数倍于去年营收 星源卓镁年内频频斩获大单

Core Insights - The company Xingyuan Zhuomei has secured significant contracts in the lightweight materials sector, particularly for magnesium alloy components in electric vehicles, reflecting its competitive advantage in this growing market [1][2]. Group 1: Recent Contracts and Financial Impact - On November 5, the company announced a new contract to supply magnesium alloy powertrain casing components for a domestic electric vehicle manufacturer, with projected sales of approximately 2.021 billion yuan over four years from 2026 to 2029 [1]. - This new order represents nearly four times the company's total revenue of 409 million yuan for 2024, indicating substantial growth potential [1]. - In the past year, the total value of magnesium alloy-related orders has reached approximately 4.094 billion yuan, nearly ten times the company's revenue for 2024 [2]. Group 2: Market Demand and Industry Trends - The company specializes in the research, production, and sales of magnesium and aluminum alloy precision die-casting parts, with 90.44% of its revenue coming from these products, which are used in various sectors including automotive and electric bicycles [3]. - The automotive industry is increasingly demanding lightweight components to improve performance, with magnesium alloys offering advantages such as reduced weight, excellent electromagnetic shielding, and superior heat dissipation [3]. - Research indicates that reducing the weight of electric vehicles by 10% can enhance average range by 5% to 8% and decrease energy consumption by 5%, highlighting the urgent need for lightweight materials in the electric vehicle sector [3].