Core Points - Baowu Magnesium announced a share reduction plan by its board secretary, Wu Jianfei, who holds 3,353,571 shares, representing 0.34% of the company's total share capital [1] - Wu Jianfei plans to reduce her holdings by up to 700,000 shares, which accounts for 0.07% of the total share capital and no more than 25% of her total holdings [1] - The reduction period is set to begin 15 trading days after the announcement, lasting from October 27, 2025, to January 26, 2026 [1]

Core Viewpoint - Baowu Magnesium Industry (002182.SZ) announced that the company’s board secretary, Wu Jianfei, plans to reduce her shareholding by up to 700,000 shares, which represents 0.07% of the total share capital and 25% of her total holdings [1] Summary by Sections - **Shareholding Details** - Wu Jianfei currently holds 3,353,571 shares, accounting for 0.34% of the company's total share capital [1] - **Reduction Plan** - The planned reduction will occur through centralized bidding or block trading methods, with a maximum of 700,000 shares to be sold [1] - The reduction period is set to begin 15 trading days after the announcement, lasting from October 27, 2025, to January 26, 2026 [1]

证券代码：002182 证券简称：宝武镁业 公告编号：2025-41 宝武镁业科技股份有限公司 关于高级管理人员减持股份预披露公告 董事会秘书吴剑飞保证向本公司提供的信息内容真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 特别提示： 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9月22日收到公司董事会秘书吴剑飞女士发出的《关于股份减持计划的告知 函》，吴剑飞女士持有公司股份3,353,571股（占公司总股本的0.34%），计划以 集中竞价交易方式或大宗交易方式减持其持有的公司股份不超过700,000股（占 公司总股本的0.07%，不超过其持有公司股份总数的25%），减持期间为本公告 披露之日起15个交易日后的三个月内（2025年10月27日-2026年1月26日）。 一、股东的基本情况 股东名称：吴剑飞，公司现任董事会秘书。 持股情况：截至本公告披露日，吴剑飞女士持有公司股份3,353,571股，占 公司总股本的0.34%。 二、减持计划的主要内容 1、本次拟减持的原因：个人资金需求 2、股份来源：所减 ...

Group 1 - Baowu Magnesium Industry announced a share reduction plan by its board secretary, Wu Jianfei, who holds approximately 3.35 million shares (0.34% of total shares) and plans to reduce up to 700,000 shares (0.07% of total shares, not exceeding 25% of her holdings) through centralized bidding or block trading from October 27, 2025, to January 26, 2026 [1] - For the first half of 2025, Baowu Magnesium Industry's revenue composition was 97.17% from non-ferrous metal smelting and rolling processing, with other businesses accounting for 2.83% [1] Group 2 - As of the report, Baowu Magnesium Industry's market capitalization is 15.5 billion yuan [2]

Core Viewpoint - Baowu Magnesium Industry's stock price has shown significant fluctuations, with a year-to-date increase of 39.98% and a recent decline of 4.50% over the last five trading days [1][2] Company Overview - Baowu Magnesium Industry Co., Ltd. is located in Nanjing, Jiangsu Province, established on November 30, 1993, and listed on November 13, 2007. The company specializes in the production and deep processing of magnesium and aluminum alloy materials [1] - The main business revenue composition includes: aluminum alloy extrusion products (35.90%), magnesium alloy products (26.03%), intermediate alloys (13.14%), magnesium-aluminum alloy die-casting products (11.10%), aluminum alloy products (6.67%), and others [1] Financial Performance - For the first half of 2025, Baowu Magnesium Industry achieved operating revenue of 4.352 billion yuan, a year-on-year increase of 6.78%, while the net profit attributable to shareholders decreased by 46.47% to 64.1242 million yuan [2] - The company has distributed a total of 738 million yuan in dividends since its A-share listing, with 206 million yuan distributed in the last three years [3] Shareholder Information - As of September 20, 2025, the number of shareholders increased to 62,400, with an average of 13,861 circulating shares per person, a decrease of 3.11% [2] - Major shareholders include Hong Kong Central Clearing Limited, which holds 12.2277 million shares, and Southern CSI 1000 ETF, which holds 6.4054 million shares, both showing increases in holdings [3]

Core Insights - Baowu Magnesium Industry (002182) reported a net financing purchase of 1.3963 million yuan on September 23, 2025, with a financing balance of 921 million yuan, indicating a positive investor sentiment [1][4]. Financing Activity - On September 23, 2025, the financing buy amounted to 88.8413 million yuan, while financing repayment was 87.445 million yuan, resulting in a net financing purchase of 139.63 thousand yuan [1]. - Over the past three trading days, the cumulative net financing purchase reached 698.78 thousand yuan, with 12 out of the last 20 trading days showing net financing purchases [1]. - The financing balance on September 23 was 921 million yuan, representing a 0.1% increase from the previous day [4]. Margin Trading - On September 23, 2025, the margin trading balance was 922 million yuan, with a slight increase of 88.30 thousand yuan [4]. - The margin trading activity included a short selling of 11,000 shares and a repayment of 44,800 shares, resulting in a net short selling of 33,800 shares [2][3]. Market Sentiment - The increase in financing balance suggests a bullish market sentiment, indicating that investors are leaning towards buying [5].

Market Overview - The small metals sector experienced a decline of 0.23% on September 19, with Northern Rare Earth leading the drop [1] - The Shanghai Composite Index closed at 3820.09, down 0.3%, while the Shenzhen Component Index closed at 13070.86, down 0.04% [1] Individual Stock Performance - Notable gainers in the small metals sector included: - Dongfang Silver Industry (Code: 000962) with a closing price of 24.25, up 4.62% and a trading volume of 211,900 shares [1] - Baotai Co., Ltd. (Code: 600456) closed at 31.58, up 3.03% with a trading volume of 101,000 shares [1] - Shenghe Resources (Code: 600392) closed at 22.57, up 2.68% with a trading volume of 1,275,300 shares [1] - Conversely, Northern Rare Earth (Code: 600111) saw a decline of 2.18%, closing at 47.05 with a trading volume of 1,414,100 shares [2] - China Rare Earth (Code: 000831) also fell by 1.78%, closing at 51.28 with a trading volume of 428,700 shares [2] Capital Flow Analysis - The small metals sector experienced a net outflow of 893 million yuan from major funds, while retail investors saw a net inflow of 1.091 billion yuan [2][3] - Major funds showed a negative net flow in several stocks, including: - Shenghe Resources with a net outflow of 3.89 million yuan [3] - Yunnan Chuangye (Code: 002428) with a net inflow of 13.35 million yuan [3] - Retail investors contributed positively to stocks like Yunnan Chuangye, which had a net inflow of 397,840 yuan [3]

南方中证1000ETF（512100）成立日期2016年9月29日，最新规模649.53亿。今年以来收益28.17%，同 类排名1822/4222；近一年收益72.87%，同类排名1263/3804；成立以来收益13.43%。 南方中证1000ETF（512100）基金经理为崔蕾。 9月18日，宝武镁业跌5.1%，截至发稿，报15.62元/股，成交11.62亿元，换手率8.39%，总市值154.92亿 元。 资料显示，宝武镁业科技股份有限公司位于江苏省南京市溧水区东屏街道开屏路11号，成立日期1993年 11月30日，上市日期2007年11月13日，公司主营业务涉及镁、铝合金材料的生产及深加工、销售业务。 主营业务收入构成为：铝合金挤压产品35.90%，镁合金产品26.03%，中间合金13.14%，镁铝合金压铸 产品11.10%，铝合金产品6.67%，其他(补充)2.83%，模板租赁1.27%，矿产品1.19%，其他1.04%，金属 锶0.82%。 从宝武镁业十大流通股东角度 数据显示，南方基金旗下1只基金位居宝武镁业十大流通股东。南方中证1000ETF（512100）二季度增 持119.98万股，持有股数6 ...

Market Overview - On September 17, the small metals sector rose by 0.69%, with Yunnan Zhenye leading the gains [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Small Metals Sector Performance - Key stocks in the small metals sector showed varied performance, with Yunnan Zhenye closing at 29.14, up 2.43%, and Shenghe Resources at 22.75, up 2.02% [1] - Other notable performers included Baowu Magnesium at 16.46, up 1.98%, and Zhongkuang Resources at 44.29, up 1.82% [1] Trading Volume and Value - Yunnan Zhenye had a trading volume of 480,300 shares, with a transaction value of 1.386 billion yuan [1] - Shenghe Resources recorded a trading volume of 763,500 shares, with a transaction value of 1.710 billion yuan [1] Capital Flow Analysis - The small metals sector experienced a net outflow of 495 million yuan from institutional investors, while retail investors saw a net inflow of 395 million yuan [2][3] - Speculative funds had a net inflow of 101 million yuan into the sector [2] Individual Stock Capital Flow - Yunnan Zhenye had a net inflow of 12.9 million yuan from institutional investors, while it faced a net outflow of 16.33 million yuan from speculative funds [3] - Shenghe Resources saw a net inflow of 78.11 million yuan from institutional investors, but a net outflow of 4.63 million yuan from speculative funds [3]

9月17日，宝武镁业涨5.27%，截至发稿，报16.99元/股，成交6.12亿元，换手率4.31%，总市值168.51亿 元。 资料显示，宝武镁业科技股份有限公司位于江苏省南京市溧水区东屏街道开屏路11号，成立日期1993年 11月30日，上市日期2007年11月13日，公司主营业务涉及镁、铝合金材料的生产及深加工、销售业务。 主营业务收入构成为：铝合金挤压产品35.90%，镁合金产品26.03%，中间合金13.14%，镁铝合金压铸 产品11.10%，铝合金产品6.67%，其他(补充)2.83%，模板租赁1.27%，矿产品1.19%，其他1.04%，金属 锶0.82%。 从宝武镁业十大流通股东角度 数据显示，华夏基金旗下1只基金位居宝武镁业十大流通股东。华夏中证1000ETF（159845）二季度新 进十大流通股东，持有股数378.15万股，占流通股的比例为0.44%。根据测算，今日浮盈赚取约321.43 万元。 华夏中证1000ETF（159845）成立日期2021年3月18日，最新规模382.27亿。今年以来收益26.87%，同 类排名1825/4222；近一年收益71.23%，同类排名1256/3804 ...