reversed in 2020. In 2020, the output of germanium in China may increase significantly, indium gallium will grow naturally, and the output of bismuth, selenium and tellurium will decline From January to May 2020, China exported 1321 tons of forged bismuth and bismuth products, an increase of 45.5 percent over the same period last year; China imported 531 tons of other selenium from January to May 2020, down 10.3 percent from the same period last year; exports of other selenium increased by 55.9 percent; China exported boron tellurium 876 tons from January to May 2020, an increase of 2.9 percent over the same period last year; and exports CdTe216 tons, up 12.5 percent over the same period last year. From January to May 2020, China exported 67 tons of various indium products, an increase of 8.1 percent over the same period last year; from January to May 2020, China exported 32 tons of forged gallium and hafnium rhenium and its products, down 8.6 percent from the same period last year; and 12 tons of forged germanium and its products from January to May 2020, an increase of 9.1 percent. From October 2019 to January 2020, Kunming Fanya completed the auction of 23600 tons of indium gallium, germanium, bismuth, selenium and tellurium, involving a total of 4.27 billion yuan.

SMM: indium gallium germanium bismuth selenium tellurium market review and price prospect

Huang Xinying, General Manager of sales and Business Development of pilot thin Film Materials (Guangdong) Co., Ltd., brought a speech with the theme of "Development of ITO targets and downstream applications", mainly from the market application of ITO targets, the progress of downstream applications of ITO targets, and the development trend of target market. [global panel production line layout] in 2022, there are 33 panel production lines above G8 in the world, of which 7 are G8.6 and 6 are G10 and above. Among them, 22 high-generation panel production lines (G8.5/8.6&G10.5) will be completed in the mainland. [global ITO target demand market estimate] 2019-2021 the global ITO target demand growth rate is estimated at 5% Mur8%; the average growth rate in mainland China is more than 15%, which is about to overtake South Korea to become the largest country in ITO demand; the new application of HJT solar cells, smart glass and other products bring new demand; the demand of Taiwan panel industry in Japan and South Korea gradually slows down, or even shows negative growth. [development trend of target market] with the influx of smart phones and other electronic products on the market, indium tin targets have the advantages of enhanced signal, metal sense in shell and solving the problem of highlight in assembly and coating through the application of conductive vacuum evaporation technology. it can not only increase beauty, but also make up for the shortcomings of plastics and endow plastic parts with new surface properties. At the same time, it is also used in electronic and electrical appliances, cars, household goods and so on.

[small Metal Summit] Development of ITO targets and downstream applications

Li Chao, manager of the materials department of Youyan Optoelectronic New Materials Co., Ltd., brought a speech on the theme of "General situation of Global Germanium Industry". According to the (USGS) data of the US Geological Survey, the global germanium reserves in 2016 are 8600 tons. The United States has the largest germanium reserves in the world, with 3870 metal tons, accounting for 45 per cent of the world's total. Followed by China, with reserves of 3500 tons, accounting for 41 per cent of global germanium reserves. Canada ranks third in germanium reserves. China is the largest producer and exporter of germanium in the world, mainly because the technical link of our high value-added deep processing products is weak, resulting in relatively limited domestic demand, and most of the products are primary processed products. China's germanium ore reserves are mainly concentrated in Wulan Tuga germanium coal, Yunnan germanium industry and Chihong zinc germanium, accounting for 85% of China's resource reserves. The three companies are also the main producing areas of germanium concentrate in China, with a total output of 77.4 tons (metal) in 2016, accounting for 70% of the output of germanium concentrate in China. The fluctuation of germanium market is affected by many factors, such as market demand, national policies (such as deposit collection) and capital operation. In the long run, market demand is the main influencing factor. With the sharp increase in the demand for infrared thermometers in the global epidemic, the demand for germanium has increased significantly, and the price of germanium is expected to continue to increase slightly in the second half of this year.

Wu Manshe, chief engineer of Xingping Yuehua Electronic Materials Co., Ltd., brought a speech on the theme of "present situation and development prospect of organic bismuth compounds", mainly from the development history, present situation and development prospect of organic bismuth compounds. He said that at present, countries around the world pay more and more attention to environmental protection, and organic bismuth compounds have green and safe properties such as low cost, easy to treat, low toxicity and low radioactivity, and have been used in medicine, polyurethane, waterborne coatings, lubricants and other fields. The scientific research and application of organic bismuth compounds are deepening day by day, and the types and usage of organic bismuth compounds are also increasing. In terms of preparation products and dosage forms, there is a large gap between China and foreign countries, and there is also a big gap between the internal quality of preparation products and similar foreign products. A good preparation or compound preparation can give full play to the therapeutic effect of the drug or reduce its toxic and side effects to the lowest level, which is as important as the development of a new type of chemical. Organic bismuth compounds have better hydrolytic stability than tin compounds, can promote NCO+OH reaction, avoid side reactions of NCO groups, and reduce the selectivity of reaction with water. In waterborne PU systems, organic bismuth compounds can reduce the side reactions between water and NCO groups. In one-component systems, they often release water-shielded amines instead of promoting the reaction of NCO with water. At present, cathodic electrophoretic primers are used in almost all passenger cars in China, and traditional alkyd, phenolic or epoxy primers are used only on some passenger cars and trucks. According to estimates, the market demand for automotive primer (electrophoretic paint) in China is about 150000 tons in 2016 and is expected to reach 180000 tons in 2018. With the development of modern science and technology, the performance requirements of oil products are getting higher and higher. for modern oil products, in addition to excellent extreme pressure anti-wear performance and anti-oxidation stability, it is also required to have good environmental adaptability and green environmental protection performance. To sum up, with the enhancement of people's environmental awareness and the increasingly stringent requirements for environmental protection at home and abroad, using non-toxic or low-toxic substances to replace toxic lead and mercury substances in industrial production and application, green development will be the long-term development direction. Organic bismuth compound has the characteristics of relatively low price, environmental protection and safety, so it is an ideal choice to replace lead and mercury, so it has a broad application prospect in medicine, polyurethane, waterborne coatings and lubricating oil antiwear agents.

"[small Metal Summit] the development history, present situation and prospect of organic bismuth compound industry

Yang Wenlong, marketing director of Yunnan Copper Science and Technology Development Co., Ltd., brought a speech with the theme of "talking about the understanding exchange of domestic selenium industry in recent years". The speech was mainly carried out from the following aspects: the source of selenium raw materials, the basic general situation of product application, the supply and demand situation and understanding of selenium market, and other knowledge related to selenium. Selenium is widely used in crops, livestock and poultry feed, anticancer drugs and health food. For general organic matter, selenium is non-metallic and can be oxidized and combined with organic matter to form stable and absorbable compounds. at the same time, under the condition of strong oxidation, selenium can combine with oxygen to prevent organic matter from being oxidized, so selenium has the ability of antioxidation. Especially for alkaline metal toxic substances which are harmful to human body, the combination of selenium can effectively inhibit its toxicity and harm human health. The mechanism is so general for plants, animals and soil. At the beginning of 2015, with the fermentation of the Pan-Asian event, the selenium market ushered in another round of price reduction. The price of crude selenium products dumped all the way from 300000 yuan to 50, 000 or 60, 000 yuan. From 2019 to 2020, it is also the eve of the disposal of Fanya's 300-ton selenium inventory. Although the amount of selenium has little impact on the industry, selenium-related production, management and sales enterprises are more mature, and the industrial chain is more perfect, but the price of selenium has been tossed back to 60, 000 yuan. Why, thank our dealers for their respective battle, full market competition and profit-seeking bidding. Ten years ago, the price of selenium products was nearly 1 million yuan, due to the doubling of the scale of the copper industry, and the demand for copper mines has increased from 4 million tons ten years ago to nearly 10 million tons in recent years. Of course, the selenium production has also increased from less than one thousand tons ten years ago. With the upgrading of selenium removal technology and equipment in recent years, the output has reached about 2600 tons per year. The supply of selenium in Jiang Copper, Tongling and medium Copper in the top three copper smelting enterprises exceeded 1000 tons, and the output of the top ten copper smelting enterprises exceeded 2,000 tons. (Yunnan Copper now belongs to China Copper, with an annual output of not less than 500 tons of selenium.) the selenium industry is a competitive industry that has been positive for less than 20 years, with applications ranging from basic to high-end industries, as the main cross-industry functional additives and substrate application elements. its output scale is relatively small, and its current scale is based on the consumption of mineral resources, with the improvement of the recovery industry in the non-ferrous metals industry and the decline of mineral supply. As well as the general promotion and restriction of environmental protection policies, the development of various application ways in selenium industry, antioxidant additives used in basic industrial products will be subject to competition from high-end selenium application products, and finally, selenium products will reflect sufficient value and price in the market, as well as development potential.

"[small Metal Conference dry Information] Analysis of selenium Raw material Source, Product Application, supply and demand

Wu Shijun, president of Guixi Da Sanyuan Industrial (Group) Co., Ltd., delivered a speech on the theme of "the impact of the epidemic on the selenium, bismuth and tellurium industry." the speech covered the price trend during the selenium, bismuth and tellurium epidemic and the application of selenium in agriculture.

Xiong Tian, strategic resources and business development manager of Neo Performance Materials, brought a speech with the theme of "talking about the application and development of gallium in the semiconductor industry". The speech was mainly carried out from the following aspects: the trend of resources, the national strategic new materials, and the prospect of gallium in the semiconductor industry. At present, more than 90% of primary gallium comes from the upstream of primary aluminum production and is produced in the form of by-products of alumina production. Since December 2015, the state has carried out the first round of historic environmental protection inspectors that lasted for more than three years, in which efforts have been made to sort out and standardize the development and protection of mineral resources. In July 2019, the second round of environmental inspectors was launched. The supply of domestic bauxite is reduced, which has an impact on the stable production of primary gallium. For a time, the output of primary gallium decreases, the cost increases, and the price is supported. The expansion of LED has boosted the demand for related materials in the industrial chain, but the growth caused by the bullwhip effect has proved to be living beyond its means. In the catalogue released in September 2018, semiconductors appeared as a high-frequency word 10 times. In the catalogue released in December 2019, semiconductors appeared as a high-frequency word 15 times.

"[small Metal Summit] Application and Development Prospect of Gallium in Semiconductor Industry

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