The year 2026 marks the first year of the 15th Five-Year Plan. Against the backdrop of intensifying global macro volatility and China’s deepening high-quality development, the zinc industry is undergoing profound changes: tightness on the ore side and the release of smelting capacity are creating structural tension, diverging inventories in and outside China reflect the complex dynamics of supply-demand rebalancing, and technological innovation is emerging as a key driving force to resolve conflicts and reshape the landscape. Key areas under the 15th Five-Year Plan, such as new energy and new-type infrastructure, are injecting fresh momentum into traditional zinc consumption, while green, low-carbon development and the circular economy are also accelerating the restructuring of industrial logic, driven by technological innovation. With the joint support of upstream and downstream enterprises across the zinc industry chain, industry associations, and all relevant parties, the 2026 SMM Zinc Industry Conference and the 8th Hot-Dip Galvanizing Industry Development and Technological Innovation Forum, the 14th Zinc Salt, Zinc Oxide and Zinc Secondary Resources Development Forum, and the Cast Zinc Alloy Development Forum is about to be held on August 6–8 in Qingdao, Shandong. The conference, themed “Gathering Zinc Momentum, Building the Zinc Industry, Embarking on a New Journey,” will be driven by dual engines of macro perspectives and fundamental analysis, closely following the main theme of high-quality development under the 15th Five-Year Plan, and focusing on four major dimensions: macro policies, supply-demand pattern, global trade, and technological innovation. It will leverage technological breakthroughs to drive cost reduction and efficiency improvement, address market fluctuations through collaborative innovation, and jointly draw a new blueprint for the high-quality and sustainable development of the zinc industry. Shanghai Eagle Metal Materials Co., Ltd. will make a grand appearance at this event to discuss industry development trends with peers and jointly propel the zinc industry to new heights. Click to sign up now, witness and participate in this momentous and far-reaching industry gathering, and together create a brilliant new chapter! Eagle Metal—Eagle Metal is one of the world’s major commodity traders. Established in 2000 and headquartered in Shanghai, China, the group has branches in Singapore, Hong Kong, Thailand and other locations. The group primarily engages in services and operations along the non-ferrous metals industry chain. Its business scope covers copper, aluminum, lead, zinc, tin, nickel, silver, platinum and palladium, copper concentrates, lead concentrates, zinc concentrates, and more. Business activities include domestic trade in multiple commodities and international import and export, with operations spanning mainland China, Singapore, Hong Kong, London, Chicago, Thailand, South America, Africa and other regions. In addition to its core business, the group provides upstream and downstream clients with integrated trade, warehouse financing, logistics and transportation, and other risk management services. Adhering to the business philosophy of “model innovation, win-win cooperation,” the company has established enduring and in-depth partnerships with numerous large domestic and international smelters, mines, trading enterprises, and well-known banks. It has also repeatedly received honors such as “Contract-honoring and Trustworthy Unit,” “Excellent Partner,” “Best Partner,” and “Most Valuable Customer” awarded by national and Shanghai municipal authorities. Eagle Metal – In the course of its development, Eagle Metal has upheld the corporate philosophy of "virtue carries all things, and constant dripping wears away the stone"; it has remained true to its original aspiration and persisted in innovation, fueling growth through innovation and advancing development through growth. Keeping pace with the global economy, it actively participates in competition both in and outside China. Through outstanding quality services, it enhances client value and corporate value, and with firm steps, it contributes all its strength to the advancement of the non-ferrous metal industry! Contact Information Zinc Business Contact: Miao Hanying 15021533905 Zinc Business Contact: Shi Yang 18004502057 Long press or scan the QR code to register now 2026 SMM Zinc Conference

[End-Use Consumption Off-Season Characteristics Evident, Zinc Oxide Operating Rate Weakens YoY] In end-use demand, the hog market was sluggish, compounded by the industry off-season, leading to significantly weak purchase demand for feed-grade zinc oxide; in the rubber sector, constrained by both high-temperature weather and weakening orders from tyre factories, demand for rubber-grade zinc oxide showed mediocre performance; as for electronic-grade zinc oxide, recently varistor orders contracted, and demand for electronic-grade zinc oxide also experienced some slowdown......

As the inaugural year of the "15th Five-Year Plan," 2026 sees the zinc industry undergoing profound transformation against a backdrop of intensifying global macro fluctuations and the deepening of China's high-quality development initiatives. Structural tension has emerged between tight ore supply and the release of smelting capacity; diverging inventory trends inside and outside China reflect a complex supply-demand rebalancing; and technological innovation has become a key driver for resolving bottlenecks and reshaping the competitive landscape. New energy, new-type infrastructure, and other key areas highlighted in the 15th Five-Year Plan are injecting fresh momentum into traditional zinc consumption. Meanwhile, green, low-carbon, and circular economy imperatives, propelled by technological innovation, are accelerating the restructuring of the industry's underlying logic. With the collective support of upstream and downstream enterprises across the zinc industry, industry associations, and relevant stakeholders, SMM 2026 Zinc Industry Conference —held jointly with the 8th Hot-Dip Galvanizing Industry Development and Technology Innovation Forum, the 14th Zinc Salt, Zinc Oxide, and Secondary Zinc Resource Development Forum, and the Foundry Zinc Alloy Development Forum—is about to convene from August 6 to 8 in Qingdao, Shandong. Under the theme "Converging Zinc Momentum, Building the Zinc Industry, Embarking on a New Journey," the conference is driven by the twin engines of macro perspectives and fundamental analysis. Adhering closely to the high-quality development thread of the 15th Five-Year Plan, it focuses on four key dimensions—macro policies, supply-demand patterns, global trade, and technological innovation—aiming to drive cost reduction and efficiency gains through technological breakthroughs, address market volatility through collaborative innovation, and jointly chart a new blueprint for the high-quality, sustainable development of the zinc industry. Weifang Longda Zinc Industry Co., Ltd. will be prominently attending this grand event, joining industry peers to explore development trends and jointly propel the zinc industry to new heights. Click to register now and attend this profoundly significant and far-reaching industry event, joining us in creating a brilliant new chapter! I. Indonesia Plant Location: Kawasan Industri Modern Cikande, Modern Industrial Road, Block W, Number 3, Kecamatan Kibin, Kabupaten Serang, Provinsi Banten. Phase 1 of the base focuses on the production of multiple zinc products, including zinc oxide, zinc alloy, and zinc ingot. Among them, zinc oxide capacity reaches 60,000 mt/year, with commissioning and trial operation scheduled for October 2026. Zinc alloy and zinc ingot production lines are concurrently being established to enhance product supply capabilities. The primary output will be indirect process zinc oxide, ISCC PLUS-certified recycled zinc oxide, and national-standard zinc alloy and zinc ingot, supporting the company's expansion into global markets and extending its global green capacity footprint. II. Vietnam Plant Location: Phuoc Long Industrial Zone, Street No. 1, My An Commune, Tay Ninh Province. The base is being developed in multiple phases. The zinc alloy and zinc ingot project has already commenced operations, with a capacity of 20,000 mt/year. Phase 2 plans for a zinc oxide capacity of 30,000 mt/year, which is expected to be realized in Q1 2027, fully covering the production of all categories—zinc alloy, zinc ingot, and zinc oxide—to complete the overseas product matrix. 3. Two Major Production Sites in China (Integrated Layout) Leveraging profound technical expertise, Longda Zinc Industry’s plant focuses on the production of indirect process zinc oxide and ISCC PLUS certified recycled zinc oxide, with an annual capacity of 60,000 mt. Renowned for consistent quality and excellent performance, its products are widely used in various industrial fields such as rubber tires, paints and coatings, and ceramics, meeting both the demands of traditional industrial production and the stringent standards of high-end manufacturing. The company has built a reliable brand image in the market and, as a participant in standard-setting, contributes practical experience to the industry’s standardized development. Longda New Materials specializes in the resource recovery of zinc-containing solid waste, equipped with mature production processes and a comprehensive supporting system. The site can handle 3 categories of general industrial solid waste containing zinc (hot-dip galvanizing slag, hot-dip silicon-aluminum-zinc slag, tire pyrolysis slag, etc.) and 11 categories of hazardous waste containing zinc (hot-dip galvanizing ash, steel mill ash, steel cord copper mud, etc.), with an annual disposal capacity of 260 kt. Through advanced resource recovery processes, various zinc-containing wastes are harmlessly and efficiently transformed into zinc ingots meeting national standards and zinc alloy products. This model addresses industrial solid waste pollution at the source, reduces reliance on primary ores, and achieves the recycling of zinc resources. Once all four production sites in and outside China are fully operational, the company will achieve scale advantages with an annual capacity of 150 kt for zinc oxide, 100 kt for zinc ingot and zinc alloy, and a stable disposal capacity of 260 kt/year for solid and hazardous waste, further consolidating its industry position in zinc product manufacturing and resource recycling. Contact Yang Wenxue 18053607877 sales@wflongda.com Long-press or scan the code to register now 2026 SMM Zinc Industry Conference

Supply Side: Lower Year-on-Year Operating Rates, Extended Spring Festival Holiday Restricting Capacity Output.The overall supply of the zinc oxide industry in H1 2026 was characterized by "shrinking output and weak operating rates".

[Weak Demand, Zinc Oxide Operating Rate Pulls Back Slightly] At present, overall end-use market trading is sluggish: the automobile industry is seeing weakening production and sales, tire enterprises are facing inventory buildup, and their raw material purchasing enthusiasm is declining; ceramic-grade zinc oxide, dragged down by the sluggish real estate sector, is experiencing similarly weak demand......

2026 marks the first year of the 15th Five-Year Plan. Against a backdrop of intensifying global macro volatility and deepening high-quality development in China, the zinc industry is undergoing profound changes: tightness at the mine end and the release of smelting capacity create structural tension, the divergence between domestic and overseas inventories reflects the complex dynamics of supply-demand rebalancing, and technological innovation is becoming a key driving force for resolving contradictions and reshaping the landscape. New energy, new-type infrastructure, and other key areas under the 15th Five-Year Plan are injecting new momentum into traditional zinc consumption, while green, low-carbon, and circular economy principles, driven by technological innovation, are accelerating the restructuring of industrial logic. With the joint support of upstream and downstream zinc industry enterprises, industry associations, and various stakeholders, SMM’s 2026 SMM Zinc Conference and the 8th Hot-Dip Galvanizing Industry Development and Technology Innovation Forum, the 14th Zinc Salt, Zinc Oxide, and Zinc Secondary Resources Development Forum, and the Foundry Zinc Alloy Development Forum is about to be held in Qingdao, Shandong, on August 6-8. Under the theme “Gather Zinc Momentum · Build the Zinc Industry · Embark on a New Journey,” the conference is driven by both macro perspectives and fundamental analysis. It closely follows the main thread of high-quality development during the 15th Five-Year Plan period, focusing on four key dimensions—macro policies, supply-demand patterns, global trade, and technological innovation. By using technological breakthroughs to drive cost reduction and efficiency improvement and leveraging collaborative innovation to address market fluctuations, participants will jointly paint a new blueprint for the high-quality and sustainable development of the zinc industry.‌ Hubei Xinyujing Environmental Protection Technology Co., Ltd. will make a grand appearance at this event, working with industry peers to explore development trends and jointly advance the zinc industry to new heights. Click the to sign up now and attend the conference, and together witness and participate in this significant and far-reaching industry event to create a brilliant new chapter! New-Generation HG High-Efficiency Environmentally Friendly Pickling Additive The company is a national high-tech enterprise, a national technology-based SME, a national “3.15” quality, service, and customer satisfaction integrity enterprise, and a national AAA-level creditworthy unit. It serves as deputy director member unit of the Hot-Dip Committee of the Chinese Society for Corrosion and Protection, vice chairman unit of the Hot-Dip Branch of the China Surface Engineering Association, a member of the Asia Pacific Galvanizing Association, vice president unit of the Chengdu Surface Engineering Association, and a member of the Green Low-Carbon City Construction Industry Alliance. Over the past 24 years, the company has made outstanding contributions to advancing pickling technology, reducing consumption and emissions, and protecting the environment in China, and has won numerous awards. Chairman Wang Jianguo was honored with the China Galvanizing Industry Outstanding Contribution Award. The HG High-Efficiency Environmentally Friendly Pickling Additive ranks first in reputation and market share in China, serving over 600 clients across various industries both domestically and overseas, and is exported to Taiwan, Malaysia, Thailand, the Philippines, Indonesia, Vietnam, and other Southeast Asian regions. It is the leading brand of acid pickling additive products in China. In response to the current new market environment demands, our products embody 24 years of accumulated expertise, featuring all-new formulations, all-new effects, a complete upgrade, lower dosage, better performance, and the best overall benefits! They also achieve customized requirements tailored to different industries and processes, creating products suited to various user needs. At the same time, we have developed a product series suitable for different industries using acid pickling processes. ◆ Contact Information ◆ Head Office Address: No. 77 Chuangye Road, Wuhan Economic and Technological Development Zone Production Address: No. 19 Xingsheng Road, Macheng Industrial Park, High-tech Zone, Jingmen City, Hubei Province Fax: 027-84259483 Tel: 027-84259589 Mobile: 1370-7193886 E-mail: whxxkj@163.com Official Website: www.027xxkj.com www.whxxkj.cn Long press to scan the code and register now 2026 SMM Zinc Industry Conference

[Cost Squeeze and Overcapacity: 2026 Zinc Oxide H1 Review and Market Outlook] Overall H1 operating run showed a trend of “low-level pullback during Chinese New Year — phased recovery after the holiday — weakening again in the off-season”, with the industry average operating rate in H1 falling 0.11 percentage points YoY.

In H1 2026, the low-grade zinc oxide market was characterized by tight supply, rising costs, demand under pressure, and prices fluctuating at highs. After the Chinese New Year, enterprises gradually resumed operations, but constrained by tight supply of raw materials such as steel dust and electric furnace dust, as well as persistent invoice issues, the industry's operating rate and production release were limited.

The year 2026 marks the first year of the 15th Five-Year Plan. Against a backdrop of intensifying global macro volatility and the in-depth advancement of China’s high-quality development, the zinc industry is undergoing profound changes: structural tension arises from tight ore supply and the release of smelting capacity, the divergence between domestic and overseas inventories reflects the complex dynamics of supply-demand rebalancing, and technological innovation is becoming a key driving force for resolving contradictions and reshaping the landscape. Key areas of the 15th Five-Year Plan, such as new energy and new-type infrastructure, inject fresh momentum into traditional zinc consumption, while green, low-carbon and circular economy are also accelerating the reshaping of industrial logic driven by technological innovation. With the joint support of upstream and downstream enterprises in the zinc industry, industry associations and relevant parties, the 2026 SMM Zinc Industry Conference and the 8th Hot-Dip Galvanizing Industry Development and Technological Innovation Forum, the 14th Zinc Salt, Zinc Oxide and Zinc Secondary Resources Development Forum, and the Cast Zinc Alloy Development Forum will be held on August 6-8 in Qingdao, Shandong. Themed “Gathering Zinc Momentum, Building the Zinc Industry, Embarking on a New Journey,” the conference is driven by the dual wheels of macro perspective and fundamental analysis. It closely follows the main line of high-quality development of the 15th Five-Year Plan, focuses on the four dimensions of macro policies, supply-demand patterns, global trade and technological innovation, and uses technological breakthroughs to drive cost reduction and efficiency gains while leveraging collaborative innovation to respond to market fluctuations, jointly painting a new blueprint for the high-quality and sustainable development of the zinc industry. Huanghua Huixin Weiye FRP Co., Ltd. will grandly attend this grand event to discuss industry development trends with industry peers and jointly push the zinc industry to new heights. Click to register now to attend, and join us in witnessing and participating in this significant and far-reaching industry event to create a brilliant new chapter together! Huanghua Huixin Weiye FRP Co., Ltd., founded in 1971, focuses on the R&D and manufacturing of high-quality FRP products, efficiently serves markets throughout China and outside China, and is your trusted FRP solution provider. The company is located in Huanghua City, Hebei Province, at the core of the Bohai Economic Rim. Leveraging its excellent location adjacent to Beijing-Tianjin, Xiong’an New Area and the 100-million-ton Huanghua Port, the company enjoys convenient sea-land transportation network and vast market hinterland. Over more than 40 years of development since its establishment, the company has accumulated solid strengths in technology, personnel and production equipment. The company covers an area of nearly 70 mu, with a building area of 35,000 m². It has 230 employees, including 8 with senior professional titles, 15 with intermediate titles, and 80 junior technical personnel. Since its inception, the company has maintained long-term collaborations with over a dozen research institutes and universities such as the Chinese Research Academy of Environmental Sciences, boasting strong technical capabilities. The company has 10 filament winding container production lines, 10 filament winding pipe production lines for DN50-4000mm, 15 compression molding machines, 25 pultrusion lines, 40 FRP grating molds, various molds for round and square FRP cooling towers, fans and other products, and complete testing equipment. Main products include: FRP filament-wound containers, flue gas desulfurization equipment, FRP purification equipment, FRP filament-wound pipes, pickling tanks, anti-corrosion engineering, ventilation fans, FRP cooling towers, FRP gratings, water tanks, FRP deodorization and purification equipment, FRP sewage pool cover plates and over ten other categories of FRP products. During its development, the company leadership has placed great emphasis on product quality and corporate reputation. With a people-oriented and technology-pioneering approach, the company survives by quality, strengthening internal management and expanding external markets. Our FRP series products cover more than 20 provinces, municipalities and autonomous regions across China, and are exported to the Americas, Europe, Africa and other regions. They are widely used in petrochemical, gas station, machinery, papermaking, power, food, water supply and drainage, textile dyeing and printing industries, and are highly praised by users. Our company has always strictly controlled every link and every process. The company’s testing system and procedures comply with advanced international industry standards, controlling precision to the strictest, product quality to the most excellent, and every minor detail to the most perfect, allowing customers to deeply feel Huixin’s rigorous and pragmatic quality commitment while using the products...... The company always adheres to the business policy of “Customers First, Reputation Foremost,” and sincerely cooperates with friends from all walks of life with excellent products and comprehensive after-sales service for mutual development. ◆Contact Information◆ Ma Linxing Mobile:15230713888 Tel:0317-5653296 Fax:0317-5653296 Website:www.hxwyblg.cn E-mail:sx-blg@163.com Address:Xidazhuang Industrial Zone, Jiucheng Town, Huanghua City, Hebei Province Long press and scan to register now 2026 SMM Zinc Conference

2026 is the first year of the 15th Five-Year Plan period. Against a backdrop of intensifying global macro volatility and the in-depth advancement of high-quality development in China, the zinc industry is undergoing profound transformation: tightness on the ore side and the release of smelting capacity are creating structural tension, divergence between domestic and overseas inventories reflects the complex dynamics of supply-demand rebalancing, and technological innovation is becoming a key driving force for resolving conflicts and reshaping the industry pattern. New energy, new-type infrastructure, and other key areas under the 15th Five-Year Plan are injecting new momentum into traditional zinc consumption, while green, low-carbon, and circular economy principles are also accelerating the restructuring of industrial logic, driven by technological innovation. With the support of upstream and downstream enterprises in the zinc industry, industry associations, and all relevant parties, the 2026 SMM Zinc Industry Conference along with the 8th Hot-Dip Galvanizing Industry Development & Technology Innovation Forum, the 14th Zinc Salt, Zinc Oxide & Zinc Secondary Resources Development Forum, and the Cast Zinc Alloy Development Forum will be held on August 6–8 in Qingdao, Shandong Province. 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 dual engines, closely follow the high-quality development path defined in the 15th Five-Year Plan, and focus on four dimensions: macro policies, supply-demand pattern, global trade, and technological innovation. It aims to drive cost reduction and efficiency gains through technological breakthroughs, address market volatility through collaborative innovation, and jointly chart a new blueprint for the high-quality and sustainable development of the zinc industry. Xuzhou RITMAN Intelligent Technology Co., Ltd. will attend this grand event, discuss industry development trends with industry peers, and jointly advance the zinc industry to new heights. Click to register now and join us in witnessing and participating in this extraordinary and far-reaching industry event to create a brilliant new chapter together! RITMAN is a service-oriented industrial enterprise with over 40 years of deep expertise in coating technology. Guided by the mission of "continuously creating value for clients," it focuses on two core directions—intelligent manufacturing and green low-carbon—and provides global users with integrated one-stop solutions covering process planning, equipment customization, chemical matching, and full lifecycle operation and maintenance. The company’s core business matrix encompasses batch coating equipment, continuous coating equipment, pickling and conversion film equipment, electrophoretic coating equipment, metal surface treatment chemicals, laser processing equipment, and more. To date, RITMAN has delivered over 500 production lines globally, with business covering multiple countries and regions across Asia, Europe, Africa, and the Americas, accumulating proven delivery experience across various industries and operating conditions. Leveraging a nationwide service network and overseas operation centers, it can quickly respond to clients’ localized service needs, ensuring stable line operation and long-term value generation. ◆ Contact Us ◆ Tel: 0516-83152272 Website: www.rmznjs.com Email: info@sinoritman.com Address: No. 35 Chuangye Road, Xuzhou Economic Development Zone, Jiangsu Long press the QR code to register now 2026 SMM Zinc Conference