[SMM Analysis: Surging Demand for Energy Density Presses the "Fast-Forward Button" on Silicon Carbon Anode Capacity Expansion] As the demand for high energy density from high-end batteries continued to surge, silicon carbon anode products based on the CVD route from top-tier enterprises successively passed downstream client verification and achieved large-scale shipments.

[SMM Analysis: Tight Effective Graphite Anode Capacity Drives Expansion Wave] As effective capacity in the traditional graphite anode material industry was tight at year-end 2025, China's graphite anode enterprises intensively disclosed progress on expansion projects in Q1 2026.

A delegation led by Wang Minglei, Chairman of Chifeng Mingyuan Mining Co., Ltd., visited NORTHENG and held discussions with Zhou Yu, Deputy General Manager and Chief Engineer of NORTHENG, as well as key members of the Chehugou Copper-Molybdenum Mine project team in Chifeng. The discussions centered around the engineering design project for the Chehugou Copper-Molybdenum Mine with a capacity of 19.8 million mt/year. The delegation also attended the contract signing ceremony for the Chehugou Copper-Molybdenum Mine project. The Chehugou Copper-Molybdenum Mine is one of the major projects in Songshan District, Chifeng City, actively promoting the "Industrial Doubling Initiative," with proven reserves of approximately 900 million mt. The mine boasts large reserves but low grade, making it one of the undeveloped large-scale low-grade polymetallic ore deposits in China. The total investment in the project is approximately 5 billion yuan, and it will involve the mining and beneficiation of copper, molybdenum, and non-ferrous metals.

With the rapid development of technology, tin solder, as an indispensable basic material in the field of electronic manufacturing, is becoming increasingly important. From precision PCB circuit boards to dazzling LED lighting, from cutting-edge semiconductor packaging to the booming PV industry, the application of tin solder is ubiquitous and plays a crucial role in stabilizing and improving product quality. At the same time, we should also recognize that the rise of the manufacturing industry in Southeast Asia has brought new growth points to the tin solder market. This region is rich in labor resources, has relatively low costs, and enjoys strong government policy support, attracting numerous international electronics companies to set up operations. As these companies continue to grow and expand, the demand for tin solder will also continue to increase. To provide a more comprehensive display of the distribution pattern of tin solder enterprises in China and Southeast Asia and to more accurately meet market demands, Guangdong Xinkeju Machinery Manufacturing Co., Ltd. has partnered with SMM to initiate the production of the "2025 China and Southeast Asia Tin Solder Procurement Guide (Bilingual Edition)". Through this map, the industry can gain a more comprehensive understanding of the current application status of tin solder in China and Southeast Asia, empowering enterprise layout and industrial development. Guangdong Xinkeju Machinery Manufacturing Co., Ltd. is a high-tech enterprise integrating R&D and manufacturing, specializing in the production and sales of a complete set of equipment including solder wire equipment, tin powder equipment, solder paste equipment, pure zinc equipment, and zinc alloy equipment. The company owns a self-built modern standard factory building of 33,000 m², located at No. 208, Meijing West Road, Dalang Town, Dongguan City, adjacent to Songshan Lake, with convenient transportation and a beautiful environment. Since its establishment, the company has accumulated over twenty years of production and manufacturing experience and technical expertise, during which it has won numerous patents (including invention patents). It continuously absorbs advanced technologies and design concepts from similar equipment in Europe and America, continuously improving and optimizing product performance to ensure that each piece of equipment reaches industry-leading levels. With strong financial strength and advanced production equipment, the company provides high-quality products and efficient customized solutions to meet the diverse needs of different customers. Xinkeju Machinery always adheres to the principle of "quality first, customer foremost," establishing a quality awareness among all employees, strictly controlling quality, and ensuring that every product achieves optimal quality. At the same time, Xinkeju Machinery will wholeheartedly provide customers with comprehensive pre-sales, in-sales, and after-sales services, ensuring that customers have no worries during use. Looking to the future, Xinkeju Machinery will continue to uphold the corporate spirit of "innovation, progress, integrity, and win-win," constantly promoting technological innovation and product upgrades, and is committed to providing global customers with more high-quality and efficient machinery equipment solutions. Main products: ultrasonic tin powder machine, fully automatic tin bar machine, 350T extruder, 16B rolling mill, fully automatic casting rod machine Contact Kaihang Cai 139 2582 7222 》》Click the link to immediately receive the "2025 China and Southeast Asia Tin Solder Procurement Guide (Bilingual Edition)"《《 Map cooperation contact Ge Zhang 13564141216 zhangge@smm.cn

In Q1 this year, the ESS market showed high activity, with top-tier battery enterprises speeding up their new capacity layout.

[370 Million Yuan! New Updates on Fujian Marushun NEV Parts Project] Recently, the Fujian Marushun NEV parts production project, after a year of construction, has entered the trial production phase. It is reported that the Fujian Marushun NEV parts production project primarily includes the construction of two new energy battery shell stamping production lines, two welding production lines, one power supply coating production line, and two PVC spraying production lines. Upon reaching full production, the project will have an annual production capacity of 600,000 new energy (vehicle) battery upper covers, 300,000 brackets, 600,000 underbody shields, and 100,000 casings. According to available information, Fujian Marushun New Energy Vehicle Technology Co., Ltd. is located in the Songshan area of the Taiwan Business Investment Zone in Fuzhou City, Fujian Province, covering an area of 57.72 mu. It is a wholly-owned subsidiary of Guangzhou Marushun Auto Parts Co., Ltd. The project officially commenced construction in December 2023, with a total investment of 370 million yuan, and will be built in two phases.