证券日报网讯2月2日，宝武镁业（002182）在互动平台回答投资者提问时表示，截至2026年1月20日， 公司股东户数为52424户。 ...

Core Viewpoint - Baowu Magnesium Industry (002182) is currently in the ramp-up phase of production at its joint venture Anhui Baomag Light Alloy Co., Ltd, resulting in low output and high costs. As production increases, costs are expected to decrease [1] Group 1 - The new project at Anhui Baomag is in the production ramp-up stage, leading to initial low output and high costs [1] - The annual production capacity of the Anhui Baomag mining project is approved at 40 million tons, but achieving this sales volume will take time [1] - The safety facility design approval for the Wutai Baomag mine is still in process, and mining operations have not yet commenced [1]

Group 1 - The core issue raised by investors concerns the cost of raw magnesium for Qingyang Baomai and whether it can achieve a competitive advantage over market prices once it reaches full production [2] - Baowu Magnesium Industry stated that its joint venture, Anhui Baomai Light Alloy Co., Ltd., is currently in the ramp-up phase of production, resulting in low output and high costs. However, costs are expected to decrease as production increases [2] - The annual production project of 40 million tons for Anhui Baomai has received approval, but reaching this sales volume will take some time [2] Group 2 - The mining operations at Wutai Baomai are currently not operational due to ongoing approval processes for safety facility designs, and mining has not yet commenced [2]

Core Viewpoint - Baowu Magnesium Industry has evolved into a high-tech enterprise integrating mining, non-ferrous metal smelting, and recycling processing, focusing on the production and deep processing of magnesium and aluminum alloy materials [1] Company Overview - Baowu Magnesium Industry, originally Nanjing Yunhai Special Metals Co., Ltd., was established in 1993 and listed on the Shenzhen Stock Exchange in 2007 [1] - The company has over 30 years of development experience and operates a complete industrial chain from "dolomite mining - primary magnesium smelting - magnesium alloy melting - magnesium alloy precision casting and deformation processing - magnesium alloy recycling" [1] Product and Application - Main products include magnesium alloys, magnesium alloy die-castings, aluminum alloys, aluminum extruded micro-channel flat tubes, aluminum extruded automotive structural components, intermediate alloys, and metallic strontium [1] - Products are primarily used in automotive, electric bicycle lightweighting, consumer electronics, and construction sectors [1] Competitive Advantage - The complete industrial chain optimizes the company's product cost structure and enhances its risk resistance capability, allowing stable product supply to customers [1]

Core Viewpoint - The magnesium production in China is projected to reach approximately 1.0421 million tons in 2025, reflecting a year-on-year growth of 1.59% according to the China Nonferrous Metals Industry Association Magnesium Branch [1] Production by Region - Shaanxi region is expected to produce about 685,200 tons, showing a year-on-year increase of 7.57% [1] - Shanxi region's production is estimated at 187,600 tons, indicating a year-on-year decrease of 1.37% [1] - Inner Mongolia region's output is projected to be 37,800 tons, with a year-on-year decline of 1.56% [1] - Xinjiang region is anticipated to produce 58,900 tons, reflecting a year-on-year growth of 11.55% [1] - Other regions combined are expected to contribute approximately 72,700 tons [1]

Core Viewpoint - The company Baowu Magnesium has significant mineral resources that ensure stable raw material supply for its magnesium and magnesium alloy production, supporting the development of its entire magnesium industry chain [1] Resource Summary - Subsidiary Chao Lake Baomag has a limestone resource reserve of 90 million tons and is currently in operation [1] - Subsidiary Wutai Baomag has a limestone resource reserve of 580 million tons [1] - Associated company Anhui Baomag holds a limestone resource reserve of 1.3 billion tons, with partial extraction already conducted [1]

格隆汇1月28日丨宝武镁业(002182.SZ)公布，预计2025年亏损1,000万元～2,000万元，扣非亏损3,500万 元～4,500万元。受镁价持续下行影响，本报告期公司镁材料业务盈利同比上年较大幅度下降；按谨慎 性原则计提了部分资产减值准备；同时，公司联营公司安徽宝镁轻合金有限公司新建项目处于投产爬坡 阶段，产量低、成本高，叠加镁价处于低位，影响公司投资收益同比下降。 ...

Core Viewpoint - The company Baowu Magnesium Industry expects a net profit loss of 10 million to 20 million yuan for the year 2025, a significant decline from a profit of 160 million yuan in the same period last year due to the continuous decline in magnesium prices [1] Group 1: Financial Performance - The company's magnesium materials business has experienced a substantial year-on-year decline in profitability due to falling magnesium prices [1] - A provision for asset impairment has been made based on a cautious principle [1] Group 2: Operational Challenges - The joint venture company Anhui Baomag Light Alloy Co., Ltd. is in the ramp-up phase of a new project, resulting in low production and high costs [1] - The low magnesium prices further impact the company's investment returns, leading to a year-on-year decrease [1]

证券代码：002182 证券简称：宝武镁业 公告编号：2026-01 宝武镁业科技股份有限公司 2025年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 1.业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日 | 项目 | | 本报告期 | | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | 亏损：1,000 | 万元～2,000 | 万元 | 盈利：15,963 | 万元 | | | 比上年同期下降 | | 106.26%～112.53% | | | | 扣除非经常性损 | 亏损：3,500 | 万元～4,500 | 万元 | 盈利：11,748 | 万元 | | 益后的净利润 | 比上年同期下降 | | 129.79%～138.30% | | | | 基本每股收益 | 亏损：0.010 | 元/股～0.020 | 元/股 | 盈利：0.161 | 元/股 | 2.业绩预告情况：预计净利润为负值 （注：本表格中的" ...

格隆汇1月28日丨宝武镁业(002182.SZ)近日接受特定对象调研时表示，公司镁产品主要出口到欧洲、北 美、东南亚等地区。 ...