Group 1: Industry Insights - An international research team has developed superconducting germanium materials that can conduct electricity without resistance, paving the way for scalable quantum devices based on existing semiconductor technologies [1] - Germanium, along with silicon, is a Group IV element widely used in modern electronic devices such as computer chips and optical fibers [1] - The demand for germanium is expected to continue growing due to increased activity in military infrared, low-orbit satellites, communications, and photovoltaics, despite current high prices dampening purchasing enthusiasm from downstream companies [1] Group 2: Supply Dynamics - The Xilin Gol League region has germanium metal reserves of 3,458 tons, accounting for 68% of China's reserves and 38% of global reserves [2] - The Ulan Tuqa germanium coal open-pit mine in the Xilin Gol League is the largest germanium mine in China, with proven germanium resources of 12.17 million tons and an average grade of 123.47 grams per ton [2] - Leading companies in the rare metal sector, such as the Xian Dai Group, are investing in germanium resources and products in the region, which is expected to increase germanium supply in the future [2]
科研制备出具有超导性锗材料,产业应用或明显扩大,中国为最大的锗生产国
Xuan Gu Bao·2025-11-03 00:30