According to the official WeChat account of Tin Corporation, recently, an invention patent for a tin-containing material smelting system, filed by the Tin Branch of Tin Corporation, was granted by the US Patent and Trademark Office, achieving a zero breakthrough for the Tin Branch in international patent grants. This marks a significant breakthrough in the company's core technologies in the field of tin smelting, positioning it competitively in the forefront of international intellectual property rights. The patent technology was submitted for international PCT patent filing in March 2024 and was granted and announced by the US Patent and Trademark Office in May 2025. This is a landmark project in the "technological revolution" of tin smelting, representing a breakthrough from "zero to one". From the dry powder lance to the pressure-stabilizing system, every core device was independently developed through R&D. Over 30 core parameters of the injection process were explored and optimized, and six invention patents were filed, breaking through foreign technological barriers and achieving industrialisation of the technology. Self-produced fumes are recycled in a closed-loop system for refurnace smelting, with new progress made in optimizing the top-blown furnace process, achieving continuous and stable injection at 25 mt/h, a 2.5% reduction in fume rate, and a record high in crude tin production from the top-blown furnace. The coal consumption for comprehensive treatment of tin-containing materials decreased by 3.5%, saving nearly 2,000 mt of coal annually. Electricity consumption decreased by 4.09%, generating over 30 million yuan in annual benefits, truly realizing the goal of "writing papers in the workshop and leaving achievements on the production line." The Tin Branch has always attached great importance to technological innovation, consistently placing patent protection for original technologies at a critical position. In recent years, it has actively filed over 100 domestic and international patents and obtained over 80 patents authorized by the state. Looking ahead, the Tin Branch will take this as an opportunity to continue upholding its original intention of innovation, forging ahead, breaking through technological bottlenecks, and setting new industry standards in the "uncharted territory" of tin smelting, achieving self-transcendence and injecting powerful momentum into the company's high-quality development with more internationally advanced scientific and technological achievements.

[SMM Tin Midday Review: SHFE Tin Supported by Ore Supply Tightness and Macro Sentiment in the Short Term, but Rebound Limited by Off-Season Demand and Inventory Pressure]​​Tightness in tin ore supply persists​​: Although the Wa region of Myanmar initiated production resumption procedures at the end of April, the actual capacity release fell short of expectations due to strict inspections at the China-Myanmar border and slow progress in obtaining mining licenses. Despite phased production resumption at the Bisie tin mine in the Democratic Republic of the Congo (DRC), the long transportation cycle for African ore sources (approximately 1.5-2 months) has limited port arrivals in June. Off-season effects emerge in the electronics industry​​: June is a traditional off-season for consumer electronics, with solder companies experiencing weaker orders MoM. Demand for PV welding strips has declined due to a slowdown in installation growth. However, accelerated substitution of domestic semiconductors and demand for AI chips have provided marginal support for high-purity tin.

2025 Southeast Asia Tin Industry Conference – Indonesia Mining Conference & Critical Metals Forum will be held from June 3-5, 2025 at Pullman Jakarta Central Park, Indonesia ! The exhibition has invited Yunnan Tin Co., Ltd., Huawei Digital Power, Merck, Intertek, Nickel Institute and over 40 premium exhibitors from domestic and international markets to participate, with a display area of 6,000 m² , expected to attract 1,600+ professional guests and visitors from 35+ countries/regions ! The conference features four specialized sessions on tin, nickel-cobalt-lithium new energy, aluminum, and coal , covering the entire industry chain, plus special sessions including "How Solar & ESS Revolutionize Indonesia's Mining Industry", press conferences, and salons . Nearly 90 government officials from various countries will deliver keynote speeches, with Indonesia's Ministry of Foreign Affairs serving as the governmental supporter. Floor plans and exhibitor lists are now available – discover which global companies are participating! Scan the QR code for event details 0 1 Entry Procedure: ① Scan the above QR code , complete visitor pre-registration ② Receive admission SMS containing visitor code before the event ③ Check-in at registration desk , scan code to enter exhibition hall 0 2 Visitor vs. Delegate Benefits: ① Visitor benefits: Exhibition area access; ② Delegate benefits: Exhibition access, full conference pass, exclusive cocktail dinner invitation, SMM 1-on-1 meeting system access, conference materials, etc. 0 3 Visa Reminder: ① Is visa-on-arrival acceptable? Local visa centers indicate that for hotel-based business events, it's possible but risky ; – Recommended to apply for business visa C2 (single entry)/ D2 (multiple entries within 1 year) to avoid unnecessary risks from random checks; ② Application methods? a. Self-application DIY on the official website; more materials are required. For C2, in addition to passport, electronic photo of ID, and personal information, applicants need to provide a 3-month bank statement and an invitation letter for the event. The price is approximately 915 yuan (for reference only; the actual price may vary). D2 is more complex. Processing time: 4-7 days b. Agency-assisted application Fewer materials are required; only passport photos and ID photos are needed, which applies to both C2 and D2. The prices are approximately 1,400 yuan and 3,500 yuan, respectively (for reference only; the actual price may vary). Exhibition Hall Layout and Functional Areas Exhibitor List Scan the QR code to view conference details 2025 Speakers Tin Conference Agenda - June 4 08:00-08:50 Registration 08:55-09:00 [Individual Speech] - Opening Remarks 09:05-09:10 [Individual Speech] - Opening Remarks 09:10-09:30 [Individual Speech] - Development Trends of China's Tin Market 09:30-09:50 [Roundtable Discussion] - Future Development of Indonesia's Tin Industry Policies 09:50-10:10 [Individual Speech] - Innovation for Sustainable Development: Arsari Tambang's Vision for the Future of the Green Critical Minerals Industry 10:10-10:30 Tea Break 10:30-10:50 [Individual Speech] - The Role of the Futures Market in Enhancing the Resilience of the Tin Supply Chain 10:50-11:10 [Individual Speech] - Changes in Indonesia's Tin Industry Policies and Their Impact on the Global Market 11:10-11:30 [Individual Speech] - Changes and Impacts of Indonesia's Tin Ore Export Policies 11:30-11:50 [Individual Speech] - Trade, Tariffs, Taxes, and Restrictions on Strategic Metals in the New Reality 11:50-13:30 Lunch 13:30-13:50 [Individual Speech] - Risks and Countermeasures in the Tin Commodity Market under the New Situation 13:50-14:10 [Individual Speech] - From Resources to Markets: The Role and Value of the Entire Industry Chain of Tin Ingots 14:10-14:30 [Individual Speech] - Growth in Tin Production in Bolivia 14:30-15:30 [Roundtable Discussion] - The Role of Southeast Asia's Tin Industry in the "Belt and Road" Initiative 15:30-15:55 Tea Break 15:55-16:15 [Individual Speech] - Analysis of the Current Situation and Development Prospects of the African Tin Ore Market 16:15-16:35 [Individual Speech] - Leading the Future of Tin: Adapting to the Changing Global Landscape 16:35-16:55 [Individual Speech] - Analysis of the Current Supply Situation and Policy Impacts of Myanmar's Tin Mines 16:55-17:20 [Individual Speech] - Application Prospects of Spiral Chute Separation Technology in Tin Mines 17:50-20:00 Buffet Dinner Conference Schedule Overview Day 1 13:00-18:10 Government Speeches Session 12:00-18:00 Exhibition Area Open Hours Day 2 09:00-17:00 Nickel-Cobalt and NEV Forum 09:00-17:10 Coal Industry Forum 09:00-16:45 Aluminum Industry Forum 09:00-17:10 Tin Industry Forum 10:00-18:00 Exhibition Area Open Hours Day 3 09:00-17:00 Nickel-Cobalt and NEV Forum 09:00-11:50 Coal Industry Forum 09:00-11:40 Tin Industry Forum 09:00-16:00 Exhibition Area Open Hours Scan the QR code to view conference details

[SMM Tin Futures Brief Commentary: SHFE Tin Ingot Inventory Falls to 8,025 mt, SHFE Tin Prices Pull Back After a Slight Rally to Highs] Today, the most-traded SHFE tin contract (SN2506) exhibited a fluctuating trend at highs. After opening the daytime session, it rallied to 265,600 yuan/mt, but subsequently pulled back under pressure, closing near 264,750 yuan/mt in the daytime session, up slightly by 0.29% from the previous trading day. Market trading activity was moderately weak, with open interest slightly decreasing to 25,800 lots, indicating that some bulls took profits and exited the market. Bulls and bears engaged in a tug-of-war around the 265,000 yuan/mt level...

》Check SMM metal quotes, data, and market analysis 》Subscribe to view historical price trends of SMM metal spot cargo On May 14, 2025: As of April 30, 2025, all companies have disclosed their 2024 annual reports. According to SMM statistics, a total of 19 publicly listed firms operate copper smelters. These 19 publicly listed firms are: Tongling Nonferrous Metals Group (000630), Jiangxi Copper Corporation (600362), Jinchuan Group International Resources Co., Ltd. (02362.hk), Daye Nonferrous Metals Group (00661.hk), Yunnan Copper (000878), Zijin Mining (601899), Yuguang Gold and Lead Group (600531), Western Mining Co., Ltd. (601168), Yunnan Tin Co., Ltd. (000960), Shandong Humon Smelting (002237), Zhongjin Gold (600489), Baiyin Nonferrous Group Co., Ltd. (601212), Ningbo Jintian Copper (601609), Huludao Zinc Industry Co., Ltd. (000751), North Copper (000737), Zhejiang Chifoo Holding Group Co., Ltd. (002266), Guangdong Feinan Resources Co., Ltd. (301500), Beijing GEEN Environment Engineering Co., Ltd. (603588), and Shenzhen Zhongjin Lingnan Nonfemet Co., Ltd. (000060). 2024 Production and 2025 Production Plans for Copper Cathode at Each Smelter According to annual report disclosures and SMM's understanding, the total copper cathode production of the aforementioned 19 copper smelters in 2024 was 10.5558 million mt, with an increase of 642,000 mt, up 6.5% YoY. Data from the National Bureau of Statistics (NBS) shows that the national production in 2024 was 13.644 million mt, with these 19 enterprises accounting for 77.37% of China's total copper cathode production. This figure increased by 1.04% compared to the same period last year. We expect that with the release of new capacity, industry concentration will increase again in the future. Regarding the specific situations of each smelter: Only 4 out of the 19 smelters experienced production cuts. Among them, Yunnan Copper had the largest decline, with a significant drop in production due to the relocation of its headquarters smelter. The largest increase was seen at Jiangxi Copper, with an annual copper cathode production of 2.2919 million mt, up 194,600 mt or 9.3% YoY in 2024, continuing to lead the copper industry. This was followed by North Copper, with a production increase of 178,800 mt compared to 2023, reaching 31.32 mt. Then came Jinchuan Group, with a production of 1.3272 million mt, an increase of 158,100 mt compared to 2023. In addition, based on their 2025 production plans, the total production in 2025 is expected to be 11.4028 million mt, an increase of 847,000 mt or 8%. According to SMM statistics, the new production from domestic smelters from January to May 2025 has already reached 536,400 mt, and it is highly probable that the annual increase of 847,000 mt will be achieved. In 2025, two smelters are expected to increase their production by more than 200,000 mt. Among them, the largest increase is expected to be from Yunnan Copper, with an increase of 254,000 mt, mainly due to the resumption of production after the relocation of the smelter and the commissioning of new smelters. Next is Jinchuan Group, which is expected to increase its production by 252,800 mt, thanks to the commissioning of a new smelter. In addition, due to the tight supply of copper concentrates, six smelters are expected to implement production cuts in 2025, two more than last year. Overall, although copper concentrate TCs hit a record low this year, it has not hindered the expansion pace of copper smelters.

Under the lens, a BGA solder ball used for chip packaging, when magnified tens of thousands of times, reveals a magnificent sight resembling cosmic planets. Researchers from the Yunnan Tin and Indium Laboratory are using a scanning electron microscope to introduce this fascinating phenomenon to visitors. This solder ball, with a diameter of only 0.3 millimeters, shoulders the responsibility of ensuring the stable operation of 5G base stations and AI chips worldwide, and also reflects the determination of Yunnan Tin Group (Holding) Co., Ltd. (hereinafter referred to as "Yunnan Tin") to reshape the global tin and indium industry landscape through technological innovation. Currently, a new round of technological revolution and industrial transformation is advancing rapidly, and global competition in science and technology is becoming increasingly fierce. As a crucial entity in the innovation system and a key component of strategic scientific and technological forces, laboratories shoulder critical missions such as attracting and nurturing high-quality talents, advancing basic research, producing cutting-edge achievements, and driving industrial development. In recent years, Yunnan Tin has collaborated closely with universities to establish a platform for technological innovation, integrate innovative resources, and position the Yunnan Tin and Indium Laboratory as the cradle of technological innovation in China's tin and indium industry. Based on the in-depth implementation of the national innovation-driven development strategy and the demand for industrial transformation and upgrading in Yunnan Province, the Yunnan Tin and Indium Laboratory was approved for construction by the Yunnan Provincial Science and Technology Leading Group. It was inaugurated and commenced operations on August 22, 2024, becoming a laboratory dedicated to multidisciplinary comprehensive research and development across the entire industry chain of tin and indium. Led by Yunnan Tin and jointly constructed with Kunming University of Science and Technology, Yunnan University, and Shanghai University, this laboratory has been positioned as the highest-level laboratory representing the tin and indium industry from its inception. Sun Yong, Secretary of the Party Committee and Chairman of Yunnan Tin, stated that as a leading enterprise in the global tin and indium sector and a century-old state-owned enterprise, Yunnan Tin has always placed technological innovation at a strategic height. The construction of the Yunnan Tin and Indium Laboratory aims to create an innovation hub with core competitiveness and become an important support for the national strategic scientific and technological forces in the tin and indium industry. Henceforth, "building a national technological innovation hub and an original technology cradle for the tin and indium industry, and supporting Yunnan Tin to become a world-class demonstration enterprise" has become the development goal of the Yunnan Tin and Indium Laboratory. Yunnan Tin has a first-mover advantage in establishing the Yunnan Tin and Indium Laboratory. Yunnan Tin is the birthplace of China's tin industry, ranking first globally in tin and indium resource reserves. Yunnan Province has formed a complete industry chain integrating exploration, mining, beneficiation, smelting, deep processing, and trade. While leveraging its resource advantages in tin and indium, it has gradually established a relatively complete technological research and development system for the tin and indium industry. This not only safeguards the strategic security of the country's tin and indium resources from the perspective of in-depth development and efficient utilization of tin and indium resources, enriches the national strategic scientific and technological forces in the tin and indium field, but also serves as an important measure to promote the optimization and upgrading of the traditional non-ferrous metal industry. Amid the intensifying global semiconductor competition, tin, hailed as the "computing power metal," and indium, known as the "transparent metal," have become foundational materials for the digital economy. Beyond traditional applications, tin and indium products are widely used in semiconductor chips, 5G communications, new energy, national defense, and military industries, among other fields. With the vigorous development of China's digital economy, the tin and indium industry has vast growth potential. "It must be built, it must be ours, and we are very much looking forward to it," said Peng Jubo, Chairman of the Yunnan Tin and Indium Laboratory, promoting the laboratory's development. He stated that tin and indium, as strategic and scarce resources, are ubiquitous and irreplaceable. It is understood that Yunnan Province's tin and indium industry has evident "strengths and weaknesses," and enhancing the core innovation capability of the industry is imperative. In terms of industry "strengths," multiple technologies at the front end of the mining, beneficiation, and smelting industry chain are leading both domestically and globally. However, in terms of industry "weaknesses," high-value-added products in the new materials sector face issues such as low production, weak market competitiveness, and low profitability. Among these, high-end solder and flux, as well as high-purity materials for semiconductors, are largely dependent on imports, making it difficult to ensure the security of the national strategic tin and indium resource supply chain. Meanwhile, the supply chain for high-end tin and indium new materials is rapidly shifting from external to internal, presenting a strategic development window. However, existing innovation platforms are not enough to support and lead the innovative development of the tin and indium industry. Establishing the Yunnan Tin and Indium Laboratory can not only leverage the "strengths" to further develop advanced exploration, mining, beneficiation, and smelting technologies and equipment, consolidating and maintaining global competitiveness, but also address the "weaknesses" by enhancing the independent innovation capability of tin and indium new materials, achieving collaborative innovation across the entire industry chain, and accelerating breakthroughs in high-value-added tin and indium "bottleneck" technologies, thereby significantly improving the resilience and security of the tin and indium industry chain and supply chain. "This will help accelerate the creation of a 100-billion-yuan 'world-class demonstration enterprise,' enhancing the international competitiveness and influence of China's tin and indium industry," said Peng Jubo. The Yunnan Tin and Indium Laboratory will focus on technological innovation, industrial innovation, development model innovation, institutional mechanism innovation, and talent mechanism innovation. It will conduct technical research across the entire tin and indium industry chain, build a comprehensive R&D system, and break through key "bottleneck" technologies such as high-end solder and flux, ITO targets, and high-purity materials for semiconductors. Only through the deep integration of technological innovation and industrial innovation can the leap from "exporting raw materials" to "exporting solutions" be achieved. So, what is driving the transformation of Yunnan Tin? In the process of promoting the upgrading of traditional industries and the cultivation of emerging industries, AI technology is comprehensively penetrating from scientific research into commercial applications, becoming an important engine driving industrial transformation. "We are closely following this trend, deeply integrating AI technology with the tin-indium industry, and exploring new models of intelligent R&D and production," said a relevant person in charge of the Yunnan Tin-Indium Laboratory. Scientific research is undergoing a profound transformation, shifting from an empirical paradigm to a big data-driven paradigm. Yunnan Tin is undergoing a significant shift in its R&D model. Relying on the fifth paradigm of "intelligent computing + autonomous experimentation + big data," the Yunnan Tin-Indium Laboratory will take AI technology as its core driving force to fully promote the intelligent upgrading of the entire tin-indium industry chain, aiming to create an interdisciplinary, life cycle-covering intelligent development platform. This move will not only inject innovative vitality into Yunnan Tin but also bring unprecedented innovative momentum to the global tin-indium industry. China's non-ferrous metals industry is currently at a critical stage of enhancing its scale advantages, continuous structural adjustments, increased innovation capabilities, and green and intelligent manufacturing. Actively cultivating and developing new quality productive forces will further accelerate the transformation of the non-ferrous metals industry towards high-end, green, and intelligent development, bringing valuable opportunities for the industry's growth. This also requires more innovative achievements to move out of the laboratory and integrate into the industry chain. Currently, Yunnan Tin has established its position as a leading industry in both tin and indium, leveraging its abundant tin-indium resource reserves. Since 2005, Yunnan Tin has consistently ranked first globally in tin production and sales. In 2024, it held a 48% market share in the domestic tin metal market and a 25% global market share, possessing the entire industry chain for tin metal exploration, mining, beneficiation, smelting, and deep processing. "Overall, the tin-indium industry chain is long, involving multiple professional fields. Currently, the new materials sector is relatively weak. For example, the formulation technology for some tin alloy solders is still protected by foreign patents. However, we have made breakthroughs in this area, developing solder alloy formulations based on independent intellectual property rights, achieving import substitution," said Peng Jubo. The laboratory will promote the integration of the industry chain with the innovation chain, driving the construction of a sustainable development system where "science and technology incubate industries, and industries nurture science and technology." In the future, it will further establish an industry-sharing platform and continuously build an open innovation ecosystem. Through construction over the next 5 to 10 years, Yunnan Tin Group will establish a high-level domestic scientific and technological innovation hub characterized by breakthrough leadership, interdisciplinary integration, and comprehensive synthesis. The innovative development of the Yunnan Tin-Indium Laboratory will serve as a microcosm of China's traditional industries climbing to the top of the global value chain.When people observe tin-indium materials with an electron microscope, they see not only a landscape resembling the ravines on the moon, but also the trajectory of a nation's industrial struggle to scale the peak of global scientific and technological advancement.