宝武镁业(002182) - 2023年11月1日投资者关系活动记录表

Group 1: Project Progress - The Qingyang project is progressing as planned, with full construction of the raw magnesium, magnesium alloy, deep processing area, mineral mining area, and transportation corridor achieved, aiming for production by the end of the year [1] - The magnesium alloy building template project began investment in 2021, with batch supply established in 2022 and further improvements in surface treatment processes in 2023 [2] Group 2: Market and Product Advantages - Magnesium alloys are favored in the construction industry due to their lightweight properties, lower post-processing costs compared to aluminum alloys, and reduced cleaning costs [1][2] - The company has developed magnesium-based solid-state hydrogen storage materials, which have the highest hydrogen storage density among solid-state materials, significantly reducing costs and enhancing safety [2] Group 3: Core Competencies - The company benefits from resource reserves and a complete industrial chain, with rich marble mineral resources ensuring stable raw material supply [3] - The company has a production capacity of 100,000 tons of raw magnesium and 200,000 tons of magnesium alloys annually, maintaining a leading position in global magnesium alloy sales [3] - Continuous investment in technology innovation has led to the development of advanced magnesium reduction and alloy production equipment, placing the company at the forefront of the industry [3]