In H1 2026, global lithium battery ESS shipments reached 461.3 GWh, up 71% from 269.7 GWh in the same period last year. The overall market presented a competitive landscape of "the first tier remains dominant, the second and third tiers are locked in a melee, while other enterprises struggle to survive in the cracks.

"Tin" Leads the Future: Industrial Transformation and Value Reshaping in the New Cycle – Conference Background Currently, the global tin industry stands at a historic turning point, where traditional cyclical logic has been thoroughly shattered and its strategic value has been fully highlighted. In 2026, the tin market exhibits an unprecedentedly complex pattern and profound transformation: I. Deep Restructuring of the Supply-Demand Pattern and an Unprecedented Increase in Strategic Attributes The global static reserve-production ratio of tin resources is only 14 years, with scarcity becoming increasingly pronounced. The supply side is under "triple pressure": repeated disruptions in Myanmar’s production resumptions, continued tightening of Indonesian policies, and elevated geopolitical risks in the DRC; resource constraints have already become a new norm. Meanwhile, the demand structure is undergoing a fundamental shift, and tin has emerged as a strategic resource linking traditional manufacturing with a digital future. II. Price System Breaks Through Historical Records, Reshaping of the Industrial Ecology In early 2026, SHFE tin prices broke through 470,000 yuan/mt, reaching an all-time high. This price breakthrough not only reflects a supply-demand imbalance but also signals a reassessment of the tin industry's value. Traditional trade models, risk management systems, and supply chain collaboration methods are in urgent need of innovative breakthroughs. III. Technology-Driven and Green Transition Foster a New Symbiotic Ecosystem Digital and smart technologies are deeply empowering the tin industry chain. The global green transition demands an upgrade toward low-carbon practices and a circular economy, making recycled tin recovery and green smelting processes essential paths. All segments of the industry chain must shift from competition to collaboration, building an open, resilient, and innovative symbiotic system. In this context, from August 19 to 21, 2026, in Changsha, Hunan, the 2026 SMM (16th) Tin Industry Chain Conference will bring together global industry elites for in-depth discussions. Jiangxi Ningheda New Materials Co., Ltd. will attend this grand event, discussing industry development trends with industry peers and jointly pushing the tin industry to new heights. Click to sign up now, witness and participate in this extraordinary and far-reaching industry event, and create a brilliant new chapter together! Founded in 2017, Jiangxi Ningheda New Materials Co., Ltd. is located at No. 966 Tiangong South Avenue, High-Tech Industrial Park, Fengxin County, Yichun City, Jiangxi Province, and is a holding subsidiary of Jiangxi Ningxin New Materials Co., Ltd. (hereinafter referred to as Ningxin New Materials). Founded in 2007, Jiangxi Ningxin New Materials Co., Ltd. is an enterprise specializing in the R&D, production, and sales of special graphite. The company owns a complete set of special graphite production equipment, with process technology at an advanced level in China, and its market share holds a leading position in the special graphite industry. On November 8, 2016, Ningxin New Materials was successfully listed on the New Third Board (stock abbreviation: Ningxin New Materials, stock code: 920719). In 2020, it was selected as a national-level specialized and new "little giant" enterprise. In May 2023, it was successfully listed on the Beijing Stock Exchange. Jiangxi Ningheda New Material Co., Ltd. is mainly engaged in graphite product machining and graphite product support services. It specializes in providing graphite materials, graphite electrodes and related graphite products for the lithium battery industry, machinery industry, electronic semiconductor and solar photovoltaic industries, as well as corresponding application technical services and technical upgrade solutions for these industries and products. With excellent production technology, strong service awareness, and high market share, Jiangxi Ningheda New Material Co., Ltd. has developed rapidly by leveraging the raw material, capital and management advantages of its parent company Ningxin New Materials. It is committed to extending the special graphite industry chain and contributing to building a comprehensive graphite industry strategy in the future. Established in 2017, located at No. 966 of Tiangong South Avenue, High-tech Industrial Park, Fengxin County, Yichun City, Jiangxi Province, China, Jiangxi Ningheda New Material Co., Ltd. is a subsidiary of Jiangxi Ningxin New Material Co., Ltd. Jiangxi Ningxin New Materials Co., Ltd. was established in 2007. It is an enterprise specializing in the research and development, production and sales of special graphite. With a full set of special graphite production equipment, the process technology has reached advanced level in the domestic market, and its market share in the special graphite industry is far ahead. On November 8, 2016, Ningxin New Materials was successfully listed on the New Third Board (stock abbreviation: Ningxin New Materials, stock code: 920719). In 2020, it was selected as a national-level specialized and new "little giant" enterprise. In May 2023, Ningxin was successfully listed on the Beijing Stock Exchange. Jiangxi Ningheda New Material Co., Ltd. is mainly engaged in graphite product processing and graphite product matching service, providing graphite materials, graphite electrodes and graphite products for the lithium industry, machinery industry, semiconductor and solar photovoltaic industry, along with corresponding product technical services and technical application update programs. With excellent production technology, good customer service, high market share, and relying on the advantages of new materials, capital and management of its parent company (Jiangxi Ningxin New Material Co., Ltd.), Jiangxi Ningheda New Material Co., Ltd. has developed quickly. We devote to the extension of the special graphite industry chain, and make contributions for building the future whole graphite industry strategy. Contact Deng Qin 18179589702 Email: Address: No. 966, Tiangong South Avenue, High-tech Industrial Park, Fengxin County, Yichun City, Jiangxi Province Long press to scan the QR code to register 2026 SMM (16th) Tin Industry Chain Conference

In recent years, China's lithium battery industry, leveraging mature technology systems and well-established industry chain support, has long underpinned the rapid development of the new energy industry in China and even globally, serving as the mainstay of the current energy storage and power battery markets. To further optimize the battery industry structure and diversify new-type battery technology pathways, relevant new policies in China have recently clarified that battery consumption tax will be levied on lithium batteries in phases, while sodium-ion batteries will be exempt from the battery consumption tax from September 1 this year through the end of 2028, in order to further cultivate the sodium-ion battery industry, which is still in its early growth stage. The 2%–4% tax rate differential over 28 months creates a critical window of opportunity to accelerate the large-scale deployment and commercialization of sodium-ion batteries.

In H1 2026, South Korea’s NEV sales and exports posted double-digit growth, while domestic battery output declined. BEV sales rebounded from a low base, but export growth was led by hybrids, limiting the impact on large-format battery and NCM demand. NCM cell output continued to fall, while LFP capacity expanded. LFP-based ESS is emerging as a new growth driver, but remains too small to offset the NCM decline.

In July, China’s EV battery cell output rose about 10% MoM, with LFP technology continuing to serve as the primary driver of growth. Demand side, new car models kept increasing vehicle battery capacity, while accelerating commercial vehicle electrification jointly lifted power battery cell demand. Among these, LFP power batteries, leveraging cost advantages and safety, saw further penetration rate gains in both passenger and commercial vehicle segments, becoming a key force in the overall output expansion. Notably, expectations of the formal battery consumption tax taking effect in early September had a certain pull-forward effect on production schedules for July–August. Some battery companies and automakers stepped up stockpiling ahead of the policy window to reduce subsequent tax costs. Against this backdrop, August power battery cell production schedules are expected to maintain a robust growth rate of around 8% MoM for both LFP and ternary power battery cells, supported by peak-season stockpiling and the “consumption tax rush.” Looking ahead, as the “installation rush” effect gradually fades, the pace of power battery cell production scheduling in September is expected to slow, with MoM growth possibly retreating to the 5%–6% range. In the longer term, once the consumption tax policy is implemented, all segments of the battery industry chain will face a new round of cost pass-through and price competition, and enterprises’ production planning strategies will shift from “policy-driven” to “demand-driven,” with the market poised to enter a new rebalancing phase.

Driven by the transformation of the global energy structure and the "dual carbon" goals, battery technology is evolving from a traditional power storage medium into a core engine reshaping transportation, consumer electronics, and even the energy internet. From fundamental breakthroughs in materials science to the industrialisation of cutting-edge technologies such as solid-state and sodium-ion batteries, the battery industry is in a period of intense technological explosion with numerous contenders. This conference brings together top global scholars, industry chain leaders, and capital forces, aiming to break down the barriers between "industry, academia, research, and application." We will delve into key topics such as high energy density, ultimate safety, ultra-fast charging, and recycling and reuse, jointly drawing a new blueprint for a green, efficient, and sustainable energy future. Guangdong Highstar Sodium Star Technology Co., Ltd. will attend this grand event, discuss industry development trends with industry peers, and jointly promote battery technology to new heights. Fill out the form now to sign up for the conference, witness and participate in this extraordinary and far-reaching industry event, and create a brilliant new chapter together! Booth No.: A9 Guangdong Highstar Sodium Star Technology Co., Ltd. (referred to as "Highstar Sodium Star") is deeply engaged in the sodium-ion battery field. It is a high-tech enterprise integrating R&D, intelligent manufacturing, and full-scenario supporting services. The company continuously pushes the boundaries of sodium-ion battery technology, with core advantages of "high safety, high C-rate, wide temperature range, and long cycle life," creating complete solutions from battery cell innovation to system integration. Highstar Sodium Star is one of the global leading brands in the sodium-ion battery industry. It has launched multiple NFPP sodium-ion battery cells and system products, widely used in energy storage, automotive start-stop systems, communication base stations and computing centers, special vehicles, and other fields. It has pioneered the industry by obtaining international authoritative certifications such as TÜV SÜD, UL, IEC, and CGC, and is also one of the first entities to pass the national sodium-ion battery evaluation of CESI. Leveraging the group's 30-year technical heritage in secondary battery development, Highstar Sodium Star stands at the forefront of the new energy industry transformation. With innovation as the engine and technology as the sharp blade, it is fully driving the global new energy industry towards a new journey of green transformation. Highstar Sodium Star focuses on the industrialisation advancement, technological breakthroughs, and global market deployment of sodium-ion batteries, as detailed below: Project Commissioning and Capacity Expansion 6 GWh Sodium-Ion Battery Project in Neijiang, Sichuan : With a total investment of 800 million yuan, the project is located in the Neijiang Economic and Technological Development Zone, Sichuan Province. It plans to build intelligent production lines for large cylindrical and ultra-large prismatic sodium-ion battery cells, targeting the start-stop systems for fuel-powered vehicles and NEVs, as well as large-scale industrial energy storage sectors. The first production lines were expected to commence production in June 2026, and after reaching full production, the annual output value is expected to exceed 3 billion yuan. Guangzhou Headquarters and Automotive Start-Stop Battery Pack Assembly Base Established : Put into production in March 2026, focusing on automotive start-stop battery pack assembly, equipped with intelligent production lines and headquarters function center, strengthening the new energy industry chain layout in south China. Technology Collaboration and Ecosystem Building Strategic Cooperation Upgraded : Signed an agreement with the National New-type Energy Storage Research Institute to become one of its first ecosystem partners, participating in energy storage standard setting, technical breakthroughs, and industrial application demonstrations; joined the go-global industry cluster established by enterprises such as Huawei and China Southern Power Grid, with its technology gaining global competitiveness certification. Product Innovation and Market Performance Sodium-Ion Batteries and Solutions : Highstar Sodium Star focuses on core technology R&D for sodium-ion batteries, has formed a differentiated product matrix, and launched various cylindrical and prismatic sodium-ion batteries, widely applied in multi-scenario demands such as energy storage, automotive start-stop, communication base stations and computing power centers, and special-purpose vehicles, providing clients with efficient and reliable energy solutions. 1 ) 15Ah sodium-ion all-tab cylindrical battery cell, focused on automotive start-stop power supply) 2 ) 160Ah sodium-ion prismatic battery cell, supporting utility-scale energy storage, commercial and industrial energy storage, residential ESS, and communication backup power, 3 ) 50Ah sodium-ion prismatic battery cell, supporting small power supply and special-purpose vehicle power supply, Large-capacity prismatic cells: plan to launch 400Ah+ ultra-large-capacity sodium-ion prismatic cells tailored for energy storage and backup power scenarios in 2026 Technical route: Adopting polyanion material system, demonstrating excellent performance in cycle life, safety, operating temperature range, and C-rate performance, meeting the high safety requirements of sectors such as energy storage and data centers, while also laying out the R&D and optimization of multiple technical routes including solid-state/semi-solid-state. Industry Influence and Honors With outstanding brand influence, breakthrough technological innovation, and industry leadership, in 2025 won over ten major authoritative honors in and outside China, including 'Annual Brand Enterprise Award' / 'Annual Innovative Product Award' / 'Annual Market Development Award' In summary, Highstar Sodium Star is accelerating the industrialisation of sodium-ion batteries through capacity expansion, technology iteration, ecosystem cooperation, and global layout, consolidating its leading position in the new energy field. Main Products Sodium-ion battery cells (prismatic/cylindrical), sodium-ion integrated energy storage cabinet systems, sodium-ion energy storage container systems, sodium-ion automotive start-stop battery systems, sodium-ion communication backup power systems, sodium-ion special-purpose vehicle power systems, lead-to-sodium conversion systems Long press 2026 SMM Battery Technology Conference

On July 29, in a reply on the interactive investor platform (HuDongYi), CATL stated that “small‑batch production is expected in 2027.” These two statements, separated by 36 days, were interpreted by the market as a “self‑correction,” but in fact they refer to different evaluation frameworks: the former anchors technical route maturity (TRL), while the latter anchors manufacturing maturity targets (MRL 7–8).

[SMM Analysis: CATL All-Solid-State Battery – From TRL-4 to Small Batch Production in 2027?] At the Davos Forum in June 2026, Zeng Yuqun judged that all-solid-state batteries are currently only at Level 4 based on TRL (Technology Readiness Level 1-9). On July 29, a reply on Hudongyi stated, “Small batch production is expected in 2027.” The two statements, made just 36 days apart, were interpreted by the market as a “self-correction,” but in fact they used different evaluation frameworks: the former anchored on technology maturity (TRL), while the latter on a manufacturing readiness target (MRL 7-8). Considering chief scientist Wu Kai’s earlier public target of reaching levels 7-8 by 2027, the pace of CATL’s Yibin 2 Gwh pilot line, and SMM’s tracking of the industry chain, the small-batch trial production in 2027 does not conflict with the view that “it is difficult to install batteries in millions of vehicles before 2030.” The industrialisation of all-solid-state batteries remains in the transition stage from “pilot verification to demonstration production.” The industry consensus on the timetable is maintained: semi-solid-state (liquid-solid) batteries will be installed in vehicles in 2026, all-solid-state small-batch production in 2027, and large-scale commercial adoption after 2030.

Driven by the global energy structure transformation and the "dual carbon" goals, battery technology is evolving from a traditional power storage medium into a core engine reshaping transportation, consumer electronics, and even the energy internet. From fundamental breakthroughs in materials science to the industrialisation of cutting-edge technologies such as solid-state and sodium-ion batteries, the battery industry is in a period of intense technological boom with numerous contenders racing ahead. This conference brings together top global scholars, industry chain leaders, and capital forces to break down barriers between industry, academia, research, and application. We will delve into key topics such as high energy density, ultimate safety, ultra-fast charging technology, and recycling, jointly drawing a new blueprint for green, efficient, and sustainable energy. Guangdong Yifu Intelligent Equipment Co., Ltd. will attend this grand event, discussing industry development trends with industry peers, and working together to propel battery technology to new heights. Fill out the form now to register for the conference, and together witness and engage in this extraordinary and far-reaching industry event, co-creating a splendid new chapter! Booth Number: A8 Founded in 1999, Yifu Intelligent is a national high-tech enterprise and a national-level specialized and sophisticated "little giant" enterprise, specializing in nano-material grinding equipment and production line system solutions. The company headquarters is situated in Songshan Lake, Dongguan, featuring nearly 2,000 m² of R&D and office space; a modern production site spanning 104 mu has been established in Xiangyang, Hubei, with large-scale and standardized manufacturing capabilities. Rooted in China, deploying globally: the company has established subsidiaries in South Korea and India, with offices in Japan, the US, and other countries, and its business covers over 30 countries and regions worldwide. The product range spans full-series sand mills from lab-scale to large-scale production lines, with core strengths in large-scale, intelligent, and energy-efficient designs, widely used in critical sectors such as new energy, chemicals, and electronic materials. Having served hundreds of top-tier players, state-owned enterprises, and publicly listed firms, the company is a global leader in new material production line system solutions. Main Products On-site Cases Long Press 2026 SMM Battery Technology Conference

In 2026, the global lead-acid battery industry maintains steady growth, holding irreplaceable advantages in starting, industrial, and energy storage applications. Secondary lead has become the core raw material supply, and green recycling and compliant manufacturing have become the industry baseline. The global industry chain is accelerating its shift to Southeast Asia, where Vietnam, leveraging its motorcycle and automobile ownership, manufacturing supporting facilities, and trade facilitation advantages, has become a strategic hub for lead smelting, battery production, and recycling. Meanwhile, the lead industry chain faces multiple challenges such as raw material supply-demand balance, international trade compliance, upgrading environmental standards, iteration of advanced lead battery technologies, supply chain security, and cost control. To build a global lead industry exchange and cooperation platform and promote collaborative innovation across the entire chain of lead ore, primary lead, secondary lead, lead-acid batteries, equipment, and auxiliary materials, the 2026 SMM Global Lead-Acid Battery Supply Chain Innovation Conference is set to take place in Ho Chi Minh City. SMM, in partnership with Hunan Ruiyi Resources and Environment Technology Co., Ltd. , invites you to join the conference. The event will focus on industrial policies, market trends, technological upgrades, circular economy, and the joint development of the global supply chain, helping enterprises seize opportunities and achieve win-win collaboration. Click to register now for the conference, and join us in witnessing and participating in this extraordinary and far-reaching industry event, creating a brilliant new chapter together! Hunan Ruiyi Resources and Environment Technology Co., Ltd. is an "industry-academia-research-application" cooperation partner of Central South University. Relying on the Institute of Resource Recycling and Environmental Engineering of Central South University, the company primarily engages in technology development and transformation, technical consulting services, process and plant design, equipment manufacturing, and engineering contracting in fields such as clean and efficient utilization of secondary non-ferrous metal resources, comprehensive recovery and safe disposal of heavy metal and arsenic-containing hazardous waste, and extraction. The company focuses on technology R&D and promotion in the hazardous waste disposal industry. With side-blown furnaces, pure oxygen converters, low-temperature pyrolysis furnaces, electric furnaces, and fuming furnaces as core equipment, it enhances metal recovery rates, saves energy, and reduces emissions in the secondary lead recycling industry, the comprehensive recovery and safe disposal of copper scrap, the vitrification of fly ash and residues from municipal solid waste and hazardous waste incineration, and the comprehensive recovery and safe disposal of heavy metal and arsenic-containing hazardous waste, thereby meeting the growing needs of clients; the company has an R&D and design engineering team centered on professors and senior engineers, bringing together talented professionals from metallurgical production and management, environmental protection, plant design, mechanical manufacturing, automation, electrical engineering, and other fields. It possesses full-chain service capabilities from technical consulting to furnace operation in the areas of secondary lead, copper scrap recycling, secondary zinc, and arsenic-containing hazardous waste disposal. In the R&D and manufacturing of side-blown furnaces and the aforementioned resource recycling fields, it holds over 90 invention patents and utility model patents. RE Technology Co., Ltd. (referred to as RE TECH) is a cooperative high-techcompany (industry-institute-research) affiliated with Central South University, whose metallurgy department is one of the most prestigious in the world. With independent patented oxygen-enriched side-blowing furnace as the core equipment which have widely applied in lead recvcling industry and have won a lot of awards because of its innovative technology, we also have the ability to design the entire plant, and design and fabricate the essential equipment including side-blowing furnace, rotary furnace, blast furnace, convert, electrical furnace, fuming furnace and other equipment. In our role as the leading engineering company in lead recycling, we continue to invest in upgrading equipment and processes to meet the ever-increasing requirement of the industry, including improving metal recovery rates, reducing emissions, and treating materials more efficiently. We are expanding our field from lead to copper, nickel,zinc, tin, antimoney etc. to ensure that nonferrous secondary resources are reused efficiently and cleanly, heavy metals and arsenic-containing hazardouswastes are reecovered and disposed safely. Professors, experts and engineers make up the RE TECH team, whose majors include metallurgy, environmental protection, mechanical, automation, electrical and otherdisciplines. With more than 90 patents, the team is capable of providing consulting, engineering, equipment fabrication, installation, commissioning, and operation services to our respected clients. Contact Tel: 0731-82850226 Email: info@rezh.net Website: http//www.hnrezh.com Address: No. 19 Ziyuan Road, Yuelu District, Changsha, Hunan Province Long press and scan to register now 2026 SMM Global Lead-Acid Battery Supply Chain Industry Conference