Capacity side, according to incomplete statistics, China’s alkaline electrolyzer market remained at 43.77 GW, and the PEM electrolyzer market remained at 2.7 GW, with no new capacity added. No offline delivery information was available this week. Project-related updates: Guohua (Ningxia) New Energy Co., Ltd.: A price inquiry procurement was issued for the pre-feasibility study report preparation service for the Guohua Ningxia 100,000-mt Green Hydrogen Energy Supply Base Project (chemical section). It was understood that the Ningdong water electrolysis hydrogen production project of Guohua Ningxia had already put into operation a scale of 20,000 Nm³/h, with 6,000 Nm³/h under construction. Datang Inner Mongolia Duolun Coal Chemical Co., Ltd.: An inquiry-based procurement was launched for the feasibility study and green methanol certification consulting technical services for the CNCEC Duolun Coal Chemical coal-based process biomass co-firing coupled with green electricity green methanol production project. It was understood that the Datang Duolun 150,000-kW wind and solar power hydrogen production integrated demonstration project was China’s first medium-to-large-scale technology demonstration project for off-grid wind and solar power hydrogen production deeply coupled with coal chemical engineering. It was invested in and constructed by Datang Duolun Ruiyuan New Energy Co., Ltd., with a total investment of approximately 1.3 billion yuan. Construction officially began in November 2023, hydrogen was successfully produced on December 29, 2024, and it was formally connected to grid and put into operation on January 17, 2025. Shaanxi Construction Installation Group Co., Ltd.: The Guyang-Baiyun Obo gas transmission pipeline project, undertaken by Shaanxi Construction Installation Group, reached a major milestone, with its Guyang initial station and valve chamber having successfully passed completion acceptance. It was reported that the gas transmission pipeline project has a 20% hydrogen blending transmission capacity and is a key planned construction project under the “county-to-county coverage in western Inner Mongolia” initiative in the Inner Mongolia Autonomous Region’s 14th Five-Year Plan for oil and gas development. The pipeline has a total length of 125 km, starting from the Guyang initial station and generally running from south to north, successively passing through Guyang County, Darhan Muminggan Banner, and the Baiyun Obo mining district in Baotou City, and ultimately reaching Barun Industrial Park. Jiamusi Hanya New Energy Co., Ltd.: The Jiamusi Hanya wind power hydrogen production synthetic green methanol integrated project was filed. The project is located in Heilongjiang Province, with a total investment of 4 billion yuan. Construction scale and contents: mainly the construction of a 300,000-mt green methanol production unit and a thermal energy storage unit, with a planned land area of approximately 350,000 m². Windey Energy Technology Group Co., Ltd.: The list of winning candidates was announced for the biomass gasification process package and technical services project for the first-phase Handan Biomass Green Methanol Project. The top-ranked winning candidate was East China Engineering Science and Technology Co., Ltd. It was understood that East China Engineering has extensive experience in the gasification field, with experience in the design, construction, EPC general contracting, commissioning, and operation of more than 100 gasifiers, covering various mainstream processes such as fixed bed, fluidized bed, and entrained-flow bed. Zhongqing Xinneng (Baotou) Equipment Co., Ltd.: The annual production project for 100,000 hydrogen storage cylinders for hydrogen two-wheelers was filed. The project is located in Kundulun District, Baotou City, Inner Mongolia Autonomous Region. It plans to build a production line with an annual capacity of 100,000 hydrogen storage cylinders for hydrogen two-wheelers, including production workshop renovation and supporting utilities. Annual output value will reach 100 million yuan. The planned construction period is from April 2026 to September 2026. Shenneng North (Otog Banner) Energy Co., Ltd.: The change to the 30 MW-class pure hydrogen gas turbine hydrogen energy storage demonstration project under the Otog Banner integrated wind and solar power hydrogen production and green ammonia synthesis project was filed. After the change, the project site is located in the eastern project area of the Ordos Otog Economic Development Zone, within Shenneng's water electrolysis hydrogen production station in Ordos City, Otog Banner, bounded to the north by the green hydrogen-to-green ammonia project under the Otog Banner integrated wind and solar power hydrogen production and green ammonia synthesis project, to the east by Jingsan Street, to the west by Jinger Street, and to the south by Weisi Road. Construction scale and content: the project covers an area of 500 sq m, of which the hydrogen gas turbine occupies 300 sq m. As a hydrogen energy storage demonstration project, it includes one 30 MW pure hydrogen gas turbine, generator, hydrogen storage equipment, and supporting facilities. Through wind and solar power generation and water electrolysis for hydrogen production, the project has a total hydrogen storage capacity of 360,000 Nm³, an effective hydrogen storage volume of 270,000 Nm³, and is equipped with 12 spherical hydrogen storage tanks, each with a water capacity of 1,875 m³. Jiyuan (Siping) Green Energy Co., Ltd.: The EPC tender for the hydrogen production works of the SPIC Green Energy Lishu wind and solar power hydrogen production, biomass-coupled green methanol project was released. It is understood that the project is located in the chemical park of the Siping New-type Industrialized Economic Development Zone, Lishu County, Siping City, Jilin Province. It adopts a green hydrogen coupled with biomass gasification process to synthesize 197,200 mt/year of methanol, started construction in August 2025, and is expected to be commissioned in September 2027. The project includes three hydrogen production workshops. Workshops No. 1 and No. 2 each are arranged with 12 sets of 1,000 Nm³/h alkaline electrolytic hydrogen production electrolyzers plus three sets of 4,000 Nm³/h hydrogen purification units; Workshop No. 3 is arranged with four sets of 1,000 Nm³/h alkaline electrolytic hydrogen production electrolyzers plus one set of 4,000 Nm³/h gas-liquid separation unit, among others. Sinopec Sales Co., Ltd. Tibet Petroleum Branch : The tender notice for Section I of the general construction contracting project for the Shannan hydrogen-oxygen combined supply project was released. The construction site is in Naidong District, Shannan City, Tibet Autonomous Region; the planned construction period is 180 days; the estimated contract value for the section is 27.23 million yuan (tax included); the hydrogen production portion of the section tender includes an IGBT rectifier and control system skid, hydrogen production skid, oxygen purification unit, pure water machine and chiller unit skid, and related supporting facilities, while the hydrogen refueling portion includes a 35 MPa dual-nozzle hydrogen dispenser, 45 MPa hydrogen compressor skid, 45 MPa hydrogen storage cylinder bank, and sequence control panel. Ming Yang Smart Energy Group Co., Ltd.: It held a signing ceremony at Ming Yang Group headquarters for the hydrogen-fueled gas turbine complete-unit R&D and manufacturing project with the People's Government of Hudai Town, Binhu District, Wuxi City, Jiangsu Province, with both parties formally reaching a strategic cooperation agreement. Sichuan Zhongke Hydrogen Energy Technology Co., Ltd. : First Public Notice of Environmental Impact Assessment Information for Phase II of the Integrated Energy Station Project Featuring Hydropower, Wind and Solar Power, Hydrogen, and Natural Gas Multi-Energy Complementarity. According to the document, Phase II of the integrated energy station project featuring hydropower, wind and solar power, hydrogen, and natural gas multi-energy complementarity is located in Nanchong High-tech Zone, with Sichuan Zhongke Hydrogen Energy Technology Co., Ltd. as the project developer. It will build an integrated hydrogen production and refueling station, along with supporting public utility facilities, to realise the hydrogen refueling function of the integrated energy station for hydrogen-powered vehicles, and will also build one hydrogen energy industry R&D production site. GRINM Engineering Institute Co., Ltd. : The new materials pilot platform in Huairou Science City completed final acceptance upon completion, and four key pilot lines, including solid-state hydrogen storage and ceramic co-firing materials, entered the stage of commissioning and line integration. Among them, the total investment in the solid-state hydrogen storage project is 14.5 million yuan, and the total investment in the ceramic co-firing materials project is 12 million yuan, which will support the commercialisation of new material achievements and the industrialisation of hydrogen energy and key electronic materials. Policy Review​ 1. The Ministry of Industry and Information Technology, the Ministry of Finance, and the National Development and Reform Commission (NDRC) issued a notice on carrying out pilot work for the comprehensive application of hydrogen energy. The document states that by 2030, hydrogen energy in city clusters is expected to achieve large-scale application across diverse fields, and the average price of hydrogen for end-use is expected to fall below 25 yuan/kg, with efforts to reduce it to around 15 yuan/kg in certain advantaged regions; national fuel cell vehicle ownership is expected to double from the 2025 level, with efforts to reach 100,000 units. Through the expansion of application scale, it will promote innovative breakthroughs in hydrogen energy application technologies, processes, and equipment, realise iterative upgrades of fuel cells, electrolyzers, storage and transportation devices, and materials, and promote hydrogen energy as a new economic growth driver to support a comprehensive green transformation of economic and social development. 2. The People's Government of Hunan Province issued the Hunan Province 2026 Plan for National Economic and Social Development. The document states that efforts will be made to advance the circular economy and cleaner production and build a number of zero-carbon parks and zero-carbon factories. It is expected to accelerate the green and low-carbon transformation of the energy system, optimise the management of new energy project pipelines, and speed up the construction of key wind and solar power projects. It will expand green energy consumption scenarios and implement a three-year doubling plan for the service capacity of charging facilities. It will also actively develop the hydrogen energy industry and expand the scale of natural gas utilisation. 3. With the approval of the National Energy Administration, the Standardization Technical Committee for Hydrogen Energy in the Energy Industry was established in Beijing. The establishment of this committee was intended to improve the industry standards system, lead technological innovation, and regulate market order. Enterprise Developments Haida Qingneng Ship (Dalian) Co., Ltd.: The nation's first inland 64-TEU hydrogen fuel cell-powered container vessel, Dongfang Qinggang, for which it supplied the powertrain, successfully completed its first long-distance trial voyage. The entire system operated stably, the navigation performance was excellent, and the trial voyage was a complete success. Hydrogen Power (Beijing) Technology Services Co., Ltd.: 100 hydrogen-powered refrigerated trucks were officially delivered to Hydrogen Cheng Times and will be operated by Hydrogen Power Technology as the agent. Rongcheng New Energy Group: Successfully delivered 50 hydrogen-powered heavy trucks to Cangzhou Huagang International Logistics Co., Ltd. This batch of vehicles will be put into service on the transport route from Huanghua Port to the Shandong Lubei Aluminum Industry Base. CSSC Engine Co., Ltd.: Its WinGD6X72DF-A-1.0 ammonia-fueled low-speed engine successfully passed functional integration approval and bench testing, and was successfully delivered in Qingdao. It is understood that this was the first ammonia-fueled marine engine in China to be formally delivered as a commercial product. Aerospace Engineering Company: Signed contracts for two major green hydrogen engineering projects in succession, namely the hydrogen refueling station water electrolysis hydrogen production project of Zhongqing Energy Development (Shandong) Co., Ltd., and the electrolytic hydrogen production unit project for the Inner Mongolia Fenglü green hydrogen-coupled coal-to-olefins project. For these two projects, Aerospace Engineering Company will provide a total of 16 sets of HTJSDJ-1000/1.6 alkaline electrolyzers, together with supporting post-processing systems and utility engineering equipment, and will be responsible for engineering design. This cooperation marked Aerospace Engineering Company's simultaneous breakthroughs in the two major fields of green transportation and green hydrogen chemicals. Qinghang Times (Shenzhen) Technology Co., Ltd. : Qinghang Times was established on January 5, 2026, with a registered capital of 1 million yuan and legal representative He Rongjie. Founded by a Tsinghua University master's and doctoral team, it received support from Tsinghua entrepreneurship and innovation platforms including Tsinghua i-Space and Tsinghua Chuang+, and was selected for the Sci-Tech Innovation Light "Future Tech Innovators Program." With a technical solution combining liquid hydrogen storage and a high-temperature PEM hydrogen-electric coupling system, it increases aircraft driving range by more than 10 times and payload capacity by 2-3 times. Recently, it completed seed-round financing of several million yuan, with the investor undisclosed. Shenzhen Hydrogen Zhi Energy Co., Ltd.: Completed A+ round financing, with Shenzhen Energy Investment as the investor. Anhui Mashui New Energy Technology Co., Ltd. : Anhui Mashui Technology completed A-round financing of over 100 million yuan, led by NIO Capital. This round of funding will be used primarily to fulfill large orders, increase R&D reserves, support new factory construction, and cover daily operations, so as to drive the integration and upgrading of the industry chain. China Energy Engineering Corporation Research Institute: The kick-off meeting for the international standard High-Pressure Liquid Hydrogen Pump for Hydrogen Refueling Stations, led and submitted by the Low-Carbon Institute, was held online. Since the standard was approved for project initiation in November last year, this meeting clarified the advancement plan and technical roadmap, bringing together 20 experts from China, the United States, Germany, France, Russia, Japan, and the European Industrial Gases Association, who reached consensus on core issues such as the standard’s scope and application scenarios, thereby laying a solid foundation for the high-quality and timely delivery of the standard. Jiangsu Guofu Hydrogen Energy Equipment Co., Ltd. : A delegation from Thailand’s water, electricity, and related institutions came to China for exchanges on the new energy industry and made a special trip to Zhangjiagang, Jiangsu, to visit the rooftop PV hydrogen production project jointly developed by Zonergy and Guofu Hydrogen Energy. It was understood that the project relied on a distributed PV system installed on factory rooftops and used PV power generation to provide clean and stable electricity for enterprise production and energy applications, balancing efficient energy utilization with green development; at the same time, it integrated hydrogen energy application scenarios and was equipped with an ESS to ensure a stable energy supply for hydrogen production. It is a leading distributed PV hydrogen production demonstration project in China by scale, showcasing China’s advanced achievements in the integrated development of PV and hydrogen energy. Beijing SinoHytec Co., Ltd.: Signed a strategic cooperation agreement with Haitai Solar and the Hebei Hydrogen Energy Society, relying on the National Energy Administration’s first batch of hydrogen energy pilot policies and centering on the Zhangjiakou-Chengde-Tangshan hydrogen energy regional pilot to advance the deep integration of “government, industry, academia, research, and application.” The three parties will focus on the Kangbao-Caofeidian long-distance hydrogen pipeline with annual hydrogen transmission capacity of 1.55 million mt, creating a “hydrogen production in Zhangjiakou and Chengde, application in Tangshan” model. Haitai Solar will provide SinoHytec with a stable hydrogen supply and storage and transportation services, addressing the industry’s high storage and transportation costs and supporting high-quality regional hydrogen energy development and the implementation of the “dual carbon” goals. The Sixth Academy of China Aerospace Science and Technology Corporation: Released four new hydrogen energy products in Beijing, including an onboard liquid hydrogen system, liquid hydrogen refueling equipment, a liquid hydrogen tank container, and an alkaline electrolyzer, and also released a blue book on the hydrogen energy industry to help build the hydrogen energy industry ecosystem. Beijing Hydrosys Technology Co., Ltd.: Its self-developed hydraulic-driven hydrogen compressor underwent rigorous assessment and passed EU CE certification. Patent Applications 1. Shanghai Institute of Ceramics, Chinese Academy of Sciences (China) disclosed patent CN2025110028 and developed a ceramic-based anion exchange membrane, with a laboratory-tested service life of up to 80,000 hours. 2. Johnson Matthey (UK) filed patent WO2025109876, disclosing an Fe-Ni-Mo ternary non-precious metal catalyst formulation with activity close to that of platinum-based materials. Technology Footprint/Technical Specifications 1. A joint team from Xi’an Jiaotong University and Peking University jointly conducted R&D on a new-type osmium-based catalyst, significantly improving the efficiency and economics of hydrogen production via AEM water electrolysis and supporting the large-scale deployment of low-cost green hydrogen. 2. Johnson Matthey and Syensqo achieved efficient recycling and reuse of platinum group metals and ionomers in PEM fuel cells and electrolyzers, significantly reducing the carbon footprint. 3. Relevant research teams from the School of Electrical Engineering at Xi’an Jiaotong University and the State Key Laboratory of Electrical Materials and Electrical Insulation successfully developed the Ru/Ti3C2Ox@NF bifunctional electrocatalyst for seawater electrolysis. 4. The group standard Technical Specification for Hydrogen Production by Coupled Electrolysis with Wind and Solar Power, PV+ESS, and Green Electricity (No. T/CIEP 0272—2025) was released and implemented by the China Industrial Environmental Protection Promotion Association. Zhongneng Dayou Energy Technology Co., Ltd. successfully developed a 100 kW-class PEM electrolyzer hydrogen production multi-field coupling test device. 5. GKN Powder Metallurgy announced that it has developed a next-generation high performance, high-porosity, high-purity porous transport layer (HP-PTL) for proton exchange membrane (PEM) electrolysis.

On March 11, Pan Xueyuan, Member of the Standing Committee of the Yangzhou Municipal Party Committee and Executive Vice Mayor of Yangzhou, led a team to Yizheng Economic and Technological Development Zone to survey the construction progress of the CIMC Green Hydrogen Zero-Carbon Equipment Industrial Park, a key provincial project in Jiangsu. He inspected the construction progress on site, inquired about the construction plan, key challenges, and industrial layout, and required that the leading role of chain-leading hydrogen energy enterprises be fully leveraged to coordinate efforts to bring the project into operation and deliver results at an early date. Meng Dehe, Secretary of the Yizheng Municipal Party Committee, and Yu Lei, Executive Vice Mayor, accompanied the visit, while Li Jie, General Manager of CIMC Jidian and CIMC Zhongdian, and his delegation reported on the work. In front of the project planning display board, Pan Xueyuan focused on learning about the industrial park’s product layout. The project covered a total area of 150 mu, with plant space of approximately 60,000 m², and included a 15-mu supporting detection and R&D testing base. After reaching full production, it was expected to produce 2 GW of electrolyzers and hydrogen-ammonia-methanol series equipment annually. With the goal of becoming a nationally leading supplier of hydrogen-based energy equipment, the enterprise laid out the full value chain of alkaline, PEM, and AEM electrolyzers, skid-mounted hydrogen production plants, and green ammonia and green methanol equipment, which Pan Xueyuan highly affirmed. As a chain-leading enterprise in the hydrogen energy industry chain at both the provincial and municipal levels, CIMC Zhongdian will join hands with CIMC Raffles Group to integrate industry resources and build a green hydrogen equipment industry chain. Next, with the support of the local government, the enterprise will build “two centers and two platforms,” continue to lead industry innovation, and support the high-quality development of the green hydrogen industry in Yizheng and Yangzhou as a whole.

Data from the National Bureau of Statistics (NBS) showed that in January-February, China’s real estate development investment totaled 961.2 billion yuan, down 11.1% YoY, with the decline narrowing by 6.1 percentage points from the full-year level of the previous year; of which, residential investment was 728.2 billion yuan, down 10.7%, with the decline narrowing by 5.6 percentage points. In January-February, the floor space of buildings under construction by real estate development enterprises nationwide was 5.3537 billion m², down 11.7% YoY. Of this total, residential floor space under construction was 3.7135 billion m², down 11.9%. The floor space of buildings newly started was 50.84 million m², down 23.1%. Of this total, residential floor space newly started was 36.95 million m², down 23.3%. The floor space of buildings completed was 63.2 million m², down 27.9%. Of this total, residential floor space completed was 46.25 million m², down 26.9%. I. Completion of Real Estate Development Investment In January-February, China’s real estate development investment totaled 961.2 billion yuan, down 11.1% YoY (calculated on a comparable basis; see Note 5 for details), with the decline narrowing by 6.1 percentage points from the full-year level of the previous year; of which, residential investment was 728.2 billion yuan, down 10.7%, with the decline narrowing by 5.6 percentage points. In January-February, the floor space of buildings under construction by real estate development enterprises was 5.3537 billion m², down 11.7% YoY. Of this total, residential floor space under construction was 3.7135 billion m², down 11.9%. The floor space of buildings newly started was 50.84 million m², down 23.1%. Of this total, residential floor space newly started was 36.95 million m², down 23.3%. The floor space of buildings completed was 63.2 million m², down 27.9%. Of this total, residential floor space completed was 46.25 million m², down 26.9%. II. Sales of Newly Built Commercial Buildings and Pending Sale Status In January-February, the floor space of newly built commercial buildings sold was 92.93 million m², down 13.5% YoY, with the decline widening by 4.8 percentage points from the full-year level of the previous year; of which, residential sales floor space fell 15.9%. Sales of newly built commercial buildings amounted to 818.6 billion yuan, down 20.2%, with the decline widening by 7.6 percentage points; of which, residential sales value fell 21.8%. At month-end February, the floor space of commercial buildings pending sale was 799.98 million m², up 0.1% YoY, with the growth rate pulling back by 1.5 percentage points from year-end 2025. Of this total, the floor space pending sale for less than three years was 606.16 million m², down 1.6%. III. Funding Sources of Real Estate Development Enterprises In January-February, funds in place for real estate development enterprises totaled 1,304.7 billion yuan, down 16.5% YoY. Of this total, China domestic loans stood at 257 billion yuan, down 13.9%; self-raised funds were 493.9 billion yuan, down 5.9%; deposits and advance receipts were 358.9 billion yuan, down 21.5%; and individual mortgage loans were 112.8 billion yuan, down 41.9%.

This week (March 13, 2026–March 19, 2026), multiple enterprises in the solid-state battery sector were active: Dali Times commenced construction of a 2 GWh specialized semi-solid-state battery base; EVE’s Longquan Phase III/IV all-solid-state batteries rolled off the line in Chengdu; Chery released its 600 Wh/kg Rhino all-solid-state battery technology。

Only 15 days remain until the opening of the 14th Energy Storage International Summit and Exhibition, ESIE 2026! New business models, new products, and new technologies in the global energy storage industry will be showcased in a concentrated manner on the ESIE 2026 platform! The countdown has begun, and the world’s largest, highest-level, and most influential gathering of ideas and technologies in the global energy storage industry is about to open! ●Exhibition Dates: April 1–April 3 ●Summit Dates: March 31–April 3 ●Venue: Beijing · Capital International Exhibition & Convention Center Scan the QR code above for free exhibition admission Six themed exhibition halls, over 160,000 m² of exhibition space, 800+ exhibitors/sponsors—the full detailed floor plan for all halls of ESIE 2026 is officially unveiled! Save and bookmark it to locate the brands and exhibition areas you are interested in! Detailed forum schedules have been released: Cutting-Edge Technology Led by 9 academicians! Detailed agenda for the 9th Energy Storage Frontier Technology Conference released Mechanism Innovation Detailed agenda released | ESIE 2026 Themed Forum: New-Type Energy Storage and the Electricity Market Detailed agenda released | Regional Characteristic Market Forum, Generation-Grid-Load-Storage and Green Electricity Direct-Connection Integration Forum Market-Driven Growth Detailed agenda released | ESIE 2026 Themed Forum: Development and Operation of Standalone ESS Projects Detailed agenda released | ESIE 2026 Themed Forum: Coordinated Development of Energy Storage + AIDC Detailed agenda released | ESIE 2026 Themed Forum: Energy Storage + New Business Models and New Development Global Perspective Detailed agenda released | ESIE 2026 Themed Forum: Development and Trends in the Global Energy Storage Market A Barometer of the Development of China’s Energy Storage Industry The 14th Energy Storage International Summit and Exhibition ESIE 2026 Exhibition Dates: April 1, 2026–April 3, 2026 Summit Dates: March 31, 2026–April 3, 2026 Venue: Beijing · Capital International Exhibition & Convention Center

In mid-March 2026, CAAM and the China Automotive Power Battery Industry Innovation Alliance successively released relevant data on the auto and power battery markets for February 2026. According to CAAM’s analysis, auto production and sales declined YoY under the combined impact of multiple factors, including policy transition adjustments, front-load demand release, the timing shift of the Chinese New Year holiday, insufficient willingness to consume, and a high base in the same period last year. Among them, the passenger vehicle market and NEV market both declined YoY, while the commercial vehicle market continued to improve, and auto exports grew rapidly. .......SMM compiled the relevant data on the auto market and power battery market for February 2026 for readers’ reference. Automobiles CAAM: February Auto Output and Sales Reached 1.672 Million and 1.805 Million Units, Respectively In February, auto output and sales totaled 1.672 million and 1.805 million units, down 31.7% and 23.1% MoM, and down 20.5% and 15.2% YoY, respectively. From January to February, auto output and sales totaled 4.122 million and 4.152 million units, down 9.5% and 8.8% YoY, respectively. CAAM: February NEV Sales Reached 765,000 Units; January-February NEV Output and Sales Reached 1.71 Million Units In February, NEV output and sales totaled 694,000 and 765,000 units, down 21.8% and 14.2% YoY, respectively. NEV sales accounted for 42.4% of total new vehicle sales. From January to February, NEV output and sales totaled 1.735 million and 1.71 million units, down 8.8% and 6.9% YoY, respectively. NEV sales accounted for 41.2% of total new vehicle sales. CAAM: Auto Exports Continued to Grow in February; NEV Exports up 1.1x YoY In February, NEV exports were 282,000 units, down 6.6% MoM, up 1.1x YoY ; traditional fuel vehicle exports were 391,000 units, up 2.8% MoM and up 26.2% YoY . From January to February, NEV exports were 583,000 units, up 1.1x YoY; traditional fuel vehicle exports were 769,000 units, up 22.2% YoY . Regarding the auto market in February, CAAM said that this year’s Chinese New Year fell in mid-to-late February, and the holiday was extended. As a result, there were only 16 effective working days in February, which had a certain impact on enterprise production and operations, and overall market activity declined. Judging from industry performance from January to February, auto production and sales declined YoY under the combined impact of multiple factors, including policy transition adjustments, front-load demand release, the timing shift of the Chinese New Year holiday, insufficient willingness to consume, and a high base in the same period last year. Among them, the passenger vehicle market and NEVs declined YoY, while the commercial vehicle market continued to improve and auto exports grew rapidly. This year’s government work report explicitly proposed to stimulate the endogenous momentum of household consumption and advance consumption-promoting policies in parallel, continue to amplify the effect of the policy package, further rectify “involution-style” competition, and foster a sound market ecosystem. It is believed that, as detailed local subsidy measures are fully implemented after the holiday, spring auto show sales promotions begin, and automakers roll out new models one after another, this will help boost consumer confidence, energize the auto market, and promote the healthy and stable operation of the industry. Subsequently, the CPCA also released data on the passenger vehicle market for February 2026. From February 1 to 28, retail sales in China’s passenger vehicle market reached 1.034 million units, down 25.4% YoY and down 33.1% MoM. Cumulative retail sales since the beginning of the year totaled 2.578 million units, down 18.9% YoY. As market factors have become more complex, the pattern of “low at the beginning and high at the end” in annual sales has become more evident in recent years. Affected by disruptions such as Chinese New Year, February retail sales have seen wild YoY swings over the years, for example: 2019 (-19%), 2020 (-79%), 2021 (373%), 2022 (5%), 2023 (10%), 2024 (-21%), and 2025 (26%). Therefore, the -25.4% in 2026 was at the lower-middle end of the range of sharp fluctuations in February growth rates over the years. NEVs, retail sales in the passenger NEV market were 464,000 units in February, down 32.0% YoY; from January to February, retail sales in the passenger NEV market were 1.06 million units, down 25.7% YoY. Retail sales of conventional fuel passenger vehicles were 570,000 units in February, down 19% YoY. In February, passenger NEV producer exports were 269,000 units, up 124.7% YoY and down 7.0% MoM; from January to February, passenger NEV producer exports were 559,000 units, up 114.7% YoY, while exports of conventional fuel passenger vehicles were 290,000 units in February, up 21% YoY. NEV exports, as the scale advantages of China’s new energy vehicles become more apparent and market expansion demand grows, more and more China-made new energy brand products are going outside China, and their recognition outside China continues to improve. Among them, PHEVs accounted for 38% of NEV exports (38% in the same period last year). Although they have recently been affected by some disruptions from external countries, exports of independently developed PHEVs to developing countries have grown rapidly, with bright prospects. In February, passenger NEV exports were 269,000 units, up 124.7% YoY and down 7.0% MoM. They accounted for 48.5% of passenger vehicle exports, up 14.8 percentage points YoY; BEVs accounted for 58% of NEV exports (59% in the same period last year), and A00- and A0-class EVs, the core focus, accounted for 55% of BEV exports (56% in the same period last year). The CPCA stated that after the NEV purchase tax exemption policy, which had been implemented since September 2014, was formally phased out at the end of December 2025, the NEV market in 2026 entered a recovery period amid adjustments to tax subsidies. Some consumers brought forward purchases to 2025 to benefit from the policy, resulting in a certain pull-forward effect in January-February this year. This was an expected short-term fluctuation and does not represent the market’s long-term trend. However, with Chinese New Year falling later this year, making it a major consumption year, growth in the auto market diverged, and NEVs did not perform strongly, indicating that more policy support is still needed. Key features of the passenger vehicle market in February 2026: 1. In February, passenger vehicle producers’ daily average exports hit a record high for the month, fully demonstrating the steadily improving competitiveness of China’s automotive industry in the global market and continued robust demand outside China; 2. The retail pullback after the expiration of the vehicle purchase tax exemption was evident, but structural changes were also clear, namely a higher share of high-end NEVs and a lower share of entry-level consumption, which is conducive to the industry’s transition toward high-quality development; 3. New vehicle launches were steady in 2026, and together with the advance of anti-involution efforts curbing disorderly price cuts, NEV sales promotions stayed at 10.4% in February, remaining around 10% for six consecutive months. No vicious volume discount competition emerged, helping maintain market order; 4. The historical pattern of internal combustion engine vehicles outperforming NEVs before Chinese New Year continued again. In February, retail sales in China of internal combustion engine vehicles fell 19% YoY, while pure electric vehicle retail sales fell 35% YoY, range-extended vehicles fell 16% YoY, and PHEVs fell 31% YoY. As time goes by, consumers are expected to gradually adapt to the normalization of NEV taxation, and the NEV market is expected to return to a track of positive growth; 5. This February was still a pre-Chinese New Year consumption phase dominated by internal combustion engine vehicles. NEV penetration rate in retail sales in China was 44.9%, and export penetration rate was 48.5%, which was a relatively good performance; 6. In February 2026, exports of self-owned-brand internal combustion engine passenger vehicles reached 247,000, up 21% YoY, while exports of self-owned-brand NEVs reached 231,000, up 110% YoY. NEVs accounted for 48.4% of self-owned-brand exports. In particular, the high growth of NEV exports in Europe, Southeast Asia, and other regions marked the expanding influence of China’s NEV brands in the international market, laying a solid foundation for future export growth. Power Battery In February, China’s cumulative sales of power and ESS batteries reached 113.2 Gwh, up 25.7% YoY In February, China’s sales of power and ESS batteries reached 113.2 Gwh, down 23.9% MoM, up 25.7% YoY . Of this, power battery sales were 74.5 Gwh, accounting for 65.9% of total sales, down 27.4% MoM and up 11.4% YoY; ESS battery sales were 38.6 Gwh, accounting for 34.1% of total sales, down 16.2% MoM and up 67.3% YoY. From January to February, China’s cumulative sales of power and ESS batteries were 262 Gwh, up 53.8% YoY . Of this, cumulative power battery sales were 177.2 Gwh, accounting for 67.6% of total sales and up 36.5% YoY; cumulative ESS battery sales were 84.8 Gwh, accounting for 32.4% of total sales and up 108.9% YoY. From January to February, cumulative power battery installations were 68.3 Gwh, with LFP installations accounting for 77.9% In February, China’s power battery installations were 26.3 Gwh, down 37.4% MoM and down 24.6% YoY. Of this, ternary battery installations were 5.7 Gwh, accounting for 21.7% of total installations, down 39.1% MoM and down 11.4% YoY; LFP battery installations were 20.6 Gwh, accounting for 78.3% of total installations, down 36.9% MoM and down 27.5% YoY. From January to February, cumulative power battery installations in China were 68.3 Gwh, down 7.2% YoY. Of this, cumulative ternary battery installations were 15.1 Gwh, accounting for 22.1% of total installations and up 0.6% YoY; cumulative LFP battery installations were 53.3 Gwh, accounting for 77.9% of total installations and down 9.2% YoY. More Than 60% of A/H-Share Automakers Achieved YoY Growth, March Auto Market Production and Sales Will See Rapid MoM Growth Earlier, CLS compiled the January-February sales performance of 14 A/H-share listed automakers, of which 9 achieved YoY growth, accounting for more than 60%, and 3 automakers recorded February sales outside China exceeding those in the Chinese market. Among emerging EV makers, Leap Motor still firmly held the top spot in deliveries, with 28,067 units delivered in February, up 10.99% YoY; cumulative deliveries in 2026 reached 60,126 units, up 19.16% YoY. While releasing its February delivery figures, Leap Motor said its March car purchase incentives had gone live, with discounts of up to 46,000 yuan for in-stock vehicles. Li Auto delivered 26,421 units in February, up 0.6% YoY. Cumulative deliveries in 2026 reached 54,089 units, down 3.74% YoY. As of February 28, 2026, Li Auto’s historical cumulative deliveries totaled 1.594 million units. Li Auto said that as of February 28, 2026, it had 539 retail centers nationwide, covering 160 cities; 548 after-sales repair centers and authorized service centers, covering 223 cities. Li Auto had put into use 4,054 Li Auto supercharging stations nationwide, with 22,447 charging piles. NIO delivered 20,797 new vehicles in February, up 57.65% YoY. Cumulative deliveries in the first two months of 2026 reached 47,979 units, up 77.34% YoY. To date, NIO has delivered a total of 1,045,571 new vehicles. At 22:33:18 on February 6, NIO completed its 100 millionth battery swap; during the 2026 Chinese New Year holiday, NIO provided a cumulative 2,073,500 battery swapping services, with daily average services up 29.4% YoY versus the Chinese New Year holiday last year. From February 15 to February 23, NIO Energy's cumulative highway charging and battery swapping volume exceeded 25.28 million kWh, accounting for 15% of the national highway charging and battery swapping total. Starting from February 18 (the second day of the Chinese New Year), NIO battery swapping set new single-day service records for five consecutive days. XPeng Motors delivered a total of 15,256 new vehicles in February, bringing cumulative deliveries in the first two months of 2026 to 35,267 units, down 42% YoY. In February, the all-new XPeng G6 launched in the UK, with the entire lineup equipped as standard with an 800V high-voltage platform and a new-generation LFP battery, while introducing an all-wheel-drive performance black edition for the first time. The XPeng G6 has now been exported to more than 40 countries and regions worldwide, covering Asia-Pacific, Europe, the Middle East and North Africa, and Latin America, and continues to win favour among an increasing number of overseas consumers. As for Xiaomi Auto, its deliveries exceeded 20,000 units in February, while January deliveries exceeded 39,000 units, bringing cumulative deliveries in the first two months of 2026 to 59,000 units. Notably, the Xiaomi YU7 continued to rank first in sales in February and has now held the top spot for six consecutive months. In February 2026, Xiaomi YU7 sales reached 20,196 units, ranking among the top three passenger vehicle models nationwide for the month. As for BYD, China's "EV king," February sales reached 190,190 units, retaining its position as China's NEV sales champion. In January-February 2026, BYD Group's cumulative sales reached 400,241 units, while cumulative overseas sales of passenger vehicles and pickups totaled 200,160 units, and cumulative new energy vehicle sales exceeded 15.5 million units. On March 5, BYD unveiled the second-generation blade battery. Wang Chuanfu, Chairman of BYD Group, said that the second-generation blade battery can charge from 10% to 70% in 5 minutes, and from 10% to 97% in just 9 minutes. The second-generation blade battery offers 5% higher battery energy density than the first-generation blade battery. Car models equipped with the second-generation blade battery include the Yangwang U7, Denza N9, Fangchengbao Tai 3, Seal 07, Datang, Sea Lion 06, Song Ultra, Fangchengbao Tai 7, Denza Z9GT, and Yangwang U8L, among which the Denza Z9GT has a driving range of 1,036 km. Regarding auto industry sales in February 2026, Cailian Press quoted an executive at a new carmaker as saying, "Affected by the longest-ever nine-day Chinese New Year holiday in February, the auto industry's effective production and sales period was significantly shortened, making it a typical off-season for auto consumption. Combined with the phased reduction in the vehicle purchase tax incentive, the auto industry as a whole remained subdued and full of challenges.” Looking ahead to the passenger vehicle market in March, the CPCA said that March this year had 22 working days, one more than the 21 working days in March 2025. As industries across the board rapidly returned to normal operations after the Chinese New Year holiday, production and sales growth in March is expected to rise sharply MoM. The post-Chinese New Year period is an important window for new product launches, and many producers rolled out a large number of new vehicles. Driven by national pro-consumption policies, many provinces and cities introduced corresponding measures to stimulate consumption, while the full resumption of offline activities such as auto shows will also accelerate the return of foot traffic. As prices of lithium carbonate, copper, and other materials have remained high recently, coupled with the continued anti-involution trend, producers are expected to launch relatively few new energy car models offering better-than-expected value for money, leaving limited potential for an explosive rebound in auto consumption. Although the recent Middle East crisis caused some transportation disruptions, China’s complete vehicle enterprises shifted from “chartering vessels and waiting for shipping space” to “building ships and controlling transport,” with rapid expansion of their own fleets, greater autonomy and control over shipping capacity, and significant optimization in cost and efficiency. Our sales support capabilities are stronger than those of other international automakers, and if the crisis does not last long, export transportation will not be significantly affected. As the national trade-in policy is fully implemented, the consumer potential for replacement and upgrade purchases will be gradually released, helping the auto market strengthen steadily in March. In 2026, policy subsidies and structural optimization in the auto industry will become key factors in leveraging overall market prosperity and accelerating the premiumization of new energy vehicles. Although the 2026 consumer goods trade-in subsidy fund of 250 billion yuan was down 50 billion yuan from 2025, the 100 billion yuan in special fiscal and financial coordinated funding to boost domestic demand can reduce financing costs for residents’ car purchases and automakers through loan interest subsidies and financing guarantees, effectively stimulating endogenous consumption momentum and expanding new room for domestic demand. Huachuang Securities pointed out that since March, the passenger vehicle retail market has begun to improve, with foot traffic and transactions gradually recovering, mainly due to the digestion of deferred wait-and-see demand from last year and the launch of new models. Attention should be paid to market acceptance of new vehicles after price increases and to dynamic adjustments by automakers. Although the subsidy amount per vehicle declined this year, coverage may expand. Combined with the low base in H2 last year, industry retail sales growth in H2 is expected to turn positive, with full-year retail growth expected at 1%, including +5% for EVs. Export data for January-February exceeded expectations, and full-year exports are expected to surpass 7.1 million units, boosting wholesale growth by about 3%, including +8% for EVs. In February, due to weaker demand during the Chinese New Year, the new energy penetration rate remained firm at 48%. Current total channel inventory is about 3.4 million units, an increase of about 600,000 units compared to the same period last year. Rising Prices of Memory Chips and Precious Metals, Some Automakers Warn of Cost Pressure It is worth noting that as memory chip and precious metal prices have fluctuated upward recently, some automakers in the market have begun trying to respond to supply chain cost pressure through “price increases.”Monitoring data from TrendForce showed that since H2 2025, prices of DDR4 memory used in automotive-grade DRAM have risen by more than 150% cumulatively, while DDR5 memory prices have surged by 300%. Data provided by UBS showed that over the past three months, automotive-grade DRAM prices as a whole increased by 180%. According to incomplete statistics, since the start of 2026, multiple automakers, including NIO, Li Auto, VOYAH, Xiaomi, and Zeekr, have issued warnings or been reported to be facing cost challenges brought by chip price increases. In a livestream, Deepal Chairman Deng Chenghao said that current production costs have risen by several thousand yuan compared with earlier levels, with the pressure mainly coming from wild swings in power battery and in-vehicle memory chip prices; Li Auto Vice President of Supply Chain Meng Qingpeng even warned that the supply fulfillment rate for automotive memory chips in 2026 may be less than 50%; Xiaomi Chairman Lei Jun mentioned in a livestream in January that the new Xiaomi SU7 is facing memory cost pressure that is jumping quarter by quarter, with memory cost per vehicle expected to increase by several thousand yuan. However, according to the latest news from NIO on March 11, NIO founder and chairman Li Bin said that rising prices of memory and other raw materials have impacted the cost of high-end new energy car models by 3,000 to 5,000 yuan respectively, with the total impact nearing 10,000 yuan. At present, NIO’s existing system can support the pressure brought by rising costs, and the company currently has no plan to adjust prices. At the Q4 and full-year 2025 earnings call, Li Auto President Ma Donghui said that in response to the impact brought by the current increase in parts prices, Li Auto will strengthen coordination with supply partners and sign long-term LTA agreements with relevant suppliers to lock in prices or allocations in advance. If there is a price adjustment mechanism, it will be strictly implemented in accordance with the contract; where there is no price adjustment mechanism, the company will also share costs with suppliers. It will absorb as much of the pressure from external price increases internally as possible, including through its self-developed range extender and self-developed chips. “Li Auto will comprehensively consider parts costs and user value in determining the pricing of new car models, and is confident that through a series of measures it can keep the impact of raw materials within a reasonable range,” Ma Donghui said. UBS warned that chip shortages may begin disrupting global auto production as early as Q2 this year, with EV manufacturers that are highly dependent on advanced chips expected to be affected the most.

Recently, CIMC Enric and PT SAMATOR Group , Indonesia’s largest industrial gas and energy services provider, officially signed a strategic cooperation framework agreement in Jakarta. Leveraging their respective strengths, the two parties reached a long-term partnership to jointly promote the optimization of the energy structure in Indonesia and Southeast Asia, as well as green and sustainable development. PT SAMATOR Group is a leading industrial gas enterprise in Indonesia, with business spanning multiple sectors including healthcare, oil and gas, and metallurgy, and with a well-established local market network and operating resources. According to the agreement, the two parties will focus on in-depth cooperation in five major areas: the entire industry chain of industrial gases, natural gas storage and transportation equipment, EPC for energy projects, digital after-sales services, and new business development. CIMC Enric will leverage its strengths in the design, manufacturing, and system integration of energy equipment, together with the other party’s local resources, to jointly advance the implementation of clean energy projects such as industrial gases, hydrogen storage and transportation, and new energy, thereby supporting Indonesia’s energy transition and industrial upgrading. Ju Xiaofeng, Vice President of CIMC Enric, and Rachmat Harsono, Chief Executive Officer of PT SAMATOR Group, signed the agreement on behalf of their respective parties. Ju Xiaofeng said that this cooperation was the result of resource synergy and demonstrated the company’s determination to deepen its presence in the Indonesian market; Rachmat Harsono said that the cooperation would help further strengthen the Group’s local business and expand the space for both parties in markets outside China.

SMM Analysis: Copper Plate/Sheet and Strip Exports in March Were Generally Optimistic, Exports to the US Halved YoY. According to data from the General Administration of Customs, China's copper plate/sheet and strip exports totaled 10,543 mt in March 2025, up 40.5% MoM and 5.2% YoY. By March, China's copper plate/sheet and strip exports reached 28,424 mt.

2025 Indonesia Mining Conference and Critical Metals Conference Date: June 3-5 Location: Pullman Jakarta Central Park, Jakarta, Indonesia The conference focuses on nickel, cobalt, new energy, coal, tin, and aluminum four major sectors with 45+ countries and 1,600+ enterprise representatives gathering in Indonesia! 01 Latest List of Participating Companies Scan to Register Scan to Register Scan to Register Scan to Register Scan to Register Scan to Register Scan to Register Participation Benefits Four Forums (Nickel & Cobalt & Battery, Aluminum, Tin, Coal) Full Access Pass Participate in the three-day agenda, interact deeply with guest speakers, obtain the latest industry insights, and gain market foresight Exclusive pre-conference social cocktail dinner participation Engage in high-end dialogues, discuss the future with industry leaders, access the SMM 1v1 meeting system, and network with 1,600+ participants Conference materials, badges, lanyards, etc. Visit exhibitions to learn about the latest products and technologies 02 Confirmed Guest Speakers Scan to Register 03 Conference Agenda Main Forum June 3 09:00 -12:00 Registration and Industry Networking 13:00 -13:10 Opening Ceremony Speech 13:10 -13:30 [Solo Speech] - Indonesia's Strategic Economic Policy on Critical Minerals: Balancing Growth, Sustainability, and Global Competitiveness 13:30 -13:50 [Solo Speech] - Regulatory Roadmap for Indonesia's Mineral and Coal Industry: Ensuring Sustainable Resource Management 13:50 -14:10 [Solo Speech] - The Core Role of Critical Minerals in Indonesia's National Economic Strategy 14:10 -14:30 [Solo Speech] - North Maluku: The Emerging Hub of Indonesia's Nickel Downstream Revolution 14:30 -14:50 [Solo Speech] - New Caledonia's Critical Mineral Development and Multilateral Cooperation Outlook 14:50 -15:10 [Solo Speech] - State Resource Integration Strategy: MIND ID's Roadmap for Downstreaming Indonesia's Nickel and Bauxite Industries 15:10 -15:30 [Solo Speech] - The Rise of Indonesia's Critical Metals Industry from a Macroeconomic Perspective 15:30-16:20 [Roundtable Forum] - How Global Metal Exchanges Promote Multilateral Market Pricing Alignment 16:00 -16:40 Tea Break 16:40 -17:30 [Leadership Roundtable Forum] - Visionaries Charting the Roadmap for Indonesia's Critical Metals Industry Development 17:30 -18:20 [Roundtable Forum] - Green Construction Standards and Vision for the Global Critical Mineral Value Chain 19:00 -20:30 Cocktail Party Scan to Register Nickel, Cobalt, and New Energy Vehicle Schedule June 4 08:00 -09:00 Registration & Breakfast Coffee 09:00 -09:20 [Solo Speech] - Accelerating Indonesia's Industrial Downstreaming: From Mineral Raw Materials to High-Value Manufacturing 09:20 -09:40 [Solo Speech] - Unlocking Investment Potential in Indonesia's Mineral Downstream Industry: Policies, Incentives, and Opportunities 09:40 -10:00 [Solo Speech] - Case Study: How to Enhance Nickel Mining Value and Reduce Costs? 10:00 -10:20 [Solo Speech] - The Current Status and Outlook of Philippine Nickel Mines: Role in the Global Supply Chain and Export Ban Impact 10:20 -10:40 Tea Break 10:40 -11:10 [Solo Speech] - Global Supply and Demand Drivers in 2030: Risks and Opportunities for Indonesian Nickel Producers 11:10 -12:00 [Roundtable Forum] - Global Nickel Market Outlook: Supply and Demand Dynamics, Price Trends, and Future Challenges 12:00 -13:30 Lunch 13:30 -13:50 [Solo Speech] - Market Outlook: Current Global Nickel Industry Status and Future Development Directions 13:50 -14:10 [Solo Speech] - To Be Confirmed 14:10 -15:00 [Roundtable Forum] - How to Achieve Global Cooperation and Build a Sustainable Nickel and Cobalt Industry? 15:00 -15:20 [Solo Speech] - Enhancing Sustainability and Transparency in the Cobalt Industry Chain 15:20 -15:40 [Solo Speech] - China's Refined Cobalt Construction: Achieving Global Supply 15:40 -16:00 Tea Break 16:00 -16:40 [Roundtable Forum] - Exploring the Global Cobalt Value Chain: New Opportunities and Challenges? 16:40 -17:00 [Solo Speech] - Breakthrough Directions in High-Pressure Acid Leaching Process Technology 17:00 -17:20 [Solo Speech] - To Be Confirmed 18:30 -20:00 Buffet Dinner June 5 08:00 -09:00 Registration & Breakfast Coffee 09:00 -09:20 [Solo Speech] - Huayou's New Energy Industry Layout and Practices in Indonesia 09:20 -10:10 [Roundtable Forum] - How Can Indonesia Become a Battery Raw Material Supply Center? 10:10 -10:30 茶歇 10:30 -10:50 【单人演讲】-非洲关键矿产的发展和机遇 10:50 -11:40 【圆桌论坛】-ESG, Sustainability and beyond (国际镍协) 11:40 -13:30 午餐 13:30 -13:50 【单人演讲】-待定 13:50 -14:10 【单人演讲】-印尼低碳镍的发展之路 14:10 -14:30 【单人演讲】-印度尼西亚去碳化战略背景下的RMI 审计标准 14:30 -14:50 【单人演讲】-待定 14:50 -15:10 【单人演讲】-东南亚矿业崛起：印度尼西亚站在全球关键矿产开发的前沿，助力可再生能源目标实现 15:10 -16:30 茶歇 16:30 -16:50 【单人演讲】-电池技术中先进的材料加工：从镍到电池 16:50 -17:10 【单人演讲】-地质勘探如何解决印尼关键矿物库存和下游产业未来问题 17:10 -18:00 【单人演讲】-探索印度尼西亚镍和钴行业的投资机会和金融策略 18:30 -20:30 自助晚餐 扫码参会 东南亚锡产业大会日程 6月4日 08:00 -09:00 签到 09:00 -09:20 【单人演讲】-全球锡市场 09:20 -09:40 【单人演讲】-印尼锡行业政策的未来发展 09:40 -10:30 【圆桌讨论】-东南亚锡产业在“一带一路”倡议中的角色 10:30 -11:00 茶歇 11:00 -11:20 【单人演讲】-锡行业的ESG风险与挑战：从矿山到金属的供应链尽责管理 11:20 -11:45 【单人演讲】-期货市场在增强锡供应链韧性中的作用 11:45 -12:10 【单人演讲】-印尼锡产业政策变化及其对全球市场的影响 12:10 -13:40 午餐 13:40 -14:00 【单人演讲】-新形势下锡商品市场风险及应对方式 14:00 -14:20 【单人演讲】-从资源到市场:锡锭全产业链的角色与价值 14:20 -14:40 【单人演讲】-全球有色金属价格波动对市场稳定性的作用 14:40 –15:30 【圆桌讨论】-引领锡的未来：适应不断变化的全球格局 15:30 -15:50 茶歇 15:50-16:10 【单人演讲】-非洲锡矿市场现状及发展前景分析 16:10 -16:30 【单人演讲】-南美锡矿与全球供需格局 16:30 -16:50 【单人演讲】-缅甸锡矿供应现状及政策影响分析 16:50 -17:10 【单人演讲】-印尼锡矿出口政策的变化与影响 17:30 -20:00 自助晚餐 6月5日 08:00 -09:00 注册&早餐咖啡 09:00 -09:20 【单人演讲】-中国锡价格走势分析及判断 09:20 -09:40 【单人演讲】-从跟随到创新，面对新挑战的锡焊料技术 09:40 -10:00 【单人演讲】-AI算法兴起对电子行业的影响及展望 10:00 -10:20 茶歇 10:20 -10:40 【单人演讲】-印度锡焊料市场：机遇与风险的博弈 10:40 -11:00 【单人演讲】-焊接材料在光伏组件领域中的应用研究 11:00 -11:20 【单人演讲】-铅酸蓄电池市场动态与锡需求变化 11:20 -11:40 【圆桌论坛】-半导体行业景气度提升对锡消费市场的效应 12:00 -13:30 午餐 13:30 -17:00 印尼当地考察 东南亚煤炭产业大会日程 6月4日 08:00 -09:00 注册&早餐咖啡 09:00 -09:20 全球动力煤市场展望 09:20 -09:40 【单人演讲】-印尼冶金煤发展对世界钢铁产业的重要性 09:40 -10:00 【单人演讲】-印尼新的煤炭基准价格如何影响全球市场 10:00 -10:20 【单人演讲】-信用质量评估：亚洲与北美煤炭生产商的对比 10:20 -11:00 茶歇 11:00 -11:20 【单人演讲】-如何通过矿物检测提升矿产品质量和安全 11:20 -11:40 【单人演讲】-亚洲煤炭需求与供应链重构 11:40 -12:00 【单人演讲】-全球煤炭贸易的变局：地缘政治、供应链与亚洲需求的未来 12:00 -13:30 午餐 13:30 -13:50 【单人演讲】-煤炭在水泥行业中的关键角色：能源转型与供应链可持续性 13:50 -14:10 【单人演讲】-印尼电力市场概况 14:10 -14:30 【单人演讲】-全球煤化工现状及分析 14:30 -14:50 【单人演讲】-全球煤炭市场和价格展望 14:50 -15:40 【圆桌论坛】-提高煤矿作业中的可靠性脱碳与能源效率 15:40 -16:10 茶歇 16:10 -16:30 【单人演讲】-优化煤炭物流运输效率：整合技术与可持续发展的新策略 16:30 -17:20 【圆桌论坛】-动力煤需求的未来：亚洲能源结构与可再生能源的崛起 17:20 -20:00 自助晚餐 6月5日 08:00 -09:00 注册&早餐咖啡 09:00 -09:20 【单人演讲】-中国煤炭市场情况（亚洲地区市场专题） 09:20 -09:40 【单人演讲】-印度煤炭市场情况（亚洲地区市场专题） 09:40 -10:00 【单人演讲】-印尼煤炭市场情况（亚洲地区市场专题） 10:00 -10:20 【单人演讲】-蒙古国煤炭市场情况（亚洲地区市场专题） 10:20 -10:50 茶歇 10:50 -11:40 【圆桌论坛】-煤炭在亚洲国家能源转型过程中的角色 11:40 -13:30 午餐 东南亚铝产业大会日程 6月4日 08:00 -09:00 注册&早餐咖啡 09:00 -09:25 【单人演讲】-铝的未来：可持续性与创新 09:25 -09:45 【单人演讲】-印尼和东南亚的铝业发展 09:45 -10:45 【圆桌论坛】-供应链和市场动态：引领全球铝行业 10:45 -11:00 茶歇 11:00 -11:25 【单人演讲】-铝市场概览 11:25 -11:50 【单人演讲】-铝供应链中环境、社会和治理风险之间的相互关系 11:50-12:10 【单人演讲】-全球铝土矿供应格局 12:10 -13:40 午餐 13:40 -14:05 【单人演讲】-印尼铝土矿行业展望 14:05 -14:30 【圆桌讨论】-拥抱绿色未来：铝业迈向可持续发展之路 14:55 -15:15 茶歇 15:15 -15:40 【单人演讲】-球电解铝市场发展和前景 15:40 -16:45 【圆桌讨论】-闭幕圆桌会议主题：“未来展望：铝行业的新兴趋势与机遇” 17:30 -20:00 自助晚餐 扫码参会 04 同期活动 扫码参会

酒钢集团宏宇新材料公司2025年5月份废钢\棒麿铁集中采购预告 供应链管理分公司关于酒钢集团宏宇新材料公司2025年5月份废钢\棒麿铁集中采购，现发布采购预告，请符合资格要求的供方参与报名，具体如下： 一、项目概况 项目名称： 酒钢集团宏宇新材料公司2025年5月份废钢\棒麿铁集中采购预告 采购单位： 供应链管理分公司 交货地点： 宏宇新材料公司炼钢厂 预计供货/施工开始时间： 2025年4月25日 预计供货/施工结束时间： 2025年5月31日 采购内容： 点击查看内容 二、报名资格要求 1.报名人须为中华人民共和国境内的独立法人或者其他组织；如涉及境外及港澳台报名人需提供所在地注册证书。 2.报名人应具有响应招标项目的能力。 3.报名人未被最高人民法院在“信用中国”网站列入失信被执行人名单。 4.报名人应具备新能源汽车或达到国六及以上排放标准汽车运输能力。 5.本次采购接受生产商 三、报名方式 供应商须在上述时间范围内响应预告，登录电子招投标系统（ https://eps.jiugangbid.com/ ），未注册供应商需首先完成注册后，点击对应采购预告“我要报名”，填写相关信息。 四、报名截止日期 2025年4月26日16时47分 五、交流反馈 1.报名人对本预告如有疑问的，可以向采购发布联系人提出询问。联系人：王中辉，联系电话：18093732206。 六、质疑投诉 对采购活动有质疑投诉的，请将信息发送至酒钢集团交易中心交易监督室邮箱（jyjds@jiugang.com），联系电话：0937-6713939。 相关附件 无 供应链管理分公司 2025年4月21日 点击查看招标详情： 》酒钢集团宏宇新材料公司2025年5月份废钢\棒麿铁集中采购预告