China's Cadmium Telluride Exports Surge for Three Months, Reaching 80 Tonnes in April

Multiple Factors Converge to Drive Tellurium Prices Gradually Higher

According to SMM's assessment, China's refined bismuth production in May 2026 is expected to decline significantly by approximately 17% month-on-month compared to April's national refined bismuth output, representing a notable decrease. Many market participants expect that as the country enters summer, the tight raw material situation at bismuth smelters nationwide will remain difficult to ease. There is a high likelihood that production will continue to be constrained, and refined bismuth output is more likely to remain stable, though a continued gradual decline cannot be ruled out.

SMM, June 2 – According to an official announcement from Guangxi Nanguo Copper Co., Ltd., the company has today launched a competitive bidding sale for 5 metric tons of tellurium ingots (99.99% purity). The product specifications are as follows: Tellurium (Te): ≥99.99%; Total impurities: ≤0.01%. Packaging: wooden crates. The quoted price is the ex-works (factory gate, truck-loaded) price inclusive of tax (VAT rate: 13%), at the Guangxi Nanguo Copper Co., Ltd. facility. The company declined to disclose the specific starting bid price. The deadline for submissions is June 2, 2026.