China's minor metals sector rallied 3% on AI demand, but the real story is Beijing's dominance in processing, refining, and advanced materials manufacturing.
Company Profile
Yunnan Lincang Xinyuan Germanium
Overview
About Yunnan Lincang Xinyuan Germanium
Yunnan Lincang Xinyuan Germanium Industry Co., Ltd. is a Chinese critical-minerals and semiconductor-materials company headquartered in Kunming, Yunnan Province, and listed on the Shenzhen Stock Exchange (002428). Its controlling shareholder is Lincang Feixiang Smelting, and its actual controllers are Bao Wendong and his spouse Wu Kaihui. It is an integrated germanium producer, with operations covering mining, fire enrichment, wet purification, zone-melting refining, deep processing and R&D. It is not a rare-earth miner; germanium is a critical mineral subject to Chinese export controls. The company’s products span material-grade germanium ingots and germanium dioxide, photovoltaic-grade solar germanium wafers, infrared-grade germanium single crystals, lenses and thermal-imaging systems, fiber-grade germanium tetrachloride, and compound-semiconductor wafers such as gallium arsenide and indium phosphide. Its outputs serve infrared optics, satellite solar cells, fiber-optic communications, LEDs and VCSEL lasers.
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Corporate Structure
REEx Intelligence
Recent Articles
China tightens germanium supply chain dominance with Yunnan Lincang's 75-ton expansion while U.S. import reliance exceeds 50% amid rising prices.
China dominates the strategic germanium market through processing control & export licensing while the US relies on imports with 50%+ dependence.
