In H1 2026, global lithium battery ESS shipments reached 461.3 GWh, up 71% from 269.7 GWh in the same period last year. The overall market presented a competitive landscape of "the first tier remains dominant, the second and third tiers are locked in a melee, while other enterprises struggle to survive in the cracks.

"Tin" Leads the Future: Industrial Transformation and Value Reshaping in the New Cycle – Conference Background Currently, the global tin industry stands at a historic turning point, where traditional cyclical logic has been thoroughly shattered and its strategic value has been fully highlighted. In 2026, the tin market exhibits an unprecedentedly complex pattern and profound transformation: I. Deep Restructuring of the Supply-Demand Pattern and an Unprecedented Increase in Strategic Attributes The global static reserve-production ratio of tin resources is only 14 years, with scarcity becoming increasingly pronounced. The supply side is under "triple pressure": repeated disruptions in Myanmar’s production resumptions, continued tightening of Indonesian policies, and elevated geopolitical risks in the DRC; resource constraints have already become a new norm. Meanwhile, the demand structure is undergoing a fundamental shift, and tin has emerged as a strategic resource linking traditional manufacturing with a digital future. II. Price System Breaks Through Historical Records, Reshaping of the Industrial Ecology In early 2026, SHFE tin prices broke through 470,000 yuan/mt, reaching an all-time high. This price breakthrough not only reflects a supply-demand imbalance but also signals a reassessment of the tin industry's value. Traditional trade models, risk management systems, and supply chain collaboration methods are in urgent need of innovative breakthroughs. III. Technology-Driven and Green Transition Foster a New Symbiotic Ecosystem Digital and smart technologies are deeply empowering the tin industry chain. The global green transition demands an upgrade toward low-carbon practices and a circular economy, making recycled tin recovery and green smelting processes essential paths. All segments of the industry chain must shift from competition to collaboration, building an open, resilient, and innovative symbiotic system. In this context, from August 19 to 21, 2026, in Changsha, Hunan, the 2026 SMM (16th) Tin Industry Chain Conference will bring together global industry elites for in-depth discussions. Jiangxi Ningheda New Materials Co., Ltd. will attend this grand event, discussing industry development trends with industry peers and jointly pushing the tin industry to new heights. Click to sign up now, witness and participate in this extraordinary and far-reaching industry event, and create a brilliant new chapter together! Founded in 2017, Jiangxi Ningheda New Materials Co., Ltd. is located at No. 966 Tiangong South Avenue, High-Tech Industrial Park, Fengxin County, Yichun City, Jiangxi Province, and is a holding subsidiary of Jiangxi Ningxin New Materials Co., Ltd. (hereinafter referred to as Ningxin New Materials). Founded in 2007, Jiangxi Ningxin New Materials Co., Ltd. is an enterprise specializing in the R&D, production, and sales of special graphite. The company owns a complete set of special graphite production equipment, with process technology at an advanced level in China, and its market share holds a leading position in the special graphite industry. On November 8, 2016, Ningxin New Materials was successfully listed on the New Third Board (stock abbreviation: Ningxin New Materials, stock code: 920719). In 2020, it was selected as a national-level specialized and new "little giant" enterprise. In May 2023, it was successfully listed on the Beijing Stock Exchange. Jiangxi Ningheda New Material Co., Ltd. is mainly engaged in graphite product machining and graphite product support services. It specializes in providing graphite materials, graphite electrodes and related graphite products for the lithium battery industry, machinery industry, electronic semiconductor and solar photovoltaic industries, as well as corresponding application technical services and technical upgrade solutions for these industries and products. With excellent production technology, strong service awareness, and high market share, Jiangxi Ningheda New Material Co., Ltd. has developed rapidly by leveraging the raw material, capital and management advantages of its parent company Ningxin New Materials. It is committed to extending the special graphite industry chain and contributing to building a comprehensive graphite industry strategy in the future. Established in 2017, located at No. 966 of Tiangong South Avenue, High-tech Industrial Park, Fengxin County, Yichun City, Jiangxi Province, China, Jiangxi Ningheda New Material Co., Ltd. is a subsidiary of Jiangxi Ningxin New Material Co., Ltd. Jiangxi Ningxin New Materials Co., Ltd. was established in 2007. It is an enterprise specializing in the research and development, production and sales of special graphite. With a full set of special graphite production equipment, the process technology has reached advanced level in the domestic market, and its market share in the special graphite industry is far ahead. On November 8, 2016, Ningxin New Materials was successfully listed on the New Third Board (stock abbreviation: Ningxin New Materials, stock code: 920719). In 2020, it was selected as a national-level specialized and new "little giant" enterprise. In May 2023, Ningxin was successfully listed on the Beijing Stock Exchange. Jiangxi Ningheda New Material Co., Ltd. is mainly engaged in graphite product processing and graphite product matching service, providing graphite materials, graphite electrodes and graphite products for the lithium industry, machinery industry, semiconductor and solar photovoltaic industry, along with corresponding product technical services and technical application update programs. With excellent production technology, good customer service, high market share, and relying on the advantages of new materials, capital and management of its parent company (Jiangxi Ningxin New Material Co., Ltd.), Jiangxi Ningheda New Material Co., Ltd. has developed quickly. We devote to the extension of the special graphite industry chain, and make contributions for building the future whole graphite industry strategy. Contact Deng Qin 18179589702 Email: Address: No. 966, Tiangong South Avenue, High-tech Industrial Park, Fengxin County, Yichun City, Jiangxi Province Long press to scan the QR code to register 2026 SMM (16th) Tin Industry Chain Conference

In recent years, China's lithium battery industry, leveraging mature technology systems and well-established industry chain support, has long underpinned the rapid development of the new energy industry in China and even globally, serving as the mainstay of the current energy storage and power battery markets. To further optimize the battery industry structure and diversify new-type battery technology pathways, relevant new policies in China have recently clarified that battery consumption tax will be levied on lithium batteries in phases, while sodium-ion batteries will be exempt from the battery consumption tax from September 1 this year through the end of 2028, in order to further cultivate the sodium-ion battery industry, which is still in its early growth stage. The 2%–4% tax rate differential over 28 months creates a critical window of opportunity to accelerate the large-scale deployment and commercialization of sodium-ion batteries.

In H1 2026, South Korea’s NEV sales and exports posted double-digit growth, while domestic battery output declined. BEV sales rebounded from a low base, but export growth was led by hybrids, limiting the impact on large-format battery and NCM demand. NCM cell output continued to fall, while LFP capacity expanded. LFP-based ESS is emerging as a new growth driver, but remains too small to offset the NCM decline.

In July, China’s EV battery cell output rose about 10% MoM, with LFP technology continuing to serve as the primary driver of growth. Demand side, new car models kept increasing vehicle battery capacity, while accelerating commercial vehicle electrification jointly lifted power battery cell demand. Among these, LFP power batteries, leveraging cost advantages and safety, saw further penetration rate gains in both passenger and commercial vehicle segments, becoming a key force in the overall output expansion. Notably, expectations of the formal battery consumption tax taking effect in early September had a certain pull-forward effect on production schedules for July–August. Some battery companies and automakers stepped up stockpiling ahead of the policy window to reduce subsequent tax costs. Against this backdrop, August power battery cell production schedules are expected to maintain a robust growth rate of around 8% MoM for both LFP and ternary power battery cells, supported by peak-season stockpiling and the “consumption tax rush.” Looking ahead, as the “installation rush” effect gradually fades, the pace of power battery cell production scheduling in September is expected to slow, with MoM growth possibly retreating to the 5%–6% range. In the longer term, once the consumption tax policy is implemented, all segments of the battery industry chain will face a new round of cost pass-through and price competition, and enterprises’ production planning strategies will shift from “policy-driven” to “demand-driven,” with the market poised to enter a new rebalancing phase.

Driven by the transformation of the global energy structure and the "dual carbon" goals, battery technology is evolving from a traditional power storage medium into a core engine reshaping transportation, consumer electronics, and even the energy internet. From fundamental breakthroughs in materials science to the industrialisation of cutting-edge technologies such as solid-state and sodium-ion batteries, the battery industry is in a period of intense technological explosion with numerous contenders. This conference brings together top global scholars, industry chain leaders, and capital forces, aiming to break down the barriers between "industry, academia, research, and application." We will delve into key topics such as high energy density, ultimate safety, ultra-fast charging, and recycling and reuse, jointly drawing a new blueprint for a green, efficient, and sustainable energy future. Guangdong Highstar Sodium Star Technology Co., Ltd. will attend this grand event, discuss industry development trends with industry peers, and jointly promote battery technology to new heights. Fill out the form now to sign up for the conference, witness and participate in this extraordinary and far-reaching industry event, and create a brilliant new chapter together! Booth No.: A9 Guangdong Highstar Sodium Star Technology Co., Ltd. (referred to as "Highstar Sodium Star") is deeply engaged in the sodium-ion battery field. It is a high-tech enterprise integrating R&D, intelligent manufacturing, and full-scenario supporting services. The company continuously pushes the boundaries of sodium-ion battery technology, with core advantages of "high safety, high C-rate, wide temperature range, and long cycle life," creating complete solutions from battery cell innovation to system integration. Highstar Sodium Star is one of the global leading brands in the sodium-ion battery industry. It has launched multiple NFPP sodium-ion battery cells and system products, widely used in energy storage, automotive start-stop systems, communication base stations and computing centers, special vehicles, and other fields. It has pioneered the industry by obtaining international authoritative certifications such as TÜV SÜD, UL, IEC, and CGC, and is also one of the first entities to pass the national sodium-ion battery evaluation of CESI. Leveraging the group's 30-year technical heritage in secondary battery development, Highstar Sodium Star stands at the forefront of the new energy industry transformation. With innovation as the engine and technology as the sharp blade, it is fully driving the global new energy industry towards a new journey of green transformation. Highstar Sodium Star focuses on the industrialisation advancement, technological breakthroughs, and global market deployment of sodium-ion batteries, as detailed below: Project Commissioning and Capacity Expansion 6 GWh Sodium-Ion Battery Project in Neijiang, Sichuan : With a total investment of 800 million yuan, the project is located in the Neijiang Economic and Technological Development Zone, Sichuan Province. It plans to build intelligent production lines for large cylindrical and ultra-large prismatic sodium-ion battery cells, targeting the start-stop systems for fuel-powered vehicles and NEVs, as well as large-scale industrial energy storage sectors. The first production lines were expected to commence production in June 2026, and after reaching full production, the annual output value is expected to exceed 3 billion yuan. Guangzhou Headquarters and Automotive Start-Stop Battery Pack Assembly Base Established : Put into production in March 2026, focusing on automotive start-stop battery pack assembly, equipped with intelligent production lines and headquarters function center, strengthening the new energy industry chain layout in south China. Technology Collaboration and Ecosystem Building Strategic Cooperation Upgraded : Signed an agreement with the National New-type Energy Storage Research Institute to become one of its first ecosystem partners, participating in energy storage standard setting, technical breakthroughs, and industrial application demonstrations; joined the go-global industry cluster established by enterprises such as Huawei and China Southern Power Grid, with its technology gaining global competitiveness certification. Product Innovation and Market Performance Sodium-Ion Batteries and Solutions : Highstar Sodium Star focuses on core technology R&D for sodium-ion batteries, has formed a differentiated product matrix, and launched various cylindrical and prismatic sodium-ion batteries, widely applied in multi-scenario demands such as energy storage, automotive start-stop, communication base stations and computing power centers, and special-purpose vehicles, providing clients with efficient and reliable energy solutions. 1 ) 15Ah sodium-ion all-tab cylindrical battery cell, focused on automotive start-stop power supply) 2 ) 160Ah sodium-ion prismatic battery cell, supporting utility-scale energy storage, commercial and industrial energy storage, residential ESS, and communication backup power, 3 ) 50Ah sodium-ion prismatic battery cell, supporting small power supply and special-purpose vehicle power supply, Large-capacity prismatic cells: plan to launch 400Ah+ ultra-large-capacity sodium-ion prismatic cells tailored for energy storage and backup power scenarios in 2026 Technical route: Adopting polyanion material system, demonstrating excellent performance in cycle life, safety, operating temperature range, and C-rate performance, meeting the high safety requirements of sectors such as energy storage and data centers, while also laying out the R&D and optimization of multiple technical routes including solid-state/semi-solid-state. Industry Influence and Honors With outstanding brand influence, breakthrough technological innovation, and industry leadership, in 2025 won over ten major authoritative honors in and outside China, including 'Annual Brand Enterprise Award' / 'Annual Innovative Product Award' / 'Annual Market Development Award' In summary, Highstar Sodium Star is accelerating the industrialisation of sodium-ion batteries through capacity expansion, technology iteration, ecosystem cooperation, and global layout, consolidating its leading position in the new energy field. Main Products Sodium-ion battery cells (prismatic/cylindrical), sodium-ion integrated energy storage cabinet systems, sodium-ion energy storage container systems, sodium-ion automotive start-stop battery systems, sodium-ion communication backup power systems, sodium-ion special-purpose vehicle power systems, lead-to-sodium conversion systems Long press 2026 SMM Battery Technology Conference