Recently, the first fleet of vehicles loaded with AIKO ABC high-efficiency modules successfully arrived at the Kubuqi Desert base in Ordos, Inner Mongolia, marking the official start of delivery for the first phase of the Jingneng Kubuqi "desert-Gobi-wasteland" large base, a 240 MW ABC PV project. As an important part of the cluster of national desert-Gobi-wasteland clean energy bases in Inner Mongolia, this project is not only a crucial move by Jingneng Group to implement the national large base strategy for new energy, but also another demonstration of AIKO ABC high-efficiency modules supporting the construction of "desert-Gobi-wasteland" large bases with their robust product capabilities under extreme climate conditions. The Kubuqi Desert features high surface reflectivity, large day-night temperature differences, and frequent sandstorms, posing rigorous challenges to the long-term operational reliability and power generation stability of PV modules. As the sole winning bidder, AIKO supplies all 240 MW of ABC bifacial double-glass modules for this project. Leveraging high conversion efficiency, high bifaciality, and excellent low-irradiance performance, AIKO ABC modules can fully harness the reflection gains from the desert surface, boosting power generation capacity per unit area. According to estimates, the project is expected to achieve an average annual equivalent utilization of 1,612.63 hours over its 25-year operational period. Compared with conventional modules, it can save more than 6% land area, reduce BOS costs, and achieve the optimal levelized cost of electricity (LCOE) for the project.

The global automotive industry is accelerating its low-carbon and intelligent transformation, while China's automotive industry is shifting from scale advantages to dual leadership in technology and supply chains. In 2025, China's new energy vehicle penetration rate exceeded 50%, driving upgrades in vehicle materials such as aluminum, steel, and magnesium, and fueling a surge in demand for new lightweight materials. The impending implementation of the EU carbon tariff underscores the urgent need for low-carbon upgrades across the industry chain. Coinciding with the launch of the 15th Five-Year Plan and the deepening of dual carbon goals, the industry urgently requires professional platforms to solve material technology challenges. Against this backdrop, will be held September 10-11, 2026 in Shanghai, where SMM together with Delta Metal (Holdings) Limited cordially invites industry colleagues to participate, driving the automotive supply chain towards deeper evolution in green, lightweight, intelligent, and global directions. Click to attend. We look forward to meeting you at the conference. Delta Metal (Holdings) Limited was founded in 2006 and is headquartered in Hong Kong, China, known as the "Pearl of the Orient," with five manufacturing plants and four trading companies worldwide. Adhering to the philosophy of "Integrity, Harmony in Diversity, Unity of Knowledge and Action, and the Spirit of Craftsmanship," Delta Metal focuses on developing the green circular economy industry. With "Recycling for Symbiosis" as its mission, it aligns with global demands for sustainable development in the circular economy, advocating for and promoting the cyclic utilization of recycled metal resources to create a better future where humanity and nature coexist harmoniously through resource recycling. Currently, Delta Metal operates business models including domestic trade, import-export trade, and processing and manufacturing, gradually establishing and refining a domestic recycling system. Its domestic operations span multiple provinces, while overseas operations, primarily exporting to Japan and Southeast Asia, have expanded to Europe, the Americas, and other Asia-Pacific regions. In product applications, Delta Metal has forged long-term friendly partnerships with numerous large, well-known domestic and international automotive OEMs, automotive parts manufacturers, and producers of home appliances, furniture, and electronic products. Delta Metal possesses a full suite of production technologies and management experience accumulated over 70 years from Japan's Daiki Aluminium Industry Co., Ltd., and is dedicated to producing high-quality aluminum alloys. All its manufacturing plants operate with advanced, energy-saving, and environmentally friendly equipment, standardized production systems, and scientific management practices. Currently, the total annual capacity for secondary aluminum alloy across Delta Metal's enterprises exceeds 800,000 mt, encompassing over 1,000 product grades, with the capability for direct aluminum liquid supply, enabling it to offer clients higher-quality environmentally friendly products and technical services. Delta Metal boasts strong technical capabilities, having long collaborated with universities and research institutions on technical R&D. Its subsidiary, Zhaoqing Delta Aluminum Co., Ltd., has been recognized as a national high-tech enterprise and holds qualifications for provincial- and municipal-level engineering technology research centers. After over a decade of development, Delta Metal has become a holding company that integrates new technology R&D and manufacturing capabilities, exerting benchmark influence within the industry. The end is the origin! Delta Metal will focus on demonstrating its positive energy in green innovative development within the global supply chain's Industry 4.0 process, propelling the company to new levels of green, intelligent, low-carbon, and sustainable development. Delta Metal is dedicated to the R&D and production of high-grade secondary aluminum alloy (ingot/liquid), with over 1,000 existing secondary die-cast aluminum alloy product grades. While providing clients with high-quality products and reducing production costs, we also deliver excellent services to assist clients with process issues encountered during production. The GEST® aluminum alloy ingot enjoys strong brand awareness and reputation in both Chinese and overseas markets. Delta Metal (Holdings) Limited Address: No. 6, Huiyuan Fourth Road, Longfu Town, Sihui City, Guangdong Province, China Name: Lin Mingqiao Harry Lin Mobile: 18026123575 15007585205 Tel: +86-758-3810168 Email: linmingqiao@delta-alu.com Website: http://www.delta-alu.com SMM Conference Contact Ding Weiquan 180 2934 4837 dingweiquan@smm.cn

[Solid-State Battery: Ruizhi New Energy Secures Tens of Millions of Yuan in Pre-A+ Round State-Owned Capital Financing] On August 10, 2026, the official account of Ruizhi New Energy released information. Recently, Ruizhi New Energy completed an exclusive Pre-A+ round financing of tens of millions of yuan, fully funded by Shanghai Chenyao Yichuang Investment Fund. The fund was jointly established by Shanghai Guotou Science and Technology Innovation and Yixing Jingfa, forming part of Yixing's 10-billion-yuan industrial fund matrix, with dual attributes of hard technology investment in the Yangtze River Delta and local industry support. Ruizhi, relying on technology transfer from Northwestern Polytechnical University, focuses on active functional separators and membrane-type solid electrolytes, compatible with liquid, semi-solid, and all-solid-state systems, significantly enhancing battery energy density and safety, covering power, energy storage, and other application scenarios. Its core products have now entered the supply chains of several leading battery producers, achieving large-scale delivery. This round of financing will be used for capacity expansion at the Yixing base, accelerating the localisation of solid-state lithium battery materials.

[Solid-state battery: Guxin Energy completes hundred-million-yuan level financing, strategic upgrade anchors on embodied AI, low-altitude economy, and commercial aerospace] On August 11, 2026, Guxin Energy announced the completion of hundred-million-yuan level financing. This round of financing was led by Toukong Donghai, with participation from Jianyuan Fund, and Lanqiao Capital acted as long-term financial advisor for the subsequent phase. The closing of the financing marks Guxin Energy's official upgrade from a specialty high-end battery supplier to a core energy infrastructure service provider in the embodied AI, low-altitude economy, and commercial aerospace tracks. Its core manufacturing team comes from China's top-tier new energy vehicle OEMs; meanwhile, as an important commercialisation unit for scientific research achievements of the Institute of Physics, Chinese Academy of Sciences, it forms a dual-driven advantage of 'industrialisation implementation + cutting-edge technology R&D'. Mass production capability: Guxin Energy positions itself as a top-tier player in the mass production of solid-liquid hybrid lithium batteries, and has established high-end battery manufacturing bases in Liyang, Jiangsu and Ji'an, Jiangxi.

[SMM Analysis: July LiPF6 Production Slightly Expanded, Limited Growth and Low Inventory Support Market Recovery] In July 2026, China's LiPF6 production saw steady expansion, with industry monthly production up about 1.5% MoM and about 75% YoY, while the overall supply release pace remained relatively slow.

[SMM Analysis: July Electrolyte Production Continues to Grow, NEV and ESS Demand Buoys the Industry] In July 2026, both the supply and demand sides of the electrolyte industry expanded simultaneously, with market sentiment steadily improving. Data showed that China's monthly electrolyte production was up about 6.3% MoM and approximately 80% YoY.