宝武镁业(002182) - 2014年12月2日投资者关系活动记录表

Production Capacity - The current production capacity for magnesium alloy is distributed across five locations: Wutai (50,000 tons), Suzhou (40,000 tons), and Chao Lake (50,000 tons), with an additional 100,000 tons in Yuncheng and 30,000 tons in Taizhou [1] - The aluminum alloy production capacity includes: Nanjing (90,000 tons of DC bars), aluminum alloy recycling (65,000 tons), and ongoing projects in Huizhou [1][2] Market Growth and Financial Performance - The magnesium alloy market is expected to maintain an annual growth rate of approximately 10% [2] - The projected net profit for 2014 is estimated to be between 26 million and 38 million yuan [2] Product and Sales Strategy - The sales policy is centrally formulated by the headquarters, with execution managed by subsidiaries [1] - The company is focusing on downstream development, including magnesium alloy die-casting and aluminum alloy extrusion, after establishing a solid foundation in the industry [2] Challenges and Industry Trends - The decline in aluminum prices has negatively impacted the gross margin of aluminum alloy products [2] - The company is exploring potential collaborations, although no specific plans have been confirmed yet [2]