The global automotive industry is accelerating its low-carbon and intelligent transformation, with China's automotive industry advancing from scale advantages to dual leadership in technology and supply chain. In 2025, the penetration rate of new energy vehicles in China exceeded 50%, driving the upgrade of automotive materials such as aluminum, steel, and magnesium, with demand for lightweight new materials surging. Coupled with the implementation of the EU carbon border tax, low-carbon transformation of the industry chain is imminent. Coinciding with the beginning of the 15th Five-Year Plan and the deepening phase of the dual carbon goals, the industry urgently needs a professional platform to address material technology challenges. Against this backdrop,will be held on September 10-11, 2026 in Shanghai . SMM together with exclusive drinking water title sponsorship partner - Anhui Xiongchuang Aluminum Alloy New Material Co., Ltd. sincerely invites industry peers to attend the conference, promoting the in-depth evolution of the automotive supply chain toward green, lightweight, intelligent, and global development. Clickto attend. We look forward to meeting you at the conference. Anhui Xiongchuang Aluminum Alloy New Material Co., Ltd. was established in October 2018 with a 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 material enterprise integrating R&D, production, and sales. The company occupies a total land area of 63,603 m², approximately 95.5 mu. The planned total construction area is 32,000 m², with supporting public auxiliary engineering. The total project investment is approximately 150 million yuan, of which construction investment is 95 million yuan. The overall designed capacity is 150,000 mt per year. The main products include various grades of high-quality cast aluminum alloy ingots, aluminum alloy liquid, and secondary aluminum alloy bars, primarily used in automotive, new energy, and other fields . The main production equipment adopts China's advanced high-efficiency and energy-saving automatic melting furnaces, achieving high efficiency, energy conservation, reduced slag formation, and improved aluminum liquid purity. The production equipment, technical level, and economic indicators have reached the advanced level of similar domestic production processes. The company is dedicated to the research and manufacturing of aluminum as a substitute for steel and aluminum as an substitute for copper, promoting the lightweight development of automotive, rail transit, and aerospace components, achieving energy conservation and emission reduction, and protecting the global environment. For every mt of secondary aluminum we recycle, we can reduce ore mining by 11 mt, reduce carbon dioxide emissions by 0.8 mt, reduce sulfur dioxide emissions by 0.6 mt, reduce solid scrap by 20 mt, save 22 m³ of water, and save 14,000 kWh of electricity. Soaring forward with bold strides, breaking through with innovation! Xiongchuang Aluminum Alloy builds its backbone with integrity and forges brilliance with service! In the future, we will fully leverage our industrial advantages, integrate resources from all parties, target market development trends, and create greater 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

2026 marks the opening year of the 15th Five-Year Plan. Against the backdrop of intensifying global macro fluctuations and the deepening of domestic high-quality development, the zinc industry is undergoing profound changes: tightness on the ore side and the release of smelting capacity create structural tensions; divergent domestic and overseas inventories mirror the complex supply-demand rebalancing; and technological innovation is becoming a key driving force for resolving conflicts and reshaping the landscape. New energy, new-type infrastructure and other key areas of the 15th Five-Year Plan are injecting new momentum into traditional zinc consumption, while green, low-carbon and circular economy paradigms are also accelerating the restructuring of industrial logic, driven by technological innovation. With the joint support of upstream and downstream zinc enterprises, industry associations and all relevant parties, SMM 2026 SMM Zinc Industry Conference concurrently held with the 8th Hot-Dip Galvanizing Industry Development and Technology Innovation Forum, the 14th Zinc Salt, Zinc Oxide and Secondary Zinc Resources Development Forum, and the Zinc-Based Materials Development Forum will be held in Qingdao, Shandong from August 6 to 8. Under the theme “Gathering Zinc Momentum, Building the Zinc Industry, Embarking on a New Journey,” the conference will be driven by macro perspectives and fundamental analysis as its dual engines, closely adhere to the main line of high-quality development of the 15th Five-Year Plan, and focus on four dimensions: macro policies, supply-demand patterns, global trade, and technological innovation. It aims to drive cost reduction and efficiency improvement through technological breakthroughs, respond to market fluctuations with collaborative innovation, and jointly draw a new blueprint for the high-quality and sustainable development of the zinc industry. Baoding Aoqisheng New-type Metal Materials Manufacturing Co., Ltd. will grandly attend this event, discussing industry development trends with industry peers and jointly pushing the zinc industry to new heights. Click the to register for the conference immediately, witness and participate in this extraordinary and far-reaching industry event, and create a brilliant new chapter together! Founded in 2012 with a registered capital of 39.8 million yuan, Baoding Aoqisheng New-type Metal Materials Manufacturing Co., Ltd. is located in Baoding, Hebei, a historic city in China. Situated in the heart of the Beijing-Tianjin-Hebei triangle, the company is rooted in the galvanizing sector of North China and serves the national galvanizing market. The company has a comprehensive management system and a quality and technical service system with full employee participation, and has obtained the ISO 9001 Quality Management System certification, ISO 45001 Occupational Health and Safety Management System certification, and ISO 14001 Environmental Management System certification. Its “Baoding” and “Aoqisheng” trademarks have been registered with the National Trademark Office. The company holds 7 invention patents and 37 utility model patents. Through deep cultivation of industrial development, it has won multiple heavyweight provincial qualifications and honors, being successively recognized as a Hebei Province Technology-based SME, Hebei Province Innovative SME, Hebei Province Specialized, Distinctive and Novel SME, Hebei Province Specialized, Refined, Distinctive and Novel Demonstration Enterprise, and Provincial Manufacturing Single Champion Enterprise. It has established the Hebei Provincial Enterprise Technology Center and Hebei Provincial Zinc-based Alloy Innovation Center, and has been rated as a Hebei Provincial Green Factory. In 2021, Baoding Aoqisheng New-type Metal Material Manufacturing Co., Ltd. cooperated with the National Engineering Laboratory for Advanced Metal Material Coating of China Iron & Steel Research Institute to build the Baoding Alloy New Material Production and Research Base Project. The company enjoys a high reputation in China's hot-dip galvanizing alloy manufacturing industry. Its main products include: zinc-aluminum alloy, zinc-nickel alloy, multi-element rare earth alloy, zinc-bismuth alloy, zinc-antimony alloy, zinc-aluminum-magnesium alloy, and other zinc-based new-type functional alloys. ◆ Contact ◆ Tel: 0312-8063789 QQ: 767 496 767 Website: www.bdags.com Address: No. 1699 Zhongxin West Road, Qingyuan District, Baoding City Long press to scan and register now 2026 SMM Zinc Conference

1. Procurement Conditions The procurement project for Quasi-First-Grade Coke Dry Quenching and other projects (AGLYLGHHD260605294114) is undertaken by the Business Management Office of the Ironmaking Plant, Lingyuan Iron & Steel Co., Ltd., with project funds sourced from self-raised funds. The project has met the procurement conditions and is now proceeding with an open single-round negotiation. 2. Project Overview and Procurement Scope 2.1 Project Name: Quasi-First-Grade Coke Dry Quenching and other projects 2.2 If procurement fails, switch to other procurement methods: switch to direct procurement 2.3 For the procurement content, scope, and scale of this project, please refer to the attachment "Bill of Materials Attachment.pdf". 3. Bidder Qualification Requirements 3.1 Consortium bidding is not permitted for this procurement. 3.2 Bidders must have the following qualifications: (1) Distribution business license (2) Production business license 3.3 Bidders must meet the following registered capital requirements: Production type registered capital: RMB 10.0 million or above Distribution type registered capital: RMB 10.0 million or above 3.4 Bidders must have the following performance requirements: Provide sales contracts and invoices signed with steel mills after January 1, 2025. 3.5 Bidders must meet the following capability requirements, financial requirements, and other requirements: Financial requirements: See attachment (if required) Capability requirements: See attachment (if required) Other requirements: A product quality inspection report must be provided, and the indicators corresponding to the technical quality requirements in the report must be qualified. 3.6 For projects that must be tendered according to law, bids from dishonest persons subject to enforcement are invalid. 4. Obtaining Procurement Documents 4.1 Any interested bidder shall log in to the Ansteel Smart Bidding Platform at http://bid.ansteel.cn to download the electronic procurement documents during the period from 11:30 June 5, 2026 to 13:00 June 8, 2026 (Beijing time, the same hereinafter). Click to view bidding details:

1. Tender Conditions This tender project for Copper Connector and Other Items (AGLGCGHGZHD260605294307) has the bid inviter being the Procurement Management Office of the Procurement Management Department of the Procurement and Sales Center of Lingyuan Iron and Steel Co., Ltd. The tender project funds are self-financed, and the project has met the tender conditions and is now open for public bidding. 2. Project Overview and Tender Scope 2.1 Project Name: Copper Connector and Other Items 2.2 If the tender fails, it will be converted to negotiation procurement 2.3 For the tender content, scope and scale of this project, please refer to the Appendix "Bill of Materials Attachment.pdf". 3. Bidder Qualification Requirements 3.1 Joint bidding is not allowed for this tender. 3.2 The bidders must possess the following qualification requirements: (1) Distribution business license (2) Manufacturing business license 3.3 Bidders must meet the following registered capital requirements: Manufacturing registered capital: RMB 2 million and above Distribution registered capital: RMB 2 million and above 3.4 Bidders must possess the following performance requirements: Provide one copy of the same or similar electrical supply performance after January 1, 2023 (supporting materials: contract and corresponding invoice). Note: To facilitate the verification of performance authenticity and ensure fair and equitable procurement, information such as the performance subject, time, amount, and invoice number shall not be obscured. Any obscured performance will be deemed invalid. Additionally, fully red-inked invoices will be deemed invalid. 3.5 Bidders must also meet the following capability, financial and other requirements: Financial requirements: See the appendix (if necessary) Capability requirements: See the appendix (if necessary) Other requirements: See the appendix (if necessary) 3.6 For projects that must be tendered in accordance with the law, bids from dishonest debtors are invalid. 4. Obtainment of Tender Documents 4.1 All those interested in bidding, please log into the Angang Intelligent Bidding Platform at http://bid.ansteel.cn from 17:00 on June 5, 2026 to 08:00 on June 30, 2026 (Beijing time, the same hereinafter) to download the electronic tender documents. Click to view tender details:

This week, ferrous metals diverged, with coking coal and coke extending their strength, iron ore making some concessions, and finished steel moving sideways. Early in the week, rumors about coal mine safety inspections continued to swirl, and expectations of supply tightness intensified, driving coking coal to its daily limit up. Against weak supply-demand fundamentals, iron ore took a path of conceding to coking coal and coke, while finished steel edged higher in a narrow range; later in the week, data on the five major steel products were released, with HRC inventory destocking continuing, the off-season effect on construction steel demand emerging, inventory destocking narrowing, and overall inventory pressure for finished steel also beginning to slowly accumulate......

The DCE iron ore futures trended weaker, with the most-traded contract I2609 finally closing at 766 yuan/mt, down 0.91% from the previous trading session. Port spot prices fell 1-5 yuan/mt from the previous day.

June 5 News: North China ports: South African high-iron ore at yuan/mtu 32-32.5, down WoW from last Friday; South African semi-carbonate ore at yuan/mtu 37.8-38.3, down WoW from last Friday; Gabonese ore at yuan/mtu 41.2-41.8, flat WoW from last Friday; 46% grade Australian lumps at yuan/mtu 43.5-44, down WoW from last Friday; South African medium-iron ore at yuan/mtu 38.5-39, down WoW from last Friday. South China ports: South African high-iron ore at yuan/mtu 34.9-35.4, down WoW from last Friday; South African semi-carbonate ore at yuan/mtu 36.5-37, flat WoW from last Friday; Gabonese ore at yuan/mtu 41.7-42.2, flat WoW from last Friday; 46% grade Australian lumps at yuan/mtu 43.5-44, down WoW from last Friday; South African medium-iron ore at yuan/mtu 38-38.5, down WoW from last Friday. With weakening cost support outside China and sluggish end-use demand, spot manganese ore in China fluctuates downward overall, though the short-term decline has moderated somewhat.

Today, the Dalian iron ore futures trend was weak. The most-traded I2609 contract closed at 766 yuan/mt, down 0.91% from the previous session. Port spot prices fell 1-5 yuan/mt from the previous day. Traders showed little quoting enthusiasm; steel mills restocked mostly for rigid demand with limited inquiries; spot transactions have been thin so far. Currently, steel mills' procurement pace has begun to slow down. SMM's latest data shows that the daily average port pick-up volume at 35 main ports nationwide edged down by 37,000 mt to 3.2 million mt, showing signs of peaking and pulling back from the high in May. Over the same period, inventory at main ports stood at 148.39 million mt, up 440,000 mt MoM, marking the first increase since end-March. Meanwhile, the fifth round of coke price increase was implemented today, while expectations for the sixth round still exist. Squeezed steel mill profits may force ore prices to soften. Therefore, on balance, iron ore prices are struggling to rise in the near term, and the trend may be primarily in the doldrums.

This week, cold-rolled and hot-rolled prices weakened, with overall transactions turning weaker WoW. Supply side, rolling line maintenance decreased WoW this week, reducing the impact on output, and HRC production showed an increase overall. Demand side, apparent demand edged up slightly WoW this week. Inventory side, this week, SMM’s tally of HRC social inventory across 86 warehouses nationwide stood at 4.3519 million mt, down 114,500 mt WoW, or a decline of 2.56%. By region, inventory in South China and Northeast China saw slight accumulation, while North China, East China, and Central and West China continued destocking. Cost side, coking coal and coke futures trended strongly this week. The fifth round of coke price increases was implemented, and hot metal output rebounded, supporting iron ore prices. HRC cost support was strong. Looking ahead, expectations for a sixth round of coke price increases remain, and according to SMM, hot metal output is still expected to rise further, providing demand support for iron ore. Overall, the cost side still offers support. From the perspective of HRC fundamentals, the current supply-demand imbalance has not yet accumulated to drag on prices. However, considering that downstream buyers mainly purchase as needed during the off-season, demand is unlikely to see a significant surge, capping price increases. Next week, HRC prices are expected to remain range-bound, with the most-traded HRC contract trading in the 3,340-3,420 range.

After both sodium-ion battery cathodes and hard carbon anodes recorded significant increases YoY and MoM in May, the midstream and downstream segments of the industry chain—electrolytes and battery cells—also delivered impressive results, yet structural issues lurk beneath the growth.