证券日报网讯宝武镁业9月3日在互动平台回答投资者提问时表示，截至2025年8月29日，公司股东户数 为56894户。 （文章来源：证券日报） ...

公司发布的半年报数据显示，上半年公司共实现营业收入43.52亿元，同比增长6.78%，实现净利润 6412.42万元，同比下降46.47%，基本每股收益为0.0647元，加权平均净资产收益率1.19%。 机构评级来看，近一个月该股获1家机构买入评级。预计目标价最高的是华泰证券，8月29日华泰证券发 布的研报给予公司目标价17.31元。（数据宝） （文章来源：证券时报网） 宝武镁业9月3日披露，截至8月31日公司股东户数为56894户，较上期（8月20日）减少3974户，环比降 幅为6.53%。 证券时报·数据宝统计，截至发稿，宝武镁业收盘价为13.68元，下跌3.25%，本期筹码集中以来股价累 计下跌9.34%。具体到各交易日，3次上涨，7次下跌。 融资融券数据显示，该股最新（9月2日）两融余额为7.65亿元，其中，融资余额为7.64亿元，本期筹码 集中以来融资余额合计减少4874.70万元，降幅为5.99%。 ...

Core Viewpoint - The company Baowu Magnesium Industry (002182.SZ) is experiencing a significant shift in the electric vehicle (EV) sector, with magnesium alloy components being increasingly adopted due to their advantages in weight reduction, electromagnetic shielding, and vibration damping [1] Company Summary - As of August 29, 2025, the number of shareholders for Baowu Magnesium Industry is reported to be 56,894 [1] - The company is positioned to benefit from the growing trend of electric vehicle manufacturers, such as Aima, Yadi, and Niu, utilizing magnesium alloy for components like wheels and frames, leading to improved vehicle performance [1] Industry Summary - The adoption of magnesium alloys in the electric vehicle industry is expected to increase significantly, particularly following the new national standards introduced in 2024, prompting industry players to replace plastic components with magnesium alloys [1] - During the "14th Five-Year Plan" period, the usage of magnesium in electric two-wheelers is projected to rise rapidly, indicating a strong growth trajectory for magnesium applications in this sector [1]

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Group 1 - The core viewpoint of the article highlights the increasing adoption of magnesium alloys in the electric vehicle industry due to their lightweight, electromagnetic shielding, and vibration damping properties [1] - As of August 29, 2025, the number of shareholders for Baowu Magnesium Industry is reported to be 56,894 [1] - Leading electric vehicle companies such as Aima, Yadi, and Niu have begun using magnesium alloy components in their products, leading to significant weight reduction, improved range, and enhanced shock absorption [1] Group 2 - The article indicates that the shift towards magnesium alloys will dilute production costs and create a cost advantage over aluminum alloys, thereby promoting the growth of magnesium applications [1] - Following the release of new national standards in 2024, companies across the electric vehicle supply chain have actively initiated the replacement of plastic parts with magnesium alloys [1] - It is expected that during the "14th Five-Year Plan" period, the usage of magnesium in electric two-wheelers will continue to increase rapidly [1]

Core Insights - Baowu Magnesium Industry (002182) reported steady revenue growth in the first half of 2025, achieving operating income of 4.352 billion yuan, a year-on-year increase of 6.78%, and a net profit attributable to shareholders of 64.1242 million yuan, showcasing its strong capabilities and forward-looking layout in the magnesium industry chain [1][2] Revenue and Profitability - The company’s complete industry chain layout from "bauxite mining - primary magnesium smelting - magnesium alloy melting - magnesium alloy processing - magnesium alloy recycling" has effectively reduced production costs and improved resource utilization efficiency, ensuring stable product quality and reliable supply [1] - In the magnesium materials business, Baowu Magnesium maintained its market leadership, with magnesium alloy products generating revenue of 1.133 billion yuan despite price fluctuations, achieved through product structure optimization and enhanced production efficiency [1] Market Expansion and Internationalization - The company has made significant progress in internationalization, increasing efforts to expand overseas markets, enhancing local service capabilities, and optimizing the overseas sales network, resulting in steady growth in overseas business scale and market share [1] Technological Innovation - Baowu Magnesium has increased R&D investment to drive product iteration and upgrade, successfully developing high-performance self-researched alloys for application in the drone industry, providing solid technical support for industry chain extension [2] Future Outlook - The excellent performance in the first half of 2025 highlights the company's deep accumulation and market competitiveness in the magnesium industry chain, indicating a promising future with broader development space and opportunities as the global magnesium market continues to grow and technology advances [2]

Investment Rating - The report maintains a "Buy" rating for the company [4][6]. Core Views - The company reported a revenue of 4.352 billion RMB for H1 2025, a year-on-year increase of 6.78%, but a net profit of 64.12 million RMB, down 46.47% year-on-year, primarily due to declining magnesium prices affecting the profitability of magnesium alloys [1][2]. - The current magnesium prices are seen as favorable for promoting magnesium applications, and the company is expected to rebound as it collaborates closely with industry giants [1][4]. Summary by Sections Financial Performance - In H1 2025, the company achieved a revenue of 4.352 billion RMB, with a year-on-year growth of 6.78%. The net profit was 64.12 million RMB, reflecting a year-on-year decline of 46.47% due to lower magnesium prices impacting the gross margin of magnesium alloys [1][2]. - Q2 2025 revenue was 2.319 billion RMB, up 4.85% year-on-year and 14.08% quarter-on-quarter, with a net profit of 35.94 million RMB, down 39.15% year-on-year but up 27.52% quarter-on-quarter [1]. Market Outlook - The magnesium price fluctuated between 15,000 and 17,000 RMB per ton in the first half of 2025, with the magnesium-aluminum ratio dropping to a historical low of 0.8-0.9, enhancing the cost-effectiveness of magnesium materials and supporting the expansion of downstream applications [2][3]. Strategic Initiatives - The company is actively expanding its applications in the magnesium sector, particularly in electric bicycles, driven by new national standards. It has established partnerships with major clients such as ZF, Geely, and others, focusing on large magnesium castings for various applications [3][4]. - The company has formed specialized teams to explore markets related to "low-altitude economy," "humanoid robots," and "electric bicycles," conducting market research and developing new products [3]. Valuation - The report projects earnings per share (EPS) of 0.42, 0.67, and 0.94 RMB for 2025, 2026, and 2027, respectively. The target price is set at 17.31 RMB, based on a price-to-earnings (PE) ratio of 41.2x for 2025 [4][10].

Core Insights - The company reported a total revenue of 4.352 billion yuan, ranking 6th among disclosed peers, with a year-on-year increase of 6.78% [1] - The net profit attributable to shareholders was 64.1242 million yuan, ranking 12th among peers, showing a significant decline of 46.47% year-on-year [1] - Operating cash flow increased to 516 million yuan, ranking 5th among peers, with a substantial year-on-year increase of 328.83% [1] Financial Metrics - The latest debt-to-asset ratio is 55.37%, ranking 14th among peers, with an increase of 1.33 percentage points from the previous quarter and 4.35 percentage points from the same period last year [3] - The gross profit margin stands at 10.23%, ranking 16th among peers, with a slight increase of 0.51 percentage points from the previous quarter but a decrease of 1.62 percentage points year-on-year [3] - Return on equity (ROE) is at 1.20%, ranking 16th among peers, down by 1.06 percentage points from the same period last year [3] - The diluted earnings per share is 0.06 yuan, ranking 14th among peers, reflecting a decrease of 46.44% year-on-year [3] - Total asset turnover is 0.32 times, ranking 10th among peers, down by 6.82% year-on-year [3] - Inventory turnover is 2.68 times, ranking 2nd among peers, with a year-on-year increase of 0.68% [3] Shareholder Information - The number of shareholders is 55,900, with the top ten shareholders holding 444.5 million shares, accounting for 44.87% of the total share capital [4]

（记者 张喜威） 每经头条（nbdtoutiao）——世界首例基因编辑猪肺成功移植人体 对话主要参与者：距离临床应用还有 多远？ 每经AI快讯，宝武镁业8月28日发布公告称，公司第七届第十次董事会会议于2025年8月27日以现场形 式召开。会议审议了《关于选举公司董事长的议案》等文件。 ...

根据《公司章程》规定，董事长为公司的法定代表人，公司法定代表人相 应变更为孔祥宏先生。公司近日将依据规定办理工商登记变更事宜，具体以工 商行政管理部门登记为准。 二、本次变更对公司的影响 本次变更不会导致公司所属行业发生变化，不会导致公司主营业务发生变 化，不会对公司生产、经营产生不利影响。 特此公告。 证券代码：002182 证券简称：宝武镁业 公告编号：2025-39 宝武镁业科技股份有限公司 关于拟变更公司法定代表人的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，不存在虚 假记载、误导性陈述或者重大遗漏。 一、基本情况 宝武镁业科技股份有限公司（以下简称"宝武镁业"或"公司"）于2025 年8月27日召开了第七届董事会第十次会议，审议通过了《关于选举公司董事长 的议案》，同意选举孔祥宏先生为公司第七届董事会董事长，任期自本次董事 会审议通过之日起至第七届董事会任期届满之日止。 宝武镁业科技股份有限公司 董事会 2025年8月28日 ...