Driven by the dual forces of global energy structure transformation and the "dual carbon" goals, battery technology is evolving from a traditional electricity storage medium into a core engine reshaping transportation, consumer electronics, and even the energy internet. From fundamental breakthroughs in materials science to the industrialisation of cutting-edge technologies such as solid-state and sodium-ion batteries, the battery industry is in a period of explosive technological advancement with intense competition. This conference brings together the world's top scholars, industry chain leaders, and capital forces, aiming to break down barriers between "industry, academia, research, and application." We will delve into key topics including high energy density, ultimate safety, ultra-fast charging technology, and recycling, jointly charting a new blueprint for green, efficient, and sustainable energy. Shenzhen Huanaxincai Co., Ltd. will attend this grand event to discuss industry development trends with industry peers and jointly drive battery technology to new heights. form to sign up immediately, and together witness and participate in this extraordinary and far-reaching industry event, co-creating a brilliant new chapter! Shenzhen Huanaxincai Co., Ltd. was founded in November 2021 by a doctoral team of high-level overseas talents. It is a national high-tech enterprise specialising in the R&D, industrialisation, and end-use applications of sodium-ion battery cathode materials. The company has been recognised as a "Shenzhen Specialised, Refined, Distinctive, and Innovative Enterprise" and a "Shenzhen 20+8 Industrial Cluster Enterprise." It has applied for or been granted nearly 80 patents, obtained ISO9001, ISO14001, and other system certifications, and served as the lead or major co-drafter of four sodium-ion battery standards. The company has received multiple rounds of financing from publicly listed firms including Meilian New Material and Zijian Electronics, and has won numerous industry awards. Core Business The company specialises in the R&D, production, and sales of sodium-ion battery cathode materials. With years of deep industry expertise and over 100 core patents accumulated, it possesses strong technological capabilities. Currently, the enterprise has fully mastered both mainstream sodium-ion battery cathode material technology routes — layered oxide and polyanion. Its products maintain a leading position in overall market performance. The layered oxide cathode materials feature high energy density, high working voltage, and excellent C-rate performance, making them widely suitable for application fields such as power batteries. The polyanion NFPP cathode materials are characterised by high safety, ultra-long cycle life, and outstanding wide-temperature adaptability, with excellent cycling performance, making them particularly suitable for scenarios with stringent safety and service life requirements such as utility-scale energy storage, backup power supplies, and starter batteries. The polyanion NFS cathode materials feature high voltage and high capacity performance, and are widely applied in scenarios such as light vehicle power and others. Leveraging a mature technology system and rigorous quality control management, the company's products have achieved large-scale mass production and stable supply, successfully entering various application segments and establishing in-depth partnerships with multiple Fortune Global 500 enterprises and leading industry clients. We remain committed to technological innovation as our core driving force, continuously iterating product performance, and dedicated to providing global clients with high-grade, highly reliable sodium-ion battery cathode materials to facilitate the high-quality development of the new energy industry. Long press 2026 SMM Battery Technology Conference

Driven by the dual forces of global energy structure transformation and the "dual carbon" goals, battery technology is evolving from a traditional power storage medium into a core engine reshaping transportation, consumer electronics, and even the energy internet. From fundamental breakthroughs in materials science to the industrialisation of cutting-edge technologies such as solid-state and sodium-ion batteries, the battery industry is in a period of technological explosion with intense competition. This conference brings together the world's top scholars, industry chain leaders, and capital forces, aiming to break down barriers between "industry, academia, research, and application." We will delve into key topics including high energy density, ultimate safety, ultra-fast charging technology, and recycling, jointly charting a new blueprint for green, efficient, and sustainable energy. Shanxi Xinhui Activated Carbon Co., Ltd. will attend this grand event to discuss industry development trends with industry peers and jointly drive battery technology to new heights. Click to register now, witness and participate in this extraordinary and far-reaching industry event together, and co-create a brilliant new chapter! Client-centred service! Problem-solving as our principle! Professional, focused, and true to our original aspiration! Shanxi Xinhui Activated Carbon Co., Ltd. (hereinafter referred to as "the Company") was established in 2008, with its headquarters in Taiyuan, Shanxi Province. Its subsidiaries are located in Datong and Xinjiang. It is a private enterprise integrating new-type activated carbon material research and application, production and manufacturing, and sales and services. Its business falls under Shanxi Province's key industry chain — the carbon-based new materials industry chain. As a National High-tech Enterprise, a model of Shanxi Province's specialised, refined, distinctive, and innovative small and medium-sized enterprises, and a municipal-level enterprise technology centre of Taiyuan, the Company has always adhered to the philosophy of innovation-driven development and possesses strong technical R&D capabilities in the activated carbon industry. The Company sets annual product R&D directions and has obtained 36 patents to date, including 1 design patent, 2 published invention patents, 12 granted invention patents, and 21 utility model patents. The Company's independently developed activated carbon features a well-developed specific surface area, well-developed pore structure, high adsorption capacity, fast adsorption speed, good mechanical strength, and the ability to be repeatedly regenerated and recycled. It is widely used in domestic drinking water, industrial wastewater, fine chemicals, and hydrometallurgy. Product Introduction 1 Granular Activated Carbon 2 Powdered Activated Carbon 3 Columnar Activated Carbon 4 Honeycomb Activated Carbon 5 High-efficiency Purification System Long press 2026 SMM Battery Technology Conference

Wu Kai, an academician of the Chinese Academy of Engineering and chief scientist of CATL, said at the 2026 Equipment Power Forum that the company will achieve mass production of a series of sodium-ion battery products this year. Compared with lithium-ion batteries, sodium-ion batteries have abundant raw material resources and lower costs. Looking ahead, lithium-air batteries will be CATL's future direction. Wu Kai explained that lithium-air batteries use lithium as the negative electrode and oxygen from the air as the positive electrode reactant, offering ultra-high theoretical energy density and representing the next global battleground for next-generation batteries.

Driven by the global energy structure transformation and the "dual carbon" goals, battery technology is evolving from a traditional power storage medium into a core engine reshaping transportation, consumer electronics, and even the energy internet. From fundamental breakthroughs in materials science to the industrialisation of cutting-edge technologies such as solid-state and sodium-ion batteries, the battery industry is in a period of technological explosion with intense competition. This conference brings together the world's top scholars, industry chain leaders, and capital forces, aiming to break down barriers between industry, academia, research, and application. We will delve into key topics including high energy density, ultimate safety, ultra-fast charging technology, and recycling, jointly charting a new blueprint for green, efficient, and sustainable energy. Nayuan New Materials Technology (Wuxi) Co., Ltd. will attend this grand event to discuss industry development trends with industry peers and jointly drive battery technology to new heights. form to sign up immediately, witness and participate in this significant and far-reaching industry event, and create a brilliant new chapter together! Nayuan New Materials Technology (Wuxi) Co., Ltd. was established in March 2022, headquartered in Xinwu District, Wuxi, Jiangsu Province. It is a national-level high-tech enterprise specialising in the R&D, production, and sales of cathode materials for sodium-ion batteries. Core Products and Technological Advantages The company's core product is the modified polyanion sodium iron sulphate (NFS) cathode material system (main material + dedicated additive), making it currently the only enterprise in China capable of providing NFS core "hard" additives at scale. Nayuan New Materials pioneered the "scaffold-building" additive technology, successfully overcoming three major industry-wide challenges of NFS materials — low compaction density, cell swelling and gassing, and rapid degradation during high-temperature cycling. Meanwhile, the Nayuan NFS system material achieves an electrode compaction density of 2.7 g/cm³, combined with a high average voltage of 3.7 V, as well as good moisture resistance, enabling broad compatibility with existing LFP and ternary lithium battery cell production lines for mass production. Based on the same platform technology, the next-generation anode-free sodium-ion battery can be developed with an energy density of 220 Wh/kg, and the anode-free all-solid-state sodium-ion battery can achieve an energy density of 320 Wh/kg, surpassing mainstream LFP levels while reducing material costs by 70%–80% compared to LFP, featuring a 3.7 V high-voltage platform and water-soluble easy-to-recycle characteristics. Team and R&D The company was founded by a doctoral team with extensive German industrial and research backgrounds. Founder and Chairman Dr. Liu Zhongqing holds a doctoral degree from Germany. He conducted postdoctoral research at the Jülich Research Centre (in the team of Chinese Academy of Engineering member Martin Winter), and subsequently worked in product development at SCHOTT Group in Germany and energy research at the University of Oxford, combining academic depth with industrial experience. Over 40% of the company's employees are R&D personnel. The company has established an R&D centre and an engineering technology centre at its Wuxi headquarters, as well as an R&D centre and a lab-scale/pre-pilot line in Suzhou. It has assembled more than 30 high-end sci-tech talents, including PhDs and master's degree holders, filed 25 invention patents (9 granted), and participated in formulating 3 industry standards for sodium-ion batteries. Capacity Layout and Industrialisation Nayuan New Materials has completed a leapfrog development of NFS materials from R&D to mass production: the 5 kt NFS mass production line in Jiangxi has achieved full capacity, while the 10 kt-level production line in Lu'an, Anhui is being accelerated. The company has sent samples to over 100 clients for testing and secured kt-level orders. Its products precisely cover scenarios including light-duty power (two-wheelers/three-wheelers), start-stop power supply, and UPS, while proactively expanding into high-end applications such as aircraft, robotics, energy storage, and AIDC backup power. Honours and Recognition In 2024, the company was recognised as a National High-tech Enterprise. At the 2nd China Sodium-ion Battery Conference, it won two awards (Technology Innovation Breakthrough Enterprise and Young Talent Award). Dr. Liu Zhongqing was honoured with the 20th Jiangsu May Fourth Youth Medal in 2026. Product application scenarios encompass light-duty power batteries, start-stop batteries, household ESS, and distributed ESS, meeting users' core demands for safety, long lifespan, and low cost. Long press 2026 SMM Battery Technology Conference

On May 27, China Huaneng Group Co., Ltd. announced the shortlisted candidates for its 2026 energy storage system framework procurement. As one of China’s major state-owned power generation groups among the “Big Five and Small Six,” Huaneng’s latest framework tender totals 4GWh, with the agreement valid through March 31, 2027. The procurement covers energy storage systems required for infrastructure and operational projects across the group’s subsidiaries and regional companies.

In 1983, Goodenough and Thackeray developed lithium manganate (LiMn₂O₄, LMO) on the basis of the lithium cobalt oxide system. With a unique spinel structure and three-dimensional lithium-ion diffusion channels, LMO delivers excellent rate capability, along with simple production procedures and high safety performance. Its core advantage lies in abundant manganese resources and extremely low costs, which are far superior to cobalt-based precious materials, making LMO a key material for the cost reduction of lithium-ion batteries. After four decades of industrial iteration, LMO has been phased out of high-end passenger vehicle power batteries by ternary materials. However, relying on outstanding cost performance, it has firmly occupied segmented markets such as electric two-wheelers, power tools and low-speed electrical equipment. The industry currently presents a structural divergence, with tight supply of high-end modified LMO products and intense homogenized competition among low-end products. 1. Technical Origin: Distinct Performance Advantages and Incurable High-Temperature Defects LMO has a theoretical specific capacity of 148mAh/g and a practical mass-production capacity of around 120mAh/g, with a working voltage of approximately 4.0V. Japanese enterprises took the lead in commercializing LMO in the 1990s. Early manufacturers including Sanyo and Panasonic widely applied LMO to power tools and household devices that prioritize safety. In 2010, the Nissan Leaf adopted a modified LMO cathode system, becoming one of the early large-scale mass-produced pure electric vehicles. It entered the entry-level new energy vehicle market with its cobalt-free, high-safety and low-cost characteristics. Nevertheless, LMO has inherent technical bottlenecks, primarily weak high-temperature cycling stability. When the ambient temperature exceeds 55℃, manganese dissolution and disproportionation reactions easily occur, leading to rapid capacity decay. The dissolved manganese ions also damage the solid electrolyte interphase (SEI) film on the negative electrode, continuously impairing battery service life. The industry has adopted modification methods such as element doping and surface coating to optimize performance, which can only alleviate capacity attenuation rather than completely solve the problem. With the rapid popularization of high-energy-density ternary materials, LMO has gradually withdrawn from the mainstream passenger vehicle power battery track, and shifted to low-speed lithium batteries and consumer electronics fields that prioritize cost and safety over extreme energy density. 2. 2026 Market Status: Cost-Driven Pricing and Sustained Structural Differentiation Currently, LMO prices are highly correlated with lithium carbonate quotations, which account for 60% to 70% of the total production cost of LMO. Fluctuations in lithium carbonate prices directly drive synchronous adjustments in the LMO market. The overall operating rate of the industry remains stable, while internal differentiation is prominent. High-end modified LMO products with long-cycle and high-voltage performance enjoy stable demand and tight supply. By contrast, ordinary low-end LMO products face severe homogenization and fierce market competition, squeezing profit margins of small and medium-sized manufacturers, most of whom maintain slim profits or break-even operations. The demand structure is clear and stable. Electric two-wheelers serve as the largest downstream application scenario, accounting for over 60% of total demand and forming the fundamental support of the LMO industry. Demand for power tools remains rigid and steady. Benefiting from high safety and low cost, LMO demand in small and medium-sized energy storage sectors is expanding steadily, becoming a major growth driver for the industry. Overall downstream demand maintains stable operation without significant fluctuations. 3. Market Outlook: Consolidate Segmented Market Foundation and Expand Manganese-Based Material Layout In the short term, LMO prices will continue to fluctuate in line with lithium carbonate trends and downstream restocking rhythms. High-end modified products are expected to maintain structural premiums due to high production and technical barriers. In the medium term, the industry pattern will continue to optimize. Leading enterprises will dominate the market relying on advantages in technology, production capacity and cost, while backward low-end capacity will be gradually eliminated, further increasing industrial concentration. In the long run, conventional LMO is unlikely to re-enter the high-end passenger vehicle power battery track, but its rigid demand in four core segmented fields including electric two-wheelers, low-speed vehicles, power tools and small-to-medium energy storage will remain solid. Meanwhile, the manganese-based industry keeps iterating. Manganese elements continue to penetrate the mainstream new energy market through lithium manganese iron phosphate and ternary materials. The overall importance of manganese-based materials in the lithium battery industrial chain continues to rise.

In 1983, Goodenough and Thackeray developed LMO (LiMn₂O₄) based on the LCO system. With its unique spinel structure and three-dimensional lithium-ion diffusion channels, LMO delivers excellent C-rate performance, along with a simple manufacturing process and high safety. Its most critical advantage lies in the abundant reserves and extremely low cost of manganese resources, far superior to the precious metal cobalt, making it an important material for the cost reduction of lithium batteries. After four decades of industry iteration, although LMO has been replaced by ternary cathode materials in the high-end passenger vehicle power battery segment, it has long been firmly rooted in niche markets such as electric two-wheelers, power tools, and low-speed equipment thanks to its cost-effectiveness advantage. The industry as a whole exhibits a structural pattern of tight supply for high-end modified products and involution-driven competition among low-end products.

On May 25, luxury sports car manufacturer Ferrari officially unveiled its first all-electric vehicle, with a starting price of 550,000 euros. This electric vehicle is named "Luce." It boasts 1,035 horsepower, accelerating from 0 to 100 km/h in just 2.5 seconds, from 0 to 200 km/h in 6.8 seconds, with a top speed of 310 km/h, and a driving range exceeding 530 kilometers. The power battery system was fully self-developed by Ferrari, with a total battery pack capacity of 122 kWh and an energy density exceeding 740 Wh/L. Internally, it is equipped with NMC ternary lithium pouch cells jointly developed by Ferrari and South Korean battery company SK On, with a single cell capacity of 159 Ah.

On May 16, Tianli Lithium Energy disclosed that its high-nickel 9-series products, which are compatible with solid-state battery technology routes, have achieved mass shipments. These products possess strong industry competitiveness in aspects such as energy density, cycle stability, and solid-state interface compatibility. The company is actively cooperating with multiple customers to continuously deepen its business relationships.

The year 2026 marks the opening year of the "15th Five-Year Plan" period. Against the backdrop of intensifying global macro volatility and the deepening 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 the key momentum 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, while green, low-carbon, and circular economy principles are accelerating the restructuring 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, SMM is about to hold the 2026 SMM Zinc Industry Conference & the 8th Hot-Dip Galvanizing Industry Development and Technological Innovation Forum & the 14th Zinc Salt, Zinc Oxide and Zinc Secondary Resources Development Forum & the Zinc-Based Materials Development Forum on August 6-8 in Qingdao, Shandong. Themed "Converging Zinc Momentum · Building Zinc Industry · Embarking on a New Journey," the conference is driven by the dual engines of macro perspectives and fundamental analysis, closely aligned with the "15th Five-Year Plan" high-quality development mainline, focusing on four major dimensions: macro policies, supply-demand patterns, global trade, and technological innovation. It aims to drive cost reduction and efficiency improvement through technological breakthroughs, respond to market fluctuations through collaborative innovation, and jointly chart a new blueprint for high-quality and sustainable development of the zinc industry. Gansu Changba Nonferrous Metals Co., Ltd. will attend this grand event, discussing industry development trends with industry peers and jointly driving the zinc industry to new heights. Click the to register now, witness and participate in this significant and far-reaching industry event, and co-create a glorious new chapter! ◆ Company Overview ◆ Gansu Changba Nonferrous Metals Co., Ltd. is a subsidiary of Baiyin Nonferrous Group Co., Ltd., with Chengzhou Zinc Smelter and Changba Lead-Zinc Mine under its management. It is a large state-owned nonferrous metals enterprise integrating lead-zinc mining, mineral processing, smelting, and scientific research. Chengzhou Zinc Smelter currently has an annual electrolytic zinc production capacity of 100,000 mt. It is a modern smelter integrating zinc metal smelting, comprehensive utilization of resources, and R&D of new nonferrous metal smelting processes. The enterprise adheres to the development direction of "lean collaboration, digital integration, and green leadership," closely aligned with the goal of creating the ultimate quality benchmark. It has continuously made breakthroughs in improving 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 enterprise's core competitiveness, expanding the high-end zinc materials market, and driving high-quality development of the enterprise. The Chengzhou Zinc Smelter has always adhered to the pursuit of excellence and perfection. With the successful production of 99.998% high-purity zinc ingots as a major breakthrough, the smelter has continued to increase investment in scientific research, actively introduced advanced and applicable production technologies and equipment, focused on building a high-caliber professional and technical talent team, continuously optimized the production process for 99.997% high-purity zinc ingots, and steadily carried out technical research on even higher-purity zinc products. ◆ Honors Bestowed: Quality Certified by Authoritative Bodies ◆ The outstanding quality of the 99.998% high-purity zinc ingots has been widely recognized by authoritative institutions both within and outside the industry, with numerous prestigious awards attesting to their quality excellence: · Technology Innovation Awards: Leveraging core technological breakthroughs such as "Research and Application of Low-Impurity Electrolytic Zinc Standard Creation," the smelter won the "Second Prize of Nonferrous Metals Industry Science and Technology Award," the "First Prize of Gansu Province Science and Technology Progress Award," and the "Grand Prize of Science and Technology of CITIC Guoan Group Co., Ltd.," with its technical capabilities recognized at national, provincial, and municipal/county levels. The "R&D and Application of High-Grade Zinc Ingot Preparation Process Technology" won a Bronze Award at the 11th International Invention Exhibition "Belt and Road" and BRICS Skills Development and Technological Innovation Competition. "Full-Process Lean Management Control for Creating Excellent Zinc Ingot Quality" won the Second Prize of the 2025 Nonferrous Metals Enterprise Management Modernization Innovation Achievement Award. The smelter built Nanshi's first 5G+ digital workshop, deployed industrial robots and unmanned AGV systems, achieved full-process automation of ingot production, and improved production efficiency by 30%. · Product Quality Awards: The main product, zinc ingots (including the 99.997% grade), together with the by-product sulphuric acid, were awarded the highest honor in nonferrous metals product physical quality certification — the "Gold Cup Award," serving as an authoritative endorsement of their quality stability and superiority by the industry. In 2025, the smelter was recognized as a "Premium Brand" by the CNIA. · Market Access Certification: The main product, zinc ingots, was successfully registered on the Shanghai Stock Exchange, obtaining standardized market circulation qualifications. The brand value reached 2.482 billion yuan, ranking 31st nationwide among "Product Brands," laying a solid foundation for the market promotion of 99.997% high-purity zinc ingots. ◆ Diverse Applications: Empowering High-End Industrial Development ◆ Due to its extremely low impurity content and excellent chemical stability, the 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, and it is widely used in the production of precision electronic components such as integrated circuits and smartphone chips. · Aerospace: Used in anti-corrosion coatings for aerospace components and lightweight alloy material manufacturing, its stable physicochemical properties can adapt to extreme environments, ensuring the reliability of aerospace equipment. · Pharmaceutical and Chemical Industry: Serving as raw materials for pharmaceutical intermediates and high-end catalysts, its high-purity characteristics ensure product safety and efficacy, meeting the stringent standards of the pharmaceutical and chemical industry. · New Energy: In the production of new energy products such as zinc-based batteries and energy storage equipment, high-purity zinc ingots can enhance battery energy density and cycle life, facilitating the upgrading of the new energy industry. ◆ Outstanding Performance: Market Recognition Demonstrates Strength ◆ With a zinc ingot capacity of 100,000 mt, the 99.998% high-purity zinc ingots, leveraging core advantages of low lead, low iron, and low cadmium, received strong recognition from downstream clients upon market launch, delivering impressive market results: · 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%, placing it at a leading level in the ISP zinc smelting industry. · Extensive Market Coverage: Products were rapidly sold to core markets such as Shanghai and Xuzhou, covering multiple sectors including high-end electronics and precision manufacturing, breaking the supply bottleneck of high-end high-purity zinc ingots. · Leading Client Satisfaction: With stable purity, extremely low impurity content, and reliable supply capability, a stable client base and strong market reputation have been established. Client satisfaction in 2025 reached 100%. ◆ Future Outlook: Continuously Leading High-Quality Development ◆ Chengzhou Zinc Smelter consistently adheres to the pursuit of excellence and perfection. Taking the successful production of 99.998% high-purity zinc ingots as a significant breakthrough, it continues to increase R&D investment, actively introduces advanced and applicable production technologies and equipment, focuses on building a high-caliber professional technical talent team, and continuously optimizes the production process for 99.997% high-purity zinc ingots while steadily advancing technical breakthroughs for even higher-purity zinc products. Meanwhile, it deepens industry-academia-research collaborative innovation, expands application scenarios of high-purity zinc in high-end manufacturing, new materials, and other fields, and promotes coordinated improvement and synergistic development across the upstream and downstream of the industry chain. The enterprise is anchored on the goal of building an industry-leading lean benchmark enterprise, continuously strengthening whole-process quality management, deepening green and low-carbon production, accelerating intelligent transformation and upgrading, and driving enterprise quality improvement, efficiency enhancement, and transformation with solid achievements, contributing tangible "Chengye Strength" to the high-quality development of the zinc smelting industry. ◆ Contact Information ◆ Long press to scan the code and register now 2026 SMM Zinc Industry Conference