With the continuous increase in the demand for lightweighting in new energy vehicles and the rapid development of emerging industries such as humanoid robots and electric vertical take-off and landing aircraft, the demand for lightweighting has become increasingly prominent. Magnesium alloys, with their outstanding performance, have become the focus of industry attention. Recently, many A-share listed companies have disclosed their progress in the magnesium alloy field, indicating that this material is accelerating its transformation from a "potential material" to a "mainstream material".
Magnesium alloy is currently the lightest metal structural material, with a density only two-thirds that of aluminum alloy and one-fourth that of steel. It also features high specific strength, excellent electromagnetic shielding performance, high thermal conductivity and shock absorption properties, and is hailed as the "green engineering material of the 21st century". Although its large-scale application was previously restricted due to insufficient corrosion resistance, with breakthroughs in surface treatment and alloy composition, the applicability of magnesium alloy is constantly improving.
Gao Zhengyang, a special researcher at Su Shang Bank, stated that the demand for lightweighting in new energy vehicles continues to grow, and products related to humanoid robots and low-altitude economy also place higher requirements on structural materials. The market space for magnesium alloys is rapidly expanding.
Facing the broad market prospects, many listed companies have actively launched their strategic layouts. Yishi Mi Co., Ltd. has launched semi-solid magnesium alloy injection molding machines, covering a full range of models from 400T to 10,000T, providing high-performance and lightweight magnesium alloy casting solutions for new energy vehicles. Ningbo Xingyuan Zhuomeng Technology Co., Ltd. has established a complete technical system from mold development to precision processing, and has also started technical preparations in the field of robots. Chongqing Xinyuan Intelligent Technology Co., Ltd. has collaborated with universities to explore the application potential of magnesium alloys in intelligent robots, drones, and other fields.
Zhang Yue, the chairman of Beijing Aoyou International Cultural Media Co., Ltd., pointed out that magnesium alloys are currently in an important development window. Enterprises need to continuously optimize processing techniques, enhance material performance, and strengthen collaboration with downstream application ends to seize market opportunities. As technology continues to mature, enterprises that have taken the lead in establishing the magnesium alloy industry chain are expected to gain a dominant position in the next round of industrial upgrading.
Market analysis indicates that with the vigorous development of high-end manufacturing industries such as new energy, robotics, and aerospace, the application penetration rate of magnesium alloys will continue to increase, and the future market growth potential is enormous.
（China Metallurgical Metals Network）