宝武镁业(002182) - 2023年3月2日投资者关系活动记录表

Group 1: Company Overview - Nanjing Yunhai Special Metals Co., Ltd. is a high-tech enterprise engaged in mining, non-ferrous metal smelting, and recycling processing, primarily producing magnesium and aluminum alloy materials [1] - Main products include magnesium alloys, magnesium alloy die-castings, aluminum alloys, aluminum extrusions, micro air conditioning flat tubes, aluminum extruded automotive structural parts, intermediate alloys, and metal strontium [1] Group 2: Mining Reserves - Subsidiary Chao Lake Yunhai Magnesium Industry Co., Ltd. holds mining rights for 8,864.25 million tons of limestone [2] - Joint venture Anhui Baomai Light Alloy Co., Ltd. possesses mining rights for 131,978.13 million tons of limestone [2] - The mining rights of subsidiary Wutai Yunhai Magnesium Industry Co., Ltd. are currently being integrated [2] Group 3: Production Capacity Plans - The company is constructing a new 50,000-ton primary magnesium production capacity in Chao Lake, a 100,000-ton capacity in Wutai, and a 300,000-ton capacity in Qingyang [2] - The Qingyang project is progressing as planned, with comprehensive construction of primary magnesium, magnesium alloy, magnesium alloy deep processing area, mineral extraction area, and transportation corridor [2] - Once the new capacities in Qingyang and other expansions are operational, the company aims to achieve a scale of 500,000 tons of primary magnesium and 500,000 tons of magnesium alloys [2] Group 4: Market Applications - Fast-growing application areas for magnesium alloys in the coming years include: 1. Automotive sector, such as dashboard brackets, seat brackets, central control brackets, display screen brackets, electric drive housings, and inner door panels [2] 2. Construction templates, with increasing demand for magnesium alloy construction templates in the building sector [2] Group 5: Investor Relations - The company ensures compliance with information disclosure regulations, maintaining the authenticity, accuracy, completeness, timeliness, and fairness of information shared with investors [2]