Beijing Yuzhi Environmental Protection Technology Co., Ltd. is an environmental protection company covering the entire chain of R&D, production, engineering, services, and waste agent disposal.

Amid global supply-demand restructuring, dual-carbon constraints, and diversified downstream demand, China's silicon metal industry has entered a critical transformation period for improving quality and efficiency. As 2026 serves as a pivotal year linking past and future industry planning, the sector urgently needs an authoritative platform to analyze market trends and match resources. Deeply engaged in the silicon industry chain, SMM (Shanghai Metals Market) is proud to present , scheduled to take place from August 27 to 28. The summit will build a high-end exchange platform around the core pain points of the entire industry chain, collaborating with industry experts and leading enterprises to overcome cut-throat competition and promote the steady and long-term development of the industry. , as a supporting enterprise, sincerely invites you to gather in Xi'an on August 27-28 for this industry event. Click now and join hands with industry peers to witness the high-quality development of the silicon industry! Anhui Tianshun Environmental Protection Equipment Co., Ltd. was established in May 2007 and is located in the South Zone of Hanshan Economic Development Zone, Anhui province. It is a national high-tech enterprise specializing in the design, production, operation, and related supporting services of environmental protection equipment. The company holds qualifications including the Engineering Design Qualification Certificate (Environmental Engineering Air Pollution Prevention and Control Class B) and the Class I Certificate for Professional Contracting of Environmental Protection Projects. It is a member of the China Environmental Protection Industry Association, a champion enterprise of Anhui's "Specialized, Refined, Unique, and Novel" program, an executive council member of the Anhui Environmental Protection Industry Association, a key enterprise in Anhui's environmental protection industry, a provincial-level enterprise technology center, a provincial-level industrial design center, a provincial-level postdoctoral research station, and a "Beautiful Anhui" brand demonstration enterprise. In 2021, it was selected for the MIIT list of enterprises complying with the "Standardization Conditions for the Environmental Protection Equipment Manufacturing Industry." In 2023, it was listed in the "Catalogue of Major Environmental Protection Technologies and Equipment Encouraged for Development by the State," jointly released by MIIT and the Ministry of Ecology and Environment. It has participated in the formulation of two industry standards—the "Technical Specifications for Flue Gas Ventilation and Dust Removal in Steelmaking Electric Furnaces" and "High-Temperature Bag Filters"—as well as several group standards. Flue Gas Dust Removal Main Products LCDM long-bag low-pressure pulse bag filters, tertiary dust removal for steel mill converters, negative-pressure large bag filters for ferrosilicon furnaces (silicon metal furnaces), and desulfurization and denitrification units for various industries. The company has advanced technical solutions and practical experience in large-scale EAF steelmaking flue gas treatment systems, ferroalloy submerged arc furnace flue gas treatment, blast furnace gas purification, and ultra-low emission of silicon metal flue gas. The company's unremitting pursuit is to become a leading domestic enterprise in atmospheric dust control. For over a decade, the company has united and forged ahead, establishing cooperative relationships with many well-known enterprises such as Baowu Group, GCL Group, JISCO, Baotou Steel Group, Xiongwei Guangda, and Longteng Special Steel, enjoying a high reputation in the industry. Selected Solutions Looking ahead, Tianshun Environmental Protection will continue to uphold the development philosophy of "Tianshun Environmental Protection, Building Harmony Together." Guided by the market, we will ride the wind and waves and forge ahead, further focusing on the development of the entire industry chain of flue gas environmental protection and dust removal. We will actively explore new business areas, promote the company's business transformation, and continuously improve the layout of our two major segments: bag dust collectors and desulfurization and denitrification. We aim to realize the strategic deployment of "steadily enhancing the market position of bag dust collectors and expanding the field of ultra-low emissions in desulfurization and denitrification." With the support of high-quality project construction, through innovation and development, we will drive the company's faster, higher, and better growth. Contact Information Contact: Zhong Hua, 13625632666 Zhang Bing, 13965678812 Liang Ming, 18855588333 Tel: 0555-4718877, 4725678, 4718766 Fax: 0555-4718766 Website: Email: ahtshb@ahtshb.com Address: Hanshan Economic Development Zone (South District), Anhui Conference Manager Zhou Boyu 13062794772

SMM, July 21 – Metal market: As of the midday close, base metals on the domestic market rose broadly. SHFE tin rose 0.77%. SHFE copper rose 0.99%, while SHFE aluminum fell 0.34%. SHFE zinc rose 0.27%. SHFE lead edged down, and SHFE nickel edged up. Additionally, the most-traded casting aluminum futures contract fell 0.3%, the most-traded alumina contract rose 0.78%, the most-traded lithium carbonate contract fell 4.45%, the most-traded silicon metal contract fell 0.36%, and the most-traded polysilicon futures contract rose 0.22%. Ferrous metals mostly fell. Iron ore fell 1.39%, while rebar and hot-rolled coil fell 0.84% and 0.73% respectively. Stainless steel rose 0.48%. Coking coal and coke: the most-traded coking coal contract fell 2.58%, and the most-traded coke contract fell 2.76%. Overseas base metals, as of 11:44, LME metals all rose. LME copper rose 0.14%, LME aluminum rose 0.51%, and LME lead rose 0.45%. LME zinc and LME tin rose 0.6% and 0.35% respectively. LME nickel rose 0.59%. Precious metals, as of 11:44, COMEX gold rose 0.83%, and COMEX silver rose 1.61%. Domestic precious metals: SHFE gold rose 1.03%; the most-traded SHFE silver contract rose 3.27%. Additionally, as of the midday close, the most-traded platinum futures contract rose 1.03%, and the most-traded palladium futures contract rose 1.53%. As of the midday close, the most-traded European route shipping contract fell 0.73% to 2,792 points. As of 11:44 on July 21, midday futures market conditions: Spot and fundamentals Silver: US-Iran ceasefire negotiations showed a turning point; silver saw a technical rebound but lacked substantial positive catalysts, with limited rebound strength. The spot market experienced weak supply and demand, deals were near parity, and wait-and-see sentiment was strong... Macro front China: [Ministry of Transport: 15th Five-Year Plan period to focus on promoting low-carbon substitution in transport power and advancing green transformation of transport infrastructure] Cai Tuanjie, Director-General of the Safety Supervision Department and concurrently head of the Transport Services Department of the Ministry of Transport, stated at a State Council Information Office press conference that during the 15th Five-Year Plan period, the country will vigorously promote low-carbon substitution of transport power, advance the green transformation of transport infrastructure, accelerate the optimization and adjustment of the transport structure, continue to deepen pollution prevention and control efforts, improve the carbon emission statistics, accounting, and monitoring system for transportation, and with greater efforts drive the green and low-carbon transformation in the transport sector, laying a solid foundation for building a strong transport country and a beautiful China. (Jin10 Data APP) [China to Allocate 22 Billion Yuan to Support Retirement and Renewal of Old Operating Trucks] On July 21, Cai Tuanjie, Chief Safety Officer and Director-General of the Department of Transport Services at the Ministry of Transport, said at a State Council Information Office press conference that China will continue to implement the campaign for the retirement and renewal of old operating trucks in 2026, allocating 22 billion yuan from ultra-long special government bonds to support this effort, with a focus on replacing them with new energy heavy-duty trucks, and to step up efforts to boost consumption in the new energy heavy-duty truck market through the program of large-scale equipment upgrades and consumer goods trade-ins. (Xinhua News Agency) [China to Build Over 3,000 Charging and Battery Swapping Stations for Electric Heavy-Duty Trucks] On July 21, Cai Tuanjie, Chief Safety Officer and Director-General of the Department of Transport Services at the Ministry of Transport, said at a State Council Information Office press conference that, with a focus on busy freight sections of national expressways and regular national and provincial highways, city clusters and metropolitan areas such as the Beijing-Tianjin-Hebei region, the Yangtze River Delta, the Guangdong-Hong Kong-Macao Greater Bay Area, and the Chengdu-Chongqing region, as well as key nodes like freight hubs, ports, mining areas, factory zones and industrial parks, China plans to build over 3,000 charging and battery swapping stations for electric heavy-duty trucks, advancing the networking of energy replenishment facilities by connecting points to form lines and networks. (Xinhua News Agency) [PBOC Achieves Net Injection of 16.5 Billion Yuan via Reverse Repo Operations Today] The PBOC conducted 253 billion yuan in 7-day reverse repo operations today. With 236.5 billion yuan of reverse repos maturing today, this resulted in a net injection of 16.5 billion yuan for the day. On the dollar side: As of 11:44, the US dollar index was flat at 100.97. "Fed Whisperer" Nick Timiraos: Based on estimates that convert PPI and CPI data into PCE terms, U.S. core PCE for June is expected to rise mildly by 0.18% (up 3.3% YoY), which would mark the lowest monthly increase since November last year. The overall PCE for June is expected to decline 0.07%, bringing the 12-month YoY increase down to 3.7%. According to the CME "FedWatch": The probability of the Fed keeping rates unchanged in July is 84.5%, while the probability of a cumulative 25-basis-point rate hike is 15.5%. The probability of unchanged rates by the September meeting is 36%, that of a cumulative 25bp hike is 55.1%, and that of a cumulative 50bp hike is 8.9%. On other currencies: A forex strategist at Commerzbank said that, given escalating tensions in the Middle East and rising energy prices, the euro should benefit if the European Central Bank strongly signals its willingness to raise rates further. The ECB is expected to keep rates unchanged this week but to hike again in September. If the U.S.-Iran conflict escalates further, how clearly the ECB signals its readiness to continue raising rates beyond September will be a decisive factor in limiting downside room for EUR/USD. Mitsubishi UFJ strategists noted that a consecutive rate hike by the European Central Bank this week was highly unlikely, with even hawkish officials such as Bundesbank President Joachim Nagel indicating a preference for holding rates steady. The continued rebound in energy prices supports expectations for a further 25bp hike in September. Eurozone interest rate markets have almost fully priced in two more ECB rate hikes by year-end, pushing short-term rates back near their highs for the year. Softer US inflation data has weakened the impact of rising energy prices on expectations for US Fed interest rate tightening, shifting the price spread in favor of the euro. (Jin10 Data APP) Data-wise: On the day, data including Switzerland's June trade balance, the UK's May ILO unemployment rate for the three months to May, UK June public sector net borrowing, UK June unemployment rate, UK June claimant count change, Germany's July ZEW economic sentiment index, the Eurozone's July ZEW economic sentiment index, and the US weekly ADP employment change for the week ending July 4 are due for release. Crude Oil: As of 11:44, both oil benchmarks traded lower, with WTI down 0.34% and Brent down 0.68%. Market hopes for US-Iran conflict negotiations weighed on oil prices. Despite a pullback on Tuesday, Middle East tensions remained a potential market disruption. Threats from Houthi forces to blockade Red Sea export routes kept the market focused on whether Saudi Arabian exports would be impacted. BlackRock strategists believe there is currently no evidence that an escalation in the Middle East would cause a severe enough shock to economic growth to alter the market's risk appetite stance. (Wall Street CN) Spot Market Roundup: ► ► ► ► ► ► ► ► ► ► ►

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

Dutch prosecutors will bring Tata Steel's IJmuiden plant to court on November 20, 2026, accusing it of endangering public health through hazardous emissions. The state alleges the steelmaker neglected equipment maintenance at aging coke ovens, operated without permits, and failed to report pollution incidents. The legal action stems from a 2021 petition by 800 local residents. Tata Steel argues it has already invested €300m in upgrades and plans to close two coke ovens by 2027, but prosecutors say these measures are insufficient. The Dutch parliament conditionally approved €200m in additional support for the company's decarbonization plan in June 2026.

On July 9, a fire broke out at an air pollution control facility in the sulphuric acid production area of the No. 1 plant at Young Poong’s Seokpo Smelter in South Korea. According to the company’s preliminary statement, the affected facility is located at the tail end of the roaster off-gas treatment system and is not part of the smelter’s core zinc production equipment. No casualties or leaks of hazardous substances have been reported, while production is currently unaffected. The cause of the fire and the extent of the equipment damage remain subject to a joint investigation by the relevant authorities. Attention should be paid to whether repairs to the facility could subsequently constrain roasting operations. Given that the smelter is already undergoing routine maintenance, the overall impact of the incident on refined zinc output is expected to be relatively limited.

Capacity side, the domestic alkaline electrolyzer market remained at 43.77 GW, while the PEM electrolyzer market held steady at 2.7 GW, according to incomplete statistics. Haozhen Hydrogen Energy’s brand-new 200 Nm³/h alkaline electrolysis hydrogen production system was officially shipped and delivered, reportedly to the project site of a well-known non-ferrous metal enterprise in China. Project-related developments: Guohua (Ningxia) New Energy Co., Ltd. : The evaluation results for the PC construction general contracting bid candidates of the Guohua Investment Guohua (Ningxia) New Energy Co., Ltd. Solar-Storage-Hybrid Off-Grid Hydrogen Production Key Technology Research and Demonstration Project (Integrated Engineering Hydrogen Production Section) were publicized, with two major chemical construction enterprises shortlisted. The first bid candidate was China Chemical Engineering Second Construction Corporation, with a corresponding bid price of 31.0690374 million yuan; the second bid candidate was China Chemical Engineering Ninth Construction Co., Ltd., with a bid price of 30.3988 million yuan. This demonstration project is located south of the Qingshuiying Hydrogen Production Plant in Ningdong Town, Ningxia, with planned land use of approximately 33 mu. It relies on the existing plant’s utility infrastructure to build a complete set of hybrid hydrogen production units, comprising six hydrogen production process trains: E, F, G, H, I, and J. Among them, Unit E is a 1000 Nm³/h hybrid pilot test facility, situated on the northeast side of the existing Qingshuiying Hydrogen Production Station; Units F, G, H, I, and J are five newly built large-scale hydrogen production systems, each with a rated hydrogen output of 1000 Nm³/h and a maximum long-term safe operating load of 120%, i.e., 1200 Nm³/h. Each new hybrid hydrogen production system adopts an ALK+PEM coupling route, equipped with an 800 Nm³/h alkaline electrolyzer, a 200 Nm³/h proton exchange membrane electrolyzer, and supporting gas-liquid separation equipment, paired with a 1000 Nm³/h integrated purification unit. The output hydrogen purity can reach 99.999%, suitable for PV storage Junrui Green Hydrogen Energy (Shangdu County) Co., Ltd. : The EPC general contracting bid candidates for the Shangdu County 30,000 mt/year hydrogen production project were officially publicized, with three major engineering consortiums shortlisted. The first bid candidate for this project was a consortium led by China Construction Fifth Engineering Bureau East China Construction Co., Ltd., joined by Wuxi Henghe Engineering Consulting Design Co., Ltd., Nuclear Industry (Tianjin) Engineering Survey Institute Co., Ltd., and Jiangsu Industrial Equipment Installation Group Co., Ltd.; the second bid candidate was a consortium led by Anhui Construction Engineering Group No.3 Construction Co., Ltd., joined by Shandong Honghua Construction and Installation Engineering Co., Ltd., Chongqing Chemical Engineering Design and Research Institute Co., Ltd., and Tianjin Huaxing Survey and Design Co., Ltd.; the third bid candidate was a consortium led by China Railway 16th Bureau Group Co., Ltd., joined by Jiangsu Qi’an Construction Group Co., Ltd., Aohua Engineering Technology Co., Ltd., and Hebei Zhongse Huaguan Geotechnical Engineering Co., Ltd. Inner Mongolia Mengqing Pipeline Network Co., Ltd.: The bid candidate announcement for the survey and design of the Inner Mongolia Mengqing Pipeline Network Co., Ltd. Shanghaimiao-Ningdong Green Hydrogen Pipeline Project was released. The top three candidate units for this tender were Sinopec Petroleum Engineering Design Co., Ltd. (10.05 million yuan), China Petroleum Natural Gas Pipeline Engineering Co., Ltd. (10.06 million yuan), and Sinopec Zhongyuan Petroleum Engineering Design Co., Ltd. (10.22 million yuan). This pipeline has a total length of 6.4 kilometers, divided into Inner Mongolia and Ningxia sections, with the Inner Mongolia section being 2.2 km and the Ningxia section being 4.2 km. It has a design pressure of 6.3 MPa and a pipe diameter of DN600, using L360MH steel pipes, with an annual pure hydrogen transmission capacity of 500,000 mt. It is accompanied by two newly built stations: the Shanghaimiao compressor station and the Ningdong terminal station. The project is a demonstration section at the end of the 427 km Dengkou–Shanghaimiao–Ningdong trunk green hydrogen pipeline, spanning Ordos Shanghaimiao Town and Ningxia Ningdong Town. Filing and approval were completed in both locations, and construction is planned to start on September 20, 2026. Ordos Vina Green Energy Logistics Co., Ltd. : The Ordos Vina Green Energy Logistics Co., Ltd. Vina Green Logistics and Hydrogen-Electricity Infrastructure Integrated Hydrogen Production and Refueling Project has been filed, which will further improve supporting infrastructure for local hydrogen logistics. The project is located in the Sanaoliang Industrial Park, Dalad Banner, Ordos City, with a total investment of 63.1638 million yuan. The main construction content includes one 6 mt hydrogen refueling station, one set of 6,000 Nm³/h physical process PSA hydrogen purification equipment, to build an integrated hydrogen production and refueling supporting system. The project construction period is planned from August 2026 to August 2027. Upon completion, it will effectively address the regional hydrogen refueling shortcomings, support the large-scale development of the local green logistics industry, and promote the application of hydrogen energy scenarios. China Energy Construction Bochuang Green Fuel (Shenyang) Co., Ltd. : The Shenyang City Wind and Solar Hydrogen Production Integrated with Biomass Green Alcohol and Oil Demonstration Project Phase I 100,000 mt green methanol EPC general contracting project has announced the candidate winners for the bid. The first candidate is the consortium led by East China Electric Power Design Institute, in combination with Hunan and Liaoning Electric Power Design Institutes, with a bid of approximately 1.7 billion yuan; the second and third candidates are Guangdong Electric Power Design Institute and Zhejiang Electric Power Design Institute, with bids of approximately 1.7239 billion yuan and 1.7883 billion yuan respectively. The project is located in Kangping County, Shenyang. The wind farm site is close to highways and national roads, and the biomass pretreatment plant and the methanol chemical plant are both located within the county. Phase I plans to build 100 MW wind power, 50 MW/100 MWh energy storage, an annual output of 100,000 mt of green methanol, and 360,000 mt of biomass pretreatment supporting facilities. Shaanxi Coal Group Yulin Chemical Co., Ltd. : Shuangliang Hydrogen Energy has won the order for four 3,000 Nm³/h alkaline electrolyzers from Shaanxi Coal Group Yulin Chemical. The order is for the hydrogen production unit supporting the second phase first stage of the Yulin Chemical 15 million mt/year coal grading conversion demonstration project. The supporting hydrogen production unit has a total hydrogen capacity of 12,000 Nm³/h and oxygen capacity of 6,000 Nm³/h, and the unit will serve coal-to-methanol, methanol-to-olefins, and downstream deep processing production. Ordos Vina Green Energy Logistics Co., Ltd.​​​​​​​: The Ordos Vina Green Energy Integrated Hydrogen Production and Refueling Project has been filed. The project total investment is 63.1638 million yuan, using a self-owned fund plus bank loan model, with a construction period of one year, and is expected to be completed and put into use in August 2027. The project is located in the Sanaoliang Industrial Park, Dalad Banner, and is equipped with one 6 mt/day large hydrogen refueling station and one set of 6,000 Nm³/h PSA hydrogen purification unit, relying on by-product hydrogen resources from the park to build green logistics supporting facilities for hydrogen-powered heavy trucks. Hebei Hongmeng Hydrogen Energy Technology Co., Ltd.​​​​​​​: The first Environmental Impact Assessment (EIA) public notice has been issued for the Off-Grid Hydrogen Production Hydrogen Low-Temperature Liquefaction Comprehensive Utilization Demonstration Project. The project is located in Zhangjiakou Kangbao County, in Zhangji Town and Danqinghe Township. The overall total investment is 10.4 billion yuan, with six wind power supply units totaling 1.2 GW installed capacity, of which the main part of the project for hydrogen production and liquefaction investment is 3.49 billion yuan. The project plans to adopt both alkaline and PEM electrolyzers, with a total hydrogen production capacity of 240,000 Nm³/h, an annual output of 140,000 mt of green hydrogen after reaching full production, and simultaneously supporting a 30 mt/day hydrogen liquefaction unit. Supporting infrastructure such as plant buildings, collection lines, and other complete supporting facilities will be constructed simultaneously, to build a wind-solar off-grid hydrogen production and low-temperature liquefaction integrated demonstration base. Policy Review​ 1. The Energy Bureau of Inner Mongolia Autonomous Region has issued a notice regarding the abolition of the Interim Measures for the Administration of Hydrogen Refueling Stations in Inner Mongolia Autonomous Region. In accordance with the requirements of the Notice of the General Office of the Inner Mongolia Autonomous Region People's Government on Conducting the Cleanup of Administrative Normative Documents (Nei Zheng Ban Zi [2025] No. 40) and related requirements, with the consent of the autonomous region people’s government, the Interim Measures for the Administration of Hydrogen Refueling Stations in Inner Mongolia Autonomous Region (Nei Neng You Qi Zi [2022] No. 1461), jointly issued by the autonomous region energy bureau and relevant departments, is hereby abolished. Matters related to hydrogen refueling stations shall be implemented in accordance with the Administrative Measures for the Safety of Renewable Energy Hydrogen Production Industry in Inner Mongolia Autonomous Region (Trial Implementation) and other relevant regulations. 2. The Yunnan Provincial Development and Reform Commission and the Yunnan Provincial Energy Bureau have issued a notice on the 2026 Green Electricity Hydrogen Production Integration Demonstration Project List. According to the project list, there are 8 green electricity hydrogen production integration demonstration projects in Yunnan Province in 2026, with a planned total green hydrogen production of 8,032 mt/year. They are: Yiliang County Green Electricity Hydrogen Production Integration Demonstration Project, Dushupu Service Area Photovoltaic Green Electricity Hydrogen Production Integration Demonstration Project, Songming Service Area Upward Photovoltaic Green Electricity Hydrogen Production Integration Demonstration Project, Qujing High-Tech Zone Huashan Wind-Solar Coupled Hydrogen Production Demonstration Project, Honghe Kaiyuan City Xiehua Green Electricity Hydrogen Production Integration Demonstration Project, Lufeng City Green Electricity Hydrogen Production (Ammonia) Blast Furnace Injection Ironmaking Integration Demonstration Project, Chuxiong High-Tech Zone Wind-Solar Integrated Green Ammonia Synthesis Project, and Shangri-La Green Electricity Hydrogen and Oxygen Production Integration Demonstration Project. Enterprise Updates​​ Weichai Power Co., Ltd. : Weichai Power’s WP15 heavy-duty hydrogen internal combustion engine with direct injection has successfully passed the authoritative environmental protection emission certification test, becoming China’s and the world’s first heavy-duty hydrogen internal combustion engine to complete all core verifications under the China VI regulations. This marks a key breakthrough in the commercialization of zero-carbon heavy-duty equipment in China. The engine model has undergone rigorous testing under all operating conditions, with pollutant emissions significantly better than national standards and carbon dioxide emissions nearly eliminated. Relying on self-developed flexible in-cylinder direct injection core technology, the model achieves ultra-low nitrogen oxide emissions and, combined with a simple after-treatment system, is capable of meeting even higher future environmental protection regulation requirements, with outstanding environmental performance advantages. Baoding Gaoxin Environmental Technology Co., Ltd. : Thirty hydrogen fuel cell sanitation vehicles equipped with Weishi Energy hydrogen power systems were officially delivered to Baoding Gaoxin Environmental Technology Co., Ltd. They will be deployed for road sweeping, washing, watering, and dust reduction operations on major roads in the Baoding Hi-Tech Zone, promoting the green transformation, upgrading, and quality improvement of the local sanitation sector. The delivered vehicles include two main car models—hydrogen-powered water sprinklers and hydrogen-powered sweepers—jointly developed by Weishi Energy in cooperation with Dongfeng Special Vehicle and Changsha Infegreen Environmental. The vehicles are equipped with Weishi Energy’s in-house developed commercial vehicle fuel cell systems and hydrogen storage systems, offering the environmental advantages of zero emissions, no pollution, and low noise. Guoke Green Hydrogen (Dalian) Technology Co., Ltd.​​​​​​​: A research team from the Counselor’s Office of Jiangxi Provincial Government visited Jinpu New District, Dalian City, Liaoning Province, to conduct a special survey on the “New Energy Future Industry – High-Quality Development Vision for Green Hydrogen (Ammonia).” Among the surveyed enterprises, Guoke Green Hydrogen (Dalian) Technology Co., Ltd., as one of the key enterprises, systematically presented its core technology R&D, equipment manufacturing, and industrial application status in green hydrogen, and engaged in in-depth exchanges with the survey team on the development of the green hydrogen industry. Guoneng Hydrogen Innovation Technology (Beijing) Co., Ltd. : Its “Sino-German Hydrogen Energy and Fuel Cell Vehicle Carbon Footprint and Sustainability Assessment Method and System Co-Construction Project” was selected as one of the first batch of typical cases of China-Europe energy cooperation at the 4th China-Europe Energy Technology Innovation Cooperation Forum. Beijing Hypert Hydrogen Energy Technology Co., Ltd.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​: The delivery ceremony for its H49 hydrogen-powered heavy truck was successfully held. The delivered Hypert H49 hydrogen-powered heavy trucks will officially join the Hengnuo Logistics fleet and serve the logistics transportation of finished beverages for Swire Coca-Cola. Huachuang Hydrogen Energy Technology (Guangdong) Co., Ltd. : Foshan’s first hydrogen-powered unmanned vehicle OEM launch conference was successfully held at the Guangdong Cheshijie Automotive Technology Industrial Park in Lecong, Shunde. Huachuang Hydrogen Energy Technology (Guangdong) Co., Ltd. participated as one of the leading enterprises. Chairman Dr. Yang Zhonggao delivered a speech on behalf of the company and completed the signing ceremony. At the event, the OEM’s construction plan, core technology tackling route, and industrialization plan were announced, and a hydrogen-powered unmanned vehicle departure ceremony was held simultaneously. Shaanxi Yanchang Petroleum Materials Group Xi'an Co., Ltd. : For its natural gas subsidiary, it plans to procure proton exchange membrane (PEM) water electrolysis hydrogen production equipment, with a plan to purchase one electrolyzer under a single section. Dongfang Electric (Chengdu) Hydrogen Energy Technology Co., Ltd. ​​​​​​​: Dongfang Hydrogen has successfully signed orders for two sets of 2,000 Nm³/h alkaline electrolyzers, achieving a breakthrough in market orders for large-scale water electrolysis hydrogen production equipment. It is understood that the signed alkaline hydrogen production equipment, equipped with Dongfang Hydrogen’s latest core technologies, will be deployed in a national energy sector hydrogen energy pilot project, supporting the construction of a high-purity hydrogen supply mother station with an annual output of 10,000 mt for fuel cells. After deployment, the equipment can effectively solve the difficulty of hydrogen supply for fuel cell vehicles and break through key bottlenecks in hydrogen energy application. ​​Patent Applications​​ 1. Shanghai Institute of Ceramics, Chinese Academy of Sciences (China) published patent CN2025110028, developing a ceramic-based anion exchange membrane with a laboratory test life of 80,000 hours. ​​2. Johnson Matthey (UK) submitted patent WO2025109876, disclosing a ternary Fe-Ni-Mo non-precious metal catalyst formulation with activity close to platinum-based materials. Technology Footprints/Technical Specifications​​ 1. The team of Tong Lei, Liang Haiwei from USTC and Zhang Liang from Tsinghua University proposed a carbon mesopore depth engineering (CMDE) strategy. Leveraging hollow mesoporous carbon spheres to regulate ionomer penetration depth, they resolved the inherent conflict between kinetic activity and oxygen mass transport in low-platinum fuel cells, and developed a PtCo low-platinum catalyst with anti-poisoning, high mass transport, and excellent durability. They achieved US DOE power, activity, and durability targets at an ultra-low platinum loading of 0.1 mgPt cm⁻². 2. Professor Li Zhipeng’s team at Northwestern Polytechnical University innovatively constructed a three-dimensional multi-physics coupled model for tubular solid oxide fuel cells, systematically revealing the quantitative influence laws of temperature, electrode thickness, porosity, and oxygen domain geometric parameters on cell output performance. 3. The National Hydrogen Energy Power Quality Inspection and Testing Center of China Automotive Engineering Research Institute has built a 0–400 kW hydrogen-involved three-in-one vibration test platform with load and opened it for commercial use, filling the gap in domestic high-power multi-physics coupled hydrogen testing. 4. The high specific power cathode closed-cathode air-cooled fuel cell stack technology developed by the team of Academician Chen Zhongwei and Associate Researcher Zhang Meng at the National Key Laboratory of Energy Catalytic Conversion, Dalian Institute of Chemical Physics, has passed the scientific and technological achievement appraisal organized by the China Petroleum and Chemical Industry Federation. The technology effectively resolves the industry contradiction between water retention and oxygen mass transport in air-cooled fuel cells, solving technical challenges such as low-humidity performance decay, carbon corrosion, dry membrane flooding, and high-power thermal management. 5. Two group standards on water electrolysis hydrogen production have been officially released and implemented: the Safety Technical Specification for Water Electrolysis Hydrogen Production and the Method for Calculating Economic Operation Indicators for Water Electrolysis Hydrogen Production. 6. Petronor and H2SITE collaborate to advance membrane technology for hydrogen production, enhancing high-purity hydrogen and low-carbon efficiency in refining.

Recently, 30 hydrogen fuel cell sanitation vehicles, powered by hydrogen power systems provided by Weishi Energy, were delivered to Baoding Gaoxin Environmental Technology Co., Ltd. These vehicles will mainly be used for road washing and sweeping, water spraying and dust suppression on main roads in the Baoding High-tech Zone, further promoting the green upgrading of urban sanitation equipment in the area. The vehicles delivered this time include two types: hydrogen-powered water sprinklers and hydrogen-powered washing and sweeping vehicles, jointly developed by Weishi Energy, Dongfeng Special Vehicle Co., Ltd., and Changsha Yingfeng Environmental Industry Co., Ltd. The vehicles are respectively equipped with Weishi Energy’s self-developed commercial vehicle fuel cell systems and hydrogen storage systems, featuring zero emission, pollution-free, and low noise , suitable for continuous operation on urban roads, in parks, and in public areas. Compared with purely electric sanitation vehicles, hydrogen fuel cell sanitation vehicles have advantages in refueling efficiency and environmental adaptability. These vehicles take approximately 5 to 8 minutes to refuel, and a single refueling can support continuous operation for more than 10 hours, meeting the heavy-load, high-frequency, and long-duration operational requirements of sanitation vehicles. Sanitation operations typically involve fixed routes, centralized parking, and continuous duty, which align well with the hydrogen refueling infrastructure and maintenance management conditions required for promoting hydrogen-powered vehicles. Therefore, hydrogen-powered sanitation vehicles have become one of the important scenarios for the large-scale deployment of fuel cell commercial vehicles. Previously, Weishi Energy had promoted the implementation of several hydrogen demonstration projects in Baoding, including the country's first "hundred-unit-level" hydrogen heavy-duty truck demonstration line, Hebei province's first 200-unit hydrogen-powered cold chain transport vehicle project, and the country's first 406-unit hydrogen-powered sanitation vehicle demonstration project. With this delivery, the scale of hydrogen vehicle promotion in Baoding has further expanded, moving toward the **"thousand-unit-level" application stage**. After these vehicles are put into operation, they will expand the scale of the hydrogen sanitation fleet in Baoding's core areas, improve sanitation operation efficiency and cleanliness levels, and provide a demonstration reference for the commercial application of hydrogen-powered commercial vehicles in the field of urban public services. As an important city in the Beijing-Tianjin-Hebei fuel cell vehicle demonstration city cluster, Baoding has continued to promote the demonstration operation of hydrogen vehicles and the coordinated development of the industry chain in recent years. The delivery of hydrogen sanitation vehicles by Weishi Energy this time will further consolidate the local first-mover advantage in the large-scale application of hydrogen vehicles. In the future, Weishi Energy will continue to deepen collaboration around fuel cell systems, hydrogen storage systems, and vehicle application scenarios, promote the expanded application of hydrogen-powered commercial vehicles in sanitation, logistics, cold chain, heavy-duty trucks, and other fields, and contribute to the construction of urban green transportation and low-carbon public service systems.

[SMM Analysis: H1 2026 Overseas Copper Scrap Market Review: Firm Payability and Persistent Supply Tightness] The tightening supply of copper pushed companies to look beyond mine supply for supplementary sources, with the importance of copper scrap rising significantly. More importantly, the structural tightness in copper has begun to reshape the pricing logic of the copper scrap market.

[SMM Analysis: Ex-China Copper Scrap Market Review in H1 2026: Copper Prices Surge, Tight Raw Material Supply Supports Firm Discounts] In Q1 2026, copper prices overall stayed high, mostly consolidating around $13,000/mt. Only around the end of Q1 did copper prices experience a temporary pullback, but they resumed their upward trend upon entering Q2 and repeatedly hit new all-time highs. Behind this, copper prices were supported on the one hand by tight copper ore supply; on the other, the siphoning effect on global copper resources triggered by US tariff expectations further amplified market concerns over the supply side. Meanwhile, the rapid growth of new copper-consuming sectors—such as NEVs, new energy power, power grid construction, and data centers—continued to fuel market expectations for copper demand. Against the backdrop of supply growth failing to match demand growth, copper prices found strong support. The tightness in copper units supply also prompted enterprises to shift their focus from the ore side to supplementary sources beyond ore, with copper scrap seeing a notable increase in importance. As copper prices continued to surge, copper scrap prices rose in tandem, and the structural changes driven by copper resource scarcity also started to shift the pricing logic of the copper scrap market, which was previously dominated by consumption and price spreads.