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 drive, the zinc industry is undergoing profound transformations: tightness on the ore side and the release of smelting capacity are creating structural tensions, diverging domestic and international inventories reflect the complex supply-demand rebalancing, and technological innovation is emerging as a key driver to resolve these contradictions and reshape the landscape. New energy, new-type infrastructure and other priority areas of the 15th Five-Year Plan are injecting fresh momentum into traditional zinc consumption, while the green, low-carbon and circular economy is also accelerating the restructuring of the industry's logic under the impetus of technological innovation. With the collective support of upstream and downstream zinc industry enterprises, industry associations and all relevant stakeholders, the 2026 SMM Zinc Industry Conference and the 8th Hot-Dip Galvanizing Industry Development and Technological Innovation Forum, the 14th Zinc Salts, 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 is themed "Harnessing Zinc Strengths, Building the Zinc Industry, Embarking on a New Journey", with a dual driving force of macro perspectives and fundamental analysis, closely aligning with the high-quality development mainline of the 15th Five-Year Plan, and focusing on four key dimensions: macro policies, supply-demand patterns, global trade, and technological innovation. It aims to drive cost reduction and efficiency gains through technological breakthroughs, respond to market fluctuations with collaborative innovation, and jointly paint a new blueprint for the high-quality and sustainable development of the zinc industry.‌ Baoding Aoqisheng New-type Metallic Material Manufacturing Co., Ltd. will be present at this grand event, to discuss industry development trends with peers, and jointly propel the zinc industry to new heights. Click the to register now and participate in this meaningful and far-reaching industry event, and jointly create a brilliant new chapter! Established in 2012 with a registered capital of 39.8 million yuan, Baoding Aoqisheng New-type Metallic Material Manufacturing Co., Ltd. is located in Baoding, Hebei, a historic city in China, situated in the heart of the Beijing-Tianjin-Hebei triangle. Rooted in the galvanizing market of North China, it serves the nationwide galvanizing market. The company boasts a comprehensive management system and a quality and technical service system with full participation. It has obtained certifications including "Quality Management System ISO 9001", "Occupational Health and Safety Management System ISO 45001", and "Environmental Management System ISO 14001". Its trademarks "Baoding" and "Aoqisheng" are registered with the State Trademark Office. The company holds 7 invention patents and 37 utility model patents. Through deep cultivation in the industry, it has earned numerous prestigious provincial qualifications and honors. It has successively been recognized as a Hebei Province Sci-tech Small and Medium-sized Enterprise, Hebei Province Innovative SME, Hebei Province "Specialized, Sophisticated, Distinctive, and Innovative" SME, Hebei Province "Specialized, Sophisticated, Distinctive, and Innovative" Demonstration Enterprise, and a provincial-level manufacturing single-champion demonstration enterprise. It has established the Hebei Province Enterprise Technology Center and Hebei Province Zinc-based Alloy Innovation Center, and was honored as a Hebei Province Green Factory. In 2021, Baoding Aoqisheng New-type Metal Material Manufacturing Co., Ltd. cooperated with the National Engineering Laboratory for Advanced Metal Coating of China Iron & Steel Research Institute to build the Baoding Alloy New Material Production and Research Base project. The company enjoys high visibility in China’s hot-dip galvanizing alloy manufacturing industry. Its main products include: Zn-Al alloy, Zn-Ni alloy, multi-element rare earth alloy, Zn-Bi alloy, Zn-Sb alloy, Zn-Al-Mg alloy, and various other new-type functional zinc-based alloys. ◆ Contact Us ◆ 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

According to the latest customs data, China imported 2,574 mt of die-cast zinc alloy in April 2026, down 20.79% month-on-month. From January to April 2026, China's cumulative imports of die-cast zinc alloy reached 10,636 mt, down 27.96% year-on-year.

The year 2026 marks the first year of the 15th Five-Year Plan. Against the backdrop of intensifying global macro volatility and the deepening of China’s high-quality development, the zinc industry is undergoing profound changes: structural tension is formed by ore supply tightness and smelting capacity release, while the divergence between domestic and overseas inventories reflects the complex dynamics of supply-demand rebalancing. Technological innovation is becoming the key driving force for resolving contradictions and reshaping the landscape. Key areas under the 15th Five-Year Plan, such as new energy and new-type infrastructure, are injecting new momentum into traditional zinc consumption. Meanwhile, driven by technological innovation, green, low-carbon and circular economy principles are accelerating the reshaping of industrial logic. With the joint support of upstream and downstream zinc enterprises, industry associations, and relevant parties, the 2026 SMM Zinc Conference, the 8th Hot-Dip Galvanizing Industry Development and Technological Innovation Forum, the 14th Zinc Salts, Zinc Oxide and Secondary Zinc Resources Development Forum, and the Cast Zinc Alloy Development Forum, will be held on August 6–8 in Qingdao, Shandong. Centered on the theme “Gathering Zinc Momentum · Building the Zinc Industry · Embarking on a New Journey,” the event is driven by both macro perspectives and fundamental analysis. It closely follows the main theme of high-quality development under the 15th Five-Year Plan, focusing on four dimensions: macro policies, supply-demand patterns, global trade, and technological innovation. Through technological breakthroughs, it aims to drive cost reduction and efficiency improvement, and through collaborative innovation, it addresses market fluctuations, jointly drawing a new blueprint for the high-quality and sustainable development of the zinc industry. Gansu Changba Nonferrous Metals Co., Ltd. will attend this grand event with distinction, exploring industry development trends together with industry peers and working hand in hand to elevate the zinc industry to new heights. Click the to register now and participate in this extraordinary and far-reaching industry event, and jointly create a brilliant new chapter! ◆ Company Profile ◆ Gansu Changba Nonferrous Metals Co., Ltd., a subsidiary of Baiyin Nonferrous Group Co., Ltd., operates the Chengzhou Zinc Smelter and the Changba Lead-Zinc Mine. It is a large state-owned nonferrous metals enterprise integrating lead-zinc mining, beneficiation, smelting, and scientific research. The Chengzhou Zinc Smelter has an existing annual electrolytic zinc production capacity of 100 kt and is a modern smelter that integrates zinc metal smelting, comprehensive resource utilization, and R&D of new nonferrous metal smelting processes. The company adheres to the development direction of “lean synergy, digital integration, and green leadership,” closely focusing on the goal of creating an ultimate quality benchmark and continuously achieving breakthroughs in the improvement of zinc smelting quality. In 2026, the first batch of high-purity zinc ingots with a purity of 99.998% was successfully produced, injecting solid momentum into further enhancing the company’s core competitiveness, expanding the high-end zinc material market, and promoting high-quality development of the enterprise. Chengzhou Zinc Smelter constantly strives for excellence. With the successful production of 99.998% high-purity zinc ingot as a major breakthrough, it continues to increase R&D investment, actively introduces advanced and applicable production technologies and equipment, focuses on building a high-quality professional technical talent team, continuously optimizes the production process for 99.997% high-purity zinc ingot, and steadily carries out technical research on even higher-purity zinc products. ◆ Glorious Achievements: Quality Certified by Authorities ◆ The outstanding quality of the 99.998% high-purity zinc ingot has been widely recognized by authoritative institutions both inside and outside the industry, with numerous high-profile awards attesting to its quality excellence: · Technological Innovation Awards: With breakthroughs in core technologies such as "Research and Application of Low-impurity Electrolytic Zinc Standard Establishment," it won the "Second Prize for Science and Technology in the Nonferrous Metals Industry," the "First Prize for Science and Technology Progress of Gansu Province," and the "Special Prize for Science and Technology of CITIC Guoan Group Co., Ltd.," demonstrating technological strength recognized at national, provincial, and city-county levels; "R&D and Application of High-quality Zinc Ingot Preparation Technology" won a bronze award at the 11th International Invention Exhibition & the "Belt and Road" and BRICS Skills Development and Technology Innovation Competition; "Full-process Lean Management Creates Excellent Zinc Ingot Quality" won the Second Prize for Modern Management Innovation Achievement in the Nonferrous Metals Industry in 2025; it built the first 5G+ digital workshop in Nanshi, deployed industrial robots and unmanned AGV systems, achieved full-process automation of ingot production, and increased production efficiency by 30%. · Product Quality Awards: The main product zinc ingot (including the 99.997% specification) and the by-product sulphuric acid jointly won the highest honor in physical quality recognition for nonferrous metal products—the "Golden Cup Award," which is the industry's authoritative endorsement of their quality stability and superiority. In 2025, it was recognized as a "High-Quality Brand" by the China Nonferrous Metals Industry Association (CNIA). · Market Access Certification: The main product zinc ingot was successfully registered on the Shanghai Stock Exchange, gaining standardized market circulation qualifications; its brand value reached 2.482 billion yuan, ranking 31st among "Product Brands" nationwide, laying a solid foundation for the market promotion of 99.997% high-purity zinc ingot. ◆ Diverse Applications: Empowering High-End Industry Development ◆ With extremely low impurity content and excellent chemical stability, 99.998% high-purity zinc ingot demonstrates irreplaceable application value in multiple high-end fields: · High-End Electronics: As a core raw material for electronic component coatings, its low impurity characteristics effectively enhance the conductivity and service life of electronic devices, making it widely used in the production of precision electronic components such as integrated circuits and smartphone chips. · Aerospace Sector: Used in anti-corrosion coatings for aerospace components and the manufacturing of lightweight alloy materials, its stable physical and chemical properties ensure adaptability to extreme environments, safeguarding the reliability of aerospace equipment. · Pharmaceutical and Chemical Sector: Serves as a raw material for pharmaceutical intermediates and high-end catalysts. Its high purity ensures product safety and efficacy, meeting the stringent standards of the pharmaceutical and chemical industry. · New Energy Sector: In the production of new energy products such as zinc-based batteries and energy storage devices, high-purity zinc ingots can enhance battery energy density and cycle life, facilitating the upgrade of the new energy industry. ◆ Outstanding Achievements: Market Recognition Underscores Strength ◆ With a zinc ingot capacity of 100kt, the 99.998% high-purity zinc ingot, featuring core advantages of low lead, low iron, and low cadmium, was highly recognized by downstream clients immediately upon market launch, delivering an impressive market performance: · Industry-Leading Zinc Ingot Quality: Zinc ingot purity reaches 99.998%, with lead content at 0.0009%, iron content stable at 0.0003%, and cadmium, tin, and aluminum consistently maintained at 0.0002%, representing a leading position in the zinc smelting industry. · Extensive Market Coverage: Products were rapidly sold to core markets such as Shanghai and Xuzhou, covering multiple sectors like high-end electronics and precision manufacturing, breaking the market supply bottleneck for high-end high-purity zinc ingots. · Leading Client Satisfaction: Thanks to stable purity, extremely low impurity content, and reliable supply capability, a stable client base and strong market reputation have been established. The client satisfaction rate for 2025 was 100%. ◆ Future Outlook: Sustaining Leadership in High-Quality Development ◆ Chengzhou Zinc Smelter consistently pursues excellence and continuous improvement. With the successful production of 99.998% high-purity zinc ingots as a major breakthrough, it will continue to increase R&D investment, actively introduce advanced and applicable production technologies and equipment, focus on building a high-quality professional technical team, continuously optimize the production process for 99.997% high-purity zinc ingots, and steadily undertake technical research into even higher-purity zinc products. Simultaneously, it will deepen industry-academia-research collaborative innovation, expand application scenarios for high-purity zinc in fields such as high-end manufacturing and new materials, and drive integrated improvement and coordinated development across the upstream and downstream industry chain. The enterprise is committed to becoming a lean benchmark in the industry, continuously strengthening whole-process quality management, deeply cultivating green and low-carbon production, and accelerating intelligent transformation and upgrading. Through solid efforts and tangible results, it will promote corporate quality enhancement, efficiency improvement, and transformation, contributing real "ChengYe strength" to the high-quality development of the zinc smelting industry. ◆ Contact ◆ Long press & scan to register now 2026 SMM Zinc Conference

2026 marks the first year of the "15th Five-Year Plan." Against the backdrop of intensifying global macro fluctuations and the deepening of China's high-quality development, the zinc industry is undergoing profound transformation: structural tension arises from a tight mine supply and the release of smelting capacity, diverging domestic and foreign inventories reflect the complex dynamics of supply-demand rebalancing, and technological innovation is becoming a key driving force to resolve contradictions and reshape the landscape. Key "15th Five-Year Plan" sectors such as new energy and new-type infrastructure are injecting fresh momentum into traditional zinc consumption, while green, low-carbon initiatives and the circular economy, driven by technological innovation, are accelerating the reconstruction of the industrial logic. With the joint support of upstream and downstream zinc industry enterprises, industry associations, and various relevant parties, SMM's 2026 SMM Zinc Industry Conference , 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 Cast Zinc Alloy Development Forum are about to convene from August 6-8 in Qingdao, Shandong. With the theme of "Gathering Zinc Momentum · Building the Zinc Industry · Embarking on a New Journey," the conference is driven by both macro perspectives and fundamental analysis. It closely follows the main theme of the "15th Five-Year Plan's" high-quality development, focusing on four dimensions: macro policies, supply-demand pattern, global trade, and technological innovation. The aim is to use technological breakthroughs to drive cost reduction and efficiency gains, respond to market fluctuations through collaborative innovation, and jointly chart a brand-new blueprint for the high-quality and sustainable development of the zinc industry. Weifang Aolong Zinc Industry Co., Ltd. will appear at this grand event as the title sponsor of the Zinc Salt, Zinc Oxide, and Zinc Secondary Resources Development Forum to discuss industry trends with industry peers and jointly propel the zinc industry to new heights. Click on the to register now and attend the conference, witnessing and participating in this momentous and far-reaching industry event to co-create a brilliant new chapter! ◆ About Us ◆ Weifang Aolong Zinc Industry Co., Ltd. is located in the Beihai Industrial Park, Hanting District, Weifang City, Shandong Province. It has a registered capital of 150 million yuan, and its main business scope is the production and sales of indirect-method zinc oxide, with an annual capacity of 100,000 mt. ◆ Production Equipment ◆ After years of accumulation, the Aolong Zinc Industry team possesses leading technical expertise and has made outstanding industry contributions. The company consistently adheres to leading industrial development through technological progress, with continuous product technology updating and upgrading. Its process equipment emphasizes cleaner production and energy-saving environmental protection, with key process technology indicators having reached the international advanced level in the industry. ◆ Quality Assurance ◆ The company has established comprehensive management and assurance systems for quality, environmental protection, safety, and health. It operates a laboratory at the industry's advanced level, equipped with advanced detection and testing instruments, ensuring the reliability of technical experiments and product testing data. ◆ Product Series ◆ Orlon Zinc Industry's zinc oxide products serve numerous markets, including rubber tires, zinc salts, surface treatment, glass fiber, soft magnetics, lightning arresters, varistors, ceramics, paints and coatings, cosmetics, feed, and compound fertilizers. The company regards quality as the lifeblood of its products and integrity as the foundation of its enterprise, forging a corporate image defined by "Professional Focus, Upholding Integrity." Orlon Zinc Industry will, from a renewed vantage point, promote industry self-discipline and market standardization, providing clients with continuously improved, superior products and services. ◆ Contact Information ◆ Sales Hotline: Wang Chao 13455619491 Website: www.orlon.cn Email: Address: No. 00008, Zhujiang South Street, Beihai Industrial Park, Hanting District, Weifang City, Shandong Province Long press or scan the QR code to register now 2026 SMM Zinc Industry Conference

According to SMM data, die-cast zinc alloy operating rates stood at 51.8% as of last week. Looking at March expectations, the industry's operating performance is projected to decline by approximately 7 percentage points year-on-year. The main reasons for the decline in operating rates are as follows