事件：近日陕西发改委拟就铁合金、电石、烧碱、水泥、钢铁、黄磷、锌冶炼7个高耗能行业实施差别电价，对限 制类产能加价0.1元/kWh，淘汰类产能加价0.3元/kWh，2026年7月1日起实行。 12025年陕西省原镁产量占全国总产量的65.75%，主要集中在榆林地区。 政策影响： #成本间接提升。 本次政策虽未直接指向原镁行业，但当地采用兰炭尾气炼镁，形成了煤—兰炭—电—硅铁—镁的完整产业链，硅 铁产能关停或导致产业链成本抬升，进而影响原镁产出。 #部分镁企因硅铁产能落后已被列入限制类名单。 【中邮有色】镁：供给或受扰动，镁铝比加速需求替代 事件：近日陕西发改委拟就铁合金、电石、烧碱、水泥、钢铁、黄磷、锌冶炼7个高耗能行业实施差别电价，对限 制类产能加价0.1元/kWh，淘汰类产能加价0.3元/kWh，2026年7月1日起实行。 12025年陕西省原镁产量占全国总产量的65.75%，主要集中在榆林地区。 政策影响： #成本间接提升。 【中邮有色】镁：供给或受扰动，镁铝比加速需求替代 榆林采用兰炭尾气冶炼原镁，虽然成本较低，但生产方式都较为落后，属于受环保、双控政策影响较大的区域， 政策或有可能进一步加码，直接对 ...

General Provisions - The company aims to protect the legal rights of shareholders, employees, and creditors, and to regulate its organization and behavior according to relevant laws [2][3] - The company is established as a joint-stock limited company in accordance with the Company Law and other relevant regulations [2] - The company was approved by the China Securities Regulatory Commission (CSRC) for its initial public offering of 40 million shares on December 22, 2020, and was listed on the Shanghai Stock Exchange on February 24, 2021 [2][3] - The registered capital of the company is RMB 282,806,592 [2] Business Objectives and Scope - The company's business objective is to prioritize people and create first-class products while striving for excellence to enhance customer satisfaction [4] - The registered business scope includes manufacturing precision castings and forgings for automobiles and motorcycles, key components for energy-absorbing steering systems, and processing of aluminum and magnesium alloy castings [4] Shares - The company's shares are issued in the form of stocks, with all issued shares being ordinary shares totaling 282,806,592 [5][6] - The issuance of shares follows principles of openness, fairness, and justice, ensuring equal rights for each share of the same category [5][6] - The company cannot provide financial assistance for others to acquire its shares, except under specific circumstances approved by the shareholders' meeting [6][7] Shareholders and Shareholders' Meeting - The company establishes a shareholder register based on certificates provided by the securities registration and settlement institution, which serves as proof of shareholding [9] - Shareholders have rights to dividends, request meetings, supervise operations, and transfer shares according to the law and the company's articles of association [9][10] - The shareholders' meeting is the company's authority, responsible for electing directors, approving reports, and making decisions on capital changes and other significant matters [46][47] Voting and Resolutions - Resolutions at the shareholders' meeting can be ordinary or special, with ordinary resolutions requiring a simple majority and special resolutions requiring a two-thirds majority [80][82] - Certain matters, such as capital changes and mergers, require special resolutions [82] - Shareholders must disclose any related party relationships when voting on related transactions, and related shareholders must abstain from voting [84]