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宝武镁业(002182) - 2023年7月31日投资者关系活动记录表
002182BAOWU MAGNESIUM(002182)2023-07-31 09:35

Production Capacity - The global primary magnesium production capacity is approximately 1.6 million tons, with an output of about 1.1 million tons in 2022 [1] - Yunhai Metal currently has a primary magnesium capacity of 100,000 tons and magnesium alloy capacity of 200,000 tons [2] - The company is constructing additional primary magnesium capacities of 50,000 tons in Chao Lake, 100,000 tons in Wutai, and 300,000 tons in Qingyang, aiming for a total capacity of 500,000 tons for both primary magnesium and magnesium alloys [2] Export Performance - In 2022, foreign sales accounted for 21% of the company's total revenue [2] Core Competitiveness - Resource reserve advantage and complete industrial chain: The company has abundant white cloud stone mineral resources, ensuring stable raw material supply for primary magnesium production [3] - Strategic layout advantage: The company has established three primary magnesium supply bases and four magnesium alloy supply bases across various regions in China [3] - Technological innovation advantage: The company has developed a full set of magnesium reduction and magnesium alloy production equipment, leading the industry in energy-saving and consumption-reducing levels [3] - Customer and brand advantage: The company is a leading player in the global magnesium industry, with an annual production capacity of 100,000 tons of primary magnesium and 200,000 tons of magnesium alloys, supplying key components to renowned automotive brands [3]