Primary Aluminum Imports Data from the General Administration of Customs indicates domestic primary aluminum imports stood at approximately 167,000 tonnes in June 2026, down 19.7% month-on-month and 13.1% year-on-year. Cumulative domestic primary aluminum imports for January-June 2026 totalled around 1.286 million tonnes, rising 2.9% year on year. Primary Aluminum Exports Per customs data, domestic primary aluminum exports reached roughly 38,000 tonnes in June 2026, climbing 73.1% month-on-month and 95.4% year-on-year. Cumulative primary aluminum exports from January to June 2026 hit about 113,000 tonnes, representing a year-on-year growth of around 31.8%. (The above import and export statistics are based on HS codes 76011090 and 76011010)

Customs data show that in June 2026, China's import and export trends for unwrought aluminum alloy (HS 76012000) diverged significantly. The import side remained under pressure, with June imports at 55,100 mt, down 28.9% YoY and 14.7% MoM; H1 cumulative imports totaled 433,500 mt, a YoY decline of 20.0%. The export side performed remarkably well, with June exports at 67,200 mt, surging 160.6% YoY and up 11.7% MoM, setting a new record for China's monthly exports of unwrought aluminum alloy. Exports in January-June totaled 238,500 mt, a YoY rise of 98.3%. Driven by the continuous contraction in imports and rapid growth in exports, trade in unwrought aluminum alloy shifted back to a net export position in June 2026.

SMM reported on July 20 that customs data revealed China’s imports of other antimony ores and concentrates reached 10,688.6 tonnes in June 2026, edging down slightly from May’s volume of 10,980.1 tonnes. Nevertheless, import volumes of antimony ores and concentrates still stayed above the 10,000-tonne mark.

[SMM Rare Earth Flash News] The Special Select Committee on International Trade and International Relations of the Malaysian Parliament held a hearing on July 16 to review the $96 million rare earth supply agreement signed in March this year between Australia's Lynas Rare Earths and the US Department of Defense. 57 non-governmental organizations jointly signed a petition in opposition, expressing concerns that Malaysia's rare earth processing could be linked to foreign military supply chains. The committee recommended that the government formulate a clearer foreign investment policy and urged it to issue an official stance within two weeks. Chairman Wong Kee Chuan stated that if rare earths are used for renewable energy, he supports it, but if used for weapons, he would reject it. The conclusions of the hearing will serve as the basis for formulating the national rare earth policy.

July 20 SMM news, customs data showed that China's imports of other antimony ore and concentrates in June 2026 were 10,688.6 mt, slightly lower than May's imports of 10,980.1 mt. However, imports of antimony ore and concentrates still remained above 10,000 mt. Market participants said that antimony market prices have continued to fall rapidly recently, as weak buying interest in the end-use market has led to an oversupply of resources. If imported ore volumes do not decline significantly in the future, the antimony resource supply will remain in a state of slight oversupply.

“Tin” Leading the Future: Industry Transformation and Value Reshaping in the New Cycle Conference Background At present, the global tin industry is standing at a historic turning point. The traditional cycle logic has been completely broken, and its strategic value has become fully evident. In 2026, the tin market presented an unprecedentedly complex landscape and profound changes: I. The supply-demand pattern was deeply restructured, and strategic attributes rose to an unprecedented level The global tin resources’ static reserve-to-production ratio was only 14 years, with scarcity becoming increasingly prominent. The supply side faced “triple pressure”: repeated twists and turns in Myanmar’s production resumptions, continued tightening of Indonesia’s policies, and elevated geopolitical risks in the DRC; resource constraints had become the new normal. Meanwhile, the demand structure underwent a fundamental shift, and tin had become a strategic resource connecting traditional manufacturing with the digital future. II. The pricing system broke through historical levels, and the industry ecosystem faced reshaping In early 2026, SHFE tin prices broke through 470,000 yuan/mt, setting a record high. This price breakthrough was not only a manifestation of the supply-demand imbalance, but also a sign of value revaluation in the tin industry. Traditional trading models, risk management systems, and supply chain collaboration approaches were all in urgent need of innovative breakthroughs. III. Technology-driven and green transformation gave rise to a new symbiotic ecosystem Digital and intelligent technologies were deeply empowering the tin industry chain. The global green transformation required the tin industry to upgrade toward low-carbonisation and a circular economy, making recycled tin recovery and green smelting processes an inevitable path. Every link of the industry chain had to move from competition to collaboration, building an open, resilient, and innovative symbiotic system. Against this backdrop, on August 19-21, 2026 , held in Changsha, Hunan , the 2026 SMM (16th) Tin Industry Chain Conference will bring together global industry elites for joint discussions. Anhui Jinhong Renewable Resources Technology Co., Ltd. will attend this grand event, joining industry peers to discuss industry development trends and work together to propel the tin industry to new heights. Click the to register for the conference immediately, and jointly witness and participate in this extraordinary and far-reaching industry event, creating a brilliant new chapter together! Anhui Jinhong Renewable Resources Technology Co., Ltd. was established in 2016 and is located at No. 1 Chuangye Road, Tianying Science and Technology Park, Jieshou, Anhui province. The company covered an area of 98 mu, with a total investment of 580 million yuan and a total construction area of more than 20,000 m². It had built an R&D building, a comprehensive recycling workshop, a crude refining workshop, a refining workshop, a rare and precious metals workshop, an oxygen production workshop, raw material and finished product warehouses, auxiliary buildings, and other comprehensive supporting facilities. Anhui Jinhong Renewable Resources Technology Co., Ltd. was the vice chairman unit of the national “Nonferrous Metals Industry Technology Innovation Strategic Alliance”. It currently had more than 100 employees, including more than 10 management and technical professionals, and had a high-level scientific research and development team with strong technical capabilities. It held dozens of invention patents and utility model patents with independent intellectual property rights, as well as four proprietary brand trademarks. The main equipment includes advanced production processes such as vacuum distillation furnaces, oxygen-enriched side-blown furnaces, electric furnaces, and pyrometallurgy refining, with supporting facilities for flue gas purification, wastewater treatment, and quality testing instruments. It is a key enterprise for the extension and improvement of the renewable resource utilization industry chain in Tianying Science and Technology Park, Jieshou High-tech Zone, Anhui Province. Annually, it can utilize 50,000 mt of hazardous waste containing lead, tin, and antimony, and 80,000 mt of crude lead, producing 8,000 mt of refined tin, 90,000 mt of refined lead, and 8,500 mt of lead-antimony alloy. It is a high-tech enterprise integrating the recycling, utilization, processing, technology R&D, and sales of precious and rare metals such as lead, tin, and antimony. Anhui Jinhong Renewable Resources Technology Co., Ltd. is charting its development with innovative ideas and a long-term vision. The company will always adhere to the business philosophy of "technology-led, quality-assured, and green-priority" and make every effort to break free from the constraints of "limited perspective and narrow vision." In the future, Anhui Jinhong Renewable Resources Co., Ltd. will strive to improve the image of the lead- and tin-containing scrap recycling industry chain in Jieshou City and aim to become a national first-class model enterprise for comprehensive resource utilization. Established in 2016, Anhui Jinhong Renewable Resources Technology Co., Ltd. is located at No. 1 Chuangye Road, Tianying Science and Technology Park, Jieshou City, Anhui Province. Covering an area of 98 mu with a total investment of 580 million yuan and a total construction area of over 20,000 square meters, the company is equipped with a research and development building, comprehensive recycling workshop, crude smelting workshop, refining workshop, precious and rare metal workshop, oxygen production workshop, raw material and finished product warehouses, as well as auxiliary buildings and other complete supporting facilities. Lead-antimony alloy As the vice chairman unit of the national "Non-ferrous Metal Industry Technology Innovation Strategic Alliance", the company employs more than 100 staff members, including over 10 management and technical talents. It boasts a high-level R&D team with strong technical capabilities, holding dozens of invention patents and utility model patents with independent intellectual property rights, as well as 4 independent brand trademarks. The company adopts advanced production processes and equipment including vacuum distillation furnaces, oxygen-enriched side-blown furnaces, electric furnaces and fire refining systems, supported by complete flue gas purification, wastewater treatment and quality testing equipment. It is a key enterprise committed to extending and improving the renewable resource utilization industrial chain in Tianying Science and Technology Park, Jieshou High-tech Zone. The company can annually process 50,000 tons of lead-tin-antimony hazardous waste and 80,000 tons of crude lead, with an annual output of 8,000 tons of refined tin, 90,000 tons of refined lead and 8,500 tons of lead-antimony alloy. It is a high-tech enterprise integrating the recycling, utilization, processing, technological R&D and sales of rare and precious metals such as lead, tin and antimony. Lead-Tin Alloy Adhering to innovative concepts and a long-term strategic vision for development, the company always upholds the business philosophy of "technology-oriented, quality-guaranteed and green development-oriented", and strives to break through developmental limitations caused by insufficient strategic positioning and narrow vision. In the future, Anhui Jinhong Renewable Resources Technology Co., Ltd. will focus on optimizing the development pattern of the lead-tin waste renewable resource industry chain in Jieshou City, and endeavor to build itself into a national first-class model enterprise for comprehensive resource utilization. Crude Tin Refined Tin Contact Us Wei Xianghai 18155838588 Long press or scan the QR code to register now 2026 SMM (16th) Tin Industry Chain Conference

In the height of summer, good news keeps pouring in. At 19:57 on July 18, 2026, Jilin Xinda Steel Co., Ltd.’s 365㎡ sintering machine started feeding and production on time as planned. On-site signal bells rang, and the belts on the proportioning and mixing line started sequentially, feeding materials evenly according to the set proportions. The first pallet car slowly moved out of the red-hot ignition furnace. The ignition effect was good, the material surface appeared bluish-blue, and the bed was flat and uniform. The entire system ran smoothly throughout, and the startup material was successfully turned into finished products, marking the successful one-time commissioning of the 365㎡ sintering machine. The company has advanced its comprehensive efforts to achieve ultra-low emissions and accelerated its green transformation, reaching a new level of development.

A powerful winter storm has disrupted operations at several copper mines and ports in central Chile, prompting major miners including Codelco, Antofagasta and Anglo American to activate safety protocols in response to heavy rain, snowfall and strong winds.Codelco suspended surface activities at its Andina mine and halted ore shipments from the El Teniente open pit due to snowfall. Anglo American said it is closely monitoring weather conditions at Los Bronces and adjusting operations based on ongoing risk assessments, while Antofagasta has scaled back non-essential activities at its flagship Los Pelambres mine. Vessel movements at several ports in central Chile have also been restricted. Major copper operations in northern Chile remain unaffected. BHP confirmed that all of its Chilean mines continue to operate normally. The storm is forecast to persist through the weekend, with rainfall, strong winds and Andean snowfall expected to ease after Sunday. Market participants continue to monitor the potential impact on global copper concentrate supply, particularly as Chile's copper production has already been constrained in recent years by declining ore grades and operational challenges. The storm has also resulted in three fatalities and caused localized power and water outages, while authorities are expected to release an assessment of damage to the agricultural sector.

"The store sold 86 pre-owned homes in H1, a YoY growth of 43%. High-quality 'good homes' are highly favoured by clients," Li Songqiang, commercial district manager of the Beijing Lianjia Aozhou Kangdu store, told a China Securities Journal reporter. As July began, the recovery in Beijing and Shenzhen's housing markets continued to consolidate. A reporter visited several real estate agency stores and found that trading volumes and average transaction prices in both the new and pre-owned housing markets had improved simultaneously, client inquiries and on-site viewings remained high, and the market recovery momentum was becoming increasingly clear. Experts believe that the current market still has strong resilience and self-adjustment capability, and the subsequent recovery will be mainly characterized by structural improvement driven by high-quality supply.

According to the latest data from the General Administration of Customs, in June 2026, China exported 5.11 million air conditioners, up 11.5% YoY; cumulative exports for January-June reached 39.16 million units, down 4.6% YoY. In June, exports of refrigerators stood at 8.17 million units, up 18.9% YoY; cumulative exports from January to June totaled 46.41 million units, up 14.6% YoY. In June, exports of washing machines reached 3.19 million units, up 12.2% YoY; cumulative January-June exports were 18.54 million units, up 10.1% YoY. In June, exports of LCD TVs amounted to 7.61 million units, down 2.6% YoY; cumulative exports for January-June hit 49.95 million units, up 2.9% YoY.