Core Viewpoint - Magnesium prices have remained consistently lower than aluminum prices over the past year, leading to accelerated penetration of lightweight materials in the automotive industry [1] Group 1: Industry Trends - Die-casting factories are increasingly investing in magnesium die-casting, with many aluminum die-casting manufacturers expanding their magnesium die-casting operations [1] - Automotive manufacturers are increasing the use of magnesium products, with one company reporting that the magnesium alloy products supplied to them now exceed 20 kg per vehicle [1] - The potential for magnesium usage in vehicles is expected to rise significantly, with projections indicating that magnesium components such as large die-cast parts (e.g., electric drive housings, rear floors, door inner panels) could lead to magnesium usage reaching 50-100 kg per vehicle in the future [1] Group 2: Product Development - Key product areas such as instrument panel brackets, electric drive housings, and rear floors are witnessing accelerated development in magnesium applications [1] - The automotive die-cast magnesium components are facing unprecedented development opportunities, as indicated by both the company and its industry peers [1]

Core Viewpoint - Baowu Magnesium Industry (002182.SZ) highlights the advantages of magnesium alloy building templates, including lightweight, excellent surface demolding effects, and significant cost advantages [1] Group 1: Product Development - The company has improved the surface treatment process of magnesium alloy building templates and utilized direct supply of magnesium for die-casting, significantly reducing production and post-processing costs [1] - The current application ratio of magnesium-aluminum building templates is 50% each, promoting balanced usage [1] Group 2: Market Reception - The application of magnesium building templates has received unanimous praise from customers, particularly from frontline workers [1] Group 3: Future Prospects - The company plans to achieve export sales of magnesium alloy templates by the first half of 2025 and is gradually developing the Southeast Asian market [1]

Core Viewpoint - Magnesium prices have remained consistently lower than aluminum prices over the past year, leading to accelerated penetration of lightweight materials in the automotive industry [1] Group 1: Industry Trends - Die-casting factories are increasingly investing in magnesium die-casting, with many aluminum die-casting manufacturers expanding their magnesium die-casting operations [1] - Automotive manufacturers are intensifying the use of magnesium products, with one car company currently using over 20 kg of magnesium alloy per vehicle [1] - The potential for magnesium usage in vehicles is expected to rise significantly, with projections indicating that magnesium content could reach 50-100 kg per vehicle as large magnesium die-cast components like electric drive housings, rear floors, and inner door panels are integrated [1] Group 2: Product Development - Key product areas such as instrument panel brackets, electric drive housings, and rear floors are witnessing rapid development in magnesium application [1] - Magnesium alloy automotive die-cast components are facing unprecedented growth opportunities, as indicated by both the company and its industry peers [1]

Core Viewpoint - Baowu Magnesium Industry (002182.SZ) has significant mineral resources that ensure stable raw material supply for its magnesium and magnesium alloy production, supporting the development of its full magnesium industry chain [1] Resource Summary - Subsidiary Chao Hu Bao Magnesium has a limestone resource reserve of 90 million tons, currently in operation [1] - Subsidiary Wutai Bao Magnesium has a limestone resource reserve of 580 million tons [1] - Associate company Anhui Bao Magnesium holds a limestone resource reserve of 1.3 billion tons, which has not yet been constructed or put into production [1]

Core Viewpoint - Magnesium prices have remained consistently lower than aluminum prices over the past year, while the penetration of lightweight materials in the automotive sector is accelerating [1] Group 1: Industry Trends - Die-casting factories are increasingly investing in magnesium die-casting, with many aluminum die-casting manufacturers also expanding their magnesium die-casting operations [1] - Automotive companies are increasing the penetration of magnesium products, with one automaker using over 20 kg of magnesium alloy products per vehicle [1] - The potential for magnesium usage in vehicles is expected to rise significantly, with projections of 50-100 kg per vehicle as large magnesium die-cast components like electric drive housings, rear floors, and inner door panels are integrated [1] Group 2: Product Development - Key product areas such as instrument panel brackets, electric drive housings, and rear floors are witnessing accelerated development in magnesium applications [1] - Magnesium alloy automotive die-cast components are facing unprecedented development opportunities, as indicated by the company's and industry peers' targeted assessments [1]

Group 1: Magnesium Production Methods - The main method used domestically for magnesium production is the silicon thermal reduction method, which has a simpler process and lower investment costs [1] - The electrolytic method, which produces magnesium and chlorine gas from anhydrous magnesium chloride, is more complex and requires higher investment; however, companies are working to overcome technical challenges and reduce production costs [1] Group 2: Resource Availability - The company’s subsidiary, Chaohu Baomei, has a dolomite resource reserve of 90 million tons, currently in operation [2] - Another subsidiary, Wutai Baomei, has a dolomite resource reserve of 580 million tons, while the affiliated company Anhui Baomei holds 1.3 billion tons, which is not yet in production [2] - The ample mineral resources ensure stable raw material supply for magnesium and magnesium alloy production, laying a foundation for the company's full magnesium industry chain development [2] Group 3: Magnesium Alloy Applications - Magnesium alloy building templates are lightweight, have excellent surface release effects, and significant cost advantages; the company has improved surface treatment processes and reduced production costs [3] - The current application ratio of magnesium-aluminum building templates is 50% each, with positive feedback from customers, especially frontline workers [3] - The company has begun exporting magnesium alloy templates and is gradually developing the Southeast Asian market [3] Group 4: Automotive Industry Penetration - Magnesium prices have remained lower than aluminum prices, accelerating the penetration of magnesium in automotive lightweighting [4] - Die-casting factories are increasingly adopting magnesium die-casting, with many aluminum die-casting manufacturers expanding into magnesium [4] - Some automotive companies are using over 20 kg of magnesium alloy products per vehicle, with potential future usage reaching 50-100 kg as larger magnesium die-cast parts are integrated [4] Group 5: Strontium Products - Strontium is a rare alkaline earth metal that can enhance the strength, hardness, and corrosion resistance of alloys when added to aluminum and magnesium [5] - The company has an annual production capacity of 3,000 tons of metallic strontium, with an estimated annual output of about 2,500 tons [5]

Core Viewpoint - Baowu Magnesium Industry (002182) announced that as of the date of the announcement, the company and its subsidiaries have no overdue external guarantees and are not involved in any litigation related to external guarantees or any losses due to guarantee judgments [1] Summary by Categories - **Company Status** - Baowu Magnesium Industry has confirmed that there are no overdue external guarantees [1] - The company and its subsidiaries are not involved in any litigation concerning external guarantees [1] - There are no losses incurred from guarantee judgments against the company [1]

Core Viewpoint - Baowu Magnesium Industry announced that as of the date of the announcement, the total amount of external guarantees provided by the company is approximately 407 million yuan, which accounts for 7.63% of the audited net assets attributable to shareholders of the listed company as of the end of 2024 [1] Summary by Relevant Sections - External Guarantees - The cumulative external guarantees provided by the company, excluding the current guarantee, amount to approximately 407 million yuan [1] - The current balance of external guarantees is 91.12 million yuan, which is specifically for the guarantee to Yian Yunhai, accounting for 1.71% of the audited net assets attributable to shareholders of the listed company as of the end of 2024 [1]

证券代码：002182 证券简称：宝武镁业 公告编号：2025-47 根据公司《关于拟公开挂牌转让参股子公司巢湖宜安云海科技有限公司 40% 股权的公告》，公司已决定转让所持宜安云海的股权，股权转让的同时实现担保 责任转移，由股权受让方承接担保责任。公司担保期限至宜安云海股权转让日或 股权转让日前担保责任退出日为止。 本次关联担保事项尚需提交公司股东会审议。 宝武镁业科技股份有限公司 关于为参股子公司巢湖宜安云海科技有限公司 提供担保暨关联交易的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 2025 年 10 月 24 日，宝武镁业科技股份有限公司（以下简称"宝武镁业" 或"公司"）召开第七届董事会第十一次会议审议通过了《关于拟公开挂牌转让 参股子公司巢湖宜安云海科技有限公司 40%股权的议案》，拟转让持有参股子公 司巢湖宜安云海科技有限公司（以下简称"宜安云海"）40%股权。 为保证参股子公司宜安云海股权转让之前生产经营所需周转资金，同时鉴于 宜安云海部分银行授信额度到期需进行续贷，公司于 2025 年 10 月 31 日召开第 七届董事 ...

证券代码：002182 证券简称：宝武镁业 公告编号：2025-48 宝武镁业科技股份有限公司 关于召开 2025 年第四次临时股东会的通知 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、召开会议的基本情况 1、股东会届次：2025 年第四次临时股东会 2、股东会的召集人：董事会 3、本次会议的召集、召开符合《中华人民共和国公司法》《深圳证券交易所股票上市 规则》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规范运作》等法 律、行政法规、部门规章、规范性文件及《公司章程》的有关规定。 4、会议时间： （1）现场会议时间：2025 年 11 月 17 日 14:00:00 互联网投票系统参加网络投票的股东。 8、会议地点：南京市溧水区东屏街道开屏路 11 号，四楼会议室。 二、会议审议事项 1、本次股东会提案编码表 | 提案编码 | 提案名称 | | 备注 | | --- | --- | --- | --- | | | | 提案类型 | 该列打勾的栏目可以 | | | | | 投票 | | 100 | 总议案：除累积投票提案外的所有提案 | ...