China is the world’s largest producer and exporter of germanium. With the recovery of germanium demand worldwide after the financial crisis, the germanium output and export price of China saw sustained surge. The year of 2010 marked the third consecutive year for China’s germanium output in excess of 100 tons (metal equivalent), accounting for 70% or more of the global total. As of Q1 2011, China’s export price of germanium picked up to USD1, 219/kg, close to the peak since 2008.

Presently, China is still the major producer of primary germanium products such as germanium dioxide and zone-refined germanium ingot. Granted, domestic heavyweights including Yunnan Lincang Xinyuan Germanium Industrial Co., Ltd, Yunnan Chihong Zn&Ge Co., Ltd and China Germanium Co., Ltd are going into overdrive to invest in deep-processing germanium products such as monocrystalline germanium slices for infrared optics and solar cell use.

Yunnan Lincang Xinyuan Germanium Industrial is not only the largest enterprise in terms of germanium source reserves and capacity of primary germanium products, but also the only domestically listed company primarily focused on the germanium-based products. As of 2010, its capacity of germanium metal registered 39 tons/year, while that of germanium deep-processed product- infrared monocrystalline germanium-realized 10 tons/year.

Yunnan Chihong Zn&Ge Co., Ltd is also one among the domestic key industry champions, with its capacity hitting 30 tons/year in 2010. The company is projected to expand its existing capacity of germanium products to 40 tons by 2015, with the investment highlighting high-end germanium products such as monocrystalline germanium slices for infrared optics and solar cell use, and germanium tetrachloride for optical use.    

China Germanium is one of the enterprises that earliest tapped into germanium metal smelting in China. It has worked to expand its business in recent years towards upstream germanium ore realm through share-participation of Xilingol Tongli Ge Refine. As of 2010, the capacity of primary germanium products of the company reached 30 tons/year, making it become the second largest manufacturer of primary germanium products in China. China Germanium plans to make intensified efforts in expanding its annual capacity of infrared monocrystalline germanium slices to 22 tons from the present 5 tons by means of fundraising as a listed company in the upcoming years.

TABLE OF CONTENTS

1. Profile of Germanium
1.1 Properties
1.2 Application
1.3 Industry Chain

2. Development of Global Germanium Industry
2.1 Reserves & Distribution
2.2 Supply & Demand
2.2.1 Supply
2.2.2 Demand
2.3 Competition

3. Development of China Germanium Industry
3.1 Reserves & Distribution
3.2 Policies
3.2.1 Industry Policy
3.2.2 Export Policy
3.3 Supply
3.4 Export
3.4.1 Germanium Oxide
3.4.2 Germanium Metal
3.5 Price

4. Application Fields
4.1 Optical Fiber
4.2 Infrared Optics
4.3 Solar Cell
4.4 PET Catalyst

5. Key Manufacturers in China
5.1 Yunnan Lincang Xinyuan Germanium Industrial Co., Ltd
5.1.1 Profile
5.1.2 Germanium Reserves
5.1.3 Output
5.1.4 Operation
5.1.5 Investment Planning
5.2 Yunnan Chihong Zn&Ge Co., Ltd
5.2.1 Profile
5.2.2 Operation
5.2.3 Development Planning
5.3 China Germanium Co., Ltd.
5.3.1 Profile
5.3.2 Operation
5.4 Yunnan Luoping Zinc & Electricity Co., Ltd.
5.4.1 Profile
5.4.2 Germanium Product Business
5.5 Shaoguan Smelting Plant
5.5.1 Profile
5.5.2 Germanium Product Business
5.6 CNGC Kunming North Infrared Technology Co., Ltd.
5.6.1 Profile
5.6.2 Operation
5.7 Xilingol Tongli Ge Refine Co., Ltd.
5.7.1 Profile
5.7.2 Operation

LIST OF CHARTS

Flow Chart of Germanium Industry Chains
Global Germanium Reserves & Distribution, 2010
Global Germanium Output,2003-2015E
Global Germanium Output by Country, 2010
Global Germanium Demand, 2008-2015E
Global Germanium Demand by Application, 2010
Capacity of Key Zone-refined Germanium Ingot & High-purity Germanium Dioxide Producers in the World, 2010
Capacity of Key Infrared and Solar Monocrystalline Germanium Slice Producers in the World, 2010
Distribution of Germanium Reserves in China, 2010
Distribution of Mineral Resources Containing Germanium in China
Major Policies Concerning Germanium Industry in China, 2005-2009
Export Rebate Rate of Germanium Products in China, 2005-2010
Output of Germanium Metal in China, 2003-2015E
Export Volume of Germanium Dioxide to Japan, 2011
Export Volume of Germanium Metal in China, 2007-2011
Export Price of Germanium Metal in China, 2007-2011
Top 10 Export Destinations for Metal Germanium from China, 2010
Price of Germanium Metal (99.99%) in China, 2004-2011
Demand for Germanium Applied in Optical Fiber in China and Beyond, 2010-2015E
Demand for Germanium Applied in Infrared Optics Worldwide, 2010-2015E
Demand for Monocrystalline Germanium Slices  Applied in Space Solar Cells Worldwide, 2010-2015E
Demand for Monocrystalline Germanium Slices Applied in Terrestrial Solar Cells Worldwide, 2010-2015E
Demand for Germanium Applied in Solar Cell Worldwide, 2010-2015E
Germanium Reserves of Yunnan Lincang Xinyuan Germanium Industrial Co., Ltd, 2010
Sales Volume of Major Products of Yunnan Lincang Xinyuan Germanium Industrial Co., Ltd, 2007-2010
Operating Income & Net Income of Yunnan Lincang Xinyuan Germanium Industrial Co., Ltd, 2007-2011
Operating Income of Yunnan Lincang Xinyuan Germanium Industrial Co., Ltd by Product, 2010
Investment Projects of Yunnan Lincang Xinyuan Germanium Industrial Co., Ltd
Germanium Output of Yunnan Lincang Xinyuan Germanium Industrial Co., Ltd, 2001-2010
Operating Income & Net Income of Yunnan Chihong Zn&Ge Co., Ltd, 2006-2011
Germanium Products Operating Income of Yunnan Chihong Zn&Ge Co., Ltd, 2007-2010
Investment Planning of Yunnan Chihong Zn&Ge Co., Ltd,2010
Germanium Concentrate Output of Yunnan Luoping Zinc & Electricity,2008-2010
Operating Income & Total Profit of Kunming North Infrared Technology, 2008-2009