证券日报网1月28日讯 ，宝武镁业在接受调研者提问时表示，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。 （编辑 丛可心） ...

证券代码：002182 证券简称：宝武镁业 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 东方证券 宁紫微 兰洋；砥俊资产 王俊元；华泰柏瑞 徐育新； 道合投资 赵斌 冯弢 董明旭；万家基金 王晨曦；国泰海通 肖洁； 前海开源 何泽俊；光大保德信 吴濛旸；富国基金 林庆； 华泰资管 曹青宇；世诚投资 章诗颖；海富通 蒋旭杰； 长城金属 熊可为；太平资产 李治平。 时间 2026 年 1 月 27 日-2026 年 1 月 28 日 地点 南京精密会议室；巢湖宝镁会议室 上市公司接待 人员姓名 宝武镁业董秘 吴剑飞； 南京精密副总经理 刘贵山； 巢湖宝镁总经理 于勤科。 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 ...

Company Overview - Baowu Magnesium Industry Technology Co., Ltd. was established in 1993 and listed on the Shenzhen Stock Exchange in 2007, evolving into a high-tech enterprise integrating mining, non-ferrous metal smelting, and recycling processing [1] - The company specializes in the production and deep processing of magnesium and aluminum alloy materials, with key products including magnesium alloys, aluminum alloy die-castings, and aluminum extrusions [1] - The complete industry chain from mining to recycling enhances product cost structure and risk resilience, ensuring stable product supply to customers [1] Market Demand and Trends - Following the new national standard, there has been a significant increase in the demand for magnesium alloys in the electric bicycle sector, with major companies like Aima, Yadea, and Niu adopting magnesium alloy components [2] - The usage of magnesium in electric two-wheelers is expected to continue rising rapidly during the 14th Five-Year Plan period, driven by policy changes, lightweight demands, and technological advancements [2] Cost and Technology Advantages - There is potential for a decrease in processing costs for semi-solid technology, primarily due to the reduction in equipment prices and improved production efficiency [2] - The company has developed mature process control solutions for thin-walled components, utilizing unique temperature control designs and advanced filling techniques to mitigate defects [2] Comprehensive Design Solutions - The company provides comprehensive design solutions for lightweight applications in the automotive sector, focusing on the needs arising from the rise of new energy vehicles [3] - The strategy includes a collaborative service approach, selecting materials based on performance requirements, such as magnesium for lightweight parts, aluminum for strength, and steel for load-bearing structures [3]

Company Overview - Baowu Magnesium Industry Technology Co., Ltd. was established in 1993 and listed on the Shenzhen Stock Exchange in 2007, evolving into a high-tech enterprise integrating mining, non-ferrous metal smelting, and recycling processing [1] - The company specializes in the production and deep processing of magnesium and aluminum alloy materials, with key products including magnesium alloys, magnesium alloy die-castings, aluminum alloys, and various aluminum extrusions [1] - The complete industry chain from "dolomite mining - primary magnesium smelting - magnesium alloy melting - precision casting and deformation processing - magnesium alloy recycling" optimizes product cost structure and enhances risk resistance [1] Market Trends - The penetration rate of magnesium alloys in automotive applications is increasing due to improved cost-effectiveness and the growing number of manufacturers capable of producing large magnesium components [2] - Key automotive parts that are rapidly adopting magnesium alloys include instrument panel brackets, seat brackets, central control brackets, display backplates, door inner panels, and seat frames [2] Production Techniques - The company has begun using semi-solid magnesium alloy forming technology in its Nanjing and Chongqing facilities for producing automotive components such as instrument panel brackets and luggage rack supports [3] Promotion Strategies - The company aims to lower magnesium production costs to enhance competitive advantages and has established technical and marketing teams across various sectors including automotive, 3C, construction templates, and robotics [4] - It focuses on deep involvement in clients' product design phases to improve design services and drive the application of new materials [4] - Innovation in product variety, production technology, and application development is prioritized to meet performance requirements [4] Electric Bicycle Applications - The new national standard for electric bicycles, effective from September 1, 2025, limits the total mass of plastic used to no more than 5.5% of the vehicle's total weight, creating opportunities for magnesium materials in this sector [5] - Magnesium's lightweight properties, electromagnetic shielding, and vibration damping advantages are leading to its adoption in electric bicycle components such as wheels and frames, resulting in weight reduction and improved range [5] - Increased use of magnesium alloys is expected to dilute production costs and create cost advantages, further promoting magnesium applications [5] Compliance and Communication - The company ensured thorough communication with investors during the meeting, adhering to information disclosure regulations to guarantee the accuracy and completeness of disclosed information [6]

Company Overview - Baowu Magnesium Industry Technology Co., Ltd. was established in 1993 and listed on the Shenzhen Stock Exchange in 2007, evolving into a high-tech enterprise integrating mining, non-ferrous metal smelting, and recycling processing [1] - The company specializes in the production and deep processing of magnesium and aluminum alloy materials, with key products including magnesium alloys, magnesium alloy die-castings, aluminum alloys, and metal strontium [1] - The complete industry chain from mining to recycling enhances product cost structure and risk resilience, ensuring stable product supply to customers [1] Export and Market Dynamics - The U.S. has imposed anti-dumping measures on Chinese magnesium products since the 1990s, leading to a cessation of exports from the company to the U.S. for many years [2] - The company is not directly affected by U.S. tariffs on magnesium products [2] Automotive Applications - The penetration rate of magnesium materials in automotive components is expected to increase, particularly for parts like instrument panel brackets, seat brackets, and display screen backplates, as the cost-performance ratio improves [2] - In 2024, the company anticipates over 20% growth in steering wheel, CCB, and seat products compared to 2023, bolstered by strategic collaborations with leading industry players [4] Robotics Sector - Magnesium alloys offer significant advantages in the robotics industry, including reduced weight, improved speed, enhanced thermal conductivity, and effective electromagnetic shielding, leading to increased operational efficiency [3]