In June, China's total magnesium product exports reached 39,400 mt, up 4.8% MoM and 10.9% YoY. Of this, magnesium ingot exports were 22,700 mt, down 5.5% MoM, mainly dragged down by the traditional off-season demand in and outside China. In contrast, magnesium powder and magnesium alloy exports performed strongly, up 21.2% and 33.2% MoM respectively, driven by periodic restocking, downstream stockpiling in advance, and the rapid development of sectors such as lightweight vehicles.

[SMM Magnesium Express]According to statistics from the General Administration of Customs, China exported approximately 39,400 tons of magnesium products in June 2026, marking a 4.8% month-on-month increase and a 10.9% year-on-year growth. Specifically, China exported 22,700 tons of magnesium ingots in June 2026, down 5.5% month-on-month but up 11.3% year-on-year; 5,848 tons of magnesium powder, up 21.2% month-on-month but down 0.64% year-on-year; and 8,650 tons of magnesium alloys, up 33.2% month-on-month and 23.2% year-on-year.

[Magnesium Plant Maintenance Dragged Down Weekly Output, Supply Strong and Demand Weak with Continuous Inventory Buildup] This week, the magnesium ingot market in the main production areas retreated after a rapid rise. At the beginning of the week, maintenance positives supported prices, but high downstream inventories and fear of high prices suppressed transactions, with some producers offering discounts to sell, putting magnesium prices under pressure and causing them to weaken. Tianjin port FOB prices passively followed the decline in China’s EXW prices, as sluggish demand during the summer break outside China and elevated ocean freight rates suppressed deals. Dolomite prices were stable, providing limited cost support. Magnesium powder and magnesium alloy prices first declined and then stabilized, following the trend of magnesium ingot. Downstream sectors such as steel mill desulfurization, titanium sponge, and die-casting enterprises entered the off-season, with transactions remaining sluggish, leaving the oversupply pattern unchanged. In the short term, the magnesium market will continue to move sideways.

[SMM Survey: Henan Dewei Technology Co., Ltd. Takes the Lead in the Global Magnesium Alloy Wheel Hub Mass Production Track with Core Technology] In July 2026, the R&D team of Henan Dewei Technology Co., Ltd. is fully advancing the quality inspection and final factory review of magnesium alloy wheel hubs to be exported to Ford in the US. The enterprise holds China's only patent for the core forging process of magnesium alloy wheel hubs, possesses a globally scarce mass production line, and leads the industry in mass production technology. Currently, its products have passed certifications from multiple high-end automakers such as Mercedes-Benz, BMW, and Porsche, making it the only magnesium alloy wheel hub enterprise in China capable of mass supply to high-end automakers. This technological breakthrough has broken the overseas technology monopoly, filled the gaps in China's automotive lightweight parts industry, and significantly enhanced the international competitiveness of domestic auto parts.

[SMM Weekly Magnesium Review: China Magnesium Market Retreats After Rapid Rise; Foreign Trade Remains Sluggish] This week, the magnesium ingot market in the main producing areas retreated after a rapid rise. At the beginning of the week, maintenance provided support to quotations, but downstream high inventory and fear of high prices suppressed transactions. Some producers offered discounts to sell, and magnesium prices weakened under pressure. Tianjin port FOB prices followed the decline of domestic EXW prices passively. Outside China, summer break led to weak demand, and high ocean freight rates suppressed transactions. Dolomite prices remained stable, with limited cost support. Magnesium powder and magnesium alloy followed magnesium ingot by falling first and then stabilizing. Downstream steel mill desulfurization, titanium sponge, and die-casting enterprises entered the off-season, with sluggish transactions. The oversupply pattern remained unchanged. In the short term, the magnesium market is expected to continue moving sideways.

[SMM Magnesium Survey: Australian Brown Coal Magnesium Extraction and Mg Alloy R&D Both Make Progress, with Enhanced Domestic Supply Capacity and High-End Applications] Latrobe Magnesium has secured $16 million in financing for the commissioning of the magnesium metal section of its demonstration plant, plans to start production in H2, and has already locked in sales to the US market. Monash University, in partnership with CSIRO, has developed a new-type magnesium alloy that increases shear stress by 33 times, providing a new material foundation for automotive and aerospace lightweighting.

[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]Today, according to China Securities Journal, Xu Hong, Chairman of Yongmaotai, elaborated systematically on the company's magnesium alloy strategic layout in an exclusive interview. The company defines its magnesium alloy business as a "second growth curve," establishing a magnesium alloy division and building new magnesium alloy die-casting factories in two major bases in Anhui and Chongqing. The planned production lines will exceed 20, covering models from 650T to 7000T, and introduce semi-solid forming technology, targeting core structural components such as automotive instrument panel beams, electric drive housings, and rear floor panels. Xu Hong noted that by 2030, the per-vehicle magnesium usage in China is expected to increase from the current 8 kilograms to 45 kilograms, corresponding to an incremental market of approximately 50 billion yuan. As production capacity gradually ramps up, the large-scale application of magnesium alloy in automotive and robotics sectors is anticipated to accelerate.

[SMM Magnesium Express] Recently, according to industry media reports, Chongqing Boao Magnesium Aluminum, in collaboration with Haitian Zhisheng Metal, unveiled the world's first mass-produced semi-solid process magnesium alloy dashboard crossbeam, designed for Seres' high-end models. The product is manufactured using Haitian's 3600T magnesium alloy injection molding machine, achieving over 45% weight reduction compared to traditional steel structures and 30% to 40% reduction versus aluminum alloy, without compromising rigidity and safety performance. It has now achieved stable daily production of 1,000 sets. As semi-solid magnesium alloy mass production technology continues to mature, the large-scale application of magnesium alloy in automotive core structural components is expected to further accelerate.

The development of NEVs is driving lightweight materials toward higher performance and greater efficiency. Now, the rapid growth of the humanoid robot industry is also prompting automotive material enterprises to focus on new application directions. What new requirements do robots have for lightweight materials? Which mature automotive material systems can be directly applied to robots? What new application opportunities will emerge for materials such as aluminum alloys, magnesium alloys, and composites? How should automotive supply chain enterprises plan ahead to enter the robot industry chain? These questions are becoming the focus of attention for an increasing number of material enterprises and R&D teams. From September 10 to 11, ASCC2026·SMM (8th) Automotive Supply Chain Conference will invite IRON humanoid robot material expert Huang Jiaqi to deliver a keynote presentation titled “Automotive & Humanoid Robot Lightweighting Challenges and Material Selection Analysis.” Dr. Huang Jiaqi graduated from the School of Materials Science and Engineering at Harbin Institute of Technology and previously served as Director of the Materials Department at JAC Group and XPeng Motors, with long-term research on automotive materials and lightweighting technologies and extensive experience in developing and applying NEV materials. He currently serves as Distinguished Expert at the National Industrial Energy Conservation and Green Development Evaluation Center, Expert for National High-tech Enterprise (New Materials) Evaluation, Expert for Unified Local Standards in the Yangtze River Delta Region of Shanghai Municipal Administration for Market Regulation (Energy Conservation and Environmental Protection), Evaluation Expert for Manufacturing Strong Province Projects of Guangdong Provincial Department of Science and Technology and Anhui Provincial Department of Industry and Information Technology (NEV), and also Secretary General of the Anhui Composite Materials Industry Association. In this presentation, he will combine automotive industry lightweighting practices and revolve around the similarities and differences in material applications between automobiles and humanoid robots, lightweight material selection strategies, and future development directions to exchange ideas, offering valuable industry insights for material enterprises, processing enterprises, and vehicle R&D teams. For conference attendance and inquiries, contact Manager Jiang at 13258390905 (same number on WeChat).