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投资者提问:董秘您好!近期美国诺维利斯等铝厂停产,北美市场镁合金当前北美市...
Xin Lang Cai Jing· 2025-11-18 07:16
Core Viewpoint - The recent shutdown of aluminum plants, including Novelis in the U.S., has led to increased inquiries for magnesium alloy equipment in the North American market, indicating a potential shift towards magnesium alloys as a substitute for aluminum alloys [1] Group 1: Market Trends - There has been a noticeable increase in the inquiry volume for magnesium alloy equipment in North America, suggesting a growing interest in this material as an alternative to aluminum [1] - The trend towards replacing aluminum alloys with magnesium alloys appears to be accelerating significantly [1] Group 2: Production Capacity and Orders - The company has not provided specific details regarding the conversion of inquiries into confirmed orders for models such as UN6600MGII·Plus [1] - Questions were raised about whether the expansion of the Ohio plant will provide sufficient localized capacity to handle potential increases in order volume [1] - The company has not disclosed specific targets for production capacity enhancement or delivery cycle optimization [1]