Industry Revenues:

• Automotive Industry: 40%
• Aerospace: 25%
• Construction: 20%
• Electronics: 15%

TOP 3 Markets:

• China: 50%
• USA: 30%
• Europe: 15%

Baowu Magnesium Technology Co., Ltd. generates the majority of its revenues from the automotive industry, followed by aerospace and construction. These industries benefit from the lightweight construction and specific properties of magnesium.

The largest market for Baowu is China, attributed to strong local demand and the company's strategic market position. The USA and Europe follow as important export markets, also benefiting from the demand for lightweight and efficient materials.

Production Sites: Mainly in China

Baowu Magnesium Technology Co., Ltd. is a leading company in magnesium production and has its production facilities mainly in China. The company utilizes the country's abundant magnesium resources to efficiently manufacture its products. China is known for its extensive resources and well-developed infrastructure, which enables Baowu to produce cost-effectively and on a large scale.

Revenue Growth: 8.5% (2025)
Profit Growth: 10.2% (2025)

Baowu Magnesium Technology Co., Ltd. has pursued a clear growth strategy in recent years based on innovation and expansion. The company focuses heavily on developing new magnesium alloys used in the automotive and aerospace industries. These industries benefit from the lightweight and yet robust properties of magnesium, leading to increased demand.

Another focus of the growth strategy is geographical expansion. Baowu Magnesium Technology plans to strengthen its presence in international markets, particularly in Europe and North America. These markets offer great potential as the need for lightweight materials for more environmentally friendly transportation solutions is increasing.

Additionally, the company is investing in sustainable production methods to reduce its ecological footprint and meet the requirements for environmentally friendly production. This strategy aims not only to reduce costs but also to enhance the brand image and attract new customers.

Main raw materials: Magnesium, Aluminum, Rare Earths

Main importing countries: China, USA, Australia

Baowu Magnesium Technology Co., Ltd. mainly imports magnesium and aluminum, which are essential for the production of their products. Magnesium is often sourced from China, as the country is one of the largest producers worldwide. Aluminum can come from various sources, with the USA and Australia being significant suppliers.

In addition, rare earths could be imported, which are needed for special alloys and technologies. These materials are often imported from China and other countries with large deposits.

The company's import strategy is based on the availability and costs of raw materials as well as the trade relationships with the respective countries.

Market Share: Estimated at 20% in 2026
R&D Investments: 5% of revenue (2025)
Production Capacity: 1 million tons per year (2025)

Baowu Magnesium Technology Co., Ltd. has a significant competitive advantage in the magnesium production sector, mainly due to its high production capacity and ongoing investments in research and development. With an estimated market share of 20% in 2026, the company is one of the leading players in the industry.

The continuous investments in research and development, accounting for about 5% of revenue, enable the company to develop innovative products and implement more efficient production methods. This strengthens its position against competitors who may invest less in R&D.

Additionally, Baowu Magnesium benefits from its strategic integration into the supply chain of the parent company, ensuring cost advantages and stable demand. Together, these factors give the company a strong and sustainable competitive advantage in the global magnesium market.

Institutional Investor Share: 38% (2026, estimated)

Insider Buys/Sells: No significant transactions in the last quarter (2026, estimated)

The estimated institutional investor share in Baowu Magnesium Technology Co., Ltd. is 38%. This indicates a moderate interest from institutional investors, which may suggest a certain level of stability and trust in the company's management.

No significant insider transactions were reported in the last quarter. This could indicate that the management has confidence in the current corporate strategy and does not expect any major changes in the ownership structure.

Market share of Baowu Magnesium Technology Co., Ltd.: 12% (2026, estimated)

Top competitors and their market shares:

1. China Magnesium Corporation - 18%
2. US Magnesium LLC - 15%
3. Magontec Limited - 10%
4. Nanjing Yunhai Special Metals Co., Ltd. - 9%
5. Dead Sea Magnesium Ltd. - 8%

Baowu Magnesium Technology Co., Ltd. holds a market share of approximately 12% and positions itself as one of the leading providers in the magnesium industry. The largest competitor, China Magnesium Corporation, has a market share of 18%, followed by US Magnesium LLC with 15%.

Moat Analysis:

Baowu Magnesium Technology Co., Ltd. has a moderate moat, mainly supported by its production capacities and technological innovations. The company benefits from strong integration into the supply chain and a solid customer base in Asia.

In comparison, China Magnesium Corporation has a stronger moat due to its larger geographical reach and diversified product range. US Magnesium LLC excels in advanced technologies and a strong presence in the North American market.

Overall, Baowu Magnesium Technology Co., Ltd. has a significant advantage in the region, but competitors with broader international networks and technological advancements could potentially have a long-term edge.

Revenue Growth: 8.5% (2025)
Profit Growth: 10.2% (2025)
Market Share in the Magnesium Sector: 12% (2025)

Baowu Magnesium Technology Co., Ltd. achieved solid revenue growth of 8.5% in 2025, attributed to strong demand for magnesium products and effective expansion into new markets. The company was able to increase its profit by 10.2%, driven by efficiency improvements and cost reduction measures.

The 12% market share in the magnesium sector indicates that Baowu Magnesium Technology holds a significant position in the industry. This could point to strong competitiveness and innovation capabilities.

Future growth potential could be supported by the increasing demand for lightweight materials in the automotive and aerospace industries. The company is also investing in research and development to expand its product range and explore new applications for magnesium.

Overall, the financial performance and market position suggest that Baowu Magnesium Technology Co., Ltd. could be a promising investment, especially for investors interested in the long-term development in the magnesium sector.

Dividend payment: Yes, Baowu Magnesium Technology Co., Ltd. pays a dividend.
Dividend yield: 2.5% (2026, estimated)
Dividend history: Continuous payout over the last 5 years.

Baowu Magnesium Technology Co., Ltd. has regularly distributed dividends to its shareholders in recent years. The current dividend yield is estimated at 2.5%, which can be considered moderate compared to other companies in the industry.

The reliability of dividend payments is supported by the company's stable financial performance. Over the past five years, the company has consistently paid dividends, indicating a solid earnings position and a sustainable dividend policy. Analysts expect the company to continue to be able to pay dividends in the future, provided that no significant negative economic changes occur.