汽车轻量化进入“镁”时代，车企竞逐百亿镁合金蓝海 | 投研报告

Group 1 - The magnesium alloy market is showing significant potential, with a projected market size of 39.758 billion yuan [1][2] - The total weight of magnesium alloy components currently in use, being replaced, or in trial in domestic vehicles is approximately 106.47 kg per vehicle, indicating a market space of 1.37 million tons per year based on 2024 domestic vehicle production, which is seven times the production of magnesium alloy die-cast parts in 2023 [1][2] - The cost advantage of magnesium alloys over aluminum alloys is expected to become more pronounced after magnesium prices fall below aluminum prices in 2024 [2] Group 2 - Breakthroughs in the corrosion resistance of magnesium alloys present new opportunities, as traditional magnesium alloys have lower corrosion resistance compared to aluminum alloys, limiting their application mainly to enclosed components like dashboard supports and steering wheel skeletons [2] - With advancements in corrosion resistance research, magnesium alloy components are gradually being adopted for larger, open-area parts such as electric drive housings, with manufacturers beginning trials on integrated die-cast body parts [2]