China EMM Imports Soared in February for the First Time, How Will the Market Evolve?

[SMM Magnesium Express]Yesterday, Jiangxi Zhongke Yamei New Materials Technology Co., Ltd., after 17 years of technological research, achieved a full closed-loop process from magnesium alloy smelting, extrusion, and die casting to waste recycling, overcoming the safe recycling technology for magnesium alloy cutting waste, further reducing comprehensive production costs by 10%. The company, established in Fuzhou High-Tech Zone, leverages the local new energy vehicle industry ecosystem. Its customized automotive magnesium alloy components for BYD have entered the prototype verification stage, aiming to increase magnesium usage per vehicle from the current approximately 10 kilograms to 50 kilograms by 2028. Upon full production capacity, the company can annually produce 100,000 tons of magnesium alloy ingots and 20,000 tons of high-performance lightweight components, with an annual output value expected to exceed 3 billion yuan. With the maturation of the full-process technology and capacity release, the large-scale application of magnesium alloy in the new energy vehicle sector is expected to accelerate.

[SMM Magnesium Express] Hari ini, menurut China Securities Journal, Xu Hong, Ketua Yongmaotai, dalam wawancara eksklusif memaparkan secara sistematis tata letak strategis bisnis paduan magnesium perusahaan. Perusahaan menetapkan bisnis paduan magnesium sebagai "kurva pertumbuhan kedua," dengan membentuk divisi paduan magnesium dan membangun pabrik pengecoran tekan paduan magnesium baru di dua basis utama di Anhui dan Chongqing. Jalur produksi yang direncanakan akan melampaui 20 lini, mencakup model dari 650T hingga 7000T, serta mengadopsi teknologi pembentukan semi-padat, untuk menyasar komponen struktural inti seperti balok panel instrumen otomotif, rumah penggerak listrik, dan panel lantai belakang. Xu Hong menuturkan bahwa pada 2030, penggunaan magnesium per kendaraan di Tiongkok diperkirakan meningkat dari 8 kilogram saat ini menjadi 45 kilogram, setara dengan tambahan pasar sekitar 50 miliar yuan. Seiring peningkatan kapasitas produksi secara bertahap, aplikasi skala besar paduan magnesium di sektor otomotif dan robotika diantisipasi akan semakin cepat.