重大事件
外國發行人報告
6-K
2026-06-29
Zentek 與 Applied Silver 簽獨家授權協議 取得 ZenGUARD 美國商業化路徑
AI 繁中摘要
📄 **申報類型:6-K**
🔑 加拿大納米材料及石墨烯技術公司 Zentek Ltd.(Nasdaq: ZTEK; TSX-V: ZEN)於2026年6月29日公佈,已與美國 Applied Silver Inc. 簽訂獨家授權協議,取得在美國銷售 ZenGUARD™ 增強型空氣過濾介質的商業化路徑。協議日期為2026年6月26日,初始期限為8年,期滿後自動續約每次3年。
---
### 協議重點
- **獨家授權範圍**:將 Applied Silver 持有的 EPA 註冊銀離子技術整合至 Zentek 的 ZenGUARD™ 過濾產品中,涵蓋 HVAC、車廂空調、潔淨室、醫療系統、商業/機構/住宅/工業建築過濾、運輸及車隊車廂空氣應用,以及個人呼吸防護產品(如口罩、呼吸器,需另行取得監管批准)。
- **合作製造夥伴**:Zentek 將與美國合作夥伴 Quality Filters Inc.(QFI)共同鎖定美國市場。
---
### 美國市場機遇
- 美國 HVAC 空氣過濾市場規模龐大,且建築脱碳加速──據美國能源部數據,建築物佔全國能源消耗約40%、電力消耗約75%。市場對能同時提升室內空氣品質(IAQ)且不增加能耗的技術需求強勁。
- Zentek 認為,其差異化過濾技術正好迎合「更安全室內空間 + 更低營運成本」的雙重需求。
---
### ZenGUARD™ 產品優勢
- 基於石墨烯材料,專為破壞攜帶微生物的氣溶膠而設計,能提升過濾效能而不顯著增加壓降或能耗。
- 相容現有 HVAC 系統,無需額外設備;使用壽命較傳統高密度濾材更長,減少更換頻率及廢棄物處理成本,降低總持有成本(TCO)。
---
### 管理層展望
行政總裁 Mohammed (Moe) Jiwan 表示:「獲得在美國商業化 ZenGUARD™ 的獨家路徑是 Zentek 的清潔空氣技術平台的重要里程碑。產品可在不增加壓降、能耗或碳排放的情況下,提供先進的氣溶膠破壞能力,延長濾材壽命。結合美國製造夥伴,我們已準備好推進在美國的商業化進程。」
---
### 對投資者的潛在影響
✅ 正面催化劑:成功取得 EPA 銀技術授權,掃除美國市場准入障礙,有助加速營收變現;加上建築脱碳政策推動,可能帶動長期訂單。
⚠️ 注意風險:協議涉及最低銷售量門檻;個人呼吸防護產品尚需監管批准;且為典型前瞻性陳述,實際結果可能因
展開英文正文
EX-99.1
2
exhibit99-1.htm
EXHIBIT 99.1
Zentek Ltd.: Exhibit 99.1 - Filed by newsfilecorp.com
Zentek Establishes Pathway to Sell ZenGUARD™ Enhanced Air Filtration Media in the U.S.
Zentek targets the U.S. indoor air quality and air filtration market with a differentiated filtration solution
Guelph, ON – June 29, 2026 – Zentek Ltd. ("Zentek" or the "Company") (Nasdaq: ZTEK; TSX-V: ZEN) announces it has secured a pathway to sell ZenGUARD™ Enhanced Air Filtration Media in the United States (“U.S.”), advancing the Company's commercialization strategy in the U.S. Zentek has entered into an agreement dated June 26, 2026 (the "Agreement") with Applied Silver Inc. ("Applied Silver") granting Zentek an exclusive (subject to certain volume thresholds) license to incorporate Applied Silver's EPA-registered silver technology into indoor air quality and air filtration products in the U.S. The license spans HVAC, cabin air, cleanroom and healthcare systems, commercial, institutional, residential, and industrial building filtration, transportation and fleet cabin air applications, and other compatible HVAC and cabin air applications. It also covers personal respiratory protection products comprising face masks, surgical masks, filtering facepieces, and respirators, subject to applicable regulatory approvals. The Agreement runs for an initial term of eight years and renews automatically for successive three-year periods.
U.S. Air Filtration Market Opportunity
The U.S. represents a large market for advanced HVAC air filtration solutions, supported by both scale and structural demand drivers1. At the same time, building decarbonization is accelerating, with the U.S. Department of Energy estimating that buildings account for 40% of total energy used in the U.S. and approximately 75% of U.S. electricity consumption2, placing air quality system efficiency at the center of regulatory and economic priorities. The Company believes that this convergence creates a compelling opportunity for differentiated filtration technologies that can enhance air quality without increasing system energy demand.
Zentek plans to work with its U.S.-based manufacturing partner, Quality Filters Inc. ("QFI"), to target the U.S. market and deliver its differentiated filtration solutions to customers seeking safer indoor spaces and lower costs.
ZenGUARD™ Enhanced Air Filtration Media: Unique Value Proposition
ZenGUARD™ Enhanced Air Filtration Media was developed in response to a Government of Canada call for indoor air quality solutions. Drawing on Zentek's graphene-based materials science capabilities, the Company developed ZenGUARD™ Enhanced Air Filtration Media as a differentiated indoor air quality technology deployable across the spectrum of indoor air quality systems.
Designed to enhance the mechanical disruption of microbe-carrying aerosols and to support safer indoor spaces.
Achieves enhanced performance without materially increasing pressure drop, energy consumption, or related carbon emissions.
Compatible with existing HVAC systems and does not require additional equipment.
Supports longer filter life and fewer changeouts compared to more dense filter media, which can help reduce labour and waste disposal costs.
Media convertible into almost any size or type of air filter.
"Securing an exclusive pathway to commercialize ZenGUARD™ Enhanced Air Filtration Media in the U.S. is a significant milestone for Zentek and an important step for our clean air technology platform," said Mohammed (Moe) Jiwan, Chief Executive Officer of Zentek Ltd. "ZenGUARD™ Enhanced Air Filtration Media is designed to deliver advanced aerosol disruption and safer indoor spaces without increasing pressure drop, energy consumption, or carbon emissions. It can also be a key tool in reducing total cost of ownership through longer filter life and reduced changeout frequency. With this commercial pathway now established, and together with our U.S.-based manufacturing partners, we are positioned to advance commercialization in the United States."
About Zentek Ltd.
Zentek Ltd. is a Canadian intellectual property development and commercialization company advancing a portfolio of graphene-enabled and advanced material technologies across clean air, next-generation materials, and critical minerals. The Company's core platforms are Albany Graphite, ZenGUARD™, and Triera. Albany is the Company's principal critical minerals asset and is advancing toward a Preliminary Economic Assessment targeted for completion in summer 2026.
About Applied Silver Inc.
Applied Silver offers a portfolio of silver-based products and licenses its silver ion technology for use across a range of applications. It is the developer and owner of an EPA-registered antimicrobial silver ion technology. Its flagship application, SilvaClean® (EPA Reg. No. 90335-1), is the first EPA-registered laundry additive to provide residual antimicrobial activity on treated textiles, and has been relied on by healthcare, hospitality, and athletic facilities for years.
Forward-Looking Statements
This news release contains forward-looking statements. Since forward-looking statements address future events and conditions, by their very nature they involve inherent risks and uncertainties. Although Zentek believes that the assumptions and factors used in preparing the forward-looking information in this news release are reasonable, undue reliance should not be placed on such information, which only applies as of the date of this news release, and no assurance can be given that such events will occur in the disclosed time frames or at all. Zentek disclaims any intention or obligation to update or revise any forward-looking information, whether as a result of new information, future events or otherwise, other than as required by law.
Neither the TSX Venture Exchange nor its Regulation Services Provider accepts responsibility for the adequacy or accuracy of this release.
For more information:
Mohammed (Moe) Jiwan
Chief Executive Officer, Zentek Ltd.
T: 416-709-8876
E: [email protected]
W: www.zentek.com
References (public)
¹ Fortune Business Insights, Air Filters Market Size, Share & Industry Analysis, January 2026 (https://www.fortunebusinessinsights.com/u-s-air-filter-market-108083)
² U.S. Department of Energy, Decarbonizing the U.S. Economy by 2050: A National Blueprint for the Buildings Sector, April 2024 (https://www.energy.gov/cmei/buildings/data-and-analysis-buildings-sector-innovation).