东方证券：镁铝性价比逆转新材料应用奇点将至

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智通财经APP获悉，东方证券发布研报称，镁铝价格比已降至历史低位，叠加技术工艺突破，镁合金经济性及性能优势凸显，替代铝材空间打开。行业技术瓶颈正被攻克，尤其在新能源汽车轻量化及人形机器人爆发增长驱动下，预计镁合金需求将迎来加速渗透，开启新一轮成长周期。东方证券主要观点如下：镁铝比长期低位，高性价比镁代铝空间打开综合需求稳步增长、国内产能受限、海外扩产动力不足及多项目扰动风险情形，铝价2025年涨幅...

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东方证券：镁铝性价比逆转 新材料应用奇点将至

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东方证券：镁铝性价比逆转新材料应用奇点将至