The European Commission quietly published Correcting Regulation (EU) 2026/1740 on July 31, correcting technical errors in the CBAM default values published on December 31, 2025 — seven months after companies first raised complaints — with no press release and only a hidden note in the Official Journal. Critics note that despite ongoing errors and logical inconsistencies, DG TAXUD maintained that compliance obligations remained in force regardless, effectively making companies pay for official mistakes. The next substantive review of CBAM default values is scheduled by December 2027. Separately, a new PwC study concludes that in every modelled scenario, neither the blast furnace nor the DRI route for European primary steel production is economically viable beyond 2040, with green hydrogen availability critically insufficient — Salzgitter and Saarstahl have secured only 5–6% of annual requirements, while other major producers have abandoned decarbonisation plans entirely. PwC recommends that if European steel capacity is retained for security of supply reasons, scrap-based secondary steel production is the only economically viable basis for doing so.

As the unified national electricity market accelerates its formation and new energy fully integrates into the market, the industry's profit logic has shifted from "policy-backed guarantees" to "market tug-of-war," with the core focus of competition moving from scale expansion to value creation. Against this backdrop, the value coordinate system of the PV+ESS industry is being restructured: installed capacity is no longer the sole benchmark. What truly matters is—how many grid integration challenges has technology solved for the power system? How much quantifiable value have solutions created for users? And how much life-cycle return have services brought to power station assets? Facing this restructuring, industry chain enterprises urgently need to pinpoint their direction in cost reduction and efficiency improvement, explore value in diverse scenarios, and realize returns through electricity trading. This conference gathers core forces from government, industry, academia, research, and capital to discuss key topics such as high-efficiency modules, grid-forming ESS, virtual power plants, and asset operations in depth. Through supply-demand matchmaking sessions, it aims to efficiently align cutting-edge technologies with project demands, helping enterprises seize opportunities and achieve win-win outcomes for the future amid the transformation. Sichuan Yingfa Ruineng Technology Co., Ltd. hereby extends a cordial invitation to gather at this pinnacle industry event. Let us join hands to create a bright future for the PV industry and embrace the dawn of a new era. Click now to easily complete your attendance registration, and together witness and participate in this remarkable, far-reaching industry event, co-creating a brilliant new chapter! Yingfa Ruineng, founded in 2016, is a globally leading high-tech enterprise in new energy, focusing on R&D, production, and sales of solar cells. With sustained technological innovation and exceptional manufacturing capabilities, the company ranks firmly among the top in the global PV industry. It has been honored with many prestigious recognitions, including the National-Level Specialized and Sophisticated "Little Giant" Enterprise, National High-Tech Enterprise, and GEI China Unicorn Enterprise. The company concentrates on N-type TOPCon and BC cell technologies, leading the industry's technological transformation. The efficiency of its N-type TOPCon solar cells has surpassed 27.02%, with global shipments steadily ranking among the top three in the industry for 2024, and its annual solar cell shipments claiming the world's second spot in 2025. In terms of industry chain integration, the company's monocrystalline silicon rod project has received special support from the MIIT for high-quality development, and its solar cell products have passed French carbon footprint certification and TÜV SÜD certification, demonstrating global market competitiveness. Under the era's backdrop guided by the "dual carbon" goals and the accelerating global energy transition, Yingfa has always upheld the corporate purpose of "Diligence and Integrity to Achieve Dreams," embraced the corporate values of "Virtue, Wisdom, Diligence, Inclusiveness, and Collaboration," and practiced its vision of "enabling everyone to afford and access clean and environmentally protective new energy." The company takes technological innovation as its core driving force, and through industrial synergy, complementary advantages, and open, win-win cooperation, works with global partners to drive PV technology breakthroughs, product upgrades, and high-quality industry development. 16BB-N-210RN 183.75 Dimensions-N-18BB Contact Song Si 13062589605 Official Website QR Code Official Account QR Code Long press to scan and register now

Lightweight Intelligent Manufacturing, Green Future — Linking the New Aluminum Journey 2027 The 4th Central China (Zhengzhou) International Aluminum Industry Exhibition Date: October 15-17, 2027 Venue: Zhengzhou International Convention and Exhibition Center I. Introduction The Zhengzhou International Aluminum Industry Exhibition has been successfully held for three editions, with each edition receiving guidance and support from organizations including the Henan Provincial Development and Reform Commission, Henan Provincial Department of Industry and Information Technology, Henan Provincial Department of Commerce, Zhengzhou Municipal Government, China Nonferrous Metals Industry Association (CNIA), Zhengzhou Municipal Bureau of Industry and Information Technology, and Gongyi Municipal Bureau of Industry and Information Technology. The last edition was successfully held from October 15 to 17, 2025 at the Zhengzhou International Convention and Exhibition Center, attracting more than 200 enterprises from China and overseas, and comprehensively showcasing cutting-edge products and innovative solutions across the aluminum industry chain. During the exhibition, a total of six themed forums and 269 supply-demand procurement matchmaking sessions were held, drawing more than 20,000 professional visitors. The 4th Central China (Zhengzhou) International Aluminum Industry Exhibition 2027 (hereinafter referred to as the “Zhengzhou Aluminum Industry Exhibition”) will continue to adhere to the principle of “serving the industry, promoting exchange, and driving transformation” and will be grandly held from October 15 to 17, 2027 at the Zhengzhou International Convention and Exhibition Center. With the theme “Lightweight Intelligent Manufacturing, Green Future — Linking the New Aluminum Journey,” this edition will comprehensively upgrade its content and operation model, focusing on new materials, new equipment, new intelligent manufacturing, and new applications. It will build a three-in-one exhibition system of “premium brand for high-end aluminum applications + full-chain ecological closed loop + distinctive application scenarios,” supplemented by multiple targeted supply-demand networking sessions and high-end seminars to effectively ensure exhibition effectiveness and business conversion. We sincerely invite aluminum processing enterprises, equipment manufacturers, downstream application enterprises, scientific research institutions, and related service providers from China and overseas to gather in Zhengzhou and share new opportunities in the aluminum industry development. II. Organizational Structure Proposed Guidance: China Nonferrous Metals Industry Association (CNIA) Organizer: Henan Nonferrous Metals Industry Association Co-organizer: Henan Xiangyu Exhibition Service Co., Ltd. Henan Dianji Enterprise Management Consulting Co., Ltd. III. Exhibition Content and Innovation Aspects Will Be Comprehensively Upgraded Feature 1: Focusing on New Materials and Lightweighting to Build a “Premium Brand for High-End Aluminum Applications” An “Aluminum Deep Processing Boutique Pavilion” will be set up to deeply interpret the high value-added characteristics of aluminum semis. The exhibition area will systematically present high-end deep-processed products such as NEV aluminum, battery foil, and aluminum for 3C electronics, comprehensively driving the aluminum processing industry to leap from traditional building materials and packaging sectors toward high-tech, high-value-added directions, and highlighting the brand value of aluminum semis in high-end application fields. Feature 2: Building a “Full-Chain Ecological Closed-Loop Zone” to Panoramically Display the Life Cycle of the Aluminum Industry from Mine to Recycling A “Full-Chain Ecological Closed-Loop Zone” will be set up, taking the three dimensions of upstream resource security, secondary aluminum recycling and utilization, and comprehensive recovery of renewable resources as the main line, systematically showcasing the completeness and synergy of the aluminum industry ecosystem and highlighting the green, low-carbon, and recyclable development concept. Upstream aluminum ore enterprises from China and overseas will be invited to hold an aluminum ingot raw material supply-demand networking session. Feature 3: Curating an “Aluminum + NEVs and Robots” Distinctive Application Scenario Exhibition Area Focusing on the two innovative application hotspots of NEVs and robots, it will centrally showcase innovative solutions and typical application results of high-end aluminum plate/sheet, strip and foil in these fields, helping exhibitors accurately meet the demands of emerging industries and expand high-growth market space. IV. Exhibition Content This edition will adopt a “5+1” theme matrix, breaking away from the traditional single raw material zoning model, and set up the following six exhibition zones: (I) Premium Brand Showcase Zone for High-End Aluminum Applications 1. Automotive lightweight aluminum: doors, engine hoods, battery trays, wheel hubs, etc. 2. High-end aluminum foil series: battery foil, double zero foil, PV/semiconductor high-purity aluminum foil, electronic aluminum foil, pharmaceutical packaging foil. 3. Aluminum for aerospace and high-end equipment: ceramic aluminum new materials, mirror aluminum, aviation-grade aluminum plate. 4. Aluminum for 3C electronics and rail transit (mobile phone middle frames, high-speed rail carriage profiles, etc.) (II) Green, Low-Carbon and Secondary Aluminum Zone (Policy Hotspot Zone) 1. Aluminum scrap closed-loop recycling pre-treatment line: high-precision eddy current separators, X-ray sorting systems, integrated crushing and impurity removal equipment 2. High-efficiency regeneration melting and casting equipment: new-type double chamber furnaces, side-well reverberatory furnaces, regenerative combustion systems 3. Environmental protection dust removal systems: baghouse filters, SCR denitrification devices, and dioxin suppression technology 4. “Urban Mine” themed demonstration area: centralized display of secondary aluminum industrial parks (III) Smart Factory and Digital Transformation Zone (Future Trend Zone) 1. Industrial robots (palletizing, welding), intelligent stereoscopic warehouses 2. MES systems, AI quality inspection equipment, digital twin factory solutions (IV) High-End Manufacturing Equipment Zone Melting and casting equipment, extrusion/rolling equipment, surface treatment equipment (anodized, spraying), heat treatment equipment, testing instruments, auxiliary materials, etc. (V) Service and Support Zone Industrial park displays, logistics solutions, nonferrous metals futures / supply chain finance, university scientific research achievements transformation (VI) Aluminum + Distinctive Application Scenario Exhibition Zone (Immersive Experience) 1. NEV, battery parts, robots, and other innovative application displays 2. On-site touch and experience the actual application of aluminum semis in high-end fields V. Concurrent Events During the exhibition, multiple high-standard forums and networking events will be held to help enterprises broaden their horizons and connect with resources: 1. 2027 Central China International Aluminum Processing Innovation and Development Conference 2. 2027 Central China NEV and Robot Innovation Application Development Forum 3. 2027 Central China Aluminum Extrusion Industry Upstream-Downstream Cooperation Summit Forum 4. Aluminum Industry Intelligent Transformation and Digitalization Supply-Demand Networking Session 5. 2027 Secondary Aluminum Industry Chain Development Forum 6. The 2nd Futures-Physical Integration Forum to Boost High-Quality Development of the Aluminum Industry 7. The 1st “Central China Aluminum Valley” Cup – Aluminum Extrusion / Melting and Casting Technical Competition / Simulation Contest (Innovative Event) VI. Comprehensive Promotion to Precisely Invite Visitors (I) Industry media will periodically publish exhibition information: World Aluminum Network, Aluminum Plus Network, Aluminum Road Network, Henan Nonferrous Metals Network, China Nonferrous Metals, Nonferrous Metals Processing, China Nonferrous Metals Industry Technical Service Platform. (II) Online media continuous promotion: publicity and promotion on People’s Daily Online, Baidu, Sina, Toutiao, Douyin, WeChat, etc. (III) Precise database activation: integrating 300,000+ industry data, classified into A/B/C three levels, with one-on-one phone invitations for Category A covering core decision-makers to improve conversion rates. (IV) Embedding into downstream industry conferences: Automotive Engineering Annual Conference, New Energy Battery Lightweighting Seminar, Home Appliance Technology Conference, etc., with on-site delegation for invitations to reach end-use industry procurement and engineers. (V) Targeted invitations to industrial parks: in-depth visits to industry demonstration bases and aluminum material application industry clusters for “one-on-one” visits and distribution of invitation letters. (VI) Key invitations to VIP buyers: sending formal invitation letters to complete vehicles, parts, robot enterprise factories, aerospace enterprises, beer & beverage, packaging, construction, and large dealers, focusing on buyers’ core requirements, providing VIP channels and other value-added services to ensure effective matchmaking at on-site procurement meetings. (VII) Exhibitor customer invitation incentives: exclusive electronic invitation letters, VIP treatment for attending clients, recognition and next-edition discounts for exhibitors, encouraging exhibitors to actively invite customers and expand visitor scale. (VIII) Organization of group professional buyers: cooperating with industry associations and industrial park management committees in Henan and surrounding provinces to organize delegations of aluminum processing enterprises and downstream user enterprises to visit. Free bus transportation will be arranged for industrial parks or units organizing visiting delegations of over 30 people. (IX) Overseas investment attraction based on the Belt and Road Initiative, focusing on inviting aluminum semis purchasers from Central Asia and Southeast Asia as well as internationally renowned equipment manufacturers. Welcome to inquire at 13903820977 (same as WeChat)

[SMM Analysis] Demand in the LFP industry chain continues to rise, but the supply-side response is significantly lagging behind. The most notable feature of the current market is that tight supply is rapidly transmitting from bottom to top, forming a sequential inversion of "battery cell production schedule > LFP cathode production schedule > iron phosphate production schedule." The slow release of LFP capacity and the iron phosphate industry segment have become the most prominent bottlenecks in the entire chain.

High ore costs, tight spot availability and weak stainless demand pin China's benchmark NPI index inside a RMB 7/nickel-point range in July, before an Indonesian policy jolt lifts it to a monthly high of RMB 1,129.5.

Indonesian stainless slab moving through a trade-measure gap, not summer shutdowns, explains why European stainless scrap weakened while Asian stainless scrap rose between the mid-July low and 3rd August.