The first contract for Huashang Xiamen Geng's 600 Nm³/h hydrogen production equipment exported to Italy has officially come into effect recently. This project, with Huashang International responsible for market development outside China and Huashang Xiamen Geng responsible for implementation, marks a new breakthrough for the enterprise in the European market, following its export of 600 Nm³/h hydrogen production equipment to Indonesia last year. According to the project arrangement, Huashang Xiamen Geng will provide the client with design and manufacturing services for 600 Nm³/h containerized skid-mounted hydrogen production equipment. The system encompasses core modules such as alkaline electrolyzers, power supply, separation unit, purification equipment, cooling unit, and control system , forming a complete hydrogen production solution. This batch of equipment plans to obtain the EU "4+1" CE certification, marking the first time in China that alkaline electrolyzer hydrogen production equipment is exported to the EU with the "4+1" CE certification. The equipment offers high technical guarantees in terms of overall energy consumption, energy consumption attenuation, load fluctuation range, noise level, and power supply efficiency, and will be used for off-grid green hydrogen production via PV on an abandoned industrial site in Italy. The effectiveness of this contract not only signifies the project's entry into the execution phase but also reflects the further enhanced adaptability of China's alkaline water electrolysis hydrogen production equipment in the European market. Facing the EU's requirements in safety standards, equipment certification, and green hydrogen subsidies, Huashang Xiamen Geng, through early technical assessment and solution design, provides support for the client's subsequent application for EU green hydrogen subsidies. Huashang Xiamen Geng was jointly established by Huashang Energy and the Jia Geng Innovation Laboratory of Xiamen University. Leveraging fundamental research in materials chemistry, it continuously conducts technological innovation on core materials and components such as electrodes, separators, and diffusion layers in alkaline water electrolysis hydrogen production equipment, thereby building hydrogen production technology capabilities characterized by low energy consumption, wide power response, and rapid cold start. Huashang International is responsible for the enterprise's overseas business expansion. It has established subsidiaries in eight countries, including the US, Canada, Mexico, Brazil, the UK, Singapore, the UAE, and the Netherlands, as well as global service centers in 24 countries and regions, with over 38 service stations. With the advancement of the Italian project, Huashang Xiamen Geng is expected to further enhance its influence in the European green hydrogen equipment market.

Ferrotitanium and other projects have met the procurement conditions and suppliers are now publicly invited to participate in negotiation procurement activities. Project Overview 1.1 Project Name: Ferrotitanium and Other Projects 1.2 Principal: Ansteel Co., Ltd. 1.3 Agency: Ansteel Tendering Co., Ltd. 1.4 Project Funding: Self-financed 1.5 Project Summary: See the public attachments to the entrustment application 1.6 Platform and URL: Ansteel Smart Tender & Bid Platform (http://bid.ansteel.cn/TPBidder) Procurement Scope and Related Requirements 2.1 Procurement Scope: See the public attachments to the entrustment application 2.2 Delivery Date: August 20, 2026 2.3 Delivery Location: Yingkou, Liaoning: 2.4 Quality Standards or Main Technical Performance Indicators of Goods: See attachments. Supplier Qualification Requirements 3.1 Supplier Qualification Requirements: See attachment Click to view bidding details:

Sungrow Hydrogen recently signed another contract in Daye, Hubei, winning the bid for the 45MW hydrogen production unit project at the Linkong Hydrogen Energy Industrial Base. This project will deploy 2000Nm³/h electrolyzer products, further improving the local hydrogen energy industry layout and providing equipment support for resource-based cities to accelerate their green transformation. It is understood that Sungrow Hydrogen had previously served the Daye Jiangqiao hydrogen production project, where the related equipment operated stably and gained client recognition through one-stop O&M services, laying the foundation for this successful bid. The contract includes five sets of 1000Nm³/h and two sets of 2000Nm³/h alkaline hydrogen production systems , indicating that its large-scale electrolyzer products are entering a phase of large-scale application. Among them, the 2000Nm³/h electrolyzer, after over two years of iteration and more than 4,000 hours of empirical validation, has established an application foundation in terms of durability, efficiency, and stability. This product is also equipped with a digital management system independently developed by Sungrow Hydrogen, which can realize multi-dimensional sensing alerts, cell-level fault prediction, and dynamic coordinated control of the power supply, driving equipment management from "passive response" to **"active management"**. Upon implementation, the project will enhance the supply capacity of green hydrogen equipment in the Daye region and provide safeguards for the safe operation of hydrogen production systems, improved O&M efficiency, and long-term stable production. From an industry perspective, the application of the 2000Nm³/h electrolyzer represents not only significant progress in the commercial deployment of Sungrow Hydrogen's large-scale equipment but also reflects how "hardware equipment + digital systems" is becoming a key competitive capability in the green hydrogen equipment market. As the Daye hydrogen energy project advances continuously, the area is expected to further streamline the chain of hydrogen production equipment, project operations, and industrial applications. This renewed contract win for Sungrow Hydrogen will also inject new technological momentum into regional hydrogen energy industry clustering and green energy transition.

[SMM Aluminum Express News] EGA has restarted 89 of its 1,262 reduction cells at the Al Taweelah smelter since the first cell resumed operations on 26 May, with full ramp-up expected to take up to one year. Anode removal is complete, bath cleaning is around 90% finished, and more than 20% of frozen metal has been removed. The Al Taweelah casthouse resumed casting on 4 May, initially remelting recovered frozen metal before processing hot metal from restarted cells. The recycling plant restarted commissioning in April and is targeting full ramp-up within six months, while the alumina refinery is expected to resume production in early Q3. Jebel Ali continues operating at full capacity, and EGA has established alternative export routes outside the Strait of Hormuz while maintaining uninterrupted recycling operations in the US and Germany.

SMM News, July 2: The SMM #1 lead ingot spot price remained flat from the previous day today, while futures continued to weaken; raw material purchase quotes from smelters showed a divergent pattern. Most smelters opted to hold their quotes steady, watching the future lead price direction, while some lowered their purchase prices slightly by about 50 yuan/mt due to widening losses. Currently, loss pressure at secondary lead smelters has become prominent, with production cuts and shutdowns continuing to increase. Combined with smelters lowering raw material purchase prices and recyclers selling off intensively, raw material arrivals at smelters rebounded slightly.

Recently, the Guizhou Provincial Energy Bureau issued the "Notice of the Provincial Energy Bureau on Issuing the Annual Construction Plan for 44 Wind and Solar Power Projects including the Shengtuan Wind Farm in Qixingguan District" (Qian Energy New [2026] No. 43), coordinating the deployment of a new round of wind and solar power projects across the province. A total of 44 projects have been included in this plan, with a total installed capacity of 3,864,300 kW, covering multiple cities and prefectures within the province. This injects green momentum into the province's accelerated efforts to build a new integrated energy base and advance the realization of the "dual carbon" targets.

The reporter learned from the Ministry of Industry and Information Technology that today, July 2, three mandatory national standards in the PV sector were officially approved and released. These standards set rigid constraints on energy consumption and energy efficiency across the entire chain of polysilicon, wafers, PV modules, and inverters, using standardized measures to refine the green management and control system of the PV industry chain, and providing institutional support for the high-quality development of the new energy industry. The Ministry of Industry and Information Technology, together with the National Development and Reform Commission (NDRC) and the State Administration for Market Regulation, released three mandatory national standards on PV energy consumption and efficiency: "Energy Consumption Limit per Unit Product of Monocrystalline Silicon", "Energy Efficiency Limits and Energy Efficiency Grades for Crystalline Silicon PV Modules and Inverters", and "Energy Consumption Limit per Unit Product of Polysilicon and Germanium". These standards cover key segments of the PV industry chain including polysilicon, wafers, modules, and inverters, set energy consumption and energy efficiency indicators for relevant products by grade, and strictly control high-energy-consumption and low-efficiency capacity in each link; for modules, they innovatively incorporate the evaluation indicator of coupled environmental stress-induced degradation rate.

This week, ternary cathode precursor prices weakened. Nickel sulphate and cobalt sulphate prices edged lower this week, while manganese sulphate prices rose slightly. On the discount side, for July and Q3 orders, due to relatively tight sulphate raw materials, some producers showed willingness to raise discounts. For long-term contracts, some producers' annual contracts were already settled at the beginning of the year, with coefficients not yet raised; for quarterly contracts, downstream players also showed weak acceptance of coefficient increases. For spot orders, nickel and cobalt coefficients for some consumer-type spot orders in June rose, but with nickel and cobalt salt prices relatively weak recently, coefficients for July orders have not been raised further. Production side, export orders for top-tier producers remained strong this month, with production schedules at relatively high levels. However, some producers experienced a buildup of finished product inventories due to downstream mid-year inventory control, leading to reduced production loads. Looking ahead, sulphate prices have pulled back overall recently, and future new order prices will depend on the pace of downstream stockpiling in Q3.

This week, prices of ternary cathode precursors weakened, while nickel sulphate and cobalt sulphate prices also edged down, and manganese sulphate prices edged up slightly.

On July 1, the Development and Reform Commission of Shaoxing City in Zhejiang Province announced the available capacity of distributed PV for Q2 2026 in Shaoxing. According to the announcement, the available capacity of distributed PV in seven areas of Shaoxing for Q2 2026 was 1,745.81 MW, with green warning levels in all areas except Shengzhou City and Xinchang County, which had yellow levels.