宝武镁业：镁合金在两轮电动车上的用量正在快速增加

Core Viewpoint - The company Baowu Magnesium Industry (002182) indicates that since the release of the new national standard, companies in the electric vehicle supply chain have rapidly initiated the replacement of plastic parts with magnesium alloys, leading to a significant increase in magnesium usage in electric two-wheelers during the 14th Five-Year Plan period [1] Group 1: Industry Trends - The usage of magnesium alloys in electric bicycles is expected to continue to rise quickly, driven by new national standards, lightweight demands, and technological advancements [1] - Leading companies in the electric bicycle sector, such as Aima, Yadi, and Niu, have begun to actively incorporate magnesium alloy materials in components like wheels and frames [1] Group 2: Market Outlook - The increasing penetration rate and expansion of application components suggest that the market for magnesium alloys in electric two-wheelers will experience substantial growth in the coming years, indicating a broad market prospect [1]