Overview - The rapid rise of the new energy vehicle industry is driving the growth of the automotive magnesium alloy wheel hub sector, with increasing demand for lightweight components to alleviate range anxiety [1][9] - The market size of China's automotive magnesium alloy wheel hub industry is projected to reach 1.42 billion yuan in 2024, representing a year-on-year growth of 47.9%, although the current market share of magnesium alloy wheel hubs is less than 2% [1][9] Market Policies - China has implemented a series of policies to support the development of the automotive magnesium alloy wheel hub industry, creating a favorable policy environment [4] Industry Chain - The upstream of the automotive magnesium alloy wheel hub industry includes suppliers of magnesium alloys and coating materials, while the downstream primarily targets the automotive market, with new energy passenger vehicles being the largest demand source [5][7] Current Development - The automotive market in China is experiencing rapid growth, with production and sales of automobiles reaching 24.43 million and 24.36 million units respectively in the first nine months of 2025, showing year-on-year growth of 13.3% and 12.9% [7][8] Competitive Landscape - The industry is transitioning from "technical reserves" to "scale application," with few companies capable of mass production. Key players include Dewey Technology Co., Ltd., Baowu Magnesium Industry, and others [9][10] Development Trends - Continuous optimization of material formulations is expected, with a focus on combining magnesium with rare earths and carbon fibers to enhance performance [13] - Smart manufacturing processes will be integrated into production, utilizing AI and 3D printing technologies to improve efficiency [14] - Green production will become a core competitive advantage, with a focus on reducing carbon emissions and enhancing recycling systems [15] - Vertical integration of the industry chain will be pursued by leading companies to ensure supply stability and reduce costs [16]

这一走势终结了2023年以来的下行周期，此前该材料价格在2024年跌至5万元/吨的成本线附近，而2022年一季度曾创下60万元/吨的天价。 本轮价格飙升源于供给端刚性约束与需求端持续放量的双重驱动。 供给侧方面，业内人士表示，六氟磷酸锂扩产周期长达18至24个月，即便厂房建成，新产线投产仍需10个月；加之其作为危险化学品，环评审批严格，且 企业现有产能利用率不足50%便难以获批新项目，新产能落地通常需2.5至3年。 近期，电解液核心材料六氟磷酸锂价格强势反弹，从低位快速攀升，这一利好已直接传导至产业链相关企业业绩，立中集团、多氟多纷纷在互动平台披露 经营向好态势。 数据显示，六氟磷酸锂价格自7月18日触底4.98万元/吨后快速反弹，目前已涨至17万元/吨，涨幅显著。 同时，新项目投资额高，叠加此前市场周期剧烈波动，企业扩产态度极为谨慎，今明两年难有大量新增产能释放。 需求端则呈现多点爆发态势，为价格反弹提供强劲支撑。高工锂电董事长张小飞博士在2025高工锂电年会上指出，2025年动力电池出货量首次突破TWh 大关，未来10年仍有近3倍增长空间。 储能赛道增速更为迅猛，GGII预计，今年全球储能电池出货量将超6 ...

近期，电解液核心材料六氟磷酸锂价格强势反弹，从低位快速攀升，这一利好已直接传导至产业链 相关企业业绩， 立 中 集团、多 氟多 纷纷在互动平台披露经营向好态势。 数据显示，六氟磷酸锂价格自7月18日触底4.98万元/吨后快速反弹，目前已涨至 17万元/吨 ， 涨幅显著。 这一走势终结了2023年以来的下行周期，此前该材料价格在2024年跌至5万元/吨的成本线附 近，而2022年一季度曾创下60万元/吨的天价。 本轮价格飙升源于 供给端刚性约束 与 需求端持续放量 的双重驱动。 供给侧方面，业内人士表示，六氟磷酸锂 扩产周期长达 18至24个 月 ，即便厂房建成，新产线投 产仍需10个月；加之其作为危险化学品，环评审批严格，且企业现有产能利用率不足50%便难以 获批新项目， 新产能落地通常需2.5至3年。 同时，新项目投资额高，叠加此前市场周期剧烈波动，企业扩产态度极为谨慎，今明两年难有大量 新增产能释放。 需求端则呈现多点爆发态势，为价格反弹提供强劲支撑。高工锂电董事长张小飞博士在2025高工 锂电年会上指出，2025年 动力 电 池 出货量首次突破 TWh大关 ，未来10年仍有近3倍增长空 间。 储能赛道增 ...

Core Viewpoint - The company is actively expanding its product applications in the commercial aerospace sector and is engaging with suppliers in the aerospace industry chain [2] Group 1: Product Development and Applications - The company has developed and produced aluminum-based rare earth intermediate alloys and high-end aluminum-based intermediate alloys, which are used in the manufacturing of aluminum alloys for civil aircraft, commercial aircraft, spacecraft, and rockets [2] - The aerospace-grade special intermediate alloys produced by the company are primarily applied in titanium alloys and high-temperature alloy fields, successfully used in critical components such as aircraft engine exhaust plugs, fan blades, nozzle components, landing gear, brake discs, and fasteners [2] - The company has also developed new composite materials, including silicon-aluminum alloys, aluminum-based composite materials, microcrystalline aluminum alloy materials, and 3D printed aluminum alloy materials, which can be used in aerospace electronic packaging, aircraft components, rocket components, and optical devices [2]

Core Viewpoint - The company is actively expanding its product applications in the commercial aerospace sector, collaborating with both domestic and international suppliers in the aerospace industry chain [2]. Group 1: Product Applications - The company has developed aluminum-based rare earth intermediate alloys and high-end aluminum-based intermediate alloys, which are used in the manufacturing of aluminum alloys for civil aircraft, commercial aircraft, spacecraft, and rockets [2]. - The aerospace-grade special intermediate alloys produced by the company are primarily applied in titanium alloys and high-temperature alloy fields, successfully used in critical components such as aircraft engine exhaust plugs, fan blades, nozzle components, landing gear, brake discs, and fasteners [2]. - The company has also developed new composite materials, including silicon-aluminum alloys, aluminum-based composite materials, microcrystalline aluminum alloy materials, and 3D printed aluminum alloy materials, which can be utilized in aerospace electronic packaging, aircraft components, rocket components, and optical devices [2].

立中集团（300428.SZ）12月25日在投资者互动平台表示，近期随着六氟磷酸锂市场价格的增长，山立 新六氟磷酸锂产能利用率持续提升，产销量和客户订单数量均实现增长，目前已实现扭亏为盈，盈利能 力持续向好。 每经AI快讯，有投资者在投资者互动平台提问：自9月份开始六氟磷酸锂的价格增长已接近3倍，山立 新的客户订单需求量是否大幅提升，对公司盈利情况的影响？ （记者 王晓波） ...

Group 1 - The core stock price of Lichong Group increased by 2.03% to 23.16 CNY per share, with a total market capitalization of 15.878 billion CNY as of December 25 [1] - The company has seen a year-to-date stock price increase of 45.08%, with a 5-day increase of 5.75% and a 20-day increase of 11.61%, while experiencing a 60-day decline of 3.14% [1] - Lichong Group's main business includes the research, production, and sales of aluminum alloy wheels, lightweight and functional intermediate alloy new materials, and cast aluminum alloys, with revenue composition being 54.50% from cast aluminum alloys, 33.23% from aluminum alloy wheels, 7.81% from intermediate alloys, and 4.46% from others [1] Group 2 - As of December 20, Lichong Group had 29,100 shareholders, a decrease of 1.90%, with an average of 20,517 circulating shares per shareholder, an increase of 4.80% [2] - For the period from January to September 2025, Lichong Group achieved a revenue of 22.921 billion CNY, representing a year-on-year growth of 18.34%, and a net profit attributable to shareholders of 625 million CNY, up 26.77% year-on-year [2] - The company has distributed a total of 730 million CNY in dividends since its A-share listing, with 339 million CNY distributed over the past three years [3]

（文章来源：证券日报） 证券日报网讯 12月24日，立中集团在互动平台回答投资者提问时表示，目前公司可转债已全部赎回， 公司将严格按照监管要求履行信息披露义务，详情请关注公司公告。 ...

（文章来源：证券日报） 证券日报网讯 12月24日，立中集团在互动平台回答投资者提问时表示，截至2025年12月20日中国证券 登记结算有限公司下发的定期持有人名册查询结果显示公司股东数量为29085户。 ...

Core Viewpoint - The company, Lichung Group, is actively involved in the aerospace sector, focusing on the research and production of advanced aluminum-based alloys and composite materials for various aerospace applications [2] Group 1: Aerospace Applications - The company has developed aluminum-based rare earth intermediate alloys and high-end aluminum-based intermediate alloys that are utilized in the manufacturing of components for civil aircraft, commercial aircraft, spacecraft, and rockets [2] - The aerospace-grade special intermediate alloys produced by the company are primarily used in titanium and high-temperature alloy applications, successfully contributing to critical components such as aircraft engine exhaust nozzles, fan blades, nozzles, landing gear, brake discs, and fasteners [2] - Additionally, the company has researched silicon-aluminum alloys, aluminum-based composite materials, microcrystalline aluminum alloys, and 3D printed aluminum alloys, which can be applied in aerospace electronic packaging, aircraft components, rocket components, and optical devices [2]