人民财讯1月5日电，宝武镁业（002182）1月5日在互动平台表示，公司已在南京精密与重庆博奥成功开 发并批量生产镁合金电驱壳体。随着新能源汽车轻量化加速推进，公司镁合金深加工业务有望迎来明显 增长。 ...

证券代码：002182 证券简称：宝武镁业 宝武镁业科技股份有限公司投资者关系活动记录表 编号：2025-18 投资者关系活 动类别 ■特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 参与单位名称 及人员姓名 信达澳亚 冯明远；泽添基金 戎君君 甘霖；四叶草资产 林海伦； 杭州誉文 边兴；巨杉资产 王黛丝；鑫顺资本 石苑强； 顺势达资产 路白正阳；硬球咨询 牛国浩； 个人投资者 陈智健 郭涛 崔传杰 宋明 刘涛。 时间 2025 年 12 月 31 日 地点 公司会议室 上市公司接待 人员姓名 宝武镁业董秘 吴剑飞 投资者关系活 动主要内容介 绍 问：今年国内原镁产量与之前对比如何？ 答：据中国有色金属工业协会镁业分会不完全统计，2025年1-11 月中国共产原镁约为 91.74 万吨，同比增长约 5.78%。其中，陕西地 区累计生产约为 59.12 万吨，同比增长约 13.82%；山西地区累计生 产约为 17.41 万吨，同比下降约 6.50%；内蒙古地区累计生产约为 3.42 万吨，同比下降约 1.72%；新疆地区累计生产约为 5.23 万吨， 同比增长 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 浙江金固股份有限公司（证券代码：002488，证券简称：金固股份）12月22日发布自愿性信息披露公告 称，公司近日再次收到头部知名新能源汽车主机厂（因保密要求未披露名称，以下简称"客户"）的定点 通知书，将为其乘用车开发阿凡达低碳车轮产品。据公告，这是公司累计获得该客户的第十几款乘用车 项目定点，标志着公司在新能源汽车轻量化零部件领域的市场竞争力进一步凸显。 对于此次定点项目对公司的影响，公告明确，由于产品预计2026年6月量产，因此对本年度的收入及利 润水平不产生影响。但长期来看，连续获得头部客户订单，不仅体现了市场对阿凡达低碳车轮的需求增 长，更巩固了公司在新能源汽车零部件供应链中的地位，为未来业绩增长奠定基础。 金固股份指出，公司始终以研发和客户需求为导向，此次合作成果有力彰显了公司的增长潜力与核心价 值。随着新能源汽车行业持续扩容及轻量化趋势深化，公司阿凡达低碳车轮产品的市场空间有望进一步 打开。 （本文数据来源：浙江金固股份有限公司公告） 点击查看公告原文>> 公告显示，此次定点通知涉及的产品为公司核心轻量化产品——阿凡达低碳车轮，公司将按照客户要求 ...

Core Viewpoint - Yian Technology's subsidiary, Chao Hu Yian Yun Hai Technology, has been designated for a significant magnesium alloy project by a domestic automotive parts manufacturer, focusing on the development and supply of magnesium alloy powertrain shell components for electric vehicles, with an expected total order value of 430 million yuan [1] Group 1 - The project is set to begin mass production by the end of March 2026, indicating a long-term partnership and commitment to the electric vehicle sector [1] - The recognition of the company's core R&D capabilities, precision manufacturing, and comprehensive service level is highlighted as a key factor in securing this project [1] - The company emphasizes its focus on lightweight new materials for electric vehicles and aims to strengthen its market position and technological barriers in the electric vehicle components sector [1] Group 2 - The announcement clarifies that the project designation does not constitute a substantial order, and actual supply details will depend on future agreements [2] - The project is not expected to significantly impact the company's performance for the current fiscal year, indicating a cautious approach to revenue projections [2] - External factors such as macroeconomic conditions and automotive industry policies may affect the client's production plans and demand, introducing uncertainties in actual supply volumes [2]

宜安科技介绍称，非晶合金又称金属玻璃或液态金属，是兼备玻璃、金属、固体和液体特性的新型金属 材料。其原子排列不像传统金属那样有序，而是呈现长程无序、短程有序的玻璃态结构，这种无序结构 赋予了它高强度、高硬度、高光洁度、高弹性、耐腐蚀和耐磨损等优异特性。非晶合金表现出特殊的力 学特性，其抗弯强度、抗拉强度、弹性形变等均优于常用材料（强度超过常规铝镁合金的5倍、7系铝的 5倍、不锈钢的3倍、钛合金的2倍）。 宜安科技同时提示风险称，客户的项目定点不构成实质性订单，产品的实际供货时间、供货价格、供货 数量最终以双方后续的正式供货协议或销售订单为准。项目预计于2026年3月末开始量产，不会对公司 本年度业绩产生重大影响。 就在近日，宜安科技在接受机构投资者调研时表示，公司专注非晶合金研发和产业化10多年，作为行业 内较早进行非晶合金研发的企业，在非晶合金成分、成型技术设备等多个方面拥有独立自主的知识产 权，具备非晶合金材料成分的设计、母合金的熔炼、精密模具设计和制造、精密机加工、表面处理及真 空成型设备的制造等全制程的能力。目前公司拥有中国最大规模非晶合金的生产线。 12月16日晚间，宜安科技（300328）发布公告 ...

共研产业研究院通过对公开信息分析、业内资深人士和相关企业高管的深度访谈，以及分析师专业性判断 和评价撰写了《2026-2032年中国再生铝市场深度调查与投资前景分析报告》。本报告为再生铝企业决策人 及投资者提供了重要参考依据。 为确保再生铝行业数据精准性以及内容的可参考价值，共研产业研究院团队通过上市公司年报、厂家调 研、经销商座谈、专家验证等多渠道开展数据采集工作，并运用共研自主建立的产业分析模型，结合市 场、行业和厂商进行深度剖析，能够反映当前市场现状、热点、动态及未来趋势，使从业者能够从多种维 度、多个侧面综合了解当前再生铝行业的发展态势。 | 日景 CONTENT | | | | | --- | --- | --- | --- | | 01 | 2021-2025年世界再生铝产业运行 动态分析 | 02 | 2021-2025年世界主要国家再生铝 产业运行分析 | | 03 | 2021-2025年中国再生铝产业运行 环境分析 | 04 | 2021-2025年中国再生铝产业运行 形势分析 | | 05 | 2021-2025年中国再生铝所属行业 市场运行态势分析 | 06 | 2021-2025年中 ...

2.镁合金与原有铝合金之间是替代关系还是补充改造关系？ 答：中国作为全球镁矿资源最为丰富的国家，在镁合金材料领 域具备显著的资源禀赋优势。当前，镁合金市场价格低于铝合金， 成本优势进一步凸显，为新能源汽车轻量化提供了更具经济性的材 料选择。镁的密度约为1.74 g/cm³，显著低于铝合金和钢材，其应 用可有效降低车身重量，从而提升新能源汽车的续航里程，满足消 费者对长续航的迫切需求。此外，镁合金还具备高比强度、优异的 电磁屏蔽性能、高导热性及减震特性，能有效解决新能源汽车电子 设备散热、车身结构振动等实际难题。因此镁合金凭借其极致的轻 量化优势、显著的成本效益、持续的技术突破以及政策支持，将会 成为新能源汽车轻量化领域的核心战略材料。随着技术成熟与规模 化应用，其在整车中的单车价值量将呈现持续上升趋势。 3.在产能方面，原有铝合金产线是否可用于镁合金生产？ 证券代码：300328 证券简称：宜安科技 东莞宜安科技股份有限公司 投资者关系活动记录表 编号：202512-01 投资者关系活动类别 特定对象调研 ☐ 分析师会议 ☐ 媒体采访 ☐ 业绩说明会 ☐ 新闻发布会 ☐ 路演活动 ☐ 现场参观 其他:线上会议 ...

Core Points - Lingyun Co., Ltd. announced the completion of its lightweight components research and production project for electric vehicles, which has reached the predetermined usable status [1] - The company plans to conclude this project and allocate the remaining raised funds of 10.1218 million yuan to permanently supplement its working capital for daily operations [1]

Core Viewpoint - The global capital markets have seen a rare phenomenon where both technology stocks and gold have risen simultaneously, reflecting the deep intertwining of "uncertainty" and "certainty" during economic transformation. Gold serves as a safety net against global economic divergence and geopolitical risks, while technology stocks represent market bets on future growth driven by industrial transformation and technological breakthroughs [1]. Group 1: Performance Fundamentals - The company has established a solid performance foundation through "multi-business synergy + global layout," demonstrating strong anti-cyclical capabilities amid global economic divergence and intensified domestic competition. In the first half of the 2025-2026 fiscal year, the company achieved a revenue of HKD 3.26 billion, a year-on-year increase of 25.7%, and a net profit of HKD 168 million, up 1.1% year-on-year [2]. - The core business of die-casting machines generated revenue of HKD 2.26 billion, accounting for 69.4% of total revenue, with a year-on-year growth of 39.5%. The die-casting segment's profit reached HKD 230 million, up 35.3% year-on-year, continuing to lead industry development [2][3]. - The company's die-casting machine business has maintained stable demand by focusing on key growth sectors such as new energy vehicles and new materials, leveraging its technological advantages to secure orders from leading clients [2]. Group 2: Business Segments - The injection molding machine business achieved revenue of HKD 920 million, a year-on-year increase of 4.4%, with notable product structure optimization. For instance, the FA3550T large two-plate injection molding machine was customized for a client in the new energy vehicle sector, addressing market lightweight demands [4]. - The CNC machining center business has enhanced market reach through continuous product performance iterations and management optimization [4]. - The company has successfully penetrated emerging markets, with injection molding machine sales in Vietnam increasing by 150% year-on-year, and has established strong partnerships with leading clients in various sectors [5]. Group 3: Growth Drivers - The company is actively positioning itself in the magnesium alloy sector, which has become a core material for lightweight transformation in industries such as automotive and robotics. The sales revenue of magnesium alloy equipment is expected to grow over 400% by 2025 [7][8]. - The TPI technology developed by the company enhances component strength by 30%, making it a core supplier for leading automotive manufacturers. Recent collaborations in the humanoid robot sector further demonstrate the company's strategic foresight [10][11]. - The company has also ventured into the field of amorphous alloys, developing specialized die-casting units that meet the stringent requirements of high-strength and high-elasticity components for various applications [12]. Group 4: Valuation Potential - The company's dynamic price-to-earnings ratio stands at 12.78 times, positioned at the 30.31 percentile, indicating that the current valuation does not fully reflect its growth premium. The company has shown steady revenue growth despite a complex environment, with new businesses like magnesium alloys entering a rapid growth phase [13]. Conclusion - The company, as a leader in high-end equipment manufacturing, possesses both performance certainty supported by diverse business operations and long-term growth potential driven by technology. Its positioning as a "scarce value target" in the manufacturing upgrade wave is becoming increasingly clear, with ongoing advancements in new business areas likely to lead to further valuation reassessment [15].

Core Viewpoint - The global capital markets have seen a rare phenomenon where both technology stocks and gold have risen simultaneously, reflecting the deep intertwining of "uncertainty" and "certainty" during economic transformation. Gold serves as a safe haven against global economic divergence and geopolitical risks, while technology stocks represent bets on future growth driven by industrial transformation and technological breakthroughs. In this context, assets with both certainty and growth potential, such as Lijin Technology, are increasingly valuable as it solidifies its foundation through diversified businesses and opens up growth space through technological breakthroughs [1] Group 1: Performance and Business Structure - Lijin Technology has built a solid performance foundation through "multi-business synergy + global layout," demonstrating strong anti-cyclical capabilities amid global economic divergence and intensified domestic competition. In the first half of the 2025-2026 fiscal year, the company achieved a revenue of HKD 3.26 billion, a year-on-year increase of 25.7%, and a net profit of HKD 168 million, up 1.1% year-on-year [2] - The company's business structure, centered around die-casting machines, injection molding machines, and CNC machining centers, creates significant synergy across technical research, customer resources, and market channels, effectively mitigating risks from single industry fluctuations. The die-casting machine segment, as the core pillar, generated HKD 2.26 billion in revenue, accounting for 69.4% of total revenue, with a year-on-year growth of 39.5% [2] Group 2: Market Trends and Innovations - In the automotive sector, Lijin Technology has leveraged its technological advantages to secure orders from leading clients, with its ultra-large die-casting machines holding over 90% of the global market share. Revenue from automotive clients in the die-casting machine segment grew by 31% year-on-year, serving as the main growth driver for this business unit [3] - The injection molding machine segment achieved a revenue of HKD 920 million, a year-on-year increase of 4.4%, with notable product structure optimization. The FA3550T large two-plate injection molding machine, customized for the production of plastic battery boxes for electric vehicles, meets market lightweight demands through "plastic instead of steel" technology [4] - The CNC machining center business has enhanced market reach through continuous product performance iterations, management optimization, and sales channel expansion [5] Group 3: Global Expansion and Market Opportunities - Lijin Technology has effectively capitalized on manufacturing upgrades in emerging markets, leveraging RCEP policy benefits for deep global layout. In Southeast Asia, sales of injection molding machines in Vietnam increased by 150% year-on-year, reflecting strong demand [6] - The company has successfully delivered a 7000T ultra-large intelligent die-casting unit to a leading global automotive supplier for large-scale production of electric vehicle battery boxes and body structure components in Eastern Europe. Additionally, a 9000T ultra-large die-casting machine was delivered to a European luxury automotive brand, further solidifying the company's delivery capabilities and market position in high-end manufacturing [7][8] Group 4: Technological Advancements and Future Growth - Lijin Technology's breakthroughs in magnesium alloy die-casting and precision manufacturing align with industry trends such as lightweighting in electric vehicles and humanoid robots, opening up long-term growth potential [9][10] - The company has positioned itself in the magnesium alloy sector, with sales of magnesium alloy equipment expected to grow over 400% by 2025. The TPI magnesium alloy semi-solid thixotropic forming equipment has gained international recognition, enhancing the company's competitive edge [11][14] - The strategic collaboration with humanoid robot manufacturers focuses on lightweighting, utilizing TPI magnesium alloy forming technology to meet the demands for weight reduction and strength enhancement [17] Group 5: Valuation and Market Position - Currently, the company's dynamic price-to-earnings ratio stands at 12.78, positioned at the 30.31 percentile, indicating that the valuation does not fully reflect the growth premium. The company's revenue continues to rise steadily, and new businesses are accelerating, suggesting potential for valuation improvement [21] - Lijin Technology is increasingly recognized as a "scarce value target" in the high-end equipment manufacturing sector, with its multi-business support providing performance certainty and technological-driven long-term growth potential [23]