港股异动 | 金力永磁(06680)涨超8% 公司积极布局人形机器人用磁组件机构看好稀土板块迎业绩估值双升

智通财经2025-03-10

智通财经APP获悉，金力永磁(06680)涨超8%，截至发稿，涨8.13%，报14.9港元，成交额2.15亿港元。消息面上，人形机器人产业近期迎来密集催化。国联民生证券指出，高性能钕铁硼永磁材料是生产人形机器人的关键零部件之一，AI技术的突飞猛进有望加速人形机器人实现量产，也有望为稀土永磁材料的需求打开长期成长空间。金力永磁此前接受机构调研时表示，人形机器人是未来高性能钕铁硼磁材重要需求增长点之一...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2518260130?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-03-10 14:35","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2518260130","market":"sh","top_or_hot":-1,"title":"港股异动 | 金力永磁(06680)涨超8% 公司积极布局人形机器人用磁组件 机构看好稀土板块迎业绩估值双升","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，金力永磁(06680)涨超8%，截至发稿，涨8.13%，报14.9港元，成交额2.15亿港元。消息面上，人形机器人产业近期迎来密集催化。国联民生证券指出，高性能钕铁硼永磁材料是生产人形机器人的关键零部件之一，AI技术的突飞猛进有望加速人形机器人实现量产，也有望为稀土永磁材料的需求打开长期成长空间。金力永磁此前接受机构调研时表示，人形机器人是未来高性能钕铁硼磁材重要需求增长点之一...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1259676.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 金力永磁(06680)涨超8% 公司积极布局人形机器人用磁组件 机构看好稀土板块迎业绩估值双升</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 金力永磁(06680)涨超8% 公司积极布局人形机器人用磁组件 机构看好稀土板块迎业绩估值双升\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-10 14:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1259676.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，金力永磁(06680)涨超8%，截至发稿，涨8.13%，报14.9港元，成交额2.15亿港元。消息面上，人形机器人产业近期迎来密集催化。国联民生证券指出，高性能钕铁硼永磁材料是生产人形机器人的关键零部件之一，AI技术的突飞猛进有望加速人形机器人实现量产，也有望为稀土永磁材料的需求打开长期成长空间。金力永磁此前接受机构调研时表示，人形机器人是未来高性能钕铁硼磁材重要需求增长点之一...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1259676.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"159715","symbol_name":"稀土","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1259676.html","article_id":"2518260130","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2518260130","pubTimestamp":1741588548,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，金力永磁涨超8%，截至发稿，涨8.13%，报14.9港元，成交额2.15亿港元。消息面上，人形机器人产业近期迎来密集催化。金力永磁此前接受机构调研时表示，人形机器人是未来高性能钕铁硼磁材重要需求增长点之一，公司把握时代的潮流，正积极配合世界知名客户的人形机器人用磁组件的研发，并且陆续有小批量的交付，但现阶段对公司收入和盈利影响甚微。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159715":"稀土","300748":"金力永磁","BK1116":"电气部件与设备","BK0235":"非金矿物","06680":"金力永磁"},"translate_title":"Hong Kong stock market changes Jinli Permanent Magnet (06680) rose more than 8%. The company actively deploys magnetic components for humanoid robots. The organization is optimistic about the rare earth sector and welcomes both performance and valuation rises","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159715":1,"300748":1,"06680":1},"content_text":"智通财经APP获悉，金力永磁(06680)涨超8%，截至发稿，涨8.13%，报14.9港元，成交额2.15亿港元。消息面上，人形机器人产业近期迎来密集催化。国联民生证券指出，高性能钕铁硼永磁材料是生产人形机器人的关键零部件之一，AI技术的突飞猛进有望加速人形机器人实现量产，也有望为稀土永磁材料的需求打开长期成长空间。金力永磁此前接受机构调研时表示，人形机器人是未来高性能钕铁硼磁材重要需求增长点之一，公司把握时代的潮流，正积极配合世界知名客户的人形机器人用磁组件的研发，并且陆续有小批量的交付，但现阶段对公司收入和盈利影响甚微。国金证券认为，临近2025年第一批配额发放时点，基于2024年度稀土价格整体呈现下行趋势、触底回升幅度并不大，该行认为2025年配额增速或继续维持较低水平。下游人形机器人和低空经济有望持续打开稀土领域新增需求，磁材标的有望与稀土资源标的共振；行业供改、缅甸供给扰动协同成本曲线上抬，叠加供需改善延续，稀土板块望迎业绩估值双升。此外，稀土作为我国定价、全球领先的优势产业，在逆全球化的大背景下，板块整体关注度有望显著提高。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"movement","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2518260130","isCrawlerRequest":true}

港股异动 | 金力永磁(06680)涨超8% 公司积极布局人形机器人用磁组件 机构看好稀土板块迎业绩估值双升

精彩评论

港股异动 | 金力永磁(06680)涨超8% 公司积极布局人形机器人用磁组件机构看好稀土板块迎业绩估值双升