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 ...

Group 1 - The core viewpoint is that the development of automotive lightweighting will significantly increase global magnesium demand, with additional contributions from the robotics industry, magnesium alloy construction templates, magnesium-based hydrogen storage, and low-altitude economy sectors [1] - Global magnesium demand is projected to grow from 1.12 million tons in 2024 to 2.001 million tons in 2027, with a CAGR of 21% during this period [1] - The automotive industry is identified as the main driver of magnesium demand growth, with magnesium alloy production demand reaching 550,000 tons in 2024, accounting for nearly half (49%) of global magnesium demand [1] Group 2 - By 2024, the magnesium consumption in the automotive sector is expected to reach 385,000 tons, representing 70% of magnesium alloy consumption, and the total magnesium usage in the automotive industry could reach 560,000 tons, accounting for 50% of global magnesium demand [1] - The penetration rate of automotive lightweighting is expected to drive magnesium alloy demand from 570,000 tons in 2024 to 1.35 million tons in 2027, with a CAGR of 34% [2] Group 3 - The robotics industry is emerging as a new variable for magnesium alloy demand growth, with industrial robot magnesium alloy demand projected to increase from 3,100 tons in 2024 to 6,700 tons in 2027, reflecting a CAGR of 28% [3] - The demand for magnesium alloys in humanoid robots is expected to grow from 200 tons in 2024 to 8,500 tons by 2030, with a remarkable CAGR of 93% [3] - Overall, the robotics sector's magnesium demand is anticipated to rise from 3,300 tons in 2024 to 8,100 tons in 2027, with a CAGR of 34% [3]