据生意社消息，12月2日国内钆铕钇系市场价格走势暂稳，氧化钆价格为18.5万元/吨，氧化铕价格为18 万元/吨，钆铁合金价格为18万元/吨，氧化钇价格为49000元/吨，国内轻稀土市场价格走势上涨，但是 下游仍处于按需采购阶段，短期之内价格震荡为主。 金力永磁：公司是高性能稀土永磁材料的领先供应商。 英洛华：公司主要从事钕铁硼磁性材料、微特电机产品、健康器材产品以及电子声学产品的生产和销 售。目前公司的电机和减速器产品目前有少量应用于工业机器人。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 华西证券表示，短期看全球稀土永磁体生产仍高度集中于中国，且考虑到海外产能释放仍需时间且我国 新增产能规模，我国仍是全球唯一具备稀土全产业链各类产品生产能力的国家，且美西方稀土产业链的 整体规模远低于我国，其产业链均不完整并存在明显短板。 国金证券指出，步入12月冶炼厂或因政策和原料原因大批量停产；10月我国磁材出口量同比、环比分别 +16%、-5%；结合往后出口更加宽松的预期，我们对后续需求更加高看一眼；外部抢出口叠加供给侧 改革持续推进，稀土供需共振可期，稀土板块将继续演化估值业绩双 ...

每经AI快讯，稀土永磁板块午后走弱，金力永磁、中国稀土跌超3%，久吾高科、广晟有色等跟跌。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688231 | 隆达股份 | 24.05 | -3.57% | 6.24万 | | 1.51亿 | | 688102 | 斯瑞新材 | 23.50 | -3.49% | 37.82万 | | 9.11亿 | | 688786 | 倪安新材 | 27.41 | -2.73% | 2.44万 | | 6722.93万 | | 603978 | 深圳新星 | 32.50 | -1.87% | - 16.17万 | | 5.36亿 | | 000633 | 台金投资 | 8.45 | -1.40% | 86.13万 | | 7.39 Z | | 300835 | 龙磁科技 | 61.30 | -0.66% | 3.11万 | | 1.91亿 | | 603124 | 江南新材 | 73.49 | -0.60% | 1.18万 | | 8724.10万 | | 688190 | 云路股份 | 98.80 | -0.59% | 5446.76 ...

磁组件是机器人关节伺服电机的核心部件，单台人形机器人需3.5-4kg钕铁硼磁材，相当于1.75台新能源 汽车用量。金力永磁凭借技术突破构筑壁垒：通过晶界渗透技术降低40%重稀土用量，矫顽力达 45kOe，磁组件尺寸精度5μm、良率92%，均远超行业平均水平，累计申请67项机器人相关专利。其产 品已通过特斯拉5万次关节疲劳测试、波士顿动力极寒测试，获国际巨头认证。 2025年，具身机器人行业迈入量产爆发期，全球高端磁材需求同比暴涨150%，金力永磁宁波机器人磁 组件超级工厂的投产恰逢其时。作为全球高性能钕铁硼永磁材料龙头，该工厂投资12亿元，规划年产 3000吨磁材与1亿套磁组件，2025年第二季度正式投产并启动批量交付，为公司抢占行业红利奠定核心 基础。 产能布局持续加码，除宁波工厂外，墨西哥基地同步建成年产100万套专线，规避关税壁垒。2025年公 司高性能磁材总产能达4万吨，2027年将扩至6万吨，可充分覆盖机器人行业亿台级普及后的增量需求。 当前，机器人用永磁体已占公司营收15%且持续增长，随着宁波工厂产能爬坡完成，叠加行业供需缺口 扩大，金力永磁有望在具身机器人时代实现业绩飞跃，巩固全球高端磁组件领域 ...

（编辑 张伟） 据了解，江西金力永磁科技股份有限公司捐赠100万港元，用于支持受灾居民的紧急救援、临时安置及灾后恢复工作。 金力永磁表示，向受灾家庭及社区致以诚挚慰问，向恪尽职守、奋战一线的消防与救护人员，以及积极参与赈灾的各界团 体致以崇高的敬意！公司将与香港同胞同根同心，守望相助，为灾后重建略尽绵薄之力。 本报讯 （记者曹琦）11月26日下午，香港大埔宏福苑发生五级火灾，灾情严峻，救援工作牵动各方关心。 ...

证券代码：300748 证券简称：金力永磁 江西金力永磁科技股份有限公司 投资者关系活动记录表 编号：2025-017 | | √特定对象调研 □媒体采访 | □分析师会议 □业绩说明会 | | | --- | --- | --- | --- | | 投资者关系 | □新闻发布会 | □路演活动 | | | 活动类别 | □现场参观 | | | | | □其他 | （请文字说明其他活动内容） | | | 形式 | 现场 网上 ☐ | 电话会议 ☐ | | | | 姓名 | | 机构名称 | | | Morgan Stanley | | Chris Jiang | | | RBC Global Asset Management | | Cornelius Gilbert | | | Allianz Global Investors | | Catherine Chan | | 参与单位/ 人员名称 | EFM Asset Management | | Payton Zhao | | | Fountainhead Partners | | Alan Gao | | | Dragonstone Capital M ...

Core Viewpoint - Jinli Permanent Magnet's stock price has shown significant volatility, with a year-to-date increase of 93.73%, but recent declines in the short term indicate potential market fluctuations [1][2]. Financial Performance - For the period from January to September 2025, Jinli Permanent Magnet achieved a revenue of 5.373 billion yuan, representing a year-on-year growth of 7.16% [2]. - The net profit attributable to shareholders for the same period was 515 million yuan, marking a substantial increase of 161.81% year-on-year [2]. Stock Market Activity - As of November 27, Jinli Permanent Magnet's stock was trading at 34.06 yuan per share, with a market capitalization of 46.853 billion yuan [1]. - The stock has experienced a net inflow of 4.2323 million yuan from main funds, with significant buying activity from large orders [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 134,000, a rise of 35.31% compared to the previous period [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and E Fund's ChiNext ETF, with notable changes in their holdings [3]. Dividend Distribution - Since its A-share listing, Jinli Permanent Magnet has distributed a total of 1.471 billion yuan in dividends, with 1.084 billion yuan distributed over the past three years [3].

本文由 AI算法生成，仅作参考，不涉投资建议，使用风险自担 【11月26日金力永磁披露投资份额及关联持股情况】11月26日，金力永磁在互动平台透露，其全资子公 司金力永磁投资有限公司持有中小企业发展基金（成都）交子创业投资合伙企业（有限合伙）1%投资 份额。公开信息显示，该基金目前持有沐曦集成电路（上海）股份有限公司0.71%的股份。 ...

Robotics - Lingyi Zhi Zao has signed strategic cooperation agreements with several leading embodied intelligence companies to promote the hardware manufacturing of embodied robots [1] - Luxshare Precision is expected to ship 3,000 humanoid robots this year [1] Batteries - Tiannai Technology claims that single-wall products are the best choice for fast-charging batteries, with fourth-generation and pure single-wall products significantly enhancing battery rate and cycle life [1] - Ninebot reports that fluctuations in lithium carbonate prices have not directly impacted product pricing; the company has preemptively stocked multiple new electric bicycle products that meet new national standards [1] Chips - Xidi Micro has successfully integrated its high-performance power management chip products into the Meta supply chain through ODM manufacturers [1] - Silan Micro has launched four key analog chips for AI computing power [1] Electronics - BOE Technology Group indicates that the overall supply and demand in the industry is under pressure, with a forecasted decline in the shipment volume of foldable products in the second half of the year [1] - Luxshare Precision anticipates mass production of microchannel technology next year [1] - Zhihui Power, as a first-tier supplier to Google, provides mobile-related components through Foxconn and Taiwan's Compal [1] Others - Jinli Permanent Magnet holds indirect shares in Muxi Co., Ltd [1] - Chunhui Zhikong has begun bulk supply of satellite release devices to satellite manufacturers [1] - Nandu Property holds indirect shares in Yundongchu through the Saizhi Zhudragon Fund [1] - Chuangyuan Technology's subsidiary Suzhou Bearing supplies mainly needle bearing products for the commercial aerospace sector, although the supply volume is relatively small [1] - Shengyuan Environmental Protection has indirectly participated in investment in Moore Threads by subscribing to fund shares [1] - Shengyang Co., Ltd has launched full immersion liquid cooling energy storage systems and solutions into the market [1] - Weichai Power does not have a gas turbine business [1]

Group 1 - The core viewpoint of the article highlights a collective rise in Hong Kong's non-ferrous metal stocks, driven by expectations of a Federal Reserve interest rate cut in December [1][3]. - Specific stocks that saw significant increases include Lingbao Gold, which rose by 3.5%, and China Daye Nonferrous Metals, which increased by 3.41% [2][1]. - The overall market sentiment is positively influenced by the anticipated decline in interest rates, which is expected to lower financing costs and improve demand expectations [3]. Group 2 - The probability of a 25 basis point rate cut by the Federal Reserve in December has risen to 82.9%, up from 69.4% the previous day [2][3]. - Gold prices have also seen a slight increase, with spot gold rising by 0.2% to $4,141.70 per ounce, supported by the Fed's dovish outlook [3]. - Analysts suggest that the expected rate cut will positively impact the non-ferrous metal sector through a weaker dollar and enhanced risk appetite [3].