The General Office of the Guangzhou Municipal People’s Government issued the Implementation Plan of Guangzhou for Promoting the High-Quality Development of the Artificial Intelligence Industry. It proposed focusing on advancing the R&D and promotion of intelligent hardware products such as intelligent connected vehicles, intelligent unmanned systems, whole-home intelligent terminals, intelligent wearable devices, industrial intelligent terminals, and brain-computer interfaces; promoting the application of large in-vehicle edge-side models; and supporting the development of AIoT systems featuring collaboration among home appliances, central control systems, and sensors. It also called for advancing the commercialization of embodied AI robots, supporting enterprises in independently developing core parts, and expanding the application of intelligent robots in fields such as industrial manufacturing, household services, and healthcare.

[SMM Aluminum Morning Briefing: Middle East Situation Remains Deadlocked, Aluminum Prices Hold Up Well] Overall, macro geopolitical risks are providing support at the bottom of prices, while the continued buildup in China’s social inventory is weighing on aluminum prices. However, the geopolitical situation in the Middle East remains unclear. If the conflict persists, expectations for tighter global aluminum supply will remain strong, and aluminum prices will still have solid upward momentum. In the short term, aluminum prices are still expected to hold up well.

At the first “Ministers’ Corridor” of the Fourth Session of the 14th National People’s Congress on March 5, Minister of Industry and Information Technology Li Lecheng stated that Chinese models had gone global; over the past year, China’s open-source model downloads ranked first worldwide. AI tools empowered production: by the end of 2025, the AI application popularization rate among above-designated-size manufacturing enterprises exceeded 30. Smart terminals integrated into daily life, and domestic enterprises released more than 300 humanoid robot products.

This week (February 27, 2026–March 5), more players entered the solid-state battery industry, with various parties “riding” the hype: Sunstone Development and TONZE stated that their sulphide projects were still in the early R&D stage; QingTao’s Wuhai 2 billion yuan project released its EIA public notice, and a 3.5 GWh production line in Taizhou commenced operations; Suzuki acquired Kanadevia’s solid-state battery business

Post-holiday, the domestic manganese ore market at northern and southern ports showed divergent trends. By port: Transaction prices for manganese ore at Tianjin Port remained firm, with stable market operations; Qinzhou Port, however, performed sluggishly, with few inquiries and overall sluggish transactions.

Shenzhen Yaoshi Lithium Battery Technology Co., Ltd. (hereinafter referred to as "Yaoshi Lithium Battery") announced the completion of a 200 million yuan Series A financing round. This round was led by Wu Yuefeng, with follow-on investments from Suikai Investment, Gaoxintou, and Nanping Shi Ye Xing Bang Fund. The funds will be primarily used for the R&D of 2.0 ultra-high energy density solid-state batteries (ED > 1000Wh/L) and market expansion with leading clients, accelerating the commercial application of solid-state battery technology in fields such as consumer electronics AI smart terminals, drones, and humanoid robots.