Company Overview - Baowu Magnesium Industry Technology Co., Ltd. was established in 1993 and listed on the Shenzhen Stock Exchange in 2007, evolving into a high-tech enterprise integrating mining, non-ferrous metal smelting, and recycling processing [1] - The company specializes in the production and sales of magnesium and aluminum alloy materials, with key products including magnesium alloys, magnesium alloy die-castings, aluminum alloys, and metal strontium [1] - The complete industry chain from "dolomite mining - primary magnesium smelting - magnesium alloy melting - magnesium alloy precision casting and deformation processing - magnesium alloy recycling" optimizes product cost structure and enhances risk resistance [1] Downstream Processing Expansion - The company operates six die-casting bases nationwide, equipped with over 200 die-casting units and nearly 1,000 processing centers, providing comprehensive lightweight solutions [2] - Key areas of focus for magnesium alloy deep processing products include automotive parts, electric bicycle components, robot parts, and magnesium construction templates [2] - Specific automotive components include small parts like steering wheels and larger components such as dashboard supports and seat brackets [2] Magnesium Alloys in Robotics - The company emphasizes the promotion of magnesium materials in the robotics sector, highlighting advantages such as lightweight, speed, stability, and cost-effectiveness [3] - Magnesium alloys meet the demands for efficient transmission and reliable stability in robotics, while also being environmentally friendly due to their recyclability [3] Strontium Products - Strontium, a rare alkaline earth metal, enhances the strength, hardness, and corrosion resistance of alloys when added to aluminum and magnesium [4] - The company has an annual production capacity of 3,000 tons of metal strontium, with an output of approximately 2,500 tons [4] Future Development Strategy - The company prioritizes research and innovation, focusing on technological advancements and new product development as core strategies [5] - Significant investments have been made in developing magnesium reduction and alloy production technologies, with energy-saving levels leading the industry [5] - The company aims to upgrade its industrial technology, promoting high-end, intelligent, and green transformations, while expanding its deep processing business for magnesium alloy automotive die-castings [5]

Group 1: Production Capacity and Export - In 2024, global primary magnesium production capacity reached 175 million tons, with a production volume of 112 million tons, marking a 12% increase year-on-year [1] - China's primary magnesium production capacity in 2024 was 148.75 million tons, reflecting a year-on-year growth of 9.29% [1] - China's magnesium product exports in 2024 totaled 459,800 tons, a 13.62% increase from 2023's 404,700 tons [1] Group 2: Market Opportunities and Strategies - The company is leveraging the automotive lightweight trend by expanding downstream processing of magnesium alloys, focusing on new automotive components to meet market demands [2] - With magnesium prices lower than aluminum, the company sees this as an opportunity to promote magnesium applications in large automotive parts, robots, and construction templates [2] Group 3: Cost Reduction and Innovation - The company aims to reduce magnesium production costs to enhance competitive advantages and has established technical and marketing teams across various sectors [3] - Continuous innovation in product types, production technology, and applications is prioritized to meet performance requirements [3] Group 4: Future Development Strategy - The company emphasizes research and development as a core strategy, focusing on technological innovation and new product development [4] - It has developed advanced magnesium reduction and alloy production technologies, positioning itself at the forefront of the industry [4] - The company is committed to upgrading industrial technology and transitioning towards high-end, intelligent, and green production [4]

证券代码：002182 证券简称：宝武镁业 公告编号：2025-06 宝武镁业科技股份有限公司 关于向特定对象发行股票限售股份上市流通的 提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： ●宝武镁业科技股份有限公司（以下简称"宝武镁业"或"公司"）本次解禁限 售股数量为 86,800,000 股，占上市公司总股本的 8.75%。 ●本次解除限售股份的上市流通日为 2025 年 3 月 10 日（星期一）。 一、公司向特定对象发行股份概况 经中国证券监督管理委员会《关于同意南京云海特种金属股份有限公司向特定 对象发行股票注册的批复》（证监许可[2023]1685 号）同意，南京云海特种金属股份 有限公司（以下简称"云海金属"）向特定对象宝钢金属有限公司（以下简称"宝钢 金属"）发行人民币普通股（A 股）6,200.00 万股，上述新增股份已于 2023 年 9 月 8 日在深圳证券交易所上市。本次发行后，云海金属总股本由 646,422,538 股增加至 708,422,538 股。 2023 年 9 月 20 日，公司中文名称由"南京云海 ...

核查意见 华泰联合证券有限责任公司关于 宝武镁业科技股份有限公司限售股份上市流通事项 的核查意见 华泰联合证券有限责任公司（以下简称"华泰联合证券"或"保荐机构"）作为 宝武镁业科技股份有限公司（以下简称"宝武镁业"或"公司"）向特定对象发行股 票持续督导阶段的保荐机构，根据《证券发行上市保荐业务管理办法》《深圳证 券交易所股票上市规则》及《深圳证券交易所上市公司自律监管指引第 13 号—— 保荐业务》等有关规定，对宝武镁业限售股份持有人持有的限售股份将上市流通 情况进行了认真、审慎的核查，并发表本核查意见，具体情况如下： 一、公司向特定对象发行股票并上市及之后的股本变化情况 经中国证券监督管理委员会证监许可[2023]1685 号文同意，宝武镁业向特定 对象发行人民币普通股（A 股）6,200.00 万股，发行后股本总额为 708,422,538 股，上述新增股份已于 2023 年 9 月 8 日在深圳证券交易所上市。 经 2023 年年度股东大会审议同意，宝武镁业于 2024 年 6 月实施了以 2023 年 12 月 31 日总股本 708,422,538 股为基数向全体股东每 10 股送红股 4 股的 ...

Core Viewpoint - Baowu Magnesium Industry (002182) announced that its subsidiary, Wutai Baomai, successfully acquired mining rights for a limestone mine in Shanxi Province for 1.168 billion yuan on November 3, 2023, and has received the mining license from the local planning and natural resources bureau [1] Group 1 - The acquisition price for the mining rights is 1.168 billion yuan [1] - The mining rights pertain to a limestone mine located in Dapu Village, Dongye Town, Wutai County, Xinzhou City, Shanxi Province [1] - The mining license was issued recently by the Xinzhou City Planning and Natural Resources Bureau [1]

证券代码：002182 证券简称：宝武镁业 公告编号：2025-07 宝武镁业科技股份有限公司 关于子公司五台宝镁取得采矿许可证的公告 矿山名称：五台县东治镇大朴村白云岩 矿区面积：2.7778平方公里 有效期限：叁拾年（2025年3月4日至2055年3月4日） 特此公告。 宝武镁业科技股份有限公司 董 事 会 本公司及董事会全体成员保证公告内容的真实、准确和完整，不存在虚 假记载、误导性陈述或者重大遗漏。 宝武镁业科技股份有限公司（以下简称"宝武镁业"或"公司"）子公司五台云 海镁业有限公司（以下简称"五台宝镁"）为了保证原镁及镁合金生产原材料的稳定 供应，参加了忻州市规划和自然资源局进行的关于"山西省忻州市五台县东冶镇大朴 村白云岩矿采矿权"的竞拍，并于2023年11月3日以116,793万元的价格竞得了山西省忻 州市五台县东冶镇大朴村白云岩矿采矿权，详见公司于2023年11月3日在巨潮资讯网上 发布的《关于公司子公司五台云海参与竞拍采矿权并竞得采矿权的公告》（公告号： 2023-85）。公司于近日收到忻州市规划和自然资源局颁发的《采矿许可证》(证号： C1409002025036200158040)。 ...

Core Viewpoint - Baowu Magnesium Industry (002182.SZ) has faced regulatory scrutiny due to issues related to the independence commitments of its controlling shareholder, Baosteel Metal Co., Ltd, which has been ordered to rectify its actions by the Jiangsu Securities Regulatory Bureau [1][2]. Group 1: Regulatory Issues - Baosteel Metal was found to have violated its commitment to ensure the independence of Baowu Magnesium's management, as several senior managers held positions or received salaries from Baosteel Metal or its subsidiaries [2]. - The Jiangsu Securities Regulatory Bureau has issued an administrative order for Baosteel Metal to correct these issues, which will be recorded in the securities market integrity archive [2]. Group 2: Environmental Violations - Baowu Magnesium's subsidiary, Chaohu Yunhai Magnesium Industry Co., Ltd, was fined 384,000 yuan for failing to construct environmental protection facilities as required by environmental assessments [3]. - The company stated that the regulatory measures against its controlling shareholder would not affect its normal business operations [3].

Company Overview - Baowu Magnesium Industry Co., Ltd. was established in 1993 and listed in 2007, focusing on mining, non-ferrous metal smelting, and recycling processing [1] - The company specializes in the production and deep processing of magnesium and aluminum alloy materials, with key products including magnesium alloys, aluminum extrusions, and intermediate alloys [1] Market and Export - Magnesium products are primarily exported to Europe, North America, and Southeast Asia [2] Impact of Magnesium Pricing - The decline in magnesium prices below aluminum prices presents a significant opportunity for the magnesium industry, enhancing the adoption of magnesium in automotive and construction applications [2] - This shift allows for promoting magnesium from a cost perspective, in addition to performance benefits [2] Strategic Measures for Promotion - The company aims to lower production costs to enhance competitive advantages [2] - Establishing technical and marketing teams across various sectors (automotive, 3C, construction, etc.) to engage deeply in product design phases [2] - Innovating and developing a wider range of magnesium products to meet performance requirements [2] Application in Robotics - Magnesium alloys are positioned to empower the robotics industry, offering advantages such as lightweight, speed, stability, and cost-effectiveness [2] Compliance and Communication - The company ensures compliance with information disclosure regulations, maintaining the accuracy and completeness of disclosed information [2]

证券代码：002182 证券简称：宝武镁业 公告编号：2025-05 宝武镁业科技股份有限公司 关于公司控股股东收到中国证监会江苏监管局 行政监管措施决定书的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，不存在虚 假记载、误导性陈述或者重大遗漏。 宝武镁业科技股份有限公司（以下简称"宝武镁业"或"公司"）控股股 东宝钢金属有限公司（以下简称"宝钢金属"）于近日收到中国证监会江苏监 管局出具的《江苏证监局关于对宝钢金属有限公司采取出具责令改正措施的决 定》（〔2025〕35号），现将有关情况公告如下： 一、行政监管措施决定书的主要内容 宝钢金属有限公司： 我局在对宝武镁业科技股份有限公司（曾用名云海金属，以下简称宝武镁 业）现场检查过程中，发现你公司作为控股股东的相关承诺履行存在以下问题： 2022年，你公司认购云海金属非公开发行股票，并出具《关于保证上市公 司独立性的承诺函》，承诺"保证云海金属人员独立1.保证云海金属的高级管 理人员在云海金属专职工作及领取薪酬，不会在本公司及本公司控制的其他企 业（不含云海金属及其控制的下属企业，下同）担任董事、监事以外的职务；2. 云海金属具有完整的、独立的 ...

编号：2025-02 投 资 者 关 系 活 动类别 ■特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 参 与 单 位 名 称 及人员姓名 民生金属：邱祖学、张锦 南方基金：李金哲、王天瑜、潘越、金岚枫 时间 2025 年 2 月 11 日 地点 公司会议室 上 市 公 司 接 待 人员姓名 宝武镁业董事长 梅小明 宝武镁业董秘 吴剑飞 投 资 者 关 系 活 动 主 要 内 容 介 绍 问：镁合金轻量化电驱总成有什么优势？ 答：镁合金壳体电驱动总成，集先进的集成设计理念、前沿的 制造技术、优质的材料选择于一身。镁材料的轻量化特性不仅有助 于降低电耗，也会显著提升电动车的续航里程。同时，镁合金在机 械性能、加工便利性、电磁屏蔽能力等方面也有优势。 问：镁价低于铝价对公司的影响？ 答：随着镁价低于铝价，对镁行业来说是很好的机遇，对下游 应用如车中大件、汽车镁合金一体化压铸大件、机器人以及建筑模 板的应用拓展更为有利，会进一步提高下游客户用镁的积极性。以 前我们从性能角度推广镁的应用，现在更可以从成本的角度来推 广镁的应用。 | 问：半固态镁合金产品有哪些优点？ ...