重大事件
外國發行人報告
6-K
2026-07-07
Zentek 獲美國合作夥伴首張商業訂單 244 卷 ZenGUARD 過濾介質
AI 繁中摘要
📄 Zentek Ltd. 6-K 申報摘要(2026年7月7日)
🇨🇦 加拿大納米材料公司 Zentek Ltd.(TSXV: ZEN, NASDAQ: ZTEK)今日宣佈,其美國生產及分銷合作夥伴 Quality Filters Inc.(總部位於阿拉巴馬州羅伯茨代爾)已完成 ZenGUARD™ 增強型空氣過濾介質的驗證及資格認證,並隨即發出首張商業訂單,採購 244 卷物料,用於生產多款 HVAC 空氣過濾器。此舉標誌着由 2026 年 3 月 4 日公佈的試點評估階段正式過渡至商業量產及市場推廣階段。
🔑 關鍵數字與市場背景
- 首張商業訂單:244 卷 ZenGUARD™ 增強型空氣過濾介質。
- 美國空氣過濾器市場規模:預計 2032 年達約 74 億美元(Fortune Business Insights, 2026)。
- 建築脫碳趨勢:美國能源部數據顯示建築消耗 40% 總能源及約 75% 電力,HVAC 系統效率成為監管及經濟重點。
- Zentek 認為,ZenGUARD™ 技術可在不增加系統能耗下提升空氣質素,迎合市場對高效過濾解決方案的需求。
💬 管理層觀點
Quality Filters 行政總裁 Amy Spottswood 表示:「ZenGUARD™ 空氣過濾器在嚴格驗證中達到我們的規格,我們很高興進入商業生產,期待向客戶引入這項技術。」
Zentek 行政總裁 Mohammed (Moe) Jiwan 指出:「完成驗證並收到首張商業訂單是 Zentek 美國商業化策略的重要一步。Quality Filters 是信譽良好且具創新能力的製造夥伴,我們全力支持他們將 ZenGUARD™ 整合至產品線。」
📈 對投資者的潛在影響
- 正面信號:技術從測試邁向實際銷售,首張訂單證明 ZenGUARD™ 在美國市場具備商業可行性;透過可靠合作夥伴進入 74 億美元市場,可望帶動未來收入增長。
- 風險提示:新聞稿包含前瞻性陳述,實際結果可能因市場接受度、生產規模化、競爭及監管變化等因素而有重大差異;目前僅為首張訂單,尚未披露金額,商業化進展需持續觀察。
- 總結:此為 Zentek 從研發轉向創收的關鍵里程碑,短期股價或受消息提振,惟長期仍需跟進後續訂單量及盈利能力。
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's ZenGUARD™ Enhanced Air Filtration Media Completes Qualification Program with Quality Filters Inc.; First U.S. Commercial Order Received
Guelph, ON - July 7, 2026 - Zentek Ltd. ("Zentek" or the "Company") (TSXV: ZEN) (NASDAQ: ZTEK) is pleased to announce that Quality Filters Inc. ("Quality"), its U.S.-based manufacturing and distribution partner headquartered in Robertsdale, Alabama, has successfully completed a validation and qualification program for ZenGUARD™ Enhanced Air Filtration Media and has subsequently placed its first commercial order for 244 rolls to support production of multiple sizes of heating, ventilation and air conditioning ("HVAC") air filters. This milestone marks the transition from the pilot evaluation program announced on March 4, 2026, to commercial production and market launch activities.
The validation and qualification program was designed to assess product compatibility, manufacturing scalability, and end-product performance under Quality's commercial production conditions. Quality has confirmed that performance results met its qualification requirements and production specifications. As a result of the successful program, Quality has initiated its first commercial order for ZenGUARD™ Enhanced Air Filtration Media. The initial order is intended to support commercial production and market launch activities.
The U.S. represents a highly attractive market for advanced HVAC air filtration solutions, supported by both scale and structural demand drivers. Independent industry research estimates the U.S. air filter market is projected to reach approximately US$7.4 billion by 20321, driven by commercial, healthcare, and institutional buildings requiring higher-performance filtration solutions. At the same time, building decarbonization is accelerating, with the U.S. Department of Energy estimating that buildings consume 40% of total energy used in the U.S. and approximately 75% of U.S. electricity consumption2, placing HVAC system efficiency at the center of regulatory and economic priorities. The Company believes these market trends create a compelling opportunity for filtration technologies that can enhance air quality without increasing system energy demand. Quality's first commercial order for ZenGUARD™ Enhanced Air Filtration Media represents Zentek's first step in accessing this growing market through an established U.S. manufacturing partner.
Management Commentary
"ZenGUARD™ Enhanced Air Filters performed to our specifications through a rigorous validation process, and we are pleased to be moving into commercial production. We look forward to introducing this technology to our customers," said Amy Spottswood, Chief Executive Officer of Quality Filters Inc.
"Completing the validation program and receiving Quality's first commercial order is a meaningful step in Zentek's U.S. commercialization strategy. Quality confirmed that ZenGUARD™ Enhanced Air Filtration Media meets their specifications, and we are now moving from testing to commercial execution. Quality Filters is exactly the type of reputable, innovative manufacturing partner we want to work with as we bring ZenGUARD™ into the U.S. market, and we look forward to supporting them as they integrate ZenGUARD™ technology into their product offerings," said Mohammed (Moe) Jiwan, Chief Executive Officer of Zentek.
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. Core platforms are Albany Graphite, ZenGUARD™, and Triera. Albany is the principal critical minerals asset, advancing toward a PEA targeted for completion in summer 2026.
About Quality Filters Inc.
Quality Filters Inc. is a manufacturer of commercial and residential air filtration products, based in Robertsdale, Alabama. The company designs and manufactures HVAC air filters for distributors, original equipment manufacturers, and commercial customers, and is recognized for its strong track record in customer service and its commitment to delivering high-quality, reliable filtration products.
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 (as that term is defined in the policies of the TSX Venture Exchange) 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, April 2026. https://www.fortunebusinessinsights.com/u-s-air-filter-market-108083
² U.S. Department of Energy, Data and Analysis for Buildings Sector Innovation. https://www.energy.gov/cmei/buildings/data-and-analysis-buildings-sector-innovation