The Singapore International Ferrous Week (SIFW) 2026 officially kicked off on June 16, 2026. Logan Lu, CEO of Shanghai Metals Market (SMM), attended the opening ceremony as a distinguished guest. Co-hosted by SGX and Green Esteel with support from Enterprise Singapore, the event runs from June 15 to June 19. Its core summit, Singapore Iron & Steel Conference, attracted over 350+ participants including miners and steel mills from Australia, Southeast Asia, Japan and South Korea, serving as Southeast Asia’s flagship ferrous industry exchange platform. SGX CEO Loh Boon Chye delivered a keynote, highlighting trends in iron ore pricing mechanisms and financialization. He noted that physical trade evolution calls for diversified, differentiated pricing benchmarks to streamline risk management. Iron ore has grown into a mainstream investable commodity, included in major global indices; SGX has partnered with SummerHaven to launch tradable iron ore products. Leveraging strengths in physical trade, shipping, financing and risk hedging, Singapore acts as a neutral global commodity hub, the core rationale behind SIFW. Singapore’s Minister of Trade and Industry Alvin Tan likened geopolitical and economic headwinds to kryptonite weighing on the sector, yet underscored steel’s strong resilience. He outlined four growth pillars: tapping robust Asian steel demand led by Southeast Asia and India; utilizing Singapore’s full industrial and financial ecosystem for supply chain and price risk management; advancing AI and digitalization to boost operational efficiency; and accelerating low-carbon steel and maritime decarbonization amid tightening global carbon regulations. The Singapore New Energy Metals & Materials Forum , co-organized by Green Esteel and SMM , was launched alongside this event with the goal to advance low-carbon metal collaboration. Satvinder Singh, Deputy Secretary General of the ASEAN Economic Community, delivered the opening remarks for the forum, focusing on the industry resilience of the global ferrous metals sector amid multiple challenges and echoing the four development strategy recommendations mentioned above: deepening engagement in Asia, basing in Singapore, technology enablement, and green transformation. He also highlighted Singapore’s positioning as a commodities trading hub, as well as local supporting measures for industrial digitalization and the low-carbon transition. On the same day, Logan Lu arranged two important opening events. At 10:30 a.m., he also attended the opening of the inaugural Singapore New Energy Metals & Materials Forum, co-hosted by Green Esteel and SMM, and engaged in in-depth exchanges with enterprises across the industry chain in and outside China on core topics such as ferrous metals, the global supply chain layout for new energy metals, and the industry’s green and low-carbon transformation. The Singapore New Energy Metals & Materials Forum represents a strategic extension into the fast-growing track of new energy metals and new materials. The forum adopts an integrated “Forum + Exhibition” model, bringing together global industry leaders, policy researchers, investment institutions, traders, and technology R&D and manufacturing producers to jointly assess the industry’s future development direction. As the global energy transition continues to accelerate, new energy metals and high-end new materials are a critical foundation for the low-carbon economy and the development of renewable energy. Coupled with multiple variables such as changes in the geopolitical environment, the restructuring of critical minerals supply chains, and adjustments to the global trade system, the industry is facing new opportunities and challenges. Centered on six major themes—global macro economy, supply and demand for critical metals, industry chain integration, supply chain resilience, industry investment, and breakthroughs in new materials technologies—the forum promotes global resource matching and strategic cooperation across the new energy metals industry chain through keynote speeches, panel discussions, business matchmaking, and industry exhibitions, thereby driving the industry’s sustainable development.

Semi-Annual Review and Outlook: Rigid Demand Steadily Released, High-end High-Induction Grain-Oriented Steel Expected to Maintain Stable and Improving Trend

[Yihao New Materials: 2025 Net Loss of RMB 58.6219 Million Widened 50.85% YoY, HVLP Copper Foil Still in Sample Testing Stage] Yihao New Materials announced that the cumulative deviation in its closing price increase over the two consecutive trading days on June 15 and June 16, 2026, reached 30%, constituting abnormal fluctuation in stock trading. After self-inspection, the company stated that previously disclosed information requires no correction or supplement; there have been no significant changes in recent production and operations or in the internal and external business environment; the controlling shareholder and actual controller have no undisclosed matters that should have been disclosed, and did not trade the company’s shares during the fluctuation period. The company warned of risks, noting that its net loss attributable to shareholders of the listed company for 2025 was RMB 58.6219 million, a loss that widened by 50.85% YoY compared to 2024, and its overall performance was weaker than the industry average. The certification progress for its HVLP copper foil is slower than some of its peers; it is currently in the sample testing, analysis, and certification stage and has not yet generated revenue. In addition, the second-phase 5,500-mt production line of the “High-Precision Electrolytic Copper Foil Project with an Annual Capacity of 10,000 mt” raised investment project is advancing equipment installation and commissioning, and the commissioning time is subject to uncertainty.

Northern China is the core hinterland of China's cable industry, leveraging its industrial heritage, full-chain supporting facilities, and favorable policies from the Beijing-Tianjin-Hebei coordinated development to build a comprehensive industrial cluster integrating raw material processing, cable production, new material R&D, and intelligent equipment manufacturing. The regional cable industry’s annual output value exceeds 100 billion yuan, supported by a solid industrial foundation and vast market space. Compared to the Yangtze River Delta and Pearl River Delta advantage industry clusters, the northern cable industry still faces shortcomings such as scattered industrial resources, weak industry-academia-research linkages, and insufficient risk resilience of the industry chain. Breaking through collaboration barriers is key to industry quality improvement. will be held on July 23-24, 2026 at Crowne Plaza Qingdao Jinshui, Shandong . The conference focuses on three major themes: industrial collaboration, green intelligence, and globalization. SMM joins hands with Baotou Zhenxiong Copper Industry Co., Ltd. to invite merchants from the entire industry chain to gather, deeply explore industry opportunities, and boost the quality and upgrade of the northern cable industry. Click to attend, and we look forward to meeting you at the conference. Baotou Zhenxiong Copper Industry Co., Ltd. (hereinafter referred to as Baotou Zhenxiong) was registered and established in June 2015 in Baotou Rare Earth High-tech Zone. The company’s main business focuses on R&D and production of high-precision, high-purity copper wire drawing products . Currently, it has an annual production capacity of 100,000 mt of copper rod and 40,000 mt of various copper wire conductor deep processing. Products cover pure copper conductor materials with diameters from 0.016 mm to 8 mm, as well as various alloy, tin-plated, gold-plated, silver-plated, and other copper conductor materials. In the field of R&D and production of alloy ultra-fine wires, the company has reached a leading level in China. Currently, the finest diameter of high-precision copper alloy wire products produced is 0.016 mm, equivalent to 1/5 the thickness of a human hair. Its independently developed high-purity, low-resistance new high-conductivity material products have won the honorary title of the first batch of new materials in the autonomous region for two consecutive years. It is the only high-tech enterprise in Inner Mongolia Autonomous Region engaged in the R&D and manufacturing of high-purity, high-precision copper conductors. The company’s products are widely used downstream in high-end fields such as precision electronic components, medical devices, aviation, automotive electronics, communications, gaming consoles, industrial robots, ships, deep-sea cables, and drilling. Since its establishment, the company has maintained excellent operating performance. In 2024, its sales volume was 72,000 mt, revenue was 5.12 billion yuan, a YoY increase of 45.22%. Since its establishment, the company has been committed to deep R&D and deep processing of new copper conductor materials, continuously improving and innovating. Currently, it has obtained 3 invention patents and 20 utility model patents. Meanwhile, the company emphasizes systematic management and has successively obtained the following certifications: ISO 9001:2015 international quality management system certification; ISO 14001:2015 environmental management system certification; ISO 45001:2018 occupational health and safety management system certification; ISO 50001 energy management system certification; IATF 16949:2016 international quality management system certification for the automotive industry; and ISO 14021:2016 recycled content verification statement. In November 2019, it passed the Level 3 safety production standardization certification. In 2018, the company was recognized as a "High-Tech Enterprise," and in the same year, it was honored as an "Outstanding Private Enterprise of Inner Mongolia Autonomous Region." In 2019, the company's R&D center was rated as the autonomous region-level "New Copper Conductor Materials" R&D center. In 2020, it was designated as a pilot construction unit for Baotou's "Zero-Waste City" initiative and a "Green Factory." In June 2020, it was recognized as an autonomous region-level "Green Factory" enterprise and a "Specialized and Sophisticated" small and medium-sized enterprise in the autonomous region. In 2021, it was recognized as an Inner Mongolia Autonomous Region-level enterprise technology center and was honored with the Baotou City Integrity Enterprise title. In December 2021, the company was ranked 90th among the "Top 100 Private Enterprises in Inner Mongolia" and 15th among the "Top 30 Private Sci-Tech Innovation Enterprises in Inner Mongolia." In May 2022, it was recognized as the Inner Mongolia Autonomous Region-level Copper Conductor Industrial Design Center. In September 2022, it received the title of Benchmark Demonstration Enterprise for Standard Adoption in Inner Mongolia Autonomous Region for 2022. In 2023, the company's "TU1 Grade Copper Wire Rod for Electrical Applications" product was recognized as a national-level green design product. In 2024, it was recognized as an Inner Mongolia Autonomous Region-level green supply chain management enterprise and was honored as the autonomous region-level Manufacturing Single Champion Enterprise. In 2025, it received the titles of Baotou City Gazelle Enterprise and the autonomous region-level Outstanding Sci-Tech Innovation Private Enterprise. In 2026, it passed the national green factory certification. Contact Information SMM Conference Contact Zhang Guolei 166 0190 0190 zhangguolei@smm.cn

From June 3 to June 5, Indonesia Critical Minerals 2026 was held at the Pullman Jakarta Central Park in Jakarta, Indonesia. The conference was organized by Shanghai Metals Market (SMM) and co-organized by the Indonesia Nickel Miners Association (APNI) , the Ministry of Foreign Affairs of the Republic of Indonesia , the National Economic Council of Indonesia , and MMR , in a strategic partnership with the Jakarta Futures Exchange . The conference featured six dedicated forums: the main forum, the nickel and cobalt forum, the tin forum, the coal & energy transition forum, the aluminum forum, and dedicated sub-forums, attracting 3,500+ attendees from 45 countries and regions worldwide, featuring more than 120+ speakers sharing insights on market prices, supply-demand patterns, industry policies, low-carbon development, and ESG development, etc. Conference Background of Tin Forum In 2022, both LME and SHFE tin annual prices closed lower, and the market at the time may not have anticipated that this would serve as the prelude to a three-year upward cycle. From 2023 to 2025, tin prices recorded three consecutive years of gains, with both LME and SHFE tin surging over 30% in 2025. Entering 2026, the upward trend has continued, with tin prices hitting a new record high and becoming one of the most closely watched metals in the industrial metals market. However, this rally has not been smooth. In the past two years, tin prices have fluctuated significantly within an upward channel, driven by deep adjustments in global supply-demand patterns, especially multiple disruptions on the supply side. On the demand side, emerging sectors such as AI servers, PV welding strips, and NEVs have rapidly risen, coupled with a recovery in consumer electronics, continuously highlighting tin's strategic value in high-end manufacturing and steadily expanding rigid demand. On the supply side, global tin resources are highly concentrated, production resumptions in Myanmar have fallen short of expectations, some ex-China mining areas have been disrupted by geopolitical factors, and Indonesia—a key link in global refined tin supply—has seen its industrial policy adjustments become a critical variable affecting market expectations. Reviewing Indonesia's tin industry policy, the past two years have shown a clear trajectory of "standardizing and regulating, tightening exports, and promoting downstream development." In 2024, the Mining Work Plan (RKAB) was adjusted from an annual to a three-year basis, and exports experienced temporary fluctuations during the policy transition. In 2025, Indonesia further strengthened governance over illegal mining, shutting down some illegal tin mines, cracking down on smuggling activities, and adjusting tin ore royalty fees, leading to higher production costs. Entering 2026, the policy direction has become clearer, with studies on restricting refined tin exports, lowering export quotas, and plans to raise tin royalty tax rates, promoting the transition from resource exports to high value-added processing. These adjustments are reshaping the rhythm and trade patterns of the global tin supply chain. As an important platform connecting the global tin industry chain with the Indonesian resource market, the Tin Forum focuses on the latest developments in Indonesia's tin policies, the evolution of the global tin supply-demand pattern, price trend analysis, and industrial cooperation opportunities. It brings together government officials, industry experts, miners, smelters, and downstream end-user representatives to jointly explore new opportunities in the global supply chain amid the transformation of Indonesia's tin industry. Click to view photo gallery of tin forum Tin Forum June 4 Visit to the Association of Indonesian Tin Exporters (AETI) Shanghai Metals Market (SMM) is pleased to announce that an SMM-led delegation, headed by SMM Copper & Tin Overseas Marketing Manager Jenny Wu and made up of delegates from the Indonesia Critical Minerals Conference & Expo 2026 , conducted a formal visit to the Association of Indonesian Tin Exporters (AETI) on June 4. The event was organized by SMM and co-organized by Indonesia’s Ministry of Foreign Affairs, National Economic Council, Indonesia Nickel Miners Association (APNI), and MMR, with the Jakarta Futures Exchange as the strategic partner. This visit underscores SMM’s commitment to fostering long-term, win-win partnerships between Indonesia’s top mineral exporters and global metals industry stakeholders. Supply and Demand Exchange Session June 5 Opening Remarks Speaker: Adam Fan, Chairman of SMM Keynote Speech Keynote Speech: DRC Tin Ore: Current Supply Status and Market Dynamics Insights Speaker: Raj Chug, General Manager, Mining Mineral Resources Keynote Speech: African Tin Ore: Resource Potential and Supply Chain Breakthrough Paths Amid Supply Shortages Speaker: Egyul Mamoko， Metallurgist Expert， CTCPM (Cellule Technique de Coordination et de Planification Minière) [Panel Discussion] Global Tin Mine Supply Seminar: Current Status, Opportunities, and Future Challenges Moderator: Vicky Qiao, Senior Analyst at SMM Panelists: Egyul Mamoko, Metallurgist Expert, CTCPM (Cellule Technique de Coordination et de Planification Minière) Erwin Setyawan, Head of Trading & Operation, Jakarta Futures Exchange Joseph G. Miller Esq, Strategic & Defense Metals Specialist/Director, Mission Critical Metals, Mission Critical Metals Keynote Speech: The Development Trend of the Tin Market in China Speaker: Zheyu Zhang, Tin Market Analyst, Marketing Department, Yuntin (Honghe) Investment Development Co., Ltd. Keynote Speech: Opportunities and Challenges for Smelters Under Indonesia's New Tin Industry Policies Speaker: Yazid Kanca Surya, Chief Executive Officer, Jakarta Futures Exchange Fragmented Global Supply Chain System Reshaping of the Geopolitical Landscape : Trade disputes and geopolitical tensions are profoundly altering traditional commodity trade patterns. Industrial Security :Countries are increasingly prioritizing long-term stable supply of strategic resources over short-term price advantages. Focus on Critical Minerals : Tin’s industry role is no longer isolated; it has become a core issue in the global energy transition and high-end manufacturing sectors. Evolution of the Tin Market The industry is entering a new phase where credibility is as important as capacity. Promoting Downstream Industrialisation (Hilirisasi) •Historical Development Background: Indonesia has long been dominated by the supply of primary processed products, with most downstream value addition achieved outside China. • Strategic Goals : Indonesia is adjusting export policies, trade management, and supply chain oversight to retain high-value-added industries within the country. Strengthening regulation and cracking down on illegal mining are not punitive measures, but rather efforts to build a transparent system to help the local area vigorously promote the development of downstream industries. Smelters Under Pressure Upstream uncertainties: Illegal mining disrupts the market, raw material supply fluctuates, and price trends are difficult to predict. Downstream market requirements: Strict compliance standards, full transparency in raw material traceability, and continuously rising screening thresholds for buyers. Market Volatility Intensifies The uncertainty in the current operating environment has increased significantly. Enterprises must not only cope with production risks, but also simultaneously address the multiple pressures arising from external shocks and rising operating costs. Investment Barriers in Deep Processing Keynote Speech: Deepening Downstream Diversification, Joining Hands to Foster Long-term Prosperity Guest Speaker: HARRY BUDI SIDHARTA, S.T, MM., Vice President Director, PT Timah (Persero) Tbk Keynote Speech: Challenges and Opportunities for China's Tin Industry amid Global Tin Ore Supply Changes Guest Speaker: Huanbo Qin, Market Analyst, International Tin Association China Keynote Speech: Analysis of Global Tin Price Trends and Future Outlook Speaker: Vicky Qiao, Senior Analyst, Shanghai Metals Market Price Trend Overview Price Review: Amid macroeconomic and geopolitical disruptions, market fundamentals have provided structural support Key Points: Tight mine-side supply has established a long-term price floor, while macro liquidity has primarily driven price fluctuations. Tin Resources and Mine Supply Landscape Supply elasticity is limited, accompanied by a high geographic concentration of reserves; the global static mine life is less than 15 years. Rising mine production alongside shrinking global resources has accelerated reserve depletion in producing countries. DRC: Output from major mines remained stable; however, M23 militant activities increased market uncertainty. ►Risks 1. The M23 armed conflict has spread to the Masisi region east of the Bisie mine and the Goma border crossing between the DRC and Rwanda, directly disrupting the original tin ore transportation route via Goma to Dar es Salaam. 2. To mitigate conflict risks, security at the Bisie mine has been reinforced, and freight routes have been adjusted northward to reroute through Uganda, ultimately destined for the port of Mombasa in Kenya. Nevertheless, market concerns persist that further spread of the M23 conflict could disrupt normal production operations at the mine. 3. The DRC recently experienced an Ebola outbreak, with confirmed cases concentrated in Beni and Bunia, areas adjacent to Uganda. Strict disease prevention measures have been implemented at both the mine and along transportation links; Bisie's mining and freight activities have yet to be affected by the pandemic impact. However, the market remains apprehensive about the local mineral supply outlook. Myanmar's Man Maw Tin Mine: Production Resumptions Hindered • 90% of Myanmar's tin ore production is concentrated in Wa State. To ensure rational resource extraction and stable regional development, Wa State suspended all tin ore mining starting in 2023, with new mining permits only reissued in July 2025. Due to the local rainy climate, the mine pits accumulated significant water during the suspension, making drainage the primary challenge upon work resumption. As the water accumulation issue affected multiple pits, the cost-sharing arrangements for drainage among mining enterprises were long delayed and never finalized. The resulting obstruction of drainage work has directly constrained the mine's production resumption progress. •In February 2026, the local government issued detailed rules clarifying the cost-sharing standards for drainage, and the Wa State tin mine immediately began resuming production. •Currently, strict approval and control of civilian explosives in Myanmar, compounded by disruptions to mining and logistics caused by the rainy season, have led to progress in local production resumptions falling short of expectations. Full resumption is expected only by 2027. The number of new tin mine projects globally is scarce, with generally low ore grades and lengthy development-to-production cycles. New projects generally have low ore grades, posing upside risks to future mining costs and increasing operational difficulty. Only three new projects have grades above 1%. Lower ore grades mean that more raw ore must be processed to produce the same amount of tin metal. The future supply landscape will be markedly differentiated, with total planned and under-construction projects reaching 173.5 kt in capacity, and just four major projects accounting for over 67%. Global supply will be highly dependent on these core mine projects, while five new projects in Australia can only bring a small incremental increase with limited impact. Global Tin Ingot Supply The high concentration of primary tin smelting capacity limits the global supply elasticity of tin ingots. Keynote Speech: Achieving the Trading and Risk Hedging of Pure Tin Ingots Through the Standardized Trading Mechanism of the Futures Market – Commodity Futures Trading Regulatory Authority Guest Speaker: Ima Siti Fatimah, Head of the Commodity Futures Trading Development Bureau, Ministry of Trade of the Republic of Indonesia Keynote Speech: Under the Drive of Geopolitical Policies: Global Strategic Metal Tin Trade Restructuring, Breakthroughs in North American Secondary Production, and New Logic in Solder Consumption Guest Speaker: Joseph G. Miller Esq, Strategic & Defense Metals Specialist/Director, Mission Critical Metals, Mission Critical Metals ► Securing Supply: US Plan to Reshore Critical Metal (Tin) Capacity • Lessons drawn from COVID-19 and World War II. • No primary tin capacity currently exists in North America: no tin ore mining operations, no tin ore smelting capacity. • The US secondary tin market is regionally fragmented. • The US government supports the Nathan Trotter primary/secondary tin smelter. • The Trump administration has made multiple investments in the critical metals sector. • Security situation in the DRC and surrounding regions. ► Data Center Tin Consumption Estimates How much tin is consumed per gigawatt of installed data center capacity? • Servers, GPUs, network systems: 500–1,500 mt. • Power systems, switchgear: 100–400 mt. • Control devices, communication equipment, cooling systems: 50–200 mt. • Tin usage per gigawatt of installed AI data center capacity is approximately 1,200–1,500 mt. Additionally, the speaker noted: the PV industry's annual tin consumption is about 25,000 mt, with average annual new installations of around 30 GW, corresponding to tin demand of 36,000–45,000 mt. Keynote Speech: Due Diligence in the Indonesian Tin Sector: A Tradition of Early Adoption and Pathways for ESG Leadership Guest Speaker: Josue Ruiz, Director of Facility Engagement, Responsible Minerals Initiative Keynote Speech: Malaysian Tin Mine: Market Breakthrough and Global Expansion from the Perspective of Critical Minerals Guest Speaker: DATO DEREK TENG, Director of the SETARA JELITA SDN BHD, President of the MALAYSIA MARITIME SILK ROUTE RESEARCH SOCIETY Critical Minerals in the New Era Strategic Positioning and Core Applications of Tin National Strategic Cornerstone: Listed in the “Critical Minerals List” by many countries, it holds an irreplaceable core position in securing national resource security and maintaining the resilience of global supply chains. Modern Industrial Lifeline: The core raw material for electronic solder manufacturing, it supports semiconductor packaging, PCB circuit boards, and other electronic information industries, serving as the “industrial monosodium glutamate” of modern manufacturing. Frontier Technology Engine: Empowering emerging technologies such as 5G communications, NEV batteries, PV modules, and AI chips, it drives the dual transformation of the digital economy and green transition. Tin: The “Industrial MSG” Driving High-Tech Industries ► A Core Member of the Global Critical Minerals System U.S. Official Designation: According to the U.S. Geological Survey (USGS) “2025 Critical Minerals List,” tin is formally listed as a critical mineral, regarded as a strategic resource vital to national economic development and national security. Global Industry Consensus: In the mineral assessment systems of the EU and other developed economies, tin also occupies a core position. It is an indispensable “emerging cornerstone mineral” supporting the global digital economic transformation and the upgrade of the new energy industry. The global tin application structure in 2025 is very clear: 53% is used in semiconductors and high-end electronic solder, 16% in fine tin chemical new materials, 11% in food-grade tinplate and tin cans, and 8% directly in the PV green new energy industry. Tin Applications in High-Growth Sectors Currently, three major high-growth tracks worldwide are continuously driving rigid incremental demand for tin. First, AI computing power and hyperscale data centers: The tin consumption per unit of high-end AI servers is 3–13 times that of ordinary servers. With the explosive growth of global AI computing power demand, the demand for high-end solder will continue to grow rapidly. Second, new energy vehicles: Tin consumption per vehicle is about three times that of internal combustion engine vehicles, and for intelligent car models, it can reach up to 1.5 kg per vehicle. Third, advanced packaging: The solder ball usage of advanced packaging technologies such as HBM (High Bandwidth Memory) is more than five times that of traditional DRAM. Malaysia at a Crossroads The Decline of a Former Empire and Opportunities for Transformation ► Glorious History · Tin Empire: In the 1960s, Malaysia was the world's veritable "Tin Empire." Its tin production once accounted for one-third of the global total, and revenue from tin exports represented as much as 60% of the country's total export revenue, dominating the global tin trade landscape. ► Current Situation · Dual Challenges: However, after industrial iteration, its share of global production was only 0.2% in 2023, with annual output falling to 6,100 mt, marking a sharp decline. Malaysia still holds considerable secondary resource reserves of 780,000 tonnes, with native ore depleted but tailings holding significant potential. ► Future · Reshaping Value Strategic Empowerment: Leverage the new strategic identity of “critical minerals” to enhance discourse power and bargaining power in the international supply chain. Industrial Leap: Shift away from dependence on primary tin ingot exports and move towards high value-added deep processing manufacturing and the establishment of a circular economy system. Core Challenges Faced Currently, Malaysia’s tin industry faces four core structural challenges. Market Breakthrough: Reshaping Value Embrace the New Identity and Extend into Downstream High Value-Added Sectors Build a Regional Circular Economy Center Core Strategy: Fully leverage Malaysia’s industrial advantage as a global electronics manufacturing center, turning the large amount of tin-containing scrap generated during production—including solder dross, waste circuit boards, etc.—into valuable recycled tin resources, and establish an “urban mining” resource recycling system. Keynote Speech: From Waste to Value: How Smelters and Recycling Enterprises Uncover Hidden Treasures in Tin Ore By-Products Guest Speaker: Justin Wang, Director of Marketing and Technology, Stannum Solutions(Shanghai) Co., Ltd.

Recently, the Jingmen Municipal Government Service and Big Data Administration released filing information that the annual 100,000 mt high-compaction density LFP project of Jingmen Jinquan New Materials Co., Ltd. has completed filing registration. The project has a total investment of 1 billion yuan, is planned to start construction in October 2026, and has a total building area of 60,000 m². It will be constructed in two phases, covering raw material storage and feeding workshops, grinding and spray-drying workshops, sintering workshops, crushing and packaging workshops, product warehouses, nitrogen production workshops, boiler rooms, and supporting environmental protection facilities. Upon completion, it will achieve an annual capacity of 100,000 mt of high-compaction density LFP. Targeting high-compaction density (≥2.6 g/cm³) LFP, the project aims to enhance battery cell energy density and fast charging performance, primarily serving EVE's own battery cell production lines and nearby leading clients. Leveraging Jingmen's national-level lithium battery industry cluster, it forms a closed loop of "phosphate ore → precursor → high-compaction density LFP → battery cell → recycling," with nearby support reducing logistics and raw material costs.

[SMM Aluminum Express] According to Hongjin New Materials, the Hongjin New Materials Nantong Research Institute and a leading China-based embodied robot enterprise jointly tackled key problems for nearly six months, successfully developing a specialized high-strength and high-toughness aluminum alloy structural component. It has been mass-produced and applied in the latest-generation flagship robot. The material achieves a combination of light weight, high strength, and high toughness, with bulk properties reaching UTS ≥380 MPa, YTS ≥300 MPa, A ≥8%, and fatigue strength ≥120 MPa. Used for critical load-bearing components such as joint brackets, mass production commenced in Q2 2026, pioneering a new model of "deep integration between material R&D and end-use applications."

On the afternoon of June 2, the People's Government of Leiyang City and Centennial Tree Group Co., Ltd. signed an investment cooperation agreement for the green smart manufacturing project of high-end silicon-aluminum-based functional new materials with an annual capacity of 300,000 mt. The green smart manufacturing project for high-end silicon-aluminum-based functional new materials is expected to cover a total area of about 310 mu, build workshops of approximately 90,000 m², and is planned to have a deep processing capacity of 300,000 mt per year. After completion, it will rely on Leiyang's abundant kaolinite resources to realize full-chain production from raw ore mining to high-end ceramic raw materials, coating fillers, and papermaking additives.

Jinqiao Green New Materials (Jiangmen) Co., Ltd. plans to construct a pure electric low-carbon aluminum alloy project, which is currently in the environmental impact statement acceptance announcement stage.

FINO announced on June 11 that it will acquire 1,405,752 shares of C&P New Materials from existing shareholder CNGR Hong Kong Hongchuang New Energy Co., Limited for KRW 28.2 billion. The transaction payment is scheduled to be made on June 16. Following the deal, FINO’s stake in C&P New Materials will increase from 29% to 75%, making it the largest shareholder. Meanwhile, CNGR Hong Kong’s stake will decrease from 51% to 5%, while POSCO Future M will maintain its existing 20% stake.