星源卓镁(301398) - 星源卓镁调研活动信息

Group 1: Company Overview - Ningbo Xingyuan Zhuomei Technology Co., Ltd. was established in 2003, initially focusing on die-casting molds and later expanding into aluminum alloy die-casting in 2006 [1] - The company shifted its primary focus to magnesium alloy products in 2009, recognizing the promising future applications of magnesium materials [2] Group 2: Product Development and Production - The company primarily engages in the research, development, production, and sales of magnesium and aluminum alloy precision die-casting products and supporting die-casting molds [2] - Magnesium alloy products are mainly promoted for lightweight applications in the automotive sector, while the aluminum alloy business supports the development of magnesium alloy products [2] Group 3: Production Technology - The production equipment for magnesium and aluminum alloy die-casting is largely similar; however, differences exist in the design and processing due to the distinct physical properties of the materials [2][3] - The company employs semi-solid processing techniques, which allow for better product quality and reduced defects compared to traditional fully molten magnesium alloy casting [3] Group 4: Market Strategy and Future Plans - The pricing strategy for magnesium alloy products is based on a cost-plus model combined with market quotations [3] - Future strategies include focusing on the applications of magnesium and aluminum alloys in automotive lightweighting, electrification, and smart technologies, while enhancing R&D capabilities and market share [3] Group 5: Talent Development - The company implements a comprehensive incentive system to attract top R&D talent and actively engages in industry-academia collaborative research projects [3]