Leveraging the dual-carbon strategy and the development momentum of the circular economy, China's recycled metal industry has achieved a globally leading scale while simultaneously facing numerous developmental challenges. To assist enterprises in seizing policy and market opportunities and addressing industry challenges, SMM will host the 2026 SMM Recycled Metals Industry Summit Forum and Special Session on Casting Technology in Ningbo, Zhejiang Province, from August 17 to 18, 2026 . Youki Co., Ltd. cordially invites you to witness and participate in building an international platform for exchange, cooperation, resource sharing, and collaborative innovation, contributing to the construction and improvement of a global resource recycling system and supporting the transition to a green economy. Click to register immediately. Youki Co., Ltd. was established in 2012, with its headquarters located in Saitama Prefecture, Japan, and branches in Kanagawa Prefecture, Hokkaido, and other regions. The company is currently engaged in the import and export trade of non-ferrous metals and H-section steel. The company has established long-term, stable partnerships with multiple publicly listed firms, and its exports have been growing steadily year by year. With over a decade of experience in import and export trade, the company adheres to the principles of integrity, fairness, and a proactive attitude, striving relentlessly to secure a prominent position in the recycling industry. Amid intense competition in and outside China, we seize the best opportunities while embracing the greatest challenges. As the company's business and scale continue to expand, we have established another metal sorting and processing plant in Joso City, Ibaraki Prefecture, enhancing our team's capabilities while maximizing our contribution to society. Finally, we take this opportunity to "recruit new talent" and inject fresh vitality into the industry. We sincerely welcome motivated individuals to join the Youki family, fostering mutual development, progress, and the realization of social value. Contact Information Headquarters 〒343-0011 2-129 Masubayashi, Koshigaya City, Saitama Prefecture TEL: 048-961-8621 FAX: 048-971-8622 Yokohama Branch 〒245-0066 896-1 Matanocho, Totsuka Ward, Yokohama City TEL: 045-719-0868 Mobile: 080-4926-8688 FAX: 045-438-9686 Ibaraki Factory 〒303-0041 3546-1 Otsu Toyokacho, Joso City, Ibaraki Prefecture TEL: 0297-38-8899 FAX: 0297-38-8898 E-mail: Website: WeChat: 1430611173 SMM Conference Contact Zhang Xiaoyao Mobile: +86 15729506965 Email:

Guangdong is a core hub of China’s wire and cable industry cluster, with a well-established industry chain, distinct locational advantages, and market reach extending across South China, Hong Kong, Macau, and Southeast Asia. The sector currently faces both opportunities and challenges: new energy and infrastructure markets outside China are expanding the space for going global, yet fluctuations in copper and aluminum raw materials, capacity homogenization, and low-price involution are squeezing corporate profits. Digital and intelligent upgrading has thus become the key to breaking through. will be held from July 14 to 15, 2026 at the Wyndham Hotel in the Guangzhou Design Capital, Guangdong . SMM , in partnership with Luoyang Sanwu Cable Group Co., Ltd. , invites you to attend. Leveraging entire industry chain data and in and outside China resources, the summit will focus on market analysis, transformation and upgrading, supply-demand matchmaking, and empowerment for going global, helping local enterprises enhance quality and expand markets while driving high-quality, internationalized development in the regional wire and cable industry. Click to . We look forward to meeting you at the summit. Sanwu Cables Reach Across the Seas Conductors and Wires Connect the Continents Luoyang Sanwu Cable Group Co., Ltd. (“Sanwu Group” for short, formerly Luoyang Sanwu Cable Co., Ltd.) was established in 2016 and now has over 600 employees. It is a mixed-ownership group enterprise integrating science, industry, and trade, headquartered in the Guobao Building in Luoyang, with three manufacturing entities and one trading company under its umbrella. Its production site is in the East Park of the Yichuan Advanced Manufacturing Development Zone, covering over 300 mu of land, with workshop space exceeding 150,000 m² and total annual capacity of more than 700 kt. Sanwu Group pursues a diversified development strategy rooted in specialization. Its main products include electrical round aluminum rod series, overhead conductor series, cable series, and deoxidized aluminum products series. These four product lines are mutually reinforcing, forming a solid business ecosystem. Sanwu products are widely used in electric power, transportation, new energy, metallurgy, petrochemicals, national defense, and urban construction. Its domestic clients include over 30 state-owned enterprises, central state-owned enterprises, and publicly listed firms, while its export markets have expanded to 37 countries and regions, 15 of which—including the Philippines, Singapore, Australia, Chile, and Kazakhstan—lie along the Belt and Road route. Sanwu Group’s subsidiaries have successively passed the “three-system” certification. All product series comply with IEC, ASTM, BS, and other international electrotechnical standards and authoritative detection requirements. The group has been recognized as a National High-Tech Enterprise, a Green Factory, a technology-based small and medium-sized enterprise, a provincial-level specialized and sophisticated small and medium-sized enterprise, and a Gazelle Enterprise. Its detection center collaborates deeply with Longmen Laboratory and has been accredited as a provincial engineering technology center and enterprise technology center. The group currently holds 10 inventions, 39 utility model patents, and 12 software copyrights, has contributed to the formulation of national standards, and has received a scientific and technological achievement evaluation report rating as domestically leading. It serves as the honorary chair organization of the Henan Electrical Industry Association and is an industry-academia-research base for Henan University of Science and Technology, Henan Institute of Technology, and Luoyang Institute of Science and Technology. Since 2023, it has been consistently listed among the top 100 enterprises in Luoyang, and in 2025, it was listed among the top 100 enterprises in Henan. Contact Information SMM Conference Contact Chen Bo 183 7089 1981 chenbo@smm.cn

The northern region is a core hub of China's wire and cable industry. Drawing on its industrial heritage, entire industry chain support, and favorable policies from Beijing-Tianjin-Hebei coordinated development, it has established a complete industrial cluster integrating raw material processing, wire and cable production, new material R&D, and intelligent equipment manufacturing. The annual output value of the regional wire and cable industry has surpassed 100 billion yuan, with a solid industrial foundation and broad market potential. will be held on July 23-24, 2026 at the Crowne Plaza Qingdao Jinshui, Shandong . The conference will focus on three major themes: industrial synergy, green intelligence, and globalization. SMM , in partnership with Guangdong Superconducting Cable Co., Ltd. , invites merchants from across the entire industry chain to gather, explore industry opportunities, and promote the quality upgrade of the northern wire and cable industry. Click to attend. We look forward to meeting you at the conference. Guangdong Superconducting Cable Co., Ltd. is located in Zengcheng District, Guangzhou. It is a specialized cable manufacturer integrating R&D, production, and sales, primarily engaged in various conductor, wire, and power cable products. The company relies on advanced automated production equipment, mature and stable manufacturing processes, comprehensive detection instruments and standardized detection procedures, complemented by a modern enterprise management system and a full-process closed-loop quality control system, to achieve full-chain quality control from raw material incoming inspection, production processing to finished product delivery, thereby solidifying the foundation of product quality. The business scope covers: wire and cable manufacturing, non-ferrous metal rolling processing, production and sales of metal materials, metal wire ropes and their products, as well as wholesale and retail of wire and cable, electrical equipment, power distribution switch control devices, hardware products, and building decoration materials—spanning the entire industry chain. This meets procurement needs across multiple fields such as power engineering, construction engineering, industrial and mining support, and dealer supply. The company adheres to the quality policy of "guaranteeing operation standards through strict management, forging product quality through excellent processes, and always centering on customer needs." It upholds the business philosophy of customer first, integrity and pragmatism, continuous improvement, and concerted efforts. Committed to technological iteration and product innovation, it strives to build a modern cable benchmark enterprise with superior quality, innovation-driven, and continuous advancement, consistently providing cost-effective cable products and one-stop supporting solutions to cooperative clients both in and outside China. Contact: Zhang Yaobo 139 2407 0890 SMM Conference Contact Chen Xiaolong 180 1708 9983 chenxiaolong@smm.cn

Guangdong is the core cluster region of China’s wire and cable industry, with a fully developed industry chain, pronounced regional advantages, and influence extending across South China, Hong Kong, Macau, and Southeast Asian markets. Currently, the industry is navigating a landscape of both opportunities and challenges. Outside China, new energy and infrastructure markets are broadening the space to go global, while copper and aluminum raw material fluctuations, homogenous capacity, and low-price involution are squeezing enterprise profits. Digital and intelligent upgrading has emerged as the key to breaking through the impasse. will be held on July 14-15, 2026 at the Wyndham Guangzhou Design Capital, Guangdong . SMM , in partnership with Shanghai Rottweil Electronic-Mechanical Technology Co., Ltd., sincerely invites you to join the conference. Leveraging entire industry chain data and resources in and outside China, the conference will focus on market analysis and outlook, transformation and upgrading, supply-demand matchmaking, and going global empowerment. It aims to help local enterprises improve quality and expand markets, driving high-quality, internationalized development within the regional wire and cable industry. Click to attend. We look forward to meeting you at the conference. Preferred Brand in China's Wire and Cable Industry Enduring Leadership in the Coding and Marking Industry Shanghai Rottweil Electronic-Mechanical Technology Co., Ltd. is a professional company providing high-grade industrial coding equipment and marking identification solutions , integrated with R&D, design, production, and sales . Headquartered in Shanghai, it has one production site in China; five logistics centers in the US, Germany, South Africa, China, and India; and has established branches or distributors in over 30 countries globally, including the US, Germany, South Africa, Russia, Brazil, and India. In China, it has a dedicated team of 200 and 15 offices across key economic centers, enabling it to serve clients in any Chinese city. The Rottweil factory has obtained ISO 9001 quality certification and ISO 14001 environmental management system certification, with products conforming to multiple international safety standards such as CE and RoHS. Its solutions are widely applied across numerous industry sectors, including wire and cable, food and beverage, building materials, pharmaceuticals, daily chemicals, pipes and tubes, electronics, civil explosives, and military industries . To enhance the purchasing experience and after-sales service quality for clients globally, Rottweil adopts an after-sales service system based on "One-on-One Service," "Prompt Response," and "Individual Accountability" . Adhering to the principles of client supremacy, sincerity, and efficiency, it serves every client, establishing Rottweil as a well-recognized brand with high client recognition, loyalty, and satisfaction. Contact Information Ren Jianjun 139 2220 8945 SMM Conference Contact Chen Xiaolong 180 1708 9983 chenxiaolong@smm.cn

As the global automotive industry accelerates its low-carbon and intelligent transformation, China’s automotive industry is shifting from scale advantages to dual leadership in technology and supply chains. In 2025, the penetration rate of new energy vehicles in China exceeded 50%, driving upgrades in automotive materials such as aluminum, steel, and magnesium, and triggering a surge in demand for lightweight new materials. Coupled with the implementation of the EU carbon tariff, low-carbon transformation across the industry chain has become urgent. At the outset of the 15th Five-Year Plan and amid the deepening “dual-carbon” phase, the industry urgently needs a professional platform to address material technology challenges. Against this backdrop, will be held September 10-11, 2026 in Shanghai . SMM together with the exclusive title sponsor for drinking water — Anhui Xiongchuang Aluminum Alloy New Material Co., Ltd. —sincerely invites industry peers to attend, helping drive the automotive supply chain toward deeper evolution in green, lightweight, intelligent, and global directions. Click to attend; we look forward to meeting you at the conference. Anhui Xiongchuang Aluminum Alloy New Material Co., Ltd. was established in October 2018 with registered capital of 100 million yuan. Located at No. 12 Yanghuai Road, Economic Development Zone, Suixi County, Huaibei City, Anhui province, it is a private new-type aluminum alloy materials enterprise integrating R&D, production, and sales. The company’s total land area is 63,603 m², equivalent to approximately 95.5 mu. The planned total building area is 32,000 m², with supporting utility and auxiliary works to be constructed. Total project investment is approximately 150 million yuan, including 95 million yuan in construction investment. The overall designed capacity is 150,000 mt per year. Its main products include high-quality cast aluminum alloy ingots of various grades, molten aluminum alloy, and secondary aluminum alloy rods, mainly used in sectors such as automotive and new energy . Key production equipment includes domestically advanced high-efficiency, energy-saving automatic melting furnaces, achieving high efficiency, energy savings, reduced dross generation, and improved molten aluminum purity. The production equipment, technical standards, and economic indicators have reached an advanced level among comparable production processes in China. The company is committed to R&D and manufacturing initiatives to substitute aluminum for steel and aluminum as an substitute for copper, promoting lightweighting of components for automobiles, rail transit, and aerospace, achieving energy conservation and emissions reduction, and protecting the Earth’s environment. For every 1 mt of secondary aluminum we recycle and reuse, we can reduce ore mining by 11 mt, cut carbon dioxide emissions by 0.8 mt, reduce sulfur dioxide emissions by 0.6 mt, reduce solid scrap emissions by 20 mt, save 22 m³ of water, and save 14,000 kWh of electricity. Soaring ahead with innovation to break through! Xiongchuang Aluminum Alloy uses integrity to build its backbone and service to forge brilliance! In the future, we will fully leverage our industrial strengths, integrate resources from all sides, target market development trends, and create more value for our clients. Contact Information Mr. Liu 181 0561 3888 Mr. Yang 151 3040 8133 SMM Conference Contact Lv Junlei 176 1601 9596 lvjunlei@smm.cn

In order to adapt to the reshaping of global trade patterns and the commodity super cycle triggered by new quality productive forces, accelerate the implementation of Shanghai's deployment for building a commodity resource allocation hub in the opening year of the "15th Five-Year Plan", and further promote the "Action Plan for Strengthening Spot-Futures Linkage and Enhancing the Level of Non-ferrous Metal Commodities" (18 measures), elevating the "Shanghai Price" from a regional indicator to an international benchmark, SMM will host the "2026 Shanghai Metals Expo" (SME) from 16-19 November 2026. Against this backdrop, the 2026 Shanghai Metals Expo will be held from 16-19 November in Shanghai with great grandeur, SMM in collaboration with Shandong Humon Smelting Co., Ltd. invites you to participate in the conference , which, under the theme "Cycle Reshaping and Pricing the Future," will focus on core variables such as global macro policy shifts, geopolitical supply chain restructuring, and the metal super cycle. It aims to create an annual gathering that serves as an "information hub, pricing benchmark, trading platform, and networking circle" for the metal and related industries, empowering the industry to shift from passively experiencing cycles to actively engaging in pricing. Click to register for the conference immediately. We look forward to meeting you at the event. Shandong Humon Smelting Co., Ltd. (abbreviated as "Shandong Humon Smelting") was established in 1988, dedicated to becoming a world-class precious metal smelter with happy employees, satisfied clients, and harmonious environment. It was listed on the Shenzhen Stock Exchange on May 20, 2008 (stock code: 002237). In 2019, Jiangxi Copper Corporation became its controlling shareholder. Riding the wave of reform and opening-up and leveraging its expertise in technological innovation, the company has steadfastly pursued a market-oriented and international operation path. Through over 30 years of relentless entrepreneurship, it has held the position of China's largest gold smelter for 12 consecutive years. In 2025, it achieved operating revenue of 110 billion yuan and produced 100 mt of gold. As a pioneer and leader in pyrometallurgy, the company uses fire as its foundation, integrating the entire chain. It has established a comprehensive "cyanide-free pyrometallurgical environmental protection technology system," which has been recognized with two National Science and Technology Progress Awards (Second Prize) and twelve Provincial and Ministerial Science and Technology Progress Awards (First Prize). Focusing on the transformation and upgrading of gold ore smelting, the company has proposed the strategic vision of "developing unlimited value from finite resources and leading the green development of gold ore smelting." While developing gold and silver products, it simultaneously achieves the comprehensive extraction of metals such as copper, lead, zinc, antimony, selenium, tellurium, and platinum. This has formed a diversified development pattern encompassing gold mines, metal smelting, international trade, and high-purity materials. Looking ahead, guided by the Party and the state’s line, principles, and policies, the company will integrate global mineral resources, create wealth for China in the new era, embark on a new journey of high-quality and leapfrog development, and strive tirelessly to become a world-class precious metals mining and metallurgy enterprise. Contact: Wang Lu 0535-4631040 Email: manage@hbyl.cn Address: No. 11 Jinzheng Street, Shuidao Town, Muping District, Yantai City SMM Conference Contact Ma Yao 18321395342 mayao@smm.cn

Guangdong Chuanhong Industry steadfastly upholds integrity-based operations, builds on a professional team and efficient services, and drives synergistic growth in scale and benefits with a new-era business philosophy.

Guangdong is a core hub of China’s wire and cable industry, with a well-established industry chain, notable regional advantages, and market reach across South China, Hong Kong, Macau, and Southeast Asia. The sector now faces both opportunities and challenges: overseas new energy and infrastructure markets are broadening the room to go global, yet fluctuations in copper and aluminum raw materials, homogenized capacity, and low-price involution are squeezing enterprise profits, making digital-intelligent upgrading the key to breaking through. will be held on July 14-15, 2026 at the Wyndham Hotel, Guangzhou Design City, Guangdong . SMM , together with the co-organizer — Guangxi Dasheng Electric Power Equipment Co., Ltd. , cordially invites you to join. Leveraging entire-industry-chain data and resources in and outside China, the conference will focus on market analysis, transformation and upgrading, supply-demand matching, and going global, helping local enterprises improve quality and expand markets, and promoting the high-quality, internationalized development of the regional wire and cable industry. Click to participate; we look forward to meeting you at the conference. Guangxi Dasheng Electric Power Equipment Co., Ltd. Aluminum-Based, Technology-Empowered, Green Recycling, Excellent Development Guangxi Dasheng Electric Power Equipment Co., Ltd. was founded on June 22, 2020. It is a sound private enterprise invested by Zhejiang merchants. The company is located in the Pingguo Economic and Technological Development Zone, Baise City, Guangxi, with a superior location and convenient transportation, ensuring efficient product logistics and client business coordination, and enjoying an exceptionally favorable business environment. The company has robust scale and strength, with a total investment of 500 million yuan. The plant site covers an area of 150 mu, including 50,800 m² of standardized workshops, and features a complete production support system, enabling large-scale, standardized production. The company persists in technology-innovation-empowered development, operating a dedicated R&D center, deeply engaging in technological R&D and product upgrades, and has independently obtained 13 intellectual property rights in its nearly five years of operation, building core competitiveness with a solid technological foundation. It has independently developed an intelligent management system for wire and cable production, realizing intelligence in production and operations management information. The company has been recognized as a Guangxi Digital Workshop Demonstration Enterprise, a Guangxi Specialized and Sophisticated Enterprise, and a National High-tech Enterprise. The company focuses on its core main business, vigorously building a complete industry chain encompassing raw materials for electrical round aluminum rods, aluminum conductor processing, and wire and cable manufacturing, forming an integrated production system from aluminum raw material preparation and deep processing of aluminum conductors to finished wire and cable products, with complete industrial support and outstanding professional advantages. Concurrently, it operates related products such as electrical fittings, high- and low-voltage switches, cable accessories, and new-energy PV aluminum components, and provides one-stop supporting services including power transmission and distribution line design, technical consulting, and installation, fully meeting the diversified needs of clients. Leveraging local aluminum industry advantages and full-chain capacity, the company has now become a core regional centralized production and manufacturing base for aluminum and aluminum alloy series wire and cable. The company holds more than ten management system certifications, consistently adhering to the philosophy of quality first and client priority, strictly controlling product quality and continuously improving the service system, and committed to providing high value-for-money products and professional solutions for clients in the power and new energy industries, deeply cultivating the industry and developing steadily. Contact Tang Jianqin 135 8805 2296 SMM Conference Contact Chen Xiaolong 180 1708 9983 chenxiaolong@smm.cn

As the first year of the 15th Five-Year Plan, 2026 marks a critical phase for the global copper industry, characterized by supply-demand restructuring, technological innovation, and green transition. Constrained by multiple factors—including resources, costs, and geopolitics—copper supply growth is limited, while new energy, new-type power grids, and AI computing power are generating substantial copper demand. The supply-demand gap continues to widen, and copper's strategic value becomes ever more prominent. Guided by the "High-Quality Development Plan for the Copper Industry (2025–2027)," China's copper industry is accelerating its high-end, intelligent, and green transformation. Against this backdrop, , will be grandly held on 28-30 October at the Shangri-La Hotel, Nanchang, Jiangxi . SMM , in partnership with Shandong Humon Smelting Co., Ltd. , invites you to attend . The conference will focus on the high-quality development of the copper industry, gathering participants from industry, research, and finance to discuss technological innovation and resource coordination, promoting China's copper industry's shift from scale advantage to dual leadership in technology and value. Click the to register now; we look forward to meeting you at the conference. Shandong Humon Smelting Co., Ltd. ("Shandong Humon Smelting") was founded in 1988 and is dedicated to becoming a world-class precious metals smelting enterprise that ensures employee well-being, customer satisfaction, and environmental harmony. It was listed on the Shenzhen Stock Exchange on May 20, 2008 (stock code: 002237). In 2019, Jiangxi Copper Corporation became its controlling shareholder. Building on the momentum of reform and opening-up and leveraging its expertise in technological innovation, the company has steadfastly pursued market-oriented and international operations. After more than 30 years of persistent entrepreneurial efforts, it has remained China's largest gold smelter for 12 consecutive years. In 2025, it achieved operating revenue of 110 billion yuan and produced 100 mt of gold. As a pioneer and leader in pyrometallurgy, the company is rooted in fire-based processes and integrates the entire chain, developing a comprehensive "cyanide-free pyrometallurgical environmental technology system." This system has been recognized with two second prizes for National Science and Technology Progress and twelve first prizes at the provincial/ministerial level. Focusing on the transformation and upgrading of gold mining and smelting, the company has put forward the strategic vision of "Unlocking Infinite Value from Limited Resources, Leading Green Development in Gold Mining and Smelting." While producing gold and silver, it also achieves the comprehensive extraction of metals such as copper, lead, zinc, antimony, selenium, tellurium, and platinum, forming a diversified development pattern encompassing gold mining, metal smelting, international trade, and high-purity materials. Looking ahead, guided by the lines, principles, and policies of the Party and the state, the company will integrate global mineral resources to create wealth for China in this era, embarking on a new journey of high-quality, leapfrog development and striving unremittingly to become a world-class precious metals mining and smelting enterprise. Contact: Wang Lu 0535-4631040 Email: manage@hbyl.cn Address: No. 11 Jinzheng Street, Shuidao Town, Muping District, Yantai City Scan to Register SMM Conference Contact Li Chongshan 173 4975 4665 lichongshan@smm.cn

On June 17, 2026, the 2026 SMM (3rd) ASEAN Automotive Supply Chain Conference , organized by Shanghai Metals Market (SMM), successfully wrapped up at the Hyatt Regency Bangkok Suvarnabhumi Airport in Bangkok, Thailand! This conference serves as an annual gathering of Southeast Asia's auto industry, bringing together 500+ delegates, 40+ speakers, 10+ partners and 35+ exhibitors from 15+ countries. Conference Background The Southeast Asian EV industry is at a strategic crossroads. Thailand's "30/30" policy is driving adoption, with EV penetration projected to near 15% by 2025. Indonesia is building a full battery chain using its nickel resources, while Vietnam's market potential grows. Amidst supply chain restructuring and technological competition, strategic action is key. The 3rd SMM Asean Automotive Supply Chain Summit 2026 is designed to empower businesses by focusing on: Unlocking NEV Potential: Analyzing ASEAN's role as a production/export hub and examining OEM technology roadmaps. Bridging the Supply Chain: Leveraging SMM's platform to integrate resources and facilitate deals. Establishing a Price Benchmark: Promoting the use of SMM Southeast Asia metals price assessments in procurement. We believe in turning consensus into action. Join us in Bangkok in 2026 to transform strategic blueprints into tangible advantages. 》Click to Watch the Conference Live Video 》Click to View the Conference Photo Live Stream June 16 Main Forum Opening Address Speaker: Adam Fan, Chairman of SMM Opening Keynote: Thailand EV Outlook 2026 Guest Speaker: Dr. Yossapong Laoonual, Honorary Chairman and Advisors, Electric Vehicle Association of Thailand (EVAT) Dr. Yossapong Laoonual noted that the ownership of battery electric vehicle (BEV) models is expected to surpass that of hybrid models in the medium and long term. Thailand’s BEV penetration rate will also rise steadily, supported by well-developed charging infrastructure. Data shows that the number of DC charging piles in Thailand has continued to grow, with installations already exceeding the government’s planned phased targets. The country’s 2030 charging pile target is 12,000 units, and multiple supporting regulations for motor vehicles have already been implemented locally. Local planning stipulates that each pile should serve 10-15 BEVs. Compared with markets outside China, where each pile in Europe serves fewer than 15 BEVs on average and in China fewer than 10, Thailand currently faces an imbalanced vehicle-to-pile ratio and still requires the large-scale addition of new charging piles. Thailand’s charging piles are primarily located at gas stations, with shopping malls and office buildings as secondary deployment sites. Local gas stations feature diverse commercial formats, offering excellent conditions for setting up charging stations. However, range anxiety remains widespread among consumers, and charging facilities along highways need to be further improved to alleviate concerns about recharging on the road. Opening Keynote: Southeast Asia’s New Automotive Ambition:Can Industry Players Successfully Navigate Transformation Amid Challenges? Guest Speaker: Krzysztof Tokarz, Chairman of the Automotive Working Group, TEBA Founder of Auteneo He stated that there were four core strategic challenges in the electrification transformation of Southeast Asian automakers: First, a shortage of professional talent, with undersupply of high-quality talent in the EV and software fields, fierce competition for industry talent, and enterprises needing to plan for talent cultivation and retention; Second, cross-cultural coordination difficulties: significant differences in working models among Chinese, Japanese, Korean, European, American, and local enterprises, which easily led to issues such as lack of trust and poor cooperation; Third, complex and changing regional regulations: fragmented regulatory systems across Southeast Asian countries, with a fast pace of policy updates over the past year or more, placing high demands on enterprises' policy adaptation capabilities; Fourth, profitability pressure, as electrification reshaped the pricing system, with many automakers experiencing simultaneous contraction in revenue and profit margins, necessitating the exploration of long-term profitable models. Overall, he believed that while he currently maintained a cautiously optimistic attitude towards the development of industry technology and products, the aforementioned challenges still urgently needed to be addressed. Panel Discussion: Leadership Dialogue: East Asian Titans' "Southeast Asian Chessboard" Moderator: David Huang, The Head of Strategy, Marketing and Business Development, Forvia China Panelists: Dr. Yossapong Laoonual, Honorary Chairman and Advisors, Electric Vehicle Association of Thailand (EVAT) Suphot Sukphisarn, Honorary Chairman, Auto Parts Industry Club (APIC), The Federation of Thai Industries (FTI), Deputy Secretary General, Thai Auto-Parts Manufacturers Association (TAPMA） Krzysztof Tokarz, Chairman of the Automotive Working Group at TEBA, Founder of Auteneo Dr. Viroj Patcharawatanakul, Chief Marketing Officer (CMO), AAPICO Hitech PCL. The panelists noted that ASEAN countries have distinct industrial advantages: Malaysia has ample electronic factory resources, Indonesia possesses mineral resources needed for battery production, and Vietnam offers comprehensive labor incentive policies. To fully leverage each country's locational appeal, overall integrated planning is required. The ASEAN NEV market is expanding rapidly overall, with the regional EV penetration rate more than doubling. Thailand and Vietnam have seen impressive growth in XEV production and sales. Local vehicle production capacity remains stable, and Chinese new energy brands such as BYD, MG, and Great Wall have established a presence in Thailand, driving up demand for new energy parts supply. Thailand has a well-established multi-tier parts supply system: 27 vehicle manufacturers, 500 Tier 1 suppliers, and 1,800 Tier 2 and Tier 3 parts producers. Traditional mechanical processing industries like stamping, injection molding, rubber processing, machining, casting and forging, and assembly have a solid foundation, with huge annual parts capacity, providing the manufacturing capability to support new energy parts production. Keynote Speech: Navigating Automotive Disruption in Southeast Asia Guest Speaker: Timothy Wong, Principal, Roland Berger Roland Berger noted that AI-driven automation continues to advance and autonomous driving is developing steadily. It is expected that by 2040, autonomous driving will still struggle to become mainstream. However, AI technology has already disrupted the automotive industry, becoming a core driving force for enterprises to build differentiated advantages, enhance competitiveness, and innovate business models. The automotive industry is currently undergoing comprehensive disruptive changes, mainly in five dimensions: First, the automotive supply chain value chain is undergoing fundamental transformation, with vehicles and core parts upgrading toward electrification and electronics. Industry enterprises urgently need to adjust their product structures and proactively position themselves in emerging tracks; passively responding to market changes will entail significant risks. Second, the nature of automotive products is being reshaped by technology, shifting from traditional mechanical vehicles to software-defined vehicles. Sole mechanical manufacturing capabilities can no longer meet development needs; enterprises must build diversified cooperation ecosystems involving semiconductors, software, and sensors to cultivate new industrial capabilities. Third, the consumer market is undergoing significant iteration, with consumer car purchase preferences gradually tilting toward emerging brands, and industry competition continuing to intensify. Fourth, the pace of market iteration has greatly accelerated. Compared with the model update pace of once every few years by traditional automakers, Chinese brands iterate at a much faster pace, forcing the supply chain toward agile transformation and adaptation to rapidly changing vehicle specifications. Fifth, the aftersales distribution model is being disrupted, with traditional parts revenue being impacted by the growth of EVs. New direct-to-consumer models are emerging, requiring enterprises to restructure their distribution networks and expand aftersales services related to power batteries and electrification. Overall, all industry participants must proactively face transformation risks, actively transform and strategically restructure supply chains, vigorously explore new clients and deploy new businesses, abandon passive thinking that clings to existing models, and proactively plan future business development directions, so as to continuously maintain market competitiveness. Keynote Speech: Moving Beyond Negotiation: Fostering a New Framework for Southeast Asian Supply Chain Collaboration Based on the SMM Price Index Guest Speaker: Sing Yao, Director of Steel Business Unit, SMM Information & Technology Co., Ltd. She noted that Southeast Asia as a whole exhibits low per capita automobile ownership, limited NEV penetration, and a large young population, which holds enormous incremental market potential. This vast blue ocean is attracting leading Chinese NEV manufacturers to accelerate their footprint in the region. At the same time, however, Southeast Asian auto parts are highly dependent on imports, and the industry chain has long faced two major pain points: procurement difficulties and disorderly pricing. The launch of the SMM Southeast Asia Price Index may open up a new path for collaborative development of the local automotive supply chain. Low Per Capita Automobile Ownership, Limited NEV Penetration, and Large Young Population Create Vast Market Opportunities for Automakers According to SMM, in recent years, Southeast Asia’s automotive industry chain has shown remarkable resilience, with regional automobile production growing by 24.1% from 2020 to 2022. Although 2024 saw a cyclical decline for the first time due to global economic sluggishness, the decline in production and sales in Thailand and the broader Southeast Asian market has narrowed in 2025, underscoring the self-repair capability of the regional supply chain. As the region’s core hub, Thailand continues to dominate Southeast Asia’s automotive industry landscape with a capacity share of over 40%. In the short term, Thailand will maintain its position as a regional production center and export base, but its long-term competitive advantages are facing structural challenges: the sustained contraction of local capacity and the upgrading of neighboring countries’ industry chains are compelling it to accelerate technological transformation and supply chain restructuring. Driven by the immense allure of this industry “blue ocean,” leading Chinese NEV manufacturers are accelerating their expansion into the Southeast Asian automotive market. Keynote Speech:Baowu JFE Southeast Asia Strategy Sharing Guest Speaker: Liang Chen, Vice General Manager, Baowu Jiefuyi Special Steel Co., Ltd. He that overall steel production in Southeast Asia is declining, but the penetration rate of new energy electric vehicles (EVs) is surging: Thailand’s EV-related demand is up 80% YoY, while Indonesia’s demand has experienced a multiple-fold rise, with subsequent growth potential continuing to be released. Local NEV manufacturers previously purchased Japanese steel, but are gradually switching suppliers now, driven by industry competition and cost pressure. This also represents a core opportunity for the company to promote its supporting supply services. Leadership Panel: The Steel vs. Aluminum Debate and Cost Challenges Moderator: Michelle Leung, Head of Asia Metals and Mining, sustainability, Bloomberg LP Panelists: Thanakorn Thangwanichkapong, Director of Asia Operations, Maxion Wheels Martin Dilly, Southeast Asia Area Sales Director, Bureau Veritas The panelists noted that multiple disruptions, including the situation in the Strait of Hormuz and national tariff adjustments, have moved beyond short-term impact and are driving the restructuring of the entire steel and aluminum industry chain, with the structural transformation of the aluminum industry being particularly pronounced. Global supply chain vulnerability continues to intensify, and upward cost pressure on the industry has increased. Tariff barriers are reshaping the global trade landscape, and market competition is becoming increasingly fierce. The implementation of industrial localization has accelerated, but the pace of progress in Southeast Asia has seen a slowdown. Overall, only enterprises that possess both flexible logistics and procurement capabilities and a robust compliance management system can gain an advantage amid the industry transformation. Keynote Speech: Analysis of Southeast Asia's Secondary Aluminum Market and Price Trends Guest Speaker: Wong Yan Ling, Senior Aluminum Analyst, SMM Information & Technology Co., Ltd. She noted that Southeast Asia has become one of the fastest-growing secondary aluminum markets globally, and the worldwide competition for scrap resources is continuously reshaping the regional supply landscape. As resource protection policies are progressively implemented across various countries and regional manufacturing demand steadily expands, ASEAN countries are expected to further consolidate their core position in the global secondary aluminum industry chain. Regarding secondary aluminum price trends in H2 2026, SMM analysis suggests that weak seasonal demand in Southeast Asia may suppress the upside room for secondary aluminum prices, while the geopolitical situation in the Middle East remains a key variable affecting market trends. If shipping through the Strait of Hormuz returns to normal, cost pressures from logistics could ease. However, persistently tight scrap supply coupled with potential logistics disruptions may still drive up regional secondary aluminum prices. Specialized Seminar: Co-building a Resilient Automotive Materials Supply Chain for Southeast Asia Moderator: Sing Yao, Director of Steel Business Unit, SMM Information & Technology Co., Ltd. Panelists: Zongyan Fu, Purchasing Manager, Changan Auto Southeast Asia Co., Ltd. Weijiang Xue, Chief Engineer of Product R&D, Jiangsu Yonggang Group Co.,Ltd. Hui Yuan, General Manager, Tianjin Dewy Metal Surface Treatment Co., Ltd. Yi Huang, Deputy General Manager, Guangdong Superband Precision Industry Co.，Ltd. Thanakorn Thangwanichkapong, Director of Asia Operations, Maxion Wheels Hongwei Liu, General Manager, BYH NEW TECHNOLOGY CO., LTD. Saurabh Sharma, Sr General Manager & Executive Director, Hero Motors Thai Ltd. Zou Xiang, Business Office Director, Baowu Jiefuyi Special Steel Co., Ltd HaiBin Jia, Deputy Marketing Director, Beijing Jianlong Heavy Industry Group Co., Ltd. The panelists engaged in in-depth exchanges, drawing from their own business practices, focusing on the core topic of deep development in the Southeast Asian automotive industry. They focused on enterprises' current business layouts, operating status, and development trends in the Southeast Asian automotive market, and deeply analyzed core pain points and challenges such as supply chain adaptation, stable supply, and logistics support in the process of going global. At the same time, they shared detailed experiences regarding common challenges faced by enterprises going global, including localization certification, compliance system adaptation in and outside China, and alignment of policy standards. They also discussed core paths for enterprises to anticipate market changes, precisely allocate industrial resources, and quickly adapt to regional market rules and industry demands, focusing on industry trends. Furthermore, focusing on supply-demand coordinated development, they elaborated on their expectations for future cooperation models, collaboration mechanisms, and partnership needs with Chinese material suppliers. As buyers, they also clarified the types and directions of high-quality Southeast Asian clients they plan to prioritize for connection and cooperation, providing practical ideas and references for precise supply-demand matching and deep cultivation of the Southeast Asian automotive market for Chinese enterprises going global. Day 2: June 17 Keynote Speech: Analysis and Outlook of the Supply Chain in the Southeast Asian New Energy Market Speaker: Jena Wang, New Energy Consulting Project Manager, SMM Information & Technology Co., Ltd. She stated that driven by the rapid growth of the Southeast Asian NEV market, several automakers are accelerating their localization strategies. Battery demand in each country will also increase rapidly, with the region's total battery demand expected to grow by about ten times from 2025 to 2030, reaching approximately 201 GWh. However, it is worth noting that currently, Southeast Asia faces issues with low localization rates, significant structural gaps, and heavy import dependence for cathode materials and motor components. In Southeast Asia, the supply of local cathode materials and key motor components cannot meet demand, and the low localization rate and large capacity gaps have become key bottlenecks restricting the development of the NEV industry chain in the region. Data indicates that China's global production share of key new energy raw materials—such as batteries, cathode materials, lithium chemicals, and rare earth permanent magnets—generally exceeds 70%, with its capacity ranking first worldwide, demonstrating a significant advantage. In addition, she introduced the capacity distribution and industrialisation progress of key materials in the new energy markets of core Southeast Asian countries. Vietnam: Local automaker VinFast is boosting rapid development of the entire vehicle and upstream/downstream supporting industry chain. Thailand: As a core hub for automotive manufacturing and export in Southeast Asia, it boasts a relatively complete supporting system for motor and electric drive-related industries. Malaysia: It possesses a mature automotive industry foundation, but its local supporting capability for the three electric systems is insufficient; local policies focus on supporting vehicle assembly and regional distribution operations. Indonesia: With abundant nickel resources, it holds a pronounced competitive edge in the battery raw material industry. Overall, SMM believes that the capacity for core new energy components in Southeast Asia is relatively small. National policies are promoting localisation and industrial upgrading, leaving significant room for supply chain development. Leadership Panel: Supply Chain Security and Opportunities in Southeast Asia Moderator: Peter Klöpfer, Senior Manager Automotive Business Unit, RUTRONIK Electronics Worldwide Panelists: Akshay Prasad, Principal, Arthur D. Little SEA Alex Zhan, Head, ZF LIFETEC Thailand Asst.Prof.Uthane Supatti Ph.D., Head of the Power Electronics Applications and Energy Management (PEEM) Research Unit, Faculty of Engineering at Sriracha, Kasetsart University, Thailand Vice President, Electric Vehicle Association of Thailand (EVAT) The panelists discussed about core themes of the Southeast Asian automotive supply chain. First, they addressed the delivery timeline crisis caused by sudden supply shortages, the crisis of lacking transparency in the industry chain, the crisis of industry-wide collaboration barriers, and the crisis of trust failure between upstream and downstream players. They jointly explored systematic resolution strategies and elaborated on their respective countermeasures. Building on this, the on-site guests further discussed the Japanese industry chain and China’s domestic supply chain, analyzing the development opportunities, long-term prospects, and practical implementation logic of two-way opening, healthy competition and cooperation, and deep integration between the two. Leadership Panel: Capacity Coopetition and Customer Breakthrough: Winning the Southeast Asian Supply Chain Battle Moderator: Wacharapisuth Thannapong, Researcher, BCG (Bio-Circular-Green Economy Policy) Research Team, Thailand Development Research Institute (TDRI) Panelists: MARK BRIAN PIRIE, Senior Vice President Purchasing & Supplier Management Asia Pacific, Executive Board Member, Schaeffler Frank Yu, General Manager of the Automotive Rubber & Metal Components Business Unit and Thailand Branch, Shanghai Baolong Automotive Corporation The panelists assessed the overheating of three-electric system (battery, motor, electronic control) capacity in Southeast Asia. They noted that overcapacity in three-electric systems is a global trend. The capacity now deployed in Southeast Asia and Thailand already exceeds confirmed demand, intensifying market uncertainty and heightening investment concerns. Risks are structurally differentiated: Tier-1 suppliers are more conservative and risk-averse compared to China’s domestic vehicle makers that are rapidly going global. There is localized overcapacity in basic e-drive parts and low-difficulty electronic components, while supply bottlenecks persist for key items such as high-performance automotive-grade semiconductors, advanced materials, and electrical steel. This is also a core motivation for Chinese suppliers setting up in Southeast Asia. Moreover, Southeast Asia’s geographical advantages are prominent, and mine development in Australia is progressing rapidly. Many mines are set to commence production by Q3 next year. The core contradiction in the industry is not simply overall surplus, but a mismatch between the regional allocation of capacity, the technologies adopted, and actual market demand. Additionally, the guests noted that the core challenges in Southeast Asia and Thailand revolve around three major issues: regional adaptation, supply chain gaps, and industrial competition and collaboration. Enterprises must independently weigh risks and expansion scales based on their own supply chain conditions to find a development balance suited to their needs. Meanwhile, to adapt to the unique environment of Southeast Asia—characterized by high temperatures, high humidity, floods, complex road conditions, and underdeveloped charging infrastructure—the EV technologies originally designed for the Chinese and European markets must undergo localized R&D and verification. This process ensures the reliability of batteries, electronic controls, and lubrication systems, as well as overall vehicle durability. It is recommended that Tier 1 suppliers and upstream partners proactively collaborate in depth with OEM design teams. Even for domestically mature production car models going global in Southeast Asia, it is essential to iterate and optimize products by leveraging local expansion opportunities while drawing on the cost, process, and quality control expertise gained from large-scale domestic production. Leadership Panel: Techno-Economic Analysis and Strategic Pathways for Battery Material Localization in Southeast Asias Moderator: Jay Yu, Senior director, SMM Information & Technology Co., Ltd. Panelists: Brian, Sales Director for the Electrolyte Division in Japan, South Korea, and Southeast Asia, TINCI Materials Max Miao, Director, SEVB Thailand Feng Hao, Southeast Asia Marketing Director, Hefei Guoxuan High-Tech Power Energy Co., Ltd. The panelists noted that amid the restructuring of global manufacturing, Southeast Asia’s lithium battery industry faces both challenges and opportunities. Enterprises are following downstream OEM clients in going global, establishing nearby supply systems centered on customer needs. Three key operational aspects require consideration. First, at the policy level, Southeast Asia’s lithium battery industry must supply both the local market and target exports to Europe and the U.S. Regional policy changes have far-reaching impacts, requiring enterprises to conduct ongoing in-depth analysis and implement corresponding response strategies. Second, in terms of human and cultural factors, local traditions and family values are distinct, necessitating flexible management that fully respects local customs, cares for local employees, and stabilizes production teams. Third, regarding the industry chain, the region’s upstream lithium battery materials are notably underdeveloped. Key raw materials such as high-purity solvents, lithium chemicals, and functional additives currently rely heavily on imports from China, Japan, and South Korea. The establishment and improvement of local upstream and downstream supply capabilities urgently need to be addressed, making this a key focus for future enterprise deployment. In addition, they also mentioned that in H2 this year, NEV-related subsidies in Southeast Asia may be gradually phased out, and Thailand's EV 4.0 policy and the year-end tax rebate policy will also undergo adjustments. Drawing on China's NEV development experience, local automakers will gradually break free from reliance on policy subsidies and instead compete in the market by leveraging product strength and market-based pricing. This year, Thailand's NEV sales are conservatively estimated to reach 120,000 units, with a potential to hit 160,000 units. Compared with Japanese car models, Chinese NEV models have ample room for price adjustment, offering a clear advantage. Currently, battery enterprises are actively assisting automakers in expanding markets and securing more orders, while also suggesting that automakers moderately raise vehicle selling prices. The industry generally believes that automakers will most likely offset the operational pressure from subsidy reductions through price adjustments in the future. Procurement Matchmaking Meeting >Click to view more highlights from the event Check-in & Networking This is the end of the 2026 SMM (3rd) ASEAN Automotive Supply Chain Conference . Thank you for the support of all industry peers. See you next year!