宝武镁业(002182) - 2023年9月21日投资者关系活动记录表

Group 1: Performance Comparison of Magnesium and Aluminum - Magnesium is the lightest practical metal, with a density approximately 2/3 that of aluminum and 1/4 that of iron [1] - Magnesium alloys have superior heat dissipation compared to aluminum alloys, making them more effective for heat sink applications [1] - Aluminum alloys, while having a low density, possess high strength, comparable to or exceeding that of high-quality steel, and are widely used in various industries [1] Group 2: Long-term Development Strategy - The company focuses on technological innovation and new product development as its core strategy, continuously increasing R&D efforts [2] - It has developed a complete set of magnesium reduction and alloy production equipment, with energy-saving levels among the industry leaders [2] - The company has successfully undertaken multiple national and provincial research projects through industry-academia collaboration [2] Group 3: Advancements in Integrated Die Casting - In the first half of 2023, the company successfully trial-produced ultra-large magnesium alloy structural components for new energy vehicles, with projection areas exceeding 2.2 square meters [2] - This success promotes the large-scale application of magnesium alloys in complex structures, particularly in the automotive, construction, and aerospace industries [2] Group 4: Advantages of Magnesium-based Solid Hydrogen Storage - Transitioning from gaseous and liquid hydrogen storage to magnesium-based solid hydrogen storage significantly enhances safety and reduces storage costs [2] - Potential application scenarios include solid hydrogen tanks, fuel cells, and hydrogen storage and transportation [2] Group 5: Investor Relations and Compliance - The company ensured thorough communication with investors during the reception process, adhering to information disclosure regulations to guarantee the accuracy and completeness of disclosed information [3] - No significant undisclosed information leaks occurred, and the company signed the required research commitment letter as mandated by the Shenzhen Stock Exchange [3]