资料显示，宝武镁业科技股份有限公司位于江苏省南京市溧水区东屏街道开屏路11号，成立日期1993年 11月30日，上市日期2007年11月13日，公司主营业务涉及镁、铝合金材料的生产及深加工、销售业务。 主营业务收入构成为：铝合金挤压产品35.90%，镁合金产品26.03%，中间合金13.14%，镁铝合金压铸 产品11.10%，铝合金产品6.67%，其他(补充)2.83%，模板租赁1.27%，矿产品1.19%，其他1.04%，金属 锶0.82%。 宝武镁业所属申万行业为：有色金属-小金属-其他小金属。所属概念板块包括：小金属、中盘、低空经 济、比亚迪概念、飞行汽车等。 截至10月31日，宝武镁业股东户数5.92万，较上期减少6.53%；人均流通股14621股，较上期增加 6.99%。2025年1月-9月，宝武镁业实现营业收入69.70亿元，同比增长9.82%；归母净利润8743.93万元， 同比减少43.13%。 11月25日，宝武镁业盘中上涨2.05%，截至10:43，报13.42元/股，成交7169.80万元，换手率0.62%，总 市值133.10亿元。 资金流向方面，主力资金净流入277.46万元，特大单 ...

在轻量化材料尤其是镁合金方向业务的推进上，旭升集团相关负责人表示业务总体发展稳健。现阶段， 该公司已掌握半固态注射等核心工艺，相关产品已进入机器人关节壳体、躯干结构件及汽车中控部件等 项目的样件验证阶段，并获得部分客户的定点订单，小批量导入顺利推进，但当前镁合金业务仍处于导 入期，对旭升集团整体业绩贡献有限。 此次业绩说明会中，海外产能建设进度与轻量化材料（尤其是镁合金）新业务布局，成为投资者重点关 注的两大焦点，旭升集团也逐一披露了最新进展。 在海外产能布局方面，公司墨西哥工厂已于今年陆续实现投产，目前整体仍处于产线爬坡期，后续将逐 步释放产能；泰国基地则于7月份正式动工建设，各项建设工作与工艺导入正严格按照原计划稳步推 进，预计将于2026年下半年起陆续投入使用。 本报讯 （记者吴奕萱）11月19日，宁波旭升集团股份有限公司（以下简称"旭升集团"）在证券日报网 召开2025年第三季度业绩说明会，管理层与投资者进行了互动交流，针对市场关注的业绩表现、产能布 局、新业务进展等核心问题，进行了全面的回应。 业绩层面，旭升集团第三季度实现营业收入11.30亿元，同比增长0.41%；归属于上市公司股东的净利润 99 ...

每经AI快讯，有投资者在投资者互动平台提问：在镁合金产品上，我们公司的主要竞争对手都有哪几 个？ （记者 王晓波） 春秋电子（603890.SH）11月14日在投资者互动平台表示，公司的镁合金产品主要应用于笔记本电脑高 端机型和新能源汽车，公司目前采用的半固态射出成型技术在行业内属于较为先进、安全的镁铝成型技 术。 ...

Core Viewpoint - Baowu Magnesium Industry's stock price has shown fluctuations, with a year-to-date increase of 27.78% and a recent decline over the past 20 days of 10.65% [1][2] Company Overview - Baowu Magnesium Industry Co., Ltd. is located in Lishui District, Nanjing, Jiangsu Province, established on November 30, 1993, and listed on November 13, 2007 [1] - The company specializes in the production and deep processing of magnesium and aluminum alloy materials [1] Business Performance - For the period from January to September 2025, Baowu Magnesium Industry achieved a revenue of 6.97 billion yuan, representing a year-on-year growth of 9.82%, while the net profit attributable to shareholders decreased by 43.13% to 87.44 million yuan [2] - The main revenue sources include aluminum alloy extrusion products (35.90%), magnesium alloy products (26.03%), and other categories [1] Shareholder Information - As of October 31, the number of shareholders decreased by 6.53% to 59,200, with an average of 14,621 circulating shares per person, an increase of 6.99% [2] - The top circulating shareholder is Hong Kong Central Clearing Limited, holding 25.77 million shares, an increase of 13.54 million shares from the previous period [3] Dividend Distribution - Baowu Magnesium Industry has distributed a total of 738 million yuan in dividends since its A-share listing, with 206 million yuan distributed over the past three years [3]

Core Viewpoint - Baowu Magnesium Industry's stock price has shown fluctuations, with a year-to-date increase of 24.49% but a recent decline in the last five and twenty trading days [1][2]. Company Overview - Baowu Magnesium Industry Co., Ltd. is located in Lishui District, Nanjing, Jiangsu Province, established on November 30, 1993, and listed on November 13, 2007. The company specializes in the production and deep processing of magnesium and aluminum alloy materials [1]. Business Performance - For the period from January to September 2025, Baowu Magnesium Industry achieved a revenue of 6.97 billion yuan, representing a year-on-year growth of 9.82%. However, the net profit attributable to shareholders decreased by 43.13% to 87.44 million yuan [2]. - The company's main business revenue composition includes: aluminum alloy extrusion products (35.90%), magnesium alloy products (26.03%), intermediate alloys (13.14%), magnesium-aluminum alloy die-casting products (11.10%), aluminum alloy products (6.67%), and others [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 63,300, with an average of 13,666 circulating shares per person, a decrease of 1.41% from the previous period [2]. - The top circulating shareholder is Hong Kong Central Clearing Limited, holding 25.77 million shares, an increase of 13.54 million shares from the previous period [3]. Dividend Information - Baowu Magnesium Industry has distributed a total of 738 million yuan in dividends since its A-share listing, with 206 million yuan distributed in the last three years [3].

Core Viewpoint - Baowu Magnesium Industry's stock price increased by 5.1% to 14.64 CNY per share, with a trading volume of 440 million CNY and a market capitalization of 14.52 billion CNY as of October 27 [1] Company Overview - Baowu Magnesium Industry Technology Co., Ltd. is located in Lishui District, Nanjing, Jiangsu Province, established on November 30, 1993, and listed on November 13, 2007 [1] - The company's main business involves the production, deep processing, and sales of magnesium and aluminum alloy materials [1] Revenue Composition - Revenue breakdown: - Aluminum alloy extrusion products: 35.90% - Magnesium alloy products: 26.03% - Intermediate alloys: 13.14% - Magnesium-aluminum alloy die-casting products: 11.10% - Aluminum alloy products: 6.67% - Others (supplement): 2.83% - Template leasing: 1.27% - Mineral products: 1.19% - Others: 1.04% - Metallic strontium: 0.82% [1] Shareholder Information - Huaxia Fund's Huaxia CSI 1000 ETF (159845) entered the top ten circulating shareholders of Baowu Magnesium Industry, holding 3.7815 million shares, representing 0.44% of circulating shares, with an estimated floating profit of approximately 2.6849 million CNY [2] - The fund was established on March 18, 2021, with a current scale of 38.227 billion CNY, yielding 25.9% this year [2] Fund Performance - Huaxia Fund's Huaxia Economic Driven Mixed A (017598) held 755,600 shares of Baowu Magnesium Industry, accounting for 3.08% of the fund's net value, with an estimated floating profit of about 536,500 CNY [4] - The fund was established on February 21, 2023, with a current scale of 259 million CNY, yielding 39.35% this year [4]

Core Viewpoint - Baowu Magnesium's stock price has shown volatility, with a year-to-date increase of 25.82% but a recent decline over the past five and twenty trading days [2] Company Overview - Baowu Magnesium Technology Co., Ltd. is located in Lishui District, Nanjing, Jiangsu Province, established on November 30, 1993, and listed on November 13, 2007 [2] - The company's main business involves the production and deep processing of magnesium and aluminum alloy materials [2] Revenue Composition - The revenue composition of Baowu Magnesium is as follows: - Aluminum alloy extrusion products: 35.90% - Magnesium alloy products: 26.03% - Intermediate alloys: 13.14% - Magnesium-aluminum alloy die-casting products: 11.10% - Aluminum alloy products: 6.67% - Others (supplement): 2.83% - Template leasing: 1.27% - Mineral products: 1.19% - Others: 1.04% - Metal strontium: 0.82% [2] Stock Performance - As of October 21, Baowu Magnesium's stock price was 14.13 CNY per share, with a market capitalization of 14.014 billion CNY [1] - The stock experienced a net inflow of 3.9069 million CNY from main funds, with significant buying and selling activity [1] Financial Performance - For the period from January to June 2025, Baowu Magnesium achieved a revenue of 4.352 billion CNY, representing a year-on-year growth of 6.78%, while the net profit attributable to shareholders decreased by 46.47% to 64.1242 million CNY [2] Shareholder Information - As of September 30, the number of shareholders increased to 63,300, with an average of 13,666 shares per shareholder, a decrease of 1.41% from the previous period [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and various ETFs, indicating a diversified shareholder base [3]

Core Viewpoint - Fuwei Co., Ltd. is focusing on magnesium alloy business, particularly in semi-solid injection processes, which offer advantages over aluminum alloys in terms of weight, performance, and precision, aligning well with the demand for robotic skeleton products [1] Group 1 - The magnesium alloy business is being developed by Fuwei Co., Ltd. with a focus on semi-solid injection technology [1] - Magnesium alloys are lighter, perform better, and have higher precision compared to aluminum alloy products [1] - There is a strong alignment between the magnesium alloy products and the needs of the robotics industry, indicating potential growth opportunities [1]

Core Viewpoint - Baowu Magnesium Industry's stock price has shown significant fluctuations, with a year-to-date increase of 39.98% and a recent decline of 4.50% over the last five trading days [1][2] Company Overview - Baowu Magnesium Industry Co., Ltd. is located in Nanjing, Jiangsu Province, established on November 30, 1993, and listed on November 13, 2007. The company specializes in the production and deep processing of magnesium and aluminum alloy materials [1] - The main business revenue composition includes: aluminum alloy extrusion products (35.90%), magnesium alloy products (26.03%), intermediate alloys (13.14%), magnesium-aluminum alloy die-casting products (11.10%), aluminum alloy products (6.67%), and others [1] Financial Performance - For the first half of 2025, Baowu Magnesium Industry achieved operating revenue of 4.352 billion yuan, a year-on-year increase of 6.78%, while the net profit attributable to shareholders decreased by 46.47% to 64.1242 million yuan [2] - The company has distributed a total of 738 million yuan in dividends since its A-share listing, with 206 million yuan distributed in the last three years [3] Shareholder Information - As of September 20, 2025, the number of shareholders increased to 62,400, with an average of 13,861 circulating shares per person, a decrease of 3.11% [2] - Major shareholders include Hong Kong Central Clearing Limited, which holds 12.2277 million shares, and Southern CSI 1000 ETF, which holds 6.4054 million shares, both showing increases in holdings [3]

Group 1 - Baowu Magnesium Industry experienced a 5.1% decline on September 18, with a stock price of 15.62 yuan per share, a trading volume of 1.162 billion yuan, a turnover rate of 8.39%, and a total market capitalization of 15.492 billion yuan [1] - The company, established on November 30, 1993, and listed on November 13, 2007, is located in Lishui District, Nanjing, Jiangsu Province, and specializes in the production and deep processing of magnesium and aluminum alloy materials [1] - The revenue composition of Baowu Magnesium Industry includes: aluminum alloy extrusion products (35.90%), magnesium alloy products (26.03%), intermediate alloys (13.14%), magnesium-aluminum alloy die-casting products (11.10%), aluminum alloy products (6.67%), and others [1] Group 2 - Southern Fund's Southern CSI 1000 ETF (512100) is among the top ten circulating shareholders of Baowu Magnesium Industry, having increased its holdings by 1.1998 million shares in Q2, totaling 6.4054 million shares, which represents 0.74% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 64.953 billion yuan, and has achieved a year-to-date return of 28.17%, ranking 1822 out of 4222 in its category [2] - The fund manager of Southern CSI 1000 ETF is Cui Lei, who has been in the position for 6 years and 317 days, with a total asset scale of 94.976 billion yuan [3]