宝武镁业(002182.SZ)：镁合金汽车压铸件正面临着前所未有的发展良机

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]