中信证券：关注稀土永磁板块战略配置价值

Group 1 - The robotics industry is expected to experience rapid growth driven by AI large models and supportive policies, with high-performance neodymium-iron-boron permanent magnet materials being ideal for robotic servo motors [1] - The demand for magnetic materials in the new energy vehicle sector is anticipated to maintain high growth due to advancements in intelligent driving, while emerging fields such as humanoid robots and low-altitude economy are expected to become core drivers for future growth in high-performance neodymium-iron-boron demand [2] - Strategic allocation in the rare earth permanent magnet sector is recommended due to its potential value [2]