1月锌锭产量预计增长10%

Core Viewpoint - Xinen Zinc Industry is expanding its production capacity and market presence, focusing on high-end zinc alloys and new materials, while securing long-term supply agreements to stabilize operations and reduce inventory risks [2][3][4] Group 1: Production and Capacity - The company has launched a new fire-refined zinc production line with a capacity of 50,000 tons, with January zinc ingot production expected to increase by over 10% year-on-year [2] - A new project to add 50,000 tons per year of zinc smelting capacity is accelerating, with construction expected to start in the second quarter [4] - The company plans to establish a production line for over 30,000 tons of high-end zinc and strategic rare metals such as germanium and indium, aiming to break the zero-capacity barrier for strategic rare metals in Guizhou [4] Group 2: Strategic Partnerships - Xinen Zinc signed a long-term sales agreement with Shanghai Mingduo Metal Materials Co., Ltd. for zinc ingots for 2026, allowing for better production planning and focus on high-end zinc alloy development [2] - A strategic cooperation agreement was signed with Guangdong Shenyao New Materials Co., Ltd. to provide customized zinc ingots, including ultra-pure zinc ingots and environmentally friendly zinc ingots compliant with EU RoHS standards [2][3] Group 3: Market Expansion - The company is focusing on the South China market as a strategic priority during the 14th Five-Year Plan, targeting emerging sectors such as new energy vehicles and smart wearable devices [3] - Plans are in place to consolidate its presence in East and South China while expanding cooperation in Southwest and Northwest regions, including agreements with new energy battery companies in Sichuan and Chongqing for high-purity zinc powder supply [4] Group 4: Research and Development - Xinen Zinc is exploring a "smelting + R&D + new materials" integration model, leveraging provincial scientific research capabilities to deepen collaboration with downstream companies in areas like zinc die-casting and zinc-air battery materials [4]