国投证券近期指出，1月以来稀土持续上涨。预计白名单和配额指标刚性制约26年供给，预计内外需求 稳定增长，新一轮补库周期可能启动，看好26年稀土中枢价格上涨。稀土市场受宏观情绪影响较小，后 续关注板块配置机会。国金证券认为，稀土板块将继续演化估值业绩双升，2026年亦为重点标的同业竞 争解决的关键一年。 智通财经APP获悉，金力永磁(06680)涨超9%，截至发稿，涨9.06%，报23.36港元，成交额1.57亿港元。 消息面上，据包头稀土产品交易所消息，2月10日稀土主流产品价格整体上行。氧化镨钕均价85.02万 元/吨，上涨5.14万元/吨；金属镨钕均价101.60万元/吨，上涨3.97万元/吨；氧化镝均价141.22万元/吨， 上涨1.14万元/吨；氧化铽均价623.43万元/吨，上涨2.00万元/吨。 ...

消息面上，据包头稀土产品交易所消息，2月10日稀土主流产品价格整体上行。氧化镨钕均价85.02万 元/吨，上涨5.14万元/吨；金属镨钕均价101.60万元/吨，上涨3.97万元/吨；氧化镝均价141.22万元/吨， 上涨1.14万元/吨；氧化铽均价623.43万元/吨，上涨2.00万元/吨。 国投证券近期指出，1月以来稀土持续上涨。预计白名单和配额指标刚性制约26年供给，预计内外需求 稳定增长，新一轮补库周期可能启动，看好26年稀土中枢价格上涨。稀土市场受宏观情绪影响较小，后 续关注板块配置机会。国金证券认为，稀土板块将继续演化估值业绩双升，2026年亦为重点标的同业竞 争解决的关键一年。 金力永磁（300748）(06680)涨超9%，截至发稿，涨9.06%，报23.36港元，成交额1.57亿港元。 ...

Group 1 - The rare earth permanent magnet sector is experiencing a significant upward trend, with Wanlong Magnetic Plastic hitting the daily limit increase [1] - Northern Rare Earth has seen an increase of over 6%, indicating strong market performance [1] - Other companies such as Beikong Technology, Jinli Permanent Magnet, Galaxy Magnet, and China Rare Earth are also following the upward trend [1]

Core Insights - The global humanoid robot industry is predominantly led by China, which houses over 110 companies, accounting for more than 50% of the total 220 humanoid robot manufacturers worldwide [1] - China excels in hardware and integration segments, while the US leads in the "brain" segment, focusing on AI models and software [4][5] - China has filed approximately five times more humanoid robot patents than the US, with a total of 7,705 patents, indicating a strong emphasis on innovation and technology development [6] - The competition among China, the US, and Japan in the humanoid robot industry is characterized by distinct strategies and market focuses [9] Industry Overview - Major listed companies in China's humanoid robot sector include Huichuan Technology, Sanhua Intelligent Control, Lens Technology, Hengli Hydraulic, Top Group, Linying Intelligent Manufacturing, Zoomlion Heavy Industry, and Jinli Permanent Magnet [1] - The global humanoid robot industry is expected to reach a market size of 861 billion yuan by 2027, with China aiming for a fully controllable supply chain and over 70% localization of core components [9][11] Competitive Landscape - Chinese companies like Zhiyuan Robotics and UTree Technology are rapidly advancing in mass production and cost control, while US firms like Boston Dynamics and Tesla focus on core technology breakthroughs [11][12] - The strategic direction for Chinese firms includes low-cost strategies to expand into consumer and industrial markets, while US companies are investing heavily in AI and technology development [11] - Japan's approach is centered on precision manufacturing and specialized components, targeting healthcare and industrial applications [9][11] Patent and Innovation - China leads in humanoid robot patent applications, with 7,705 patents compared to the US's 1,561 and Japan's 1,102, showcasing its dominance in core technology areas [6] - The focus of Chinese patents includes body structure, intelligent perception, and drive control, indicating a comprehensive approach to technology development [6] Market Projections - By 2027, the humanoid robot market is projected to achieve significant growth, with China aiming for a market scale of 861 billion yuan and the US targeting over 40% of the global market share [9][11]

责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 香港联交所最新资料显示，2月4日，摩根大通减持金力永磁（06680）111.98万股，每股作价21.3127港 元，总金额约为2386.6万港元。减持后最新持股数目约为1631.12万股，最新持股比例为6.94%。 香港联交所最新资料显示，2月4日，摩根大通减持金力永磁（06680）111.98万股，每股作价21.3127港 元，总金额约为2386.6万港元。减持后最新持股数目约为1631.12万股，最新持股比例为6.94%。 责任编辑：卢昱君 ...

减持后，JPMorgan Chase & Co.最新持好仓数目为1631.115万股，持好仓比例由7.42%下降至6.94%。 | 表格序號 | 大股東/董事/最高行政人員名稱 作出披露的 買入 / 費出或涉及的股 每股的平均價 | | | | 持有權益的股份數目 佔已發行的 有關事件的 | | --- | --- | --- | --- | --- | --- | | | 份:37号 | 皇大 | | | (請參閱上述*註解)有投票權股 (日 / 月 / 年 | | | | | | | 偷自分比 | | | | | | | ( 96 ) | | CS20260209E00211 | JPMorgan Chase & Co. | 1201(L) | 1,119,800(L) | HKD 21.3127 | 16.311.151(L) 6.94(L)04/02/2026 | | | | | | | 13.806.149(S) 5.88(S) | | | | | | | 3,389,270(P) 1.44(P) | | 股份代號: | 06680 | | --- | --- | | 上市法國名稱: | 江西金力永 ...

格隆汇2月9日丨根据联交所最新权益披露资料显示，2026年2月4日，金力永磁(06680.HK)遭JPMorgan Chase & Co.以每股均价21.3127港元减持好仓111.98万 股，涉资约2386.6万港元。 | 表格序號 | 大股東/董事/最高行政人員名稱 作出披露的 買入 / 費出或涉及的股 每股的平均價 | | | | 持有權益的股份數目 佔已發行的 有關事件的 | | --- | --- | --- | --- | --- | --- | | | 份:37号 | 皇大 | | | (請參閱上述*註解)有投票權股 (日 / 月 / 年 | | | | | | | 偷自分比 | | | | | | | ( 96 ) | | CS20260209E00211 | JPMorgan Chase & Co. | 1201(L) | 1,119,800(L) | HKD 21.3127 | 16.311.151(L) 6.94(L)04/02/2026 | | | | | | | 13.806.149(S) 5.88(S) | | | | | | | 3,389,270(P) 1.44(P) | | ...

香港联交所最新资料显示，2月4日，摩根大通减持金力永磁（300748）(06680)111.98万股，每股作价 21.3127港元，总金额约为2386.6万港元。减持后最新持股数目约为1631.12万股，最新持股比例为 6.94%。 ...

智通财经APP获悉，香港联交所最新资料显示，2月4日，摩根大通减持金力永磁(06680)111.98万股，每 股作价21.3127港元，总金额约为2386.6万港元。减持后最新持股数目约为1631.12万股，最新持股比例 为6.94%。 ...

每经AI快讯，金力永磁(06680.HK)涨超7%，截至发稿涨7.52%，报21.72港元，成交额1.27亿港元。 ...