Recently, China Energy Fengye has been strongly selected for the first batch of the 2025 Beijing Catalogue of Major Technical Equipment (First Set) in the field of "high-end energy and energy-saving environmental protection - high-end new energy equipment - hydrogen production equipment" with its core technological achievement - the 10kW AEM water electrolysis hydrogen production system complete equipment, leaving a significant mark on the stage of technological innovation in the capital! This is not only an authoritative recognition of China Energy Fengye's deep commitment to hydrogen energy technology innovation, but also marks a solid and extraordinary step forward for the company in leading the transformation of the hydrogen energy industry. The 10kW AEM water electrolysis hydrogen production system complete equipment that stood out this time can be regarded as the "epitome" of China Energy Fengye's technological prowess. It embodies the company's years of research and innovation in AEM (anion exchange membrane) water electrolysis hydrogen production technology, achieving significant technological breakthroughs. The 10kW AEM water electrolysis hydrogen production system complete equipment of China Energy Fengye has reached industry-leading levels in key indicators such as hydrogen production efficiency and energy consumption control. The selection for the Catalogue of Major Technical Equipment (First Set) is renowned for its "high thresholds and strict requirements", serving as a "baton" to drive technological innovation in enterprises and accelerate the localisation and industrialisation of major technical equipment. The inclusion of China Energy Fengye's 10kW AEM water electrolysis hydrogen production system complete equipment undoubtedly "crowns" the company's innovative capabilities. It not only showcases the company's strength in technological innovation but also sets a new benchmark for the development of the hydrogen energy industry.

SMM 2025 Global Battery Technology Conference Conference Time August 21-22, 2025 In response to climate change, countries worldwide have set carbon neutrality targets to drive the transition of energy structures towards clean energy. The intermittency and volatility of renewable energy sources have imposed higher requirements on energy storage. As a key technology for energy storage, battery technology has become increasingly important. In recent years, new battery technologies such as lithium-ion batteries, solid-state batteries, and sodium-ion batteries have continuously emerged, with continuous improvements in key indicators such as energy density, safety, and cycle life, providing strong momentum for the development of electric vehicles (EVs), energy storage power stations (ESS), consumer electronics, and other fields. The battery industry chain involves multiple links, including resources, materials, manufacturing, and applications, requiring the joint efforts of experts from various countries and fields worldwide to overcome technical challenges and promote the healthy development of the industry. Against this backdrop, SMM is organizing the first 2025 SMM Global Battery Technology Conference , scheduled for August 21-22, 2025. Here, SMM cordially invites major battery dealers to participate in this grand event. Registrants will receive free admission and visit passes, and enjoy surprise gifts for SMM members! Scan the QR code to inquire about preferential details for conference participation. Participants Representative Participating Enterprises As of May 20, over 66 representative enterprises have registered to participate in this conference. The specific list of participants is as follows: The conference focuses on six hot topics ▲ Discussion and exchange on cutting-edge battery technologies ▲ New battery equipment ▲ Latest progress in solid-state battery technology, materials, and equipment ▲ Analysis of sodium-ion battery application technologies and implementation prospects ▲ Sharing of research progress on lightweight, high-energy-density materials for batteries Scan the QR code to learn more about the conference details. Conference Agenda Battery Equipment Forum (August 21) 14:00-14:30 Innovation in Lead-Acid Battery Plate Manufacturing Equipment: Optimization of High-Speed Coating and Curing Processes Guest Speaker (pending): Wang Lina, President, Fengfan Storage Battery Research Institute, Expert in Lead-Acid Battery Technology 14:30-15:00 Innovation in Lead-Acid Battery Formation Process Equipment: Intelligent Charging/Discharging and Energy Consumption Control Guest Speaker (pending): Li Jun, Technical Director, Shuangdeng Group, Expert in Lead-Acid Battery Formation Technology 15:00-15:30 Application of AI Vision Inspection in Lead-Acid Battery Production: Identification of Plate Defects and Leakage Guest Speaker (pending): Zhou Hua, Chief Technical Engineer, Shanghai Haibao Special Power Supply Co., Ltd., Expert in Intelligent Inspection Technology 15:30-16:00 Panoramic View of Differences in Lithium/Sodium/Solid-State Battery Equipment: From Material Handling to Packaging and Testing Guest Speaker (pending): Wu Kai, Chief Manufacturing Officer, Contemporary Amperex Technology Co., Limited 16:00-16:30 Analysis of Compatibility between Sodium-Ion Battery and Lithium Battery Equipment: Retrofitting or Building New Production Lines? Guest speaker (pending): Yongsheng Hu, Founder of HiNa Battery, Pioneer in the Industrialisation of Sodium-ion Batteries 16:30-17:00 Mass Production Equipment for High-Nickel/Silicon-Based Anode Batteries: Process Breakthroughs from Slurry Coating to Pole Piece Rolling Guest speaker (pending): Shilin Huang, Co-founder of Contemporary Amperex Technology Co., Limited, Senior Expert in Lithium Battery Equipment August 21st Morning: Corporate Visit. Itinerary: Jiangsu New Chunxing Resource Recycling Co., Ltd. (Regenerated Lead Industrial Base) - C&D Technologies (Power Supply) - Xiaoyang Power - Great Wall Motor Precision Die Casting - Kingfa Science & Technology (Regenerated Plastics Industrial Base) - Great Wall Motor Hive Transmission - Southern Permanent Magnet (Regenerated Magnetic Materials Industrial Base) (Limited to the first 100 registrants) Main Forum 09:00-09:20 Latest Breakthroughs in High-Energy-Density Battery Materials: From Solid-State Electrolytes to Silicon-Based Anodes Guest speaker (pending): Minggao Ouyang, Academician of the Chinese Academy of Sciences 09:20-09:35 Commercialisation Pathways for Sodium-Ion Battery Materials: Balancing Cost and Performance Guest speaker (pending): Yongsheng Hu, Researcher at the Institute of Physics, Chinese Academy of Sciences, Leading Figure in the Field of Sodium-Ion Batteries 09:35-10:10 Technological Evolution of ESS Batteries in the Context of New Power Systems Guest speaker: Xianghui Meng, Chairman of Aoguan Group 10:10-10:35 Preparation Technology and Applications of Large-Capacity, High-Safety Aluminum-Based Lead-Carbon Long Duration Energy Storage (LDES) Batteries Guest speaker: Zhongcheng Guo, Professor at Kunming University of Science and Technology 10:35-11:00 New Electrolyte Systems: Breakthroughs from Liquid to Quasi-Solid-State 11:00-12:00 Roundtable Discussion: Exploring the Possibility of Standardising the Entire Lead-Acid Battery Industry 13:30-13:55 Global Competitive Landscape of Power Battery Materials: A Comparison of Technological Routes in China, Japan, South Korea, and Europe Guest speaker (pending): Yu Wang, Chairman of Farasis Energy (Ganzhou) Co., Ltd., Senior Expert in the Battery Industry 13:55-14:20 New Processes in Lead-Acid Battery Manufacturing: Numerical Simulation and Its Implications Guest speaker: Lixu Lei, Professor at Southeast University 14:20-14:45 High-Power Lead-Carbon Battery Technology: Selection and Composite Processes of Capacitor Carbon Materials Guest speaker (pending): Zhiping Chen, Deputy Director of the Research Institute at Zhejiang Narada Power Source Co., Ltd. 14:45-15:10 Development and Industrial Application of Low-Cost Reed-Based Hard Carbon Anodes for Sodium-Ion Batteries Guest speaker: Lei Zhang, Associate Professor at Central South University 15:10-15:35 Upgrading of AGM Separator Materials: Composite Technology of Ultra-Fine Glass Fibers and Modified PE Guest speaker (pending): Shijun Yang, Technical Vice President of Leoch International Technology Co., Ltd. 15:35-16:00 Approaches to Improving the Lifespan of Lead-Acid Batteries Guest speaker: Shusong Chai, Senior Engineer For more collaboration opportunities, please contact: Lin Zhang Mobile Number: 15221678846 Email Address: zhanglin@smm.cn

SMM 2025 Global Battery Technology Conference Conference Date August 21-22, 2025 In response to climate change, countries worldwide have set carbon neutrality targets to promote the transition of energy structures towards clean energy. The intermittency and volatility of renewable energy sources have imposed higher requirements on energy storage. As a key technology for energy storage, battery technology has become increasingly important. In recent years, new-type battery technologies such as lithium-ion batteries, solid-state batteries, and sodium-ion batteries have continuously emerged, with key indicators such as energy density, safety, and cycle life continuously improving, providing strong impetus for the development of fields such as electric vehicles (EVs), energy storage systems (ESS) power stations, and consumer electronics. The battery industry chain involves multiple links, including resources, materials, manufacturing, and applications, requiring the concerted efforts of experts from various countries and fields worldwide to jointly overcome technical challenges and promote the healthy development of the industry. Against this backdrop, SMM is organizing the inaugural 2025 SMM Global Battery Technology Conference , scheduled for August 21-22, 2025, to invite partners from various links of the battery industry chain, covering manufacturing enterprises of sodium-ion batteries, lithium batteries, solid-state batteries, and lead-acid batteries, aiming to "cover the entire battery industry chain"! The conference will focus on six key areas ▲ Discussion and exchange on cutting-edge battery technologies ▲ New battery equipment ▲ Latest progress in technology, materials, and equipment for solid-state batteries ▲ Analysis of sodium-ion battery application technologies and implementation prospects ▲ Sharing of research progress on lightweight, high-energy-density materials for batteries Conference Agenda Battery Equipment Forum 14:00-14:30 Innovation in Lead-Acid Battery Plate Manufacturing Equipment: Optimization of High-Speed Plating and Curing Processes Guest Speaker (pending): Lina Wang, President of Fengfan Battery Research Institute, Expert in Lead-Acid Battery Technology 14:30-15:00 Revolution in Lead-Acid Battery Formation Process Equipment: Intelligent Charging/Discharging and Energy Consumption Control Guest Speaker (pending): To be determined 15:00-15:30 Application of AI Vision Inspection in Lead-Acid Battery Production: Identification of Plate Defects and Leakage Guest Speaker (pending): Hua Zhou, Chief Technical Engineer of Haibao Battery, Expert in Intelligent Inspection Technology 15:30-16:00 Panoramic View of Differences in Lithium/Sodium/Solid-State Battery Equipment: From Material Handling to Packaging and Testing Guest Speaker (pending): Kai Wu, Chief Manufacturing Officer of CATL 16:00-16:30 Analysis of Compatibility between Sodium-Ion Battery and Lithium Battery Equipment: Retrofitting or Building New Production Lines? Guest speaker (pending): Yongsheng Hu, Founder of HiNa Battery and Pioneer in Sodium-ion Battery Industrialisation 16:30-17:00 Mass Production Equipment for High-Nickel/Silicon-Based Anode Batteries: Process Breakthroughs from Slurry Mixing and Coating to Pole Piece Rolling Guest speaker (pending): Shilin Huang, Co-founder of CATL and Senior Expert in Lithium Battery Equipment Main Forum 09:00-09:20 Latest Breakthroughs in High-Energy-Density Battery Materials: From Solid-State Electrolytes to Silicon-Based Anodes Guest speaker (pending): Minggao Ouyang, Academician of the Chinese Academy of Sciences 09:20-09:35 Commercialisation Pathways for Sodium-Ion Battery Materials: Balancing Cost and Performance Guest speaker (pending): Yongsheng Hu, Researcher at the Institute of Physics, Chinese Academy of Sciences and Leader in the Sodium-Ion Battery Field 09:35-10:10 Technological Evolution of ESS Batteries in the Context of New Power Systems Guest speaker: Xianghui Meng, Chairman of Aoguan Group 10:10-10:35 Preparation Technology and Applications of High-Capacity, High-Safety Aluminum-Based Lead-Carbon Long Duration Energy Storage (LDES) Batteries Guest speaker: Zhongcheng Guo, Professor at Kunming University of Science and Technology 10:35-11:00 New Electrolyte Systems: Breakthroughs from Liquid to Quasi-Solid-State 11:00-12:00 Roundtable Discussion: Exploring the Possibility of Standardising the Entire Lead-Acid Battery Industry 13:30-13:55 Global Competitive Landscape of Power Battery Materials: A Comparison of Technological Routes in China, Japan, South Korea, and Europe Guest speaker (pending): Yu Wang, Chairman of Farasis Energy and Senior Expert in the Battery Industry 13:55-14:20 New Processes in Lead-Acid Battery Manufacturing: Numerical Simulation and Its Implications Guest speaker: Lixu Lei, Professor at Southeast University 14:20-14:45 High-Power Lead-Carbon Battery Technology: Selection and Composite Processes of Capacitor Carbon Materials Guest speaker (pending): Zhiping Chen, Vice President of Narada Power Research Institute 14:45-15:10 Development and Industrial Application of Low-Cost Reed-Based Hard Carbon Anodes for Sodium-Ion Batteries Guest speaker: Lei Zhang, Associate Professor at Central South University 15:10-15:35 Upgrading of AGM Separator Materials: Composite Technology of Ultra-Fine Glass Fibers and Modified PE Guest speaker (pending): Shijun Yang, Technical Vice President of Leoch International 15:35-16:00 Breakthroughs in Lead-Carbon (Lead-Carbon) Batteries in the ESS Sector Representative Companies Huayu New Energy Technology Co., Ltd. Shandong Kangyang Power Co., Ltd. Breton Technology Co., Ltd. Leoch International Technology Co., Ltd. Tianneng Battery Group Co., Ltd. Chilwee Power Group Co., Ltd. Fengfan Co., Ltd. Chilwee Power Group Co., Ltd. Guangzhou Automobile Group Co., Ltd. Hebei Aoguan Power Co., Ltd. Changxing Nuoli Power Co., Ltd. Guizhou Hangsheng Lithium Energy Technology Co., Ltd. Camel Group Co., Ltd. Jujuang Power Group Co., Ltd. Hebei Jinli New Energy Technology Co., Ltd. Hengyang Ruida Power Co., Ltd. Zhejiang Just Electrical Appliances Co., Ltd. Chery Jaguar Land Rover Automotive Co., Ltd. Jiangsu Haibao Battery Technology Co., Ltd. Wanxiang A123 Systems Co., Ltd. Shanghai Cairi Energy Technology Co., Ltd. Xupai Power Co., Ltd. Shenzhen Senior Technology Material Co., Ltd. Huawei Technologies Co., Ltd. Shuangdeng Group Contemporary Amperex Technology Co., Limited Shanghai Yuling New Energy Technology Co., Ltd. Jiangxi Jingjiu Power Technology Co., Ltd. SEVB Shenzhen Sanxing Feirong Machinery Co., Ltd. Shandong Sacred Sun Power Sources Co., Ltd. Beijing HyperStrong Technology Co., Ltd. Shenzhen Senior Technology Material Co., Ltd. Shandong Yineng Power Co., Ltd. Beijing Wanlong Jingyi Guidance Control Technology Co., Ltd. Shenzhen Topband Co., Ltd. Jiangsu Xiangying New Energy Technology Co., Ltd. Zhejiang Qingna Technology Co., Ltd. Xilong Scientific Co., Ltd. Jiangsu Zhongna Energy Technology Co., Ltd. Veken Technology Co., Ltd. Shanghai Xilong Chemical Co., Ltd. Shenzhen Jiana Energy Technology Co., Ltd. Jiangsu Highstar Battery Manufacturing Zhejiang Wynca Group Co., Ltd. Huzhou Yingna New Energy Materials Co., Ltd. Guangdong Nayi New Energy Technology Co., Ltd. Zhejiang Narada Power Source Co., Ltd. Chengdu BSG Technology Co., Ltd. Hangzhou Tianfeng Power Co., Ltd. China Changan Automobile Group Co., Ltd. Guangdong Rongna New Energy Technology Co., Ltd. Huzhou Chaona New Energy Technology Co., Ltd. Duozhu Technology (Wuhan) Co., Ltd. Shenzhen BTR Sodium New Energy Materials Technology Co., Ltd. Chengxin Lithium Group Co., Ltd. Shandong Lingyishi Advanced Materials Co., Ltd. Shenzhen Chengtun Group Co., Ltd. Hunan Lifepo4 New Energy Technology Co., Ltd. Suzhou Qingtao New Energy Technology Co., Ltd. Wuxi Paragonage New Energy Co., Ltd. Tianmu Lake Advanced Energy Storage Technology Research Institute Co., Ltd. East Group Co., Ltd. Tianneng Battery Group Co., Ltd. Beijing HiNa Battery Technology Co., Ltd. Wuhan Topmaterial Technology Co., Ltd.

In April, Salt Lake Potash Co., Ltd. released its Q1 2025 performance report. According to the announcement, the company achieved total revenue of 3.119 billion yuan in Q1, up 14.50% YoY. Net profit attributable to shareholders of publicly listed firms reached 1.145 billion yuan, up 22.52% YoY. Regarding the reasons for the company's performance growth, Salt Lake Potash Co., Ltd. stated that the production and sales of its core products, potassium chloride and lithium carbonate, remained stable. Potassium chloride production was approximately 964,900 mt, with sales of approximately 891,100 mt. Lithium carbonate production was approximately 8,514 mt, with sales of approximately 8,124 mt. Among these, potassium chloride, as one of the company's main revenue sources, was significantly affected by factors such as market supply-demand relationship, leading to a notable increase in market prices, which in turn drove the company's performance growth compared to the same period last year.

[SMM Analysis] In February 2025, the Ministry of Industry and Information Technology (MIIT) released the draft for approval of the industry standard "Energy Consumption Technical Requirements for Unit Products of Lithium-Ion Battery Cathode Materials," establishing a multidimensional energy consumption control system centered on the "dual carbon" goals.

[SMM Analysis] In February 2025, the Ministry of Industry and Information Technology (MIIT) released the draft for approval of the industry standard "Technical Requirements for Energy Consumption per Unit Product of Lithium-Ion Battery Cathode Materials," establishing a multidimensional energy consumption control system centered on the "dual carbon" goals.

[SMM Analysis: Issuance of Energy Consumption Control Documents? Withdrawal of US Anti-dumping Duties? Interpretation of Photovoltaic News on October 23] In the afternoon of October 23, several major news in the photovoltaic market suddenly spread widely, including but not limited to "It is rumored that the Ministry of Industry and Information Technology will issue policies to restrict energy consumption in the photovoltaic industry next month, such as limiting the energy consumption per kilogram of silicon material production to no more than 50 kWh." "The U.S. Department of Commerce plans to partially withdraw anti-dumping and countervailing duties on Chinese photovoltaic cells" "Relevant departments will issue documents in November to restrict the capacity utilization rate of various links in the photovoltaic industry", etc.

“Jilin Province‘s Energy Field Carbon Peak Implementation Plan by 2030” was recently issued, which mentioned that the dual control policy for energy consumption will be strictly implemented, and renewable energy consumption and raw material energy consumption are not included in the total energy consumption control.

As reported by SMM, China's total output of SiMn alloy in July 2023 reached 949,000 mt, marking a month-on-month surge of 0.24% and a significant year-on-year leap of 39.34%.

China's copper cathode output in July was 925,900 mt, an increase of 8,000 mt or 0.9% month-on-month, and a growth of 10.2% year-on-year; The output increased 23,800 mt compared with the expected 902,100 mt.