问：公司是否使用半固态镁合金成型工艺生产产品？ 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 铂悦投资 周荣 个人投资者 温阿华 高波 查志琴 时间 2025 年 11 月 18 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：请介绍一下宝武镁业？ 答：宝武镁业科技股份有限公司前身为南京云海特种金属股份 有限公司，成立于 1993 年，2007 年在深交所上市，公司经过三十 多年的发展，成为了集矿业开采、有色金属冶炼和回收加工为一体 的高新技术企业，主营业务为镁、铝合金材料的生产及深加工、销 售业务，主要产品包括镁合金、镁合金压铸件、铝合金、铝挤压微 空调扁管、铝挤压汽车结构件、中间合金以及金属锶等。产品主要 应用于汽车、电动自行车轻量化、消费电子及建筑等领域。公司拥 有"白云石开采-原镁冶炼-镁合金熔炼-镁合金精密铸造、变形加工- 镁合金再生回收"完整产业链，全产业链优化公司产品成本结构和增 强抵御风险能力，能稳定给客户提供各种产品。 问：近几年有哪 ...

格隆汇11月17日丨金瑞矿业(600714.SH)在投资者互动平台表示，公司未有钛酸锶相关产品。现有的 2000吨/年金属锶产能在行业中属中等规模。 ...

Core Insights - Jinrui Mining's stock price increased by 2.05% on November 6, reaching 12.42 CNY per share, with a total market capitalization of 3.579 billion CNY [1] - The company has seen a year-to-date stock price increase of 28.70%, with a recent 5-day increase of 3.33% [1] Financial Performance - For the period from January to September 2025, Jinrui Mining reported a revenue of 262 million CNY, representing a year-on-year growth of 3.35% [2] - The net profit attributable to shareholders for the same period was 45.68 million CNY, showing a significant year-on-year increase of 90.05% [2] Business Overview - Jinrui Mining, established on May 25, 1996, specializes in the production and sale of strontium salt products, with the main revenue sources being strontium salt products (46.01%), aluminum-strontium alloys (23.33%), and metallic strontium (14.83%) [2] - The company is categorized under the basic chemical industry, specifically in inorganic salts, and is associated with concepts such as scarce resources and small metals [2] Shareholder Information - As of September 30, the number of shareholders for Jinrui Mining was 22,400, a decrease of 23.58% from the previous period, while the average circulating shares per person increased by 30.86% to 12,888 shares [2] Dividend Distribution - Since its A-share listing, Jinrui Mining has distributed a total of 82.50 million CNY in dividends, with 48.99 million CNY distributed over the last three years [3]

格隆汇11月4日丨宝武镁业(002182.SZ)近日接受特定对象调研时表示，锶是一种银白色带黄色光泽的碱 土金属，是碱土金属(除铍外)中丰度最小的元素，在自然界以化合态存在。锶可以加入到铝、镁等金属 中制成合金，能提高合金的强度、硬度和耐腐蚀性另外，在一些金属材料的加工过程中，加入少量的锶 可以起到细化晶粒的作用。目前公司拥有 3000 吨/年金属锶产能，年产量约2500吨左右。 ...

Group 1: Magnesium Production Methods - The main method used domestically for magnesium production is the silicon thermal reduction method, which has a simpler process and lower investment costs [1] - The electrolytic method, which produces magnesium and chlorine gas from anhydrous magnesium chloride, is more complex and requires higher investment; however, companies are working to overcome technical challenges and reduce production costs [1] Group 2: Resource Availability - The company’s subsidiary, Chaohu Baomei, has a dolomite resource reserve of 90 million tons, currently in operation [2] - Another subsidiary, Wutai Baomei, has a dolomite resource reserve of 580 million tons, while the affiliated company Anhui Baomei holds 1.3 billion tons, which is not yet in production [2] - The ample mineral resources ensure stable raw material supply for magnesium and magnesium alloy production, laying a foundation for the company's full magnesium industry chain development [2] Group 3: Magnesium Alloy Applications - Magnesium alloy building templates are lightweight, have excellent surface release effects, and significant cost advantages; the company has improved surface treatment processes and reduced production costs [3] - The current application ratio of magnesium-aluminum building templates is 50% each, with positive feedback from customers, especially frontline workers [3] - The company has begun exporting magnesium alloy templates and is gradually developing the Southeast Asian market [3] Group 4: Automotive Industry Penetration - Magnesium prices have remained lower than aluminum prices, accelerating the penetration of magnesium in automotive lightweighting [4] - Die-casting factories are increasingly adopting magnesium die-casting, with many aluminum die-casting manufacturers expanding into magnesium [4] - Some automotive companies are using over 20 kg of magnesium alloy products per vehicle, with potential future usage reaching 50-100 kg as larger magnesium die-cast parts are integrated [4] Group 5: Strontium Products - Strontium is a rare alkaline earth metal that can enhance the strength, hardness, and corrosion resistance of alloys when added to aluminum and magnesium [5] - The company has an annual production capacity of 3,000 tons of metallic strontium, with an estimated annual output of about 2,500 tons [5]

证券代码：600714 证券简称：金瑞矿业 编号：临2025-060号 注：因下游市场需求减弱，本期碳酸锶产品销售价格环比下降。 （二）主要产品和原材料价格变动情况 产品名称 本期数（元/吨） 环比变动（%） 同比变动（%） 主要 产品 碳酸锶 8,523.07 -30.10 22.08 金属锶 48,960.53 -6.88 -11.47 铝锶合金 24,559.56 -0.75 0.47 硫磺 2,044.25 2.58 113.92 主要 原材料 天青石 1,119.81 -4.89 -0.42 铝锭 18,291.95 1.95 3.37 煤 811.01 -6.37 -22.09 以上数据由公司财务部门初步统计，为便于投资者及时了解公司生产经营概况 之用，若与公司定期报告披露的数据略有差异，以公司定期报告数据为准。公司董 事会提醒投资者审慎使用该等数据。 特此公告。 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据上海证券交易所《上市公司自律监管指引第3号——行业信息披露》的相关 要求，现将青海金瑞矿业发展股份有 ...

Core Viewpoint - Jinrui Mining's stock price has shown significant fluctuations and growth in 2023, with a year-to-date increase of 32.75% and notable trading activity in recent days [2] Group 1: Stock Performance - As of September 15, Jinrui Mining's stock price rose by 2.06% to 12.87 CNY per share, with a trading volume of 94.05 million CNY and a market capitalization of 3.709 billion CNY [1] - The stock has experienced a 2.55% increase over the last five trading days and a 6.36% increase over the last 20 days, while it has decreased by 4.13% over the last 60 days [2] Group 2: Financial Performance - For the first half of 2025, Jinrui Mining reported a revenue of 181 million CNY, representing a year-on-year growth of 12.06%, and a net profit attributable to shareholders of 36.21 million CNY, which is a significant increase of 231.29% [3] Group 3: Shareholder and Dividend Information - As of June 30, 2025, the number of shareholders increased by 23.72% to 29,300, while the average number of circulating shares per person decreased by 19.17% to 9,849 shares [3] - Since its A-share listing, Jinrui Mining has distributed a total of 69.53 million CNY in dividends, with 64.84 million CNY distributed over the past three years [4] Group 4: Business Overview - Jinrui Mining, established on May 25, 1996, and listed on June 6, 1996, is primarily engaged in the production and sale of strontium salt products, with the revenue composition being 46.01% from strontium salt products, 23.33% from aluminum-strontium alloys, and other related products [2]

Core Viewpoint - Qinghai Jinrui Mining Development Co., Ltd. reported significant growth in net profit and revenue for the first half of 2025, driven by rising market prices for strontium carbonate and effective cost management strategies [1][2]. Financial Performance - The company achieved a net profit attributable to shareholders of RMB 36,214,663.87, a 231.29% increase compared to the same period last year [2]. - Total revenue for the period was RMB 180,711,046.14, reflecting a 12.06% increase year-on-year [2]. - The total profit reached RMB 43,725,888.10, marking a 196.53% increase from the previous year [2]. - The company's net cash flow from operating activities was RMB 16,847,912.09, down 20.36% from the previous year [2]. Business Overview - The company operates in the strontium salt industry, which is characterized by intense competition and a mature market [3][4]. - The main products include strontium carbonate, metallic strontium, aluminum-strontium alloy, and strontium nitrate, with applications across various industries such as electronics, metallurgy, and chemicals [4][5]. - The company has a production capacity of 20,000 tons/year for strontium carbonate and 2,000 tons/year for metallic strontium, positioning it as a mid-sized player in the industry [3][4]. Market Conditions - The strontium salt industry is experiencing a short-term growth opportunity due to the elimination of outdated production capacity and a rebound in strontium carbonate prices [3][5]. - However, long-term challenges include fierce price competition in low-end products and significant product homogeneity, which pressure overall profit margins [3][5]. Operational Strategy - The company employs a market-oriented approach, focusing on technological innovation and optimizing production processes to enhance the sales of high-value-added products [5][6]. - The production model is based on "sales-driven production," allowing for flexibility in response to market changes [6]. - The company has established stable partnerships across various downstream sectors, ensuring a consistent market presence [4][5]. Key Performance Drivers - The increase in net profit and revenue is attributed to the rise in market prices for strontium carbonate and effective internal cost control measures [2][3]. - The company has also focused on expanding its overseas market presence, which has contributed to its revenue growth [5][6].

证券代码：600714 证券简称：金瑞矿业 编号：临2025-041号 青海金瑞矿业发展股份有限公司 2025年第二季度主要生产经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据上海证券交易所《上市公司自律监管指引第3号——行业信息披露》的相关 要求，现将青海金瑞矿业发展股份有限公司（以下简称"公司"）2025年第二季度 生产经营数据公告如下： 注：本期公司主营业务产品碳酸锶产销量和销售收入同比增长，主要系市场价格上涨及上年 同期进行例行停产检修所致；金属锶产品产销量及销售收入同比减少，主要系公司结合市场变化 对产销结构进行调整所致。 产品名称 产量 销量 销售收入 本期数（吨） 同比变动 （%） 本期数（吨） 同比变动 （%） 本期数（万元） 同比变动 （%） 碳酸锶 5,330.43 10.03 3,482.82 33.54 4,246.82 129.68 金属锶 270.85 -49.81 262.96 -39.47 1,382.65 -42.40 铝锶合金 881.51 4.61 826.49 -11. ...

Core Viewpoint - Qinghai Jinrui Mining Development Co., Ltd. reported significant changes in production and sales data for Q2 2025, highlighting growth in strontium carbonate while facing declines in metal strontium and aluminum-strontium alloy products [1]. Group 1: Production and Sales Performance - Strontium carbonate production reached 5,330.43 tons, a year-on-year increase of 10.03%, with sales volume at 3,482.82 tons, up 33.54%, and sales revenue of 42.4682 million yuan, a substantial increase of 129.68% [1]. - Metal strontium production decreased to 270.85 tons, down 49.81%, with sales volume at 262.96 tons, a decline of 39.47%, and sales revenue of 13.8265 million yuan, down 42.40% [1]. - Aluminum-strontium alloy production was 881.51 tons, up 4.61%, with sales volume at 826.49 tons, down 11.15%, and sales revenue of 20.4519 million yuan, a decrease of 12.01% [1]. - Sulfur production and sales remained stable at 1,147.32 tons, with sales revenue increasing to 2.2865 million yuan, up 160.16% [1]. Group 2: Price Changes - The price of strontium carbonate was reported at 12,193.66 yuan per ton, reflecting a month-on-month increase of 22.06% and a year-on-year increase of 72.00% [3]. - Metal strontium's price was 52,580.38 yuan per ton, showing a month-on-month decrease of 5.64% and a year-on-year decrease of 4.84% [3]. - The price of aluminum-strontium alloy was 24,745.69 yuan per ton, with a slight month-on-month decrease of 0.22% and a year-on-year decrease of 0.96% [3]. - Sulfur's price increased to 1,992.93 yuan per ton, with a month-on-month increase of 45.02% and a year-on-year increase of 139.46% [3]. - Coal prices decreased to 866.21 yuan per ton, down 9.42% month-on-month and 14.70% year-on-year [3].