Module Delivery Demand Drives Frame Production Schedule Increase, Geopolitical Risk Premium Converges, Aluminum Prices Consolidate in the Doldrums [SMM Analysis]

Dual support from costs and production cuts; narrow stabilization in off-season EMM market [SMM EMM Weekly Review]

New National Standard Implementation Coupled with Stricter Tax Compliance Accelerates Rare Earth Scrap Recycling Industry's Shift from "Chaos" to "Order" [SMM Commentary]

Silicon Metal Market in Stalemate with Prices Consolidating at Lows [SMM Silicon Industry Weekly Review]

Second-life Application Market Stays Stable Overall, with Limited Short-term Upside and Downside Room [SMM Weekly Review]