As the world places greater emphasis on sustainable development, the recycling and reuse of metal resources not only effectively reduces resource waste but also mitigates environmental pollution, thereby promoting a green transformation of the economy.

SMM News on May 26: In recent years, solid-state batteries have gradually gained market acceptance due to their advantages over traditional lithium batteries, including higher safety, higher energy density, and longer cycle life. The combined effects of policy support, technological breakthroughs, and market demand have also brought unprecedented development opportunities to the solid-state battery market. Leveraging their unique advantages, solid-state batteries are gradually opening doors to emerging application fields such as eVTOL (electric vertical takeoff and landing aircraft) and robotics, while accelerating their penetration into rigid demand scenarios like consumer electronics and electric vehicles (EVs), potentially giving rise to a vast trillion-yuan-scale market. It is worth mentioning that there have been frequent positive developments in the solid-state battery sector recently. On May 22, according to CCTV News, the China Society of Automotive Engineers officially released the group standard "Determination Method for All-Solid-State Batteries," which, for the first time, clarifies the definition of all-solid-state batteries, addressing issues such as vague industry definitions and the lack of testing methods, thereby laying the foundation for technological upgrades and industrial applications. The new standard stipulates that for a battery to be classified as an "all-solid-state battery," ion transfer must occur exclusively through a solid electrolyte, establishing a strict technical demarcation from hybrid solid-liquid electrolyte batteries. The core research point of this group standard is a test method for liquid substance content based on weight loss rate, which involves vacuum heating to measure the weight loss rate. When the sample shows no visible liquid and the weight loss rate is below 1%, it is classified as an all-solid-state battery. Supported by multiple rounds of validation tests, this method boasts a low error rate and stable results, applicable to various mainstream technological approaches. In addition, on May 21, CCTV News reported that researchers from the Shenyang National Laboratory for Materials Science at the Institute of Metal Research, Chinese Academy of Sciences, led by Researcher Wang Chunyang, in collaboration with an international team, recently achieved a significant breakthrough. They developed an inorganic/organic composite solid-state electrolyte using a three-dimensional electronically insulating yet mechanically elastic polymer network, effectively suppressing lithium metal deposition, interconnection, and the resulting short-circuit failures within the solid-state electrolyte, thereby significantly enhancing its electrochemical stability. This research finding was published in the Journal of the American Chemical Society on May 20. SMM has compiled recent developments related to solid-state batteries from major enterprises, as detailed below: [CATL: Small-Batch Production of All-Solid-State Batteries Expected in 2027] During an investor activity survey in mid-May, CATL stated that the company is continuously and resolutely investing in all-solid-state batteries, with its technology at the forefront of the industry. Small-batch production is expected to be achieved in 2027. [BYD: Anticipates Large-Scale Commercialization of Solid-State Batteries After 2030, Covering 40,000 Mainstream Car Models] BYD has been engaged in the R&D of solid-state batteries since 2013 and plans to conduct demonstration applications from 2027 to 2029. It will adopt a technological combination of sulphide electrolyte + high-nickel ternary cathode + silicon-based anode, achieving an energy density of 400Wh/kg (double that of traditional batteries). The first batch of 1,000 high-end car models will be equipped with this battery, with a driving range exceeding 1,000 kilometers, and external supply will also commence simultaneously. It is expected to achieve large-scale commercialisation after 2030, with the goal of achieving "parity between solid-state and liquid-state batteries" through large-scale production and process optimisation. By 2030, it will cover 40,000 mainstream car models, and by 2033, installations will reach 120,000 units, gradually replacing liquid-state batteries. [Gotion High-tech: Has completed construction of the first pilot line for all-solid-state batteries, with a designed capacity of 0.2 GWh] During a previous survey of investor activities, Gotion High-tech mentioned that the company is focusing on breakthroughs in new-type battery technologies such as solid-state batteries and accelerating the industrialisation process of R&D achievements. With long-term R&D investment, the company has successfully established a semi-solid-state battery product system covering various forms including cylindrical, prismatic, and pouch, with specific product models and performance indicators tailored to the development and production needs of different customers. The company has achieved significant breakthroughs in all-solid-state battery technology, launching the automotive-grade all-solid-state battery "Jinshi Battery". The energy density of the battery cells in the company's Jinshi Battery pilot samples has reached 350 Wh/kg, with a 150% increase in single battery capacity compared to previous models, reaching 70 Ah. Meanwhile, the preload force has decreased by 90%, requiring only MPa-level pressure to operate. In addition, the Jinshi Battery has passed a series of rigorous safety tests, including nail penetration, thermal box, external short circuit, overcharge, and squeeze tests, demonstrating excellent safety performance. Meanwhile, the preliminary development and application work of the Jinshi all-solid-state battery PACK system has been completed, and on-board road testing has commenced. The company will continue to promote the commercial application process of all-solid-state batteries as planned. In addition, Gotion High-tech also stated that the company has completed construction of the first pilot line for all-solid-state batteries, with a designed capacity of 0.2 GWh. Currently, the Jinshi Battery is in the pilot production stage. Meanwhile, the company has officially initiated the design work for the first-generation mass production line of all-solid-state batteries, laying the foundation for future mass production. For relevant progress, please refer to the company's publicly disclosed information. [Delphi Technologies: Will accelerate the industrialisation of solid-state batteries] The company has established a pilot production line for solid-state battery samples in Shanghai and is conducting various technical tests. Currently, the company possesses the capability to trial-produce various samples and can tailor corresponding solutions according to customer needs in different application scenarios and various technical requirements. Based on the development and validation of solid-state battery customers and market demand, the company is currently actively promoting and implementing the subsequent pilot line and mass production line bases. In terms of solid-state batteries, the company will combine market demand to accelerate the industrialisation of its solid-state batteries and apply them to NEVs, drones, robots, power tools, and other fields as soon as possible to seize market opportunities. [Farasis Energy: The company's solid-state battery commercialisation progress is leading, with shipments ranking among the top in the industry] Farasis Energy previously stated on an investor interaction platform that the company's solid-state battery commercialisation progress is leading, with shipments ranking among the top in the industry. The first-generation semi-solid-state battery entered mass production and vehicle installation in 2022. The second-generation semi-solid-state battery is expected to enter mass production in H2, and will be first applied in high-value scenarios such as the low-altitude economy and humanoid robots, which is expected to further boost revenue from solid-state battery products. In terms of customer cooperation, the company's solid-state battery products have gained recognition from leading customers across multiple fields, including GAC, Dongfeng, SANY, FAW Jiefang, a leading US eVTOL customer, a leading domestic flying car customer, Shanghai EHang, and Geely AeroHT. [Sunwoda: Sunwoda plans to achieve an energy density breakthrough of over 700Wh/kg for all-solid-state batteries by 2027] According to relevant media reports, Sunwoda has developed two generations of aviation battery products based on semi-solid-state technology, with energy densities reaching 320Wh/kg and 380Wh/kg, respectively. Sunwoda plans to achieve an energy density breakthrough of over 700Wh/kg for all-solid-state batteries by 2027 and is planning to construct a 1GWh all-solid-state battery capacity. [Mingtai Aluminum and Great Power Energy reach strategic cooperation, focusing on solid-state batteries, sodium-ion batteries, and other fields] Mingtai Aluminum and Great Power Energy signed a strategic cooperation framework agreement. The two parties will establish a strategic partnership focusing on the R&D, product supply, technology development, and capacity layout of new-type batteries such as solid-state batteries and sodium-ion batteries. Meanwhile, they will leverage their respective operational capabilities and material collection capabilities to promote the recycling and application of secondary aluminum alloy in the field of new energy batteries. According to the agreement, Great Power Energy will prioritize the use of Mingtai Aluminum's products for the supporting development of battery projects in solid-state batteries or other fields. [Fangyuan Share: Can produce high-nickel ternary cathode materials for solid-state batteries, but cannot disclose specific customer information] When asked about the company's "main material layouts for solid-state batteries and which manufacturers it supplies to," Fangyuan Share stated that it can produce high-nickel ternary cathode materials for solid-state batteries, but cannot disclose specific customer information due to confidentiality agreements. [BMW: The world's first BMW i7 test vehicle equipped with an all-solid-state battery officially starts road testing] Around May 23, the BMW Group announced that the world's first BMW i7 test vehicle equipped with an all-solid-state battery officially started road testing in Munich. This move marks a new stage in the cooperation between the BMW Group and Solid Power, a pioneer in solid-state battery technology, as the all-solid-state battery technology transitions from laboratory verification to real-vehicle application, setting a new benchmark in the field of electric mobility. [Sinosteel NMC: The company has been keeping track of cutting-edge battery technologies, including solid-state batteries, and maintaining good interactions with downstream customers and research institutions] Sinosteel NMC, whose main products include rare earth permanent magnets, permanent magnet devices, soft magnetic materials, and devices, stated when asked about the progress of solid-state batteries that it has been keeping track of cutting-edge battery technologies, including solid-state batteries, and maintaining good interactions with downstream customers and research institutions. [Haichen Pharmaceutical: Solid-State Battery-Related Business Has Not Yet Generated Revenue] After the cumulative deviation in the closing price increase exceeded 30% over three consecutive trading days on May 21, May 22, and May 23, Haichen Pharmaceutical issued an announcement on abnormal stock price fluctuations, mentioning that the company had noticed the recent high market attention to the concept of solid-state batteries. The company's layout in the solid-state battery sector primarily involves its holding subsidiary, Anqing Huichen Technology Co., Ltd. (hereinafter referred to as "Anqing Huichen"), jointly investing with Sichuan Saike Power Technology Co., Ltd. (hereinafter referred to as "Saike Power"), Yibin Ronggu New Material Technology Center (Limited Partnership), Mr. Cao Xichen, and Mr. Yan Meiqiang to establish a joint venture company, Sichuan Luochen New Material Technology Co., Ltd. (hereinafter referred to as "Sichuan Luochen"). This joint venture was established and completed its industrial and commercial registration on February 11, 2025, focusing on the development, optimization, and industrialisation of adhesive materials related to new energy batteries, including solid-state batteries. As of now, Sichuan Luochen is conducting small-scale pilot process development for relevant adhesive products and has not yet sent samples to customers or received orders. It is expected to have no significant impact on the company's profits for the current year. [Binhai Energy: Currently Advancing the R&D of Silicon Carbon Anode Materials for Solid-State Batteries Across Various Systems (Including Sulphides)] On May 23, Binhai Energy responded to investor inquiries on an interactive platform, stating that the company is currently advancing the R&D of silicon carbon anode materials for solid-state batteries across various systems (including sulphides). Pilot testing is currently underway, and customer sample submissions will be conducted in due course. The company will promptly disclose any subsequent progress in accordance with laws, regulations, and exchange requirements. Investors are advised to note the investment risks. [Changan Automobile: Achieving Solid-State Battery On-Board Verification in 2026] Changan Automobile stated in its investor relations activity record that over the next three years, the company will launch 35 new digital and intelligent vehicles. Among them, Changan Qiyuan will introduce 10 products, Deepal will introduce 10 products, and Avatr will introduce 7 products. In the field of three electric systems (battery, motor, and electric control), the company will comprehensively iterate its core technologies. From 2025 to 2026, it will complete the investment and construction of a 50GWh battery cell production capacity for CATL Changan, with a total production capacity reaching 75GWh. It aims to achieve solid-state battery on-board verification in 2026 and gradually advance the mass production of all-solid-state batteries in 2027, with an energy density of 400Wh/kg. [Desay Battery: The Company's Solid-State Battery-Related Products Are Still in the R&D Process, with No Clear Mass Production Plan Currently] Desay Battery stated on an investor interaction platform that the company's solid-state battery-related products are still in the R&D process, with no clear mass production plan currently. SMM previously estimated that the global penetration rate of all-solid-state batteries would be around 0.1% in 2025, expected to reach approximately 4% by 2030, and could potentially hit around 9% by 2035. Within the new energy battery sector, SMM projects that by 2030, the penetration rate of all-solid-state batteries in this sector is expected to reach about 5%. The demand from high-end EVs for high safety and long driving range has made solid-state batteries a key choice. However, further long-term penetration growth hinges on the logic of scale expansion and cost reduction. 》Click to view details Therefore, since the beginning of 2025, large enterprises have been deploying or announcing the latest progress of their respective solid-state battery products. With ongoing technological advancements, the market generally believes that all-solid-state batteries are expected to enter the small-batch vehicle installation stage in 2027 and achieve large-scale mass production by 2030. Regarding the solid-state battery index, from the beginning of the year to the end of April, the index rose by 5.38%. Since the beginning of May, the index has also increased by over 4%, with the overall center significantly shifting upward compared to 2024.

Recently, the signing ceremony for the Mingtai Aluminum East China Regional Headquarters Project and the Xingji RV Project was held in Bacheng, Kunshan, injecting new vitality into Kunshan's industrial development. Mingtai Aluminum Co., Ltd. is a wholly-owned subsidiary of Henan Mingtai Al. Industrial Co., Ltd., which was established in 1997 and is a large-scale listed aluminum processing enterprise. The Mingtai Aluminum East China Regional Headquarters Project plans to invest RMB 1.5 billion and is committed to building the first automotive lightweight aluminum material entire industry chain base in east China. After reaching full production, the project is expected to produce 200,000 mt of high-performance aluminum alloy materials annually, with sales exceeding RMB 10 billion. In addition, the Xingji RV Project is a complete vehicle project derived from Kunshan Mingtai Aluminum Co., Ltd.'s production of aluminum for automotive lightweight applications. Upon completion and reaching full production, it will achieve an annual output value exceeding RMB 500 million.

In mid-May, Mingtai Al. released a record of investor relations activities, mentioning that the company's production and sales of aluminum plate/sheet, strip and foil in Q1 reached a new historical high, with sales volume approaching 380,000 mt, up 11% YoY. The company is unwavering in its commitment to driving product structure improvement through technological innovation, emphasizing "quality improvement and efficiency enhancement," focusing on "high-end intelligent manufacturing," and strategically positioning itself to seize future opportunities. The development and stable supply of products in emerging fields such as new energy, automotive transportation, and robotics are contributing to the company's steady growth in production and sales. Mingtai Al.'s previously released Q1 performance report showed that the company achieved a total revenue of 8.124 billion yuan in Q1, up 13.07% YoY; net profit attributable to shareholders of the publicly listed firm reached 440 million yuan, up 21.46% YoY. According to public information, the company primarily engages in the comprehensive application of aluminum plate/sheet, strip and foil, aluminum extrusion, and secondary aluminum resources. It possesses four hot continuous rolling production lines, internationally advanced aluminum dross treatment production lines, and secondary aluminum process technology and equipment. Its products cover 47 alloy grades from the 1-series to the 8-series, with over 200 specifications and models available. The company serves more than 4,000 customers, with its products being popular in over 50 countries and regions both domestically and overseas. They are widely used in numerous fields such as new energy, electronics and home appliances, 5G communications, pharmaceutical packaging, food packaging, transportation, ultra-high voltage power transmission, railcar bodies, new infrastructure, and military industries. Regarding current orders on hand, Mingtai Al. stated that historically, March marks the peak consumption season for aluminum. The company's current orders on hand have increased, sufficient to meet one and a half months of production scheduling. Moreover, the company's product processing fees have remained stable with an upward trend. In Q1, the company and the industry raised processing fees for products such as CTP/PS plates, can stock, and easy-open end stock. Additionally, the company was asked about the impact of the US's "reciprocal tariff" policy on its foreign trade. Mingtai Al. responded that during the 2018 Sino-US trade war, the US imposed anti-dumping and countervailing duties on Chinese aluminum products, after which Mingtai Al.'s direct exports to the US decreased significantly. Recently, steel and aluminum products were not included in the US's "reciprocal tariff" policy. Foreign trade sales volume has increased QoQ this year, with foreign trade orders showing signs of recovery. Regarding the company's development plan for 2025, Mingtai Al. stated that it is dedicated to its core business, focusing on "high-end intelligent manufacturing" and "low-carbon circular economy." This year, the company will prioritize the construction of high-end heat treatment lines to promote product upgrading, paying close attention to aluminum demand in fields such as new energy, automotive materials, semiconductors, industrial robots, and low-altitude flight. It will actively develop products in these related fields and continuously improve its product structure. This year, the production capacity of the subsidiary Yirui New Materials and overseas bases continued to be released, ensuring a significant increase in the company's production and sales scale in 2025. Mingtai AL. was also asked whether the company's scale of secondary aluminum conservation application would continue to expand in 2025. The company stated that in the second half of 2024, the EU began requiring the submission of product carbon emission data. After preliminary calculations by the company, secondary aluminum products demonstrated significant advantages in carbon emission reduction, and the company is unwavering in its commitment to continuously promoting the development of the secondary aluminum business. At the end of 2024, China Customs relaxed restrictions on the import of deformed aluminum scrap, supporting the development of enterprises engaged in the conservation application of secondary aluminum. The company established an International Procurement Department for Secondary Aluminum to further expand the sources of aluminum scrap procurement, actively promote the application of secondary aluminum products, and continue to lead the industry in low-carbon development. Previously, the company also released its 2024 annual report data, showing a total revenue of 32.321 billion yuan, up 22.23% YoY; the net profit attributable to shareholders of the publicly listed firm was 1.748 billion yuan, up 29.76% YoY. According to the annual report data, the company currently has an annual processing capacity of over 1 million mt of aluminum scrap and a comprehensive utilization capacity of 120,000 mt of aluminum dross, reaching internationally advanced levels. In terms of the aluminum plate/sheet, strip and foil business, the existing production capacity is over 1.6 million mt. The company produces a variety of products, including battery aluminum foil for pouch batteries, electronic foil, checkered plate, lightweight materials for commercial vehicles, and food and pharmaceutical packaging foil, which consistently rank among the top in the domestic market share. The proportion of high value-added products, such as aluminum for new energy and new materials, aluminum for transportation, and aluminum for automotive lightweight applications, is gradually increasing. In the aluminum extrusion business, Mingtai Traffic New Material operates steadily, achieving self-sufficiency in railcar extrusions, supplying aluminum alloy railcar bodies in bulk, and externally selling products such as new energy battery trays, automotive extrusions, extruded aluminum pipes for GIL used in ultra-high-voltage power transmission equipment, and interior fittings for rail vehicles, continuously expanding its business scope. In terms of procurement mode, the company's main raw materials are aluminum ingots and secondary aluminum, adopting a "produce based on sales, purchase based on production" approach. It procures from suppliers in a continuous and batch-by-batch manner according to customer orders and production and operation plans. The procurement price is determined based on the average spot aluminum price on the Shanghai Nonferrous Metals Market , adjusted in consideration of payment terms, freight responsibility, and the type of secondary aluminum. The company has signed long-term procurement agreements with some aluminum ingot suppliers of a certain scale and economic strength, establishing long-term and stable cooperative relationships to ensure convenient and timely raw material supply. Moreover, to cope with potential losses from volatile raw material prices, Mingtai AL. issued an announcement on April 23 regarding the implementation of aluminum ingot hedging. It mentioned that engaging in aluminum ingot futures trading can fully utilize the hedging mechanism in the futures market to mitigate the risk of raw material price fluctuations, avoid potential losses from volatile raw material prices, ensure the relative stability of product costs, and reduce the impact on the company's normal operations. When mentioning the impact of aluminum ingot hedging on the company, Mingtai Aluminum stated that the company specializes in the production and sales of aluminum plate/sheet, strip and foil, with aluminum ingot as its main raw material. To avoid the impact of fluctuations in raw material prices, the company will actively hedge relevant risks through the hedging function of futures, adhering to the principles of legality, prudence, safety, and effectiveness, without the purpose of arbitrage or speculation. The company has formulated relevant risk control measures to strictly control investment risks. The company's engagement in futures hedging business will not harm the interests of the company and all its shareholders.

At 17:00 on April 18, 2025, the AICE2025 SMM 20th Aluminum Industry Conference & Aluminum Industry Expo (hereinafter referred to as "AICE Aluminum Industry Expo") successfully concluded at the Suzhou International Expo Center! What were the exciting highlights at the AICE 2025 Aluminum Industry Expo? Today, Xiao A brings you an exclusive "Post-Exhibition Report," using hardcore data to comprehensively and multi-dimensionally recreate the splendid moments of this aluminum industry feast! AICE: Clients Within Reach 01 AICE's lineup of exhibitors... 02 AICE Exhibitor Analysis 03 AICE Exhibitors' Voices 04 AICE Analysis of Domestic Visitors This year's domestic visitors covered 27 provinces across the country, with Jiangsu Province having the most visitors, accounting for 34.77%. The top 10 provinces for domestic visitors were: Jiangsu, Shanghai, Henan, Shandong, Zhejiang, Guangdong, Jiangxi, Hubei, Hebei, and Shanxi. The main business types of professional visitors were processing, end-users, trading, and equipment. Among them, processing accounted for the largest proportion at 23.34%. Professional visitors with decision-making or purchasing authority accounted for over 51.42%. 05 What are the benefits of visiting AICE? 06 Review of AICE Concurrent Forums 07 AICE's Interactive Highlights! AICE Shining Brightly! The AICE 2025 Glory Ceremony 2025 SMM China Aluminum Industry Meritorious Figures Rising Star Award Huang Kaiju, Shanghai Giant Alloy Materials Recycling Co., Ltd. Kuang Manxing, Guangdong Hongjin New Materials Group Co., Ltd. Huang Fen, Fen'an Aluminum Industry Co., Ltd. Pan Baowen, Guangdong GoldEx Light Alloy Co., Ltd. Cornerstone Award Cheng Shuai, CSMET Group Cui Lixin, Shandong Innovation Group Co., Ltd. Shen Jianguo, Yongjie New Materials Co., Ltd. Li Wei, Henan Shenhuo Group Co., Ltd. Huo Bin, Yidian Holding Group Co., Ltd. Shangmei Network/Shangqing Times Metal Information Consulting (Beijing) Co., Ltd. Dong Chunming Taishan Award Peng Baotai, Jiangxi Baotai Nonferrous Metals Group Co., Ltd. Ma Tingyi, Henan Mingtai Aluminum Industry Co., Ltd. Wang Zhenjian, Chongqing Shunbo Aluminum Alloy Co., Ltd. Lifetime Achievement Award Wang Zitao, Lw Aluminum Processing Technology Center Yuan Yongda, Shanghai Aluminum Industry Association Wen Xianjun, China Nonferrous Metals Industry Association, Shandong Aluminum Industry Association Li Shilong, China Technology Innovation Strategic Alliance for Resources Recycling Industry (CIAR) Zhang Shangen, Suzhou Die Casting Association Lu Jiyan, Guangdong (Nanhai) Aluminum Processing Industry Alliance 2025 SMM Top 20 China Aluminum Scrap Suppliers Double Win Industries INC Aleris Renewable Resources (Tianjin) Co., Ltd. Foshan Haoyi Metal Materials Co., Ltd. Foshan Xinshenghao Aluminum Industry Co., Ltd. Guangdong Sunrise Heavy Rising Metal Import & Export Co., Ltd. Kunshan Tenglin Material Recycling Co., Ltd. Nan'an Quanli Metal Co., Ltd. Ningbo Chengyuan Metal Co., Ltd. Ningbo Gongyi Alloy Materials Co., Ltd. Ningbo Jinmai Lvyi Metal Materials Co., Ltd. Ningbo Jinxin Trading Co., Ltd. Ningbo Qilin Metal Materials Technology Co., Ltd. Ningbo Tongsheng New Materials Co., Ltd. Qingyuan Yuxiang Metal Technology Co., Ltd. Shantou Fujiu Renewable Resources Recycling Co., Ltd. Shanghai Humin Renewable Resources Co., Ltd. Shanghai Giant Alloy Materials Recycling Co., Ltd. Tianjin Sinone Renewable Resource Co., Ltd. Zhejiang Sansheng Metal Technology Co., Ltd. Zhejiang Zhelv New Energy Co., Ltd. 2025 SMM Top 20 China Aluminum Alloy Ingot Traders Chixin Supply Chain Management (Guangdong) Co., Ltd. Foshan Xiangneng Dazheng Trading Co., Ltd. Foshan Xinshenghao Aluminum Industry Co., Ltd. Meiyin Ruijing (Ningbo) Aluminum Industry Co., Ltd. Ningbo Donghui International Trade Co., Ltd. Ningbo Haitian Tongchuang Industrial Co., Ltd. Ningbo Kaitong Industry Co., Ltd. Ningbo Yingbang Import & Export Co., Ltd. Ningbo Xinglu Environmental Protection Technology Co., Ltd. Xiamen Heyu Trading Co., Ltd. Shanghai Sanquan Industrial Co., Ltd. Shanghai Wurui Metal Group Co., Ltd. Shangkuang Aluminum Industry Co., Ltd. Shendiao (Ningbo) Metal Trading Co., Ltd. Suzhou Jintian Import & Export Co., Ltd. Wuxi Shijiu Aluminum Industry Co., Ltd. Wuchan Zhongda International Group Co., Ltd. CSIC Material Trade Group Guangzhou Co., Ltd. Zhongshan Hongfa Metal Co., Ltd. Zhongshan Zhichen Metal Materials Co., Ltd. 2025 SMM Glow of Nonferrous Metals Five Years Together, Weathering Storms and Sailing Side by Side; Five Consecutive Years of Hand-in-Hand Cooperation and Seamless Collaboration We would like to express our sincerest gratitude to the following companies for their unwavering support and sincere collaboration over the past five years. We look forward to continuing to work together in the future and embarking on new journeys! Anhui Huachuang Environmental Protection Equipment Technology Co., Ltd. Baoding Anbaoneng Metallurgical Equipment Co., Ltd. Ta Cheng Metal (Holdings) Limited Dongyang Meichen Industry and Trade Co., Ltd. Fen'an Aluminum Industry Co., Ltd. Fuzhou Metallurgical New High Temperature Materials Co., Ltd. Gränges Aluminium (Shanghai) Co., Ltd. Guangdong Hongbang Metal Aluminum Co., Ltd. Guangdong Hongjin New Materials Group Co., Ltd. Guangdong Jianmei Aluminum Profile Factory (Group) Co., Ltd. Guangdong GoldEx Light Alloy Co., Ltd. Guangdong Juchen Equipment Technology Co., Ltd. Press Metal International Ltd. Hebei New Lizhong Nonferrous Metals Group Co., Ltd. Hubei Xinjinyang Resources Group Co., Ltd. Hunan InnoChina Advanced Materials Co., Ltd. Jiangsu Dingsheng New Energy Materials Co., Ltd. Jiangsu Haiguang Metal Co., Ltd. Jiangsu Yatai Light Alloy Technology Co., Ltd. Jiangxi Baotai Nonferrous Metals Group Co., Ltd. Jiangxi Jinli Urban Mining Co., Ltd. Kin Kiu Aluminum Group Calderys Refractories (China) Co., Ltd. Lanxi Boyuan Metal Co., Ltd. Luoyang Longding Aluminum Industry Co., Ltd. Nantong Zhongfu New Materials Technology Co., Ltd. Xiamen Xiashun Aluminum Foil Co., Ltd. Shandong Hongchuang Aluminum Holdings Co., Ltd. Shandong Lixin New Materials Co., Ltd. Shanxi Keyuan Carbon Co., Ltd. Shanghai Giant Alloy Materials Recycling Co., Ltd. Suzhou Norida New Materials Technology Co., Ltd. Vesuvius Foundry Technologies (Jiangsu) Co., Ltd. Wenxi County Kailida Trading Co., Ltd. Wuxi Pinsheng Metal Products Co., Ltd. Wuxi City Lunsheng Materials Co., Ltd. Xuzhou Jieke Aluminum Industry Co., Ltd. Xuzhou Tianyi Metal Flux Factory Xuzhou Yongsheng Metallurgical Materials Co., Ltd. Zhaoqing Southern Aluminum Recycling Co., Ltd. Zhejiang Lanwei Environmental Protection Technology and Equipment Co., Ltd. Zhongyi Fengjinyi (Suzhou) Technology Co., Ltd. Zhongzhu New Materials Industry (Jiangsu) Co., Ltd. Chongqing Jiantao Aluminum Industry Co., Ltd. Chongqing Shunbo Aluminum Alloy Co., Ltd. AICE 2026 SMM (21st) Aluminum Industry Conference & Aluminum Industry Expo See you next April!

On April 18, the AICE 2025 SMM (20th) Aluminum Industry Conference & Expo, hosted by SMM Information & Technology Co., Ltd. (SMM), co-organized by Zhongyifeng Jinyi Technology (Suzhou) Co., Ltd. and Lezhi County Qianrun Investment Promotion Service Co., Ltd., and sponsored by Shangli County Keyuan Metallurgical Materials Co., Ltd., Press Metal International Ltd., Delta Metal (Holdings) Limited, Jinqiao Light Alloy Technology (Jiangmen) Co., Ltd., and other entities as forum title sponsors, Sunstone Development Co., Ltd. and Shanghai Jialang Industrial Co., Ltd. as forum co-organizers, and supported by various specially invited supporters, conference supporters, conference acknowledgment units, and media partners, successfully concluded at the Suzhou International Expo Center in Jiangsu!

China's aluminum industry originated in the north-east China in the 1950s. After more than 70 years of relentless efforts and struggles by several generations, it now stands proudly at the forefront of the world in many fields such as capacity, production, consumption, and R&D of new materials. To pay tribute to the predecessors and industry leaders who have made outstanding contributions to the development of China's aluminum industry, SMM Information & Technology Co., Ltd. (SMM ) joined hands with China Technology Innovation Strategic Alliance for Resources Recycling Industry (CIAR ), Shanghai Aluminum Industry Association , Suzhou Die Casting Association , and Guangdong (Nanhai) Aluminum Processing Industry Alliance to organize a specially established nomination award, "Wings of Soaring・Backbone of a Great Nation - 2025 SMM Chalco Meritorious Figures ", at this event, to express their high respect. The selection is divided into four awards: Lifetime Achievement Award : For industry association personnel aged 60 and above who have made outstanding contributions to the industry. They are the bridgeheads connecting the government and enterprises. Mount Tai Award : For entrepreneurs and industry experts aged 60 and above who have made outstanding contributions to the industry; they represent the glorious history of industry development. Cornerstone Award : For entrepreneurs and industry experts aged 40-60 who have made outstanding contributions to the industry; they are the mainstay of the industry now. Rising Star Award : For entrepreneurs or industry experts under the age of 40 who have made outstanding contributions to the industry; they represent the future of the industry. After the winners were selected, a grand award ceremony was held for the "Wings of Soaring・Backbone of a Great Nation - 2025 SMM Chalco Meritorious Figures" winners at the AICE 2025 SMM (20th) Aluminum Industry Conference and Aluminum Industry Expo, hosted by SMM, Shanghai Nonferrous Metals Trading Center, and Shandong Aisi Information Technology Co., Ltd., and co-organized by Zhongyifeng Jinyi (Suzhou) Technology Co., Ltd. and Lezhi Qianrun Investment Service Co., Ltd. ! Wings of Soaring・Backbone of a Great Nation 2025 SMM Chalco Meritorious Figures Rising Star Award Shanghai Giant Alloy Materials Recycling Co., Ltd. Kaiju Huang Guangdong Hongjin New Materials Group Co., Ltd. Manxing Kuang Fen'an Aluminum Industry Co., Ltd. Fen Huang Guangdong GoldEx Light Alloy Co., Ltd. Baowen Pan Yongda Yuan presented the awards to the winners~ Wings of Soaring・Backbone of a Great Nation 2025 SMM Chalco Meritorious Figures Cornerstone Award Shanghai CSMET New Materials Group Co., Ltd. Shuai Cheng Shandong Innovation Group Co., Ltd. Lixin Cui Yongjie New Materials Co., Ltd. Jianguo Shen Henan Shenhuo Group Co., Ltd. Wei Li Yidian Holding Group Co., Ltd. Bin Huo Shang Magnesium Network/Shangqing Times Metal Information Consulting (Beijing) Co., Ltd. Chunming Dong Shilong Li, Shangen Zhang presented the awards to the winners~ Wings of Soaring・Backbone of a Great Nation 2025 SMM Chalco Meritorious Figures Mount Tai Award Jiangxi Baotai Nonferrous Metals Group Co., Ltd. Baotai Peng Henan Mingtai Aluminum Co., Ltd. Tingyi Ma Chongqing Shunbo Aluminum Alloy Co., Ltd. Zhenjian Wang Zitao Wang presented the awards to the winners~ Wings of Soaring・Backbone of a Great Nation 2025 SMM Chalco Meritorious Figures Lifetime Achievement Award Lw Aluminum Processing Technology Center Zitao Wang Shanghai Aluminum Industry Association Yongda Yuan China Nonferrous Metals Industry Association, Shandong Aluminum Industry Association Wenjun Xian China Technology Innovation Strategic Alliance for Resources Recycling Industry (CIAR) Shilong Li Suzhou Die Casting Association Shangen Zhang Guangdong (Nanhai) Aluminum Processing Industry Alliance Jiyan Lu SMM CEO Logan Lu presented the awards to the winners~ SMM congratulates the above winners and looks forward to more industry colleagues participating to jointly promote the healthy development of the industry! Click to view the special report on AICE 2025 SMM (20th) Aluminum Industry Conference and Aluminum Industry Expo

Currently, the aluminum industry is at a critical juncture of profound transformation and rapid development. From an industrial dynamics perspective, the global aluminum industry is actively responding to the call for green development, accelerating the transition to cleaner production. From an industrial status perspective, China dominates the global aluminum supply chain. However, China's dependence on bauxite imports remains high. Against this backdrop, US tariff policies have had a significant impact on the global aluminum industry. Facing the challenges posed by US tariffs, Chinese aluminum companies are actively seeking countermeasures. On one hand, they are accelerating their layout in the high-end aluminum sector, increasing R&D investment, and driving product transformation towards higher value-added products, such as aviation plates and power battery foils, whose exports are gradually increasing. On the other hand, they are vigorously developing the secondary aluminum industry, as the energy consumption of secondary aluminum is only 5% of that of primary aluminum, aligning with green development needs. Some companies are using transshipment trade through third countries like Malaysia and Thailand to reduce tariff costs. Others are actively applying for green certifications, reducing export costs through digital carbon management systems, and establishing hydropower aluminum bases in the southwest to increase the proportion of green electricity usage, thereby meeting international market demand for green aluminum products. From April 16-18, the AICE 2025 SMM (20th) Aluminum Industry Conference and Expo, hosted by SMM Information & Technology Co., Ltd., SMM Metal Trading Center, and Shandong Aisi Information Technology Co., Ltd., and co-organized by Zhongyifeng Jinyi (Suzhou) Technology Co., Ltd. and Lezhi Qianrun Investment Service Co., Ltd., was grandly held at the E3-F3 Hall of the Suzhou International Expo Center in Jiangsu! This summit will delve into and exchange views on hot topics such as the development trends of the global aluminum market, aluminum price forecasts, supply-demand balance, and business opportunities and technical exchanges. At the same time, it will explore how to promote the aluminum industry towards a cleaner, more efficient, and sustainable direction, jointly addressing global climate change and environmental challenges! This conference includes nine forums: the Alumina and Aluminum Raw Materials Forum, Aluminum Melting and Casting Technology Forum, Aluminum Die-Casting Industry Development Forum, Supply-Demand Exchange - Domestic and International Aluminum Scrap Supply-Demand Forum, Aluminum Plate/Sheet, Strip and Foil Industry Development Forum, Main Forum, Aluminum Industry Chain Sustainable Development Forum, Global Secondary Aluminum Industry Development Forum, and Industrial Aluminum Extrusion Forum. The conference also features guest speeches, SMM Price Seminar, roundtable discussions, conference dinner & awards ceremony, and other exciting segments! This article is a live text broadcast of the Alumina and Aluminum Raw Materials Forum, Supply-Demand Exchange - Domestic and International Aluminum Scrap Supply-Demand Forum, and Aluminum Plate/Sheet, Strip and Foil Industry Development Forum. Additionally, SMM will also provide live photo and video broadcasts. Please refresh to view~ Click to view the summit video live broadcast Click to view the summit photo live broadcast View the summit text report April 16 Conference Registration & Networking Alumina and Aluminum Raw Materials Forum Speech Topic: Introduction to Metro Mining, Potential Impact of Indonesia's New Alumina Production on China's Alumina Guest Speaker: Long Ding, General Manager of Asia Market Department, Metro Mining Ltd., Australia (09:00-09:25) Speech Topic: 2024 Global Alumina Market Price Review and 2025 Trends Guest Speaker: Mingxin Guo, Senior Bauxite Analyst, SMM (09:25-09:50) Speech Topic: How the Aluminum Industry Can Achieve Energy Saving and Carbon Reduction Through Technological Innovation Guest Speaker: Xuemin Liang, Distinguished Professor of Zhengzhou University, Leader of Aluminum Metallurgy Discipline, Executive Director (09:50-10:15) Speech Topic: How New Energy Enterprises Can Promote Green Electricity and Low-Carbon Transformation Guest Speaker: Kang Yi, Director of Industrial and Commercial ESS Solutions, Integrated Energy Business Department, CRRC Zhuzhou Electric Locomotive Research Institute Co., Ltd. (10:15-10:40) Speech Topic: Comprehensive Energy-Saving Solutions for Fluid Delivery Systems in the Aluminum Industry Guest Speaker: Yuhong Liu, Senior Solutions Expert, Shanghai Ruichen Environmental Technology Co., Ltd. (10:40-11:05) Roundtable Discussion: Green Transformation of the Aluminum Industry - Development and Prospects of the Low-Carbon Aluminum Market Moderator: Yanchen Wang, General Manager of SMM London Office Panelists: Yi Sun, Deputy Chief Engineer, Shenyang Aluminum & Magnesium Engineering & Research Institute Co., Ltd. Jie Meng, Senior Expert, Aluminum Branch, China Nonferrous Metals Industry Association Dahai Meng, Head of Environmental Protection and Materials, NIO Bensong Chen, Chief Engineer (Aluminum), Yunnan Aluminum Co., Ltd. (11:05-12:00) Speech Topic: Research on Aluminum Price Changes in 2025 Under Green Transformation Guest Speaker: Jinyu Lin, Aluminum Industry Researcher, SPIC Aluminum Industry International Trade Co., Ltd. (13:30-14:20) Speech Topic: Optimization of Domestic Prebaked Anode Supply Structure and Demand Growth Forecast Guest Speaker: Wanting Wang, Market Analyst, Sunstone Development Co., Ltd. (14:20-14:50) Speech Topic: Graphitized Cathode Technology and Market Development Trends Guest Speaker: Zhaoyang Wang, General Manager, Luoyang Wanji Carbon Co., Ltd. (14:50-15:20) Speech Topic: How to Achieve Sustainable Development and Enhance Corporate Competitiveness Through ASI Certification Guest Speaker: Chu Zhou, Senior Technical Manager, Green and Low-Carbon Development Center, Zhongbiao Hexin (Beijing) Certification Co., Ltd. (15:20-15:30) Speech Topic: Supply-Demand Imbalance, Analysis of Calcined Coke Market Trends Guest Speaker: Zuoyou Wang, General Manager, Jining Jitan Import & Export Co., Ltd. (15:30-16:00) Speech Topic: Current Status of Domestic Petroleum Coke and Import Trend Analysis Guest Speaker: Huimin Liu, Senior Analyst of Aluminum Auxiliary Materials, SMM (09:00-09:25) Supply-Demand Exchange - Domestic and International Aluminum Scrap Supply-Demand Forum (09:00-12:00) Aluminum Plate/Sheet, Strip and Foil Industry Development Forum Speech Topic: Analysis of the Competitive Landscape and Hot Topics in China's Aluminum Plate/Sheet, Strip and Foil Industry Guest Speaker: Yuting Zhang, Senior Manager, SMM Consulting Division (13:30-14:00) Speech Topic: Rolling Process and Performance Challenges of Ultra-Thin Lithium Battery Aluminum Foil (≤10μm) Guest Speaker: Qian Wen, R&D Engineer, North China Aluminum New Material Technology Co., Ltd. (14:00-14:30) Speech Topic: Development Opportunities and Technical Requirements of Aluminum Alloy Automotive Plates Under Carbon Reduction Background Guest Speaker: Zhenshan Liu, Deputy General Manager, Chalco Materials Application Research Institute (14:30-15:00) Roundtable Discussion: Internal and External Challenges - Exploring New Paths for Aluminum Plate/Sheet, Strip and Foil Enterprises in the Mist Moderator: Bai Zhou, Executive Vice President, SMM Panelists: Wenjun Wu, Vice Chairman and General Manager, Wanji Holding Group Weixin Chen, Board Secretary, Jiangsu Dingsheng New Energy Materials Co., Ltd. Bingxu Ji, Chairman, Luoyang Longding Aluminum Co., Ltd. Zhigang He, Deputy General Manager, Henan Mingtai Aluminum Co., Ltd. (15:00-16:00) Speech Topic: Innovation-Driven: The Impact of Smart Factory Transformation on Plate/Sheet, Strip and Foil Enterprises Guest Speaker: Zengbing Fang, Deputy General Manager, Hefei Jingsong Intelligent Technology Co., Ltd. (16:00-16:30) Speech Topic: New Journey, New Breakthrough - Gränges Asia's Innovation Path in Medium-Thickness Plates Guest Speaker: Fenghua Gao, Senior R&D Engineer, Gränges Aluminum (Shanghai) Co., Ltd. (16:30-17:00) Click to view the AICE 2025 SMM (20th) Aluminum Industry Conference and Expo special report

AICE 2025 SMM (20th) Aluminum Industry Conference and Exhibition is one of the most influential events in China's aluminum industry, set to be grandly held at Suzhou International Expo Center from April 16-18, 2025 . This exhibition is not only an annual gathering for the aluminum industry but also a high-quality platform that gathers top global enterprises, experts, scholars, and industry elites, focusing on high-level dialogues, industrial exchanges, and product displays. AICE 2025 focuses on the hot topics of global aluminum industry development, delving into the cutting-edge technologies and trends of the aluminum industry. It will showcase and exchange the latest research results and practical experiences in upstream aluminum, rolled aluminum - plate/sheet, strip and foil, extruded aluminum - tubes, rods, profiles, recycling and die casting, aluminum melting equipment, and auxiliary materials . Click to Register AICE Aluminum Industry Exhibition At this year's Aluminum Industry Conference and Exhibition, Wenxi County Kailida Trading Co., Ltd. will attend and share its latest products and practical experience, working together with peers in the aluminum industry to build an innovative, high-quality, efficient, and sustainable aluminum industry chain, promoting new leaps in the aluminum industry's development. AICE 2025 SMM (20th) Aluminum Industry Conference and Exhibition aims to collaborate, co-build, and share with global elites, empowering the entire aluminum industry chain. AICE 2025 will leverage the organizer's influence to integrate the three key tracks of industry, academia, and research, stimulating innovation in the aluminum industry, and boosting the industry's development and progress, contributing to the prosperity and smooth operation of the aluminum industry. We look forward to meeting you on-site! Wenxi County Kailida Trading Co., Ltd. Booth No.: D05 Founded in 2013, Wenxi County Kailida Trading Co., Ltd. is located in Wenxi County, Shanxi Province, known as the Magnesium Capital of China. The company covers over 100,000 m² and mainly engages in the production of aluminum and magnesium refining agents, slag skimming agents, cleaning agents, and metal additives, with an annual production capacity of 100,000 mt. The company enjoys a superior geographical location and convenient transportation, being 40 km from the airport and 10 km from the highway exit. Currently, the company is one of the largest manufacturers of molten refining agents in Asia. It has constructed modern, high-standard smelting and granulation workshops, equipped with advanced detection devices and a professional R&D team. It also boasts a complete sales and logistics system, capable of delivering goods within seven days and providing on-site after-sales service within 48 hours. The company has passed certifications for quality management, environmental management, and occupational health and safety management systems. It has obtained more than 20 national invention patents and utility model patents. Based on different aluminum grades, the company develops various granular refining agent products that are environmentally friendly, smoke-free, non-slagging, with low slag volume and low aluminum content in the slag, and have a significant effect in removing alkali metals. These products are sold both domestically and overseas, with exports accounting for 52% of total sales. Major domestic aluminum and magnesium enterprises such as Weiqiao Group, Xinfa Group, Innovation Group, Southeast Aluminum, Mingtai Aluminum, and Yunnan Aluminum have established cooperative relationships with our company. Adhering to the principle of "the best quality, optimal service, and ideal cost-effectiveness," the company sincerely welcomes domestic and overseas merchants to join hands for cooperation and mutual development.

According to the announcement by Mingtai Aluminum, the production of aluminum plate/sheet, strip and foil in December 2024 was 120,900 mt, with a cumulative production of 1.4513 million mt. The sales volume was 121,900 mt, with cumulative sales reaching 1.4544 million mt. Meanwhile, the production of aluminum extrusion was 1,400 mt, with a cumulative production of 16,900 mt, and the sales volume was 1,600 mt, with cumulative sales totaling 15,200 mt (excluding self-use).