宝武镁业近日在接受机构调研时表示，近一年来镁价持续低于铝价，汽车轻量化渗透持续加速。1. 压铸 厂持续布局镁压铸，许多铝压铸厂商都在加码镁压铸布局。2. 整车企业均在加大镁产品的渗透，其中某 车企镁合金产品均为公司提供，单车用量目前已达20Kg以上。未来随着镁大型压铸件如电驱壳体、后 地板、门内板等部件上车以后，单车用镁有望达到50-100kg。3. 产品领域来看，包括仪表盘支架、电驱 壳体、后地板等领域正在加速镁应用发展，从公司及同行业其他公司的定点来看，镁合金汽车压铸件正 面临着前所未有的发展良机。 ...

Core Viewpoint - WanFeng Aviation (万丰奥威) reported steady growth in its first half of 2025, with a revenue of 7.49 billion yuan, a year-on-year increase of 1.7%, and a net profit of 501 million yuan, up 25.74% [2] Group 1: Financial Performance - In Q2 2025, the company achieved a revenue of 3.92 billion yuan, reflecting a 2.4% year-on-year growth, and a net profit of 230 million yuan, which is a 32.2% increase [2] - The company's net profit excluding non-recurring items in Q2 was 202 million yuan, up 37.4% year-on-year [2] Group 2: Business Segments - The automotive lightweight business generated 6.06 billion yuan in revenue during the first half of 2025, maintaining its leading position in the segment despite a competitive environment [2] - The company is focusing on aluminum/magnesium alloy lightweight products and increasing R&D efforts in lightweight metal applications [3] - The aviation manufacturing segment achieved a revenue of 1.438 billion yuan, a 12.09% increase, and a net profit of 263 million yuan, up 45% [3] Group 3: Market Strategy - WanFeng Diamond Aircraft is expanding its C-end market with products like DA50 and DA62, with DA62 leading in the twin-engine market globally [4] - The company acquired core assets of Volocopter, a leading eVTOL enterprise, to explore urban air mobility solutions [4] - WanFeng is developing a low-altitude economy model by integrating aircraft manufacturing with intelligent systems and landing facilities [4]