CICC observes that a substantial price disparity persists between domestic and foreign antimony ores. International imports have been hindered, coupled with the shutdown of key domestic production facilities, which has severely disrupted the supply chain, maintaining a persistent tightness in antimony supply. Despite a recent correction in antimony prices attributed to subdued demand from downstream industries like photovoltaics and flame retardants, the underlying trend towards antimony prices reverting to their intrinsic value remains steadfast. Consequently, CICC remains optimistic about the long-term trajectory of the antimony price center, anticipating an upward shift.
